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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: Recently, I’ve noticed that Canadian inflation has been more subdued compared to the United States. Given this observation, I’m wondering if it’s reasonable to interpret that Canada might reduce interest rates sooner than the U.S. If this holds true, and considering my intention to purchase more U.S. stocks, would it be advisable for me to start acquiring more U.S. dollars at this time?

Your insights would be greatly appreciated. Thank you in advance for your guidance.
Read Answer Asked by Esther on March 21, 2024
Q: Received a Class Action Notice from XBC..CA regarding a proposed class action settlement, which reads in part:
"SUMMARY OF THE SETTLEMENT:
On October 19, 2023, the Superior Court of Québec (“Court”) approved the settlement of this class action.
Under the Settlement, CAD $5,000,000 (the “Settlement Amount”) has been paid in full and final settlement of all claims against the Defendants, including Class Counsel’s fees, applicable taxes and expenses, and interest, in exchange for a full release and settlement of the class action."
Number of shares purchased was 800 @$10. Would you know the approximate number of shares that were outstanding at the time (Nov 10 2019 to Mar 24 2021) and In your experience, is it worth it to submit a claim?
Many thanks.
Read Answer Asked by Carlos on March 21, 2024
Q: I'm thinking of journaling the above inter-listed securities over to my US RSP account as a currency play (I'm expecting CAD weakness vs USD over next 1-2 years). Other than CAD dividend exchange rate fees, are there other caveats to be aware of with any of these securities specific to their US listings? I.e. liquidity on NYSE? Thank you.
Read Answer Asked by Tony on March 21, 2024
Q: Is there a US dollar version of these that would not have the 15% withholding tax?

Thanks for all your great work
Mark
Read Answer Asked by Mark on March 21, 2024
Q: I recently bought into Klaviyo as a speculative play based on Shopify having a significant stake in it. In looking at its quarterly report with my untrained laymen analysis skills, am I correct in thinking that things seem to be going okay with this company? I’d appreciate your thoughts about where, provided things go well, this company is going in the future? (Steady grower, volatile changes, buy out candidate) Are there any comparables?
Thank you for the great service!
Mike
Read Answer Asked by Mike on March 21, 2024
Q: In the US last week, there was a landmark agreement with the National Realtors Association that should change the way commissions are determined across the board. There should be more competition with lower commissions. Can you comment on how the decision and the new direction might impact the housing market here in Canada and what impact it may have on companies in the real estate buy/sell market? What companies might be affected? How big might the impact be? Who could be winners and losers?
Read Answer Asked on March 21, 2024
Q: I am looking for a good dividend payer in a non-registered account. The industry does not really matter but a stable dividend and preferably a growing dividend would be important for the next 3 years.

Would Cascades be a good bet? If it is, what would be a reasonable entry point for price?

Thank you.
Read Answer Asked by Cathy on March 21, 2024
Q: Does every disposition of shares during a year have to be reported on your tax return even if you still hold a position in the stock at the end of year-end?
Read Answer Asked by Paul on March 21, 2024
Q: Good Evening
Why is it that only American analysts recommend selling a stock and not Canadian analysts ?
For instance the three analysts that recommend selling Fortis are all American.
Thank you
Read Answer Asked by Terry on March 21, 2024
Q: Assume that you've come across LMN's annual report. You have no idea the name of the company and its attachment to CSU. You area also aware of past metrics, and other numbers - the short history that it has.

Question - based on seeing these numbers, what do you see as a reasonable P/C and P/S valuation (or any other better valuation metric) for this unknown company in an assumed economic slowdown....just roughly. Thanks.
Read Answer Asked by James on March 20, 2024
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