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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: In 2018, Metro bought Jean Coutu. I would have preferred to convert a part of my PJc shares into Metro shares in order to defer the capital gain as long as possible. However, I have never received the document offering this choice from Disnat.
I contacted Disnat and the customer service told me that the document with which we had to sign our choice had been sent. I then consulted 2 colleagues who use the Disnat platform and they also confirm that they did not receive this document. The tax bill is important.
Are there any recourse or action to take?
Thank you
Read Answer Asked by Serge on March 06, 2019
Q: Hi, are you aware of a source that reports earnings surprises on Canadian stocks? Thanks.
Read Answer Asked by Gary on March 06, 2019
Q: I struggle between trimming positions as they get too big in my portfolio, or letting them run. In the line of thinking to make above average returns, you have to have at least one multi bagger, I have held all the above into overweight positions, only to take it on the chin - the jury is still out on GC, but I'm expecting a rough day. Currently have PEO at 168% return, but I've held for years and I sleep well with this little company. Dont have a company specific question here, maybe a few thoughts on the balancing act between letting them run and trimming to appropriate size?
Read Answer Asked by Charles on March 06, 2019
Q: Would you please discuss "take your profits" and "let them run." What's the rule for using either? Many thanks for your advice.
Read Answer Asked by Elaine or Gerry on March 06, 2019
Q: Does your crystal ball predict a market downturn in next six to twelve months.
Clayton
Read Answer Asked by Clayton on March 06, 2019
Q: i want to buy BAM, but i keep nipping at stocks at their highs lately with less than cheerful results ( think SQ at it's high, though i still hold it and feel it will make it's way above it's previous high) . I recognize BAM is a very different kettle of fish. As the market is currently shy about moving upwards, do i wait for BAM to pull back?
Also I am planning to take the funds from BNS. Do I wait for it to a show a more positive move, or go now?
I look forward to any direction or guidance you can provide.

Appreciatively,
Mark
Read Answer Asked by Mark on March 06, 2019
Q: Hi guys
As you know Elderly Care is expensive..roughly 6 grand a month. Sold the house 5 years ago (big mistake) put the money in a split between GICs & BNS430 . 60% GICS 40% BNS430. This isn't enough Income to stop the Capital Drain. Myself, Im not impressed with the MER or the returns from the Scotia Innova Income Portfolio Series T. Was thinking of switching out of GIC or BNS430 to the MAW105. Would you have any other ideas?. Im a little scared of the Dividend ETFs, BMO dividend ETF got Hammered 30% in 2008....Yikes
thanks Gord ( take a many credits as you like)
Read Answer Asked by Gordon on March 06, 2019
Q: Follow up to my previous question re---- pre-arranged market close orders. This seems to happen very often and in very large amounts. Can you explain why they do this? IE--- how does this action affect their performance? Is it managed personally or by a computer model? What is the average size per trade?
Read Answer Asked by joe on March 06, 2019
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