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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: Caldwell Partners' stock price has been trending higher with trading volumes slightly higher too. I believe this is anticipation to fiscal 2018 results most likely due out next week and maybe a dividend increase too. Given the Company's strong balance sheet should the stock not trade at dividend yield of 5% or less implying a stock price of $1.75 prior to any dividend increase with more upside potential thereafter based on results and outlook for fiscal 2019?
Read Answer Asked by Charles on November 05, 2018
Q: The Globe and Mail seems to have dropped their Stocklist function which used to enable me to go to Stocklist and then bring up all news on my Stocklist including earnings releases and other news. Is there another site offering a similar function. Cannot understand the change at the Globe and Mail it was the most useful feature they had.
Read Answer Asked by j stuart on November 05, 2018
Q: I have capital gains for the year and I am looking at selling the losers to help reduce the tax hit. I have a loss on TSGI and I am wondering if/when I should sell. I like the company and would want to replace the stock after the 30 day period. Given the next earnings report is Nov 7 is it better to sell before or after that date or is timing even worth considering?
Thanks
Mike
Read Answer Asked by michael on November 05, 2018
Q: I am looking to add a growth-oriented stock to a pretty conservative bluechip portfolio, with investments in financials, energy/resources, telecommunications, drug/healthcare and transportation - mostly in Canada. I believe I could benefit from more growth-oriented stocks in other sectors and have recently acquired small positions in GC and TSGI. What growth-oriented stocks would you take right now, keeping in mind that I am a DIY newbee with only a modest ability to read statements and analyze risk
Read Answer Asked by kevin on November 05, 2018
Q: Hi Peter,
I meant to ask this a while ago but it slipped my mind. I saw a reference to an article that I believe you wrote a few weeks ago in either the G&M or Financial Post. I could not locate the article. It was called SOCKS, a Cdn equivalent to FAANG. Would you have a link to that article?
Thanks
dave
Read Answer Asked by Dave on November 05, 2018
Q: good morning.i have a 25000 bank of canada rr bond dec1 2026.it is now at 194.41 premium. what happens to the premium in 2026,thanks b.w
Read Answer Asked by brian on November 05, 2018
Q: Hi Peter, Ryan,

For a long-term hold, is today a good entry point for PBH and CCL.B? If so, would you purchase a full or 1/2 position? If only one was to be purchased which has the best value and upside? One last question, are they best held in a TFSA or RRSP?
Please take the appropriate credits for our inquiry.
Cheers,
Jerry and Debbie
Read Answer Asked by Jerry on November 05, 2018
Q: Hi Peter: I have a US equity trading acct. In the acct I hold 1/3 in ITOT, 1/3 in QQQ and 1/3 in SPYG. Over the past 3 yrs I have been satisfied with the returns. In your opinion should I just "stay the course" or would you suggest an alternative? I value your opinion. Thank you.
Ron Noble
Read Answer Asked by ron on November 05, 2018