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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: What is your opinion of Dundee corp. down at these levels. What is their book value and is it realistic.
Thanks
Read Answer Asked by Doug on October 21, 2015
Q: Hi 5i,
In adding 2% to the Tech sector of my portfolio (currently around 10%) I am considering two small cap names: Kinaxis and Shopify.
Would you please give me your thoughts on both and if you would have a preference of one over the other at their current prices.
Or is there another stock in the Canadian Tech sector that you prefer (I already have ESL, and OTC plus AAPL, GOOGL, QCOM and CTSH).
This would be for a 2 to 3 year hold.
Thanks very much.
Read Answer Asked by Brian on October 21, 2015
Q: If I move a stock (in kind) from my unregistered account into my TFSA when I am underwater on that stock can I claim a tax lose for the "disposition" of the stock or how do I treat it at tax time. Thank you.
Read Answer Asked by Edward on October 21, 2015
Q: I was hoping to have your views on this company. The cash value seems to be reasonable and sales all over the board. I am having difficulties coming up with a accurate book vale minus the cash portion. I also note that the company just announced Sandvine Officer Cancels, Initiates Automatic Securities Disposition Plans. Mr. Siim's ASDP provides for the sale of up to 625,000 common shares of Sandvine from the date hereof until April 14, 2017, subject to certain limit order prices and volumes. Does this stand out as a major red flag??? Thank you Jason
Read Answer Asked by JASON on October 21, 2015
Q: I would like to get dividend income from non-Canadian sources to diversify. Is this possible, I am not sure how that works from a tax point of view. Do you have an opinion on the above Global X SuperDividend ETF. Am I right to think that in a low growth period moving forward, that dividend income will become even more attractive. Thanks, Kristine
Read Answer Asked by Kristine on October 21, 2015
Q: Do you think that the fundamental profit drivers of Concordia have changed? CXR has borrowed lots of money to make acquisitions based on the assumption that they can increase drug prices. The CEO of Valiant seems to be suggesting this pricing power might be gone. Since CXR is a highly leveraged play, maybe the fundamental are not nearly as good in this new drug pricing environment?
Read Answer Asked by Kent on October 21, 2015
Q: not too sure if you can respond to this however - which of the
precious metal streaming companies would you recommend...
there appears to be a good possibility for a move in gold and silver and I believe the streaming companies might be a safer alternative to individual stocks.
ed in montreal
Read Answer Asked by edward on October 21, 2015
Q: Hi Peter and Team,
I am holding financial stocks: TCN plus US holdings JPM, AIG and City Group.

I am planing to add one more and thinking to buy either Canaccord Genuity or Element Financial. At the current price level, which one would you suggest in terms of upside potential?
Thanks as always. Pui
Read Answer Asked by Pui on October 21, 2015
Q: Brookfield claims this company has a total return on equity potential of between 12-15% per year. It is paying about a 5% dividend. Do you think this return target is realistic in the future with slowly rising rates? Thank you.
Read Answer Asked by Michael on October 21, 2015
Q: Hello team, with Trudeau's plan of spending to get some growth going in the country, would that potentially increase the GDP. If GDP is on the rise, could that potentially lead to a rate hike. If a rate hike happens then would companies like banks and insurance companies benefit from this? So would now be a good time to start accumulating slf and bns?
Read Answer Asked by pietro on October 21, 2015
Q: If you could choose either company to invest in - which one would you pick and why? Thanks!
Read Answer Asked by Sam on October 21, 2015
Q: What are your thoughts on this preferred share. Would you expect an increase in the price
Read Answer Asked by Bruce on October 21, 2015
Q: Hi Peter and Associates, CXR is going down again today significantly. They released a press regarding their debt financiang. What is your take on that? Really I don't get it, Jason Donnville recommended this yesterday @BNN and still its keep getting hammered. Is there any real risk of not closing this deal? Is there something we don't know. Also say they close this deal and they don't do any deals for next 3 years, would they be debt free? How do you compare their debt with other similar companies like AGN/VRX? Also if someone has a fresh dollar today , which one would you suggest VRX or CXR?
Read Answer Asked by Sridip on October 21, 2015
Q: Hi Peter and Team,
When Jason Donille was on BNN's Market Call a day or two ago, he commented that as a result of the recent plunge in its share price to $40, CXR's PE ratio has now dropped to 4x. But according RBC's web site, at today's closing price of $35.33, CXR has a PE ratio of 52.2x. Would you please comment on this huge discrepancy between the 2 PE ratios as quoted on BNN and RBC's web site, respectively.

Regards,

H.S.
Read Answer Asked by Harry on October 21, 2015
Q: Hi,
Can you give me your opinion of the proposed buyout of MMT by Delta at .35 cents a share? Do you think the deal will go through?
Thanks
Read Answer Asked by Rob on October 21, 2015
Q: Hi, Sorry to belabour the point, but further to my question on this topic today and to clarify the tax implications (if any) of buying/selling stocks in non-registered and TFSA accounts. I had noted from your answer to Chris in his question of March 29th of this year that you had implied that if a stock was sold in a non-registered account and then bought in a TFSA account that one should wait 30 days since this was an 'associated' account. Did I misunderstand the implication, or are there any situations where purchases in the TFSA account could have tax implications with respect to selling in the non-registered account?

Geoff
Read Answer Asked by Geoffrey on October 20, 2015
Q: Hello,
Starting out here and great to see all this information. One question that I could not find in the archives was regarding software. I would like to follow one of your model portfolios and is there an online program that would be best for managing the allocation and reinvesting dividends, especially since my portfolio is currently small (50-75K)? Ideally, this program would also derive holding percentages from my multiple accounts. I am currently using bmoinvestorline.com for TFSA and RRSP accounts in Canada; vanguard.com for a ROTH IRA account in the US. Also, about your question-answer service, do you provide responses to questions I might have pertaining to cross-border investment taxing/strategy?
Read Answer Asked by Henry on October 20, 2015
Q: Latest update from CXR:

http://www.newswire.ca/news-releases/concordia-provides-update-on-term-loan-financing-and-reconfirms-blended-interest-rate-of-approximately-725-post-amco-acquisition-534766791.html

The loans in connection to the financing of AMCo have been fully allocated and CXR has reaffirmed the 7.25% blended interest rate.
Read Answer Asked by Arneh on October 20, 2015
Q: As a follow up to Kenneth's question today regarding tax gains/losses in different accounts: if the same stock is held in a non-registered cash account and a TFSA account and a stock is sold from the TFSA, are there any implications if the stock is then bought or sold in the non-registered account?

Geoff
Read Answer Asked by Geoffrey on October 20, 2015
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