skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Please do not deduct credit as minimal amount of time.2 part question on Ex dividend.Say the ex dividend is April 6 & I buy today which means settlement date of April 6. 1) Do I get the dividend? 2)Can I sell on April 6?.Appreciate U usual great services & views Congratulaions for your 5 small cap picks--PHO,ZCL.GPS,ITC & GSY--on NP,saturday & Van.Sun,monday.All had sharp increases today ranging from 2.47% to 9.2%
Read Answer Asked by Peter on April 03, 2017
Q: I've been wondering about growth vs. sector allocation. My portfolio is well diversified and has a growth bent due to my situation and not needing income for a number of years. The question is: when looking for growth, is it advisable to look for growth companies in all sectors? Or would you focus the growth more in certain sectors such as technology, and more stable companies in a sector such as financial? I need to add to healthcare, financials, telecom a bit but not sure if they are the best place to add small-cam growth, or look to find that in technology/industrial/discretionary. If in all categories what are best suggestions for small cap growth in health (other than gud), financials and telecom?
Read Answer Asked by Kel on April 03, 2017
Q: How does the possible exercise of the options noted below from their current MD&A impact the price and opportunity?

In April 2014, the Corporation completed a private placement underwriting 5.75 million units at a price of $3.25 per unit, for net proceeds of $17.5 million. Each unit consisted of one common share and one-half warrant entitling its holder to purchase one additional common share of Savaria at an exercise price of
$4.25. These warrants expire on April 15, 2017.
Read Answer Asked by Gregory on April 03, 2017
Q: Hello Peter, I have full positions in FTS, BIP and EMA, and a long-held triple position in BAM. With some new money, I'm tempted by ALA for its good yield and steadiness. Do you think this is too much duplication (considering the fact that I probably already own too many individual stocks, probably 60-70 if I include my RRSP, TFSA and non-registered). Or is the excellent yield enough to justify the addition.
Read Answer Asked by James on April 03, 2017
Q: Having traded with the Active Trader Program with TD. which has ended, I am looking for a recommend on a new broker with a better trading platform than the new platform (TD-Advance Dashboard)which is deficient compared to ATP for Canada. I am happy with Think or Swim for my U.S. trading. Any suggestions. Platform is very important for active traders. thank you for what you do for subscribers.
Read Answer Asked by john on April 03, 2017
Q: Hi, the following micro-cap gold companies have been on my watch list after reading or hearing about them from different sources. They are all between 40M-90M market cap so I acknowledge they are all very high risk. Having said that, they all seem to have potential either to be taken out or to grow. How would you rank these as far as potential, risk?

Avnel (AVK), Orca (ORG), Pure (PGM). I'm leaning towards Avnel for a small position.
Read Answer Asked by Kel on April 03, 2017
Q: I am starting a TFSA for my wife, who is 5 years from retirement with an adequate pension. The stocks in question will be of equal weight. Your opinion on selection or other suggestion would be appreciated.
Thanks
Read Answer Asked by Roy on April 03, 2017
Q: If you could comment on Reitman's results please, that were released on Wednesday.

Same store sales up near 8%, on-line continues to grow very nicely, slight profit miss due to weak CAD, all seems pretty good, considering that YoY had 90 less retail outlets. Decent divi as well.

Stock is trading down though. Given that this is fairly thinly traded, is it just a few people deciding there are better 'stories' elsewhere, or is there more (meaning less!) to the story than I'm seeing, and it's time to leave as well. Your thoughts are very appreciated. Thanks...,
Read Answer Asked by Warren on April 03, 2017
Q: FYI, BMO just started covering FSZ with an OUTPERFORM rating. The added exposure bodes well, congratulations on picking another winner ahead of the pack!

Initiating Coverage of the Small-Cap Canadian Asset Managers: BMO Capital Markets analyst Nik Priebe launched coverage
on the Canadian asset managers. In general, he believes the asset managers offer competitive dividend yields and attractive valuation
multiples in the context of historic averages. Dividend yields of 5-6% are largely covered by free cash flow. The small-cap
asset managers also provide a significant degree of insider ownership, which we view as a positive attribute supporting a better
alignment of management interests with those of shareholders. Lastly, for investors concerned about the impact of new mutual
fund regulations, the small-cap asset managers offer lower exposure owing to a diversified asset mix. His coverage includes:
- Fiera Capital (Outperform): provides investors with exposure to a unique growth strategy, strong earnings momentum, and a
competitive dividend yield.
Read Answer Asked by Scott on April 03, 2017
Q: I have taken back my portfolio from a fee based brokerage, and included were a number of preferred shares that I am considering selling so that I can concentrate on dividend growth stocks. These preferred's have increased significantly in the past year, and I think this may be a good time to sell, although some are still below their cost. I would keep any that you might think are worth retaining for their dividends.
The issues are Brookfield Office Property 5.15% Preferred P
Enbridge 4% rate reset Prefeered U
Fairfax Financial 4.75% Preferred M
Husky Energy 4.5% rate reset Preferred C
Industrial Alliance 4.3% Preferred G
Royal Bank 3.6% rate reset Preferred M

Thanks very much for your help on this specific opportunity and for your good advice on investments.
Read Answer Asked by doug on April 03, 2017
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!