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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: I have considerable taxable gains that will be realized this year. I will earn less than 20k in self employment income this year (semi-retired). I am considering buying 3000 shares of STLC before the special dividend recognizing the share price will drop after ex-dividend. I will sell the shares shortly after ex-dividend date. I will receive $3690 in dividends and have a similar capital loss (which I will use to reduce my capital gains). Do you consider this a tax efficient strategy? Am I missing something? Thanks for your advice. Rob
Read Answer Asked by Robert on March 06, 2019
Q: These 2 are laggards in my portfolio. PBH down 22%. SIS up 7%. They both hit my mental trailing stop of over 25%. Do you see any near term catalyst for them? While I am an investor and not a trader, if they are likely going to be "dead money" for another year, I probably like to sell and move on. What do you think? Would you also suggest replacements for them? They are in my TFSA account. Thanks again for all your valuable advice.
Read Answer Asked by Ford on March 06, 2019
Q: Hi, wrt the recent earnings question on DSG, was your answer for Q4 or full year?
(Brian did not ask for which reporting period, so I will. :))

I ask as your answer seemed out of line wrt their 3Q numbers...ie Earnings per share on a diluted basis of $0.10, up 25% from $0.08 in Q3FY18 and compared to $0.11 in Q2FY19 (from their Q3 release).
You indicated EPS=.32 (that's a huge increase from .10!)

Your reply also differed quite a bit from their stated Q4 and full year earnings release of the prior year.
To clarify, can you please give earnings estimates for both Q4 and full year .

Cheers,
Steve
Read Answer Asked by Stephen on March 06, 2019
Q: Hi,

After earnings from both of these companies, would you add to tsgi? I am down 20% on tsgi and position is now .75% in portfolio, would you be comfortably topping back to 1.5-2%? would you initiate a new position in GC here? Would you own both companies or just choose one? Thanks!
Read Answer Asked by Keith on March 06, 2019
Q: From your previous advice to other members, I am aware that these securities are best held in RRSP/RIF accounts for tax purposes. My question is whether the same advice applies to each company/partnership for their Canadian dollar preference shares? Are the dividends impacted by withholding taxes and are the shares eligible for the Canadian dividend tax credit.

Thanks
Read Answer Asked by angus on March 06, 2019
Q: I often read the expression "Markets Wrap". What does this mean?

Many thanks, Peter

Read Answer Asked by Peter on March 06, 2019
Q: can you tell me whats going on with trading halt at abm.dave
Read Answer Asked by david on March 06, 2019
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
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