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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: Mr. Darcy Morris, founder and CEO of Ewing Morris & Co. Investment Partners, has just joined the board of Caldwell Partners. In the director filing, Ewing Morris a Toronto-based investment manager, has acquired over 2 million shares of Caldwell stock through its managed funds. Could this appointment and share ownership lead to a future dividend increase or other shareholder value enhancing events considering the stock is so cheap by many metrics?
Read Answer Asked by Charles on July 17, 2018
Q: Gentlemen,
I have CLS, SIS & TSGI ruffly equal weight on my TFSA, I have some cash to add.
On which name 5I will suggest to add ?
On my total PF SIS=4.8% TSGY=2.5% CLS=2%
Thanks
Best Regards
Read Answer Asked by Djamel on July 17, 2018
Q: What is best way to purchase stocks/etf`s for my soon to be 18 and 12 year old children . What type of account ? Any Brokerage recommendations ?
Many Thanks
Greg
Read Answer Asked by Greg on July 17, 2018
Q: I have opened separate trading accounts in trust for my 2 great nephews that I want them to have full access when they are 18. Their mom and pop live in Winnipeg so thought I would start the account one in New Flyer (NFI) and one in Exchange Income (EIF), To simplify things I would like to have each account as a dividend re-investment plan. How do I do this? I'm with TD Waterhouse.
Many Thanks Gord
Read Answer Asked by gord on July 17, 2018
Q: I had hopes that oil would claw its way back up with the sentiment turning positive over the last few weeks but it seems like this latest push higher has reversed. I'm down big on RRX and PEY - should I hold them until after earnings or get out now before they get dragged lower? What is your opinion on oil over the next year? Thanks!
Read Answer Asked by TK on July 17, 2018
Q: I have been in contact with my discount brokerage and asked them about what options they offer for the criteria I asked in my previous question with parking my cash. They suggested two money market funds - DYN6000 or DYN5000? My discount brokerage is iTrade. What is your opinion of either of these two money market funds. Both pay 1.00% dividend and fully cashable at any point without losing capital?

Any help here is appreciated.

Regards,

Brendan
Read Answer Asked by Brendan on July 17, 2018
Q: Hi Peter/Ryan,

Most of the companies in the BE portfolio have significant US or Intl exposure in terms of operations/revenue. With a portfolio allocation of Canadian (BEReport) 50%, US (ETF) 30% and Intl (ETF) 20%, the actual allocations will be higher for US and Intl since a portion of BEReport is derived from US or Intl. Please let me know your thoughts and any suggestions in terms of portfolio allocations.

Thanks
Ninad
Read Answer Asked by Ninad on July 17, 2018
Q: I read in a reply to a question about Intelgenx technologies you indicated that insiders owned less than 2%, insiders own close to 18%. Company seems to have a lot of irons in the fire namely exclusivity with Eli Lily for their Cialis drug partnership with Endo/Par for subaxone, 4drug app to be filed by 2018 in collaboration with Insud pharma, approval for migraine drug in Europe,health canada approval for manufacturing site, Alzheimer's trial Maxim group initiating with a 12month us$3 target. I am heavily invested in the company and would love to hear unbiased thoughts on the company in light of the recent developments. Thanks and look forward to ur reply
Read Answer Asked by Prashant on July 17, 2018
Q: Hi team, I don't have much energy exposure and am looking to add this to the portfolio. I am looking for something that has some growth potential as well as income. I was thinking about VET or WCP, which of these 2 do you prefer right now, or are there others that you would recommend.
Thanks
Read Answer Asked by Nancy on July 16, 2018
Q: Any reason for the hit the last few days especially today on TCL.a & KWH.un. After market close on 7/13,TCL.a announced report of 2nd Q results on 8/13---Is it possible that some smells something bad? Any recent short attack?Is 5i reviewing the stock as it is down very sharply?Thanks for u usual greatservices & views
Read Answer Asked by Peter on July 16, 2018
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