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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 looked at a summary of the their business activities and it seems to be principally with professional managers wherein the new disclosure rules will not be an issue. Do you have any information on how much of their income is derived from services to retail clients or others where the disclosure rules would be a factor?
Read Answer Asked by Tim on February 15, 2017
Q: Hi Gang.. For a swing or position trader in a winning trade and where the stock is now rising parabolically what’s the best way to exit the trade to optimize one’s gain ? Is it scaling out or selling all at once ? If scaling out then what is the best scaling method and if selling all then what’s the best method for determining the exit point ?

Thank You
Anthony
Read Answer Asked by Anthony on February 15, 2017
Q: My question is regarding the effect of (1) an increase in capital gains tax (2) an increase in taxes on dividends, by our new government. If the first happens, wouldn't money leave higher growth TSX stocks? I am not suggesting that an "exodus" would happen, but certainly a percentage of the holders would reconsider the validity of putting their cash at risk if the government retains (let's say) 25% more tax for the capital gains no? Now, if the second happens, wouldn't 3-4% dividend stocks attract less buyers? Why own a dividend stock with little growth if the government taxes it almost the same as income (for higher income brackets it would be the case)? Other members who are friends of mine have the same question. A blog about this would be awesome. Thank you!
Read Answer Asked by Matt on February 15, 2017
Q: Good Morning
Firstly, thank you for guiding me towards TNC. Although the premium offered is disappointing I will still book a 50% profit in my TFSA on a company that was nowhere on my radar without 5i. I've narrowed down my replacement to either OTEK or PHO. do you prefer one over the other?
Thank you for your continued guidance
Read Answer Asked by Marty on February 15, 2017