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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 use Adjusted Cost Base.ca to track my ACB. I have been with TD Direct Investing since 2012. They do an ok job of tracking ACB of stocks (including DRIP's and commissions) for stocks bought and held on one side or the other (CDN or US) of the account. This tends to go off the rails if I buy CDN stocks that pay USD dividends I journal them on the US side to get dividend/drip. If I move any portion of a given stock back to the CDN side of the account to sell or donate, I find the ACB is not accurate. It's easier to keep track and more accurate with Adjusted Cost Base.ca and it's free. Also, at tax time, TD only records the market value of sell transactions. You're on your own to calculate the book value.
Richard
Read Answer Asked by Richard on October 24, 2017
Q: Regardless of NAFTA the US is going to require lots of lumber to rebuild after their disasters. WEF doesn't have any US mills but the other three do - but it does have a 3% Yield. The others have very low to zero yields. How would you rank these with regard to growth and solid financials over the next 1 - 2 yrs?
Read Answer Asked by Arthur on October 24, 2017
Q: In yesterday’s news alert regarding their latest sale Grande West inserted this announcement: “

“Management also reports that Taras Kindzersky (COO) is no longer with the Company. His duties are being filled by existing employees.”

Given his short tenure does this perhaps imply there is turmoil in the ranks?

Thank you, David
Read Answer Asked by David on October 24, 2017
Q: I hold cash in my accounts. I would like your view on the companies addressed in this question.
Is it a good timing to initiate a position, what are their growth and safety prospects. Could you rate the above in order of priority.
I value as always your opinion.
Raouf
Read Answer Asked by Raoul on October 24, 2017
Q: Although this UK, NASDAQ listed company is not in your usual wheelhouse, 5i (and Peter in particular) seem quite in tune with the tech area so I am hoping you can provide some information into this company.

It rose about 25% on Friday on its earnings report and has had stellar growth (I think) even without that bump. It is debt free and has money in the bank but does not yet turn a profit. I know individuals who deal with the company and they are quite impressed. Can you provide any further insight into this firm?

Appreciate all that you do.

Paul F.
Read Answer Asked by Paul on October 24, 2017
Q: You recently commented that 18% of a portfolio in utilities is fairly high, especially in a time of rising interest rates and might reduce across the board here.
Can you recommend your top 3 stock picks with dividends that you feel will benefit the most in this time of rising interest rates? Not including the big banks.
Read Answer Asked by Curtis on October 24, 2017
Q: Thanks for your great service.

I would like to know if I can extend for more than 2 years at old price or do you offer a lifetime membership.

I dont need more for next 15 years.

Please advise where is the best place to hold dividend-paying stocks ie Register or non-registered.

Is this a correct approach to hold growth stocks in TFSA and Registered. Dividend in Non-registered.

Thanks again
Read Answer Asked by Hector on October 24, 2017
Q: Gentlemen,
Can you please suggest 1 or 2 ETF with well Sectors balanced or equal sectors for each market Can, US, int'l, & emerging (in Ca$ and/or US$) ?
Thank You
Best regards.
Read Answer Asked by Djamel on October 24, 2017
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