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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi, I tend to shy away from companies that have ROC , because I do my own taxes and cannot be bothered with figuring out my capital gain or loss with ROC.
Are a lot more companies relying on ROC to keep investors happy with higher yields? Not sure which companies actually use it, they don’t really tell you. And does my bank broker service (investors edge) calculate my average cost when I sell?
I have no problem doing my own taxes and do not want to pay $250+ because of ROC
Your thoughts, thanks
Read Answer Asked by Brad on April 01, 2019
Q: Inverted yield curve(US 3mo higher than 10yr interest rate).2 great views by Ryan on BNN on 3/29 & Peter in The Van Sun,3/30. My observations.1)As at 8pm pst 3/31 10yr is higher than 3m (2.439 vs 2.408) 2)A popular yield curve is 2yr & 10yr(2.294 is lower than 2.439).3)This will help the big 6 can banks as pointed out by 5I as they borrow short & lend long(better interest margins.Ryannyou were great on BNN Thanks for u usual great services & views
Read Answer Asked by Peter on April 01, 2019
Q: I was looking for some Canadian blue chip shares to buy as long-term holds. Since both financials and energy have not done well in Canada in recent years I had to look outside those sectors. What is your opinion on these candidates? Any additional suggestions? Thank you as usual four your valuable advice.
Walter
Read Answer Asked by Kurt W on April 01, 2019
Q: My Godson's birthday is coming up. I wish to buy him stock as a gift. Is there an easy way to accomplish this without using an RESP account.
Read Answer Asked by sunday on April 01, 2019
Q: Hi 5i,

I am new to your service and was wondering if I should buy all the securities listed in the model portfolio at one time or should I ease into them somehow? Any guidance/direction on this would be appreciated.

Thanks so much
Read Answer Asked by Mark on March 31, 2019
Q: For information to Stan switch to TD Waterhouse Self-directed US dollars account and save your 2.5% each way out and in on the conversions. Coming from Herbert
Read Answer Asked by Herbert on March 30, 2019
Q: Hi Ryan A few months back I a full position in this stock I hold it in the US side of my account at RBC direct investing .
The Dividend arrives at Computer share their transfer agent converted to Can $ it is then transferred as to RBC in C$ RBC then allocates the funds to the the various accounts those on the Canadian side get C$ those who hold the stock on the US side get it reconverted to US$ this gyration cost me 2.5% of my dividend.
Canadian investors should be aware of this .
Stan
Read Answer Asked by Stan on March 30, 2019
Q: I have just done a portfolio review following your system and I gained much more than I expected from the exercise. Once again thank you. This is, if not a life saver, certainly a great time saver. But, it does show that there were many things that I was blind to.
thanks
Read Answer Asked by joseph on March 29, 2019