Q: No doubt this is a stupid question,but where is the sector allocation noted in the model portfolio? I can't find it. thanks
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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 was stopped out of AVO today; I set my stop loss at 94% of my purchase price. Please comment on stop losses and how to properly set them. How much of a loss is reasonable before it is time to get out before it is too late? Is the greater volatility part of the package for a stock that has run up quickly? Thank you.
Q: Hello Peter
I bought NorthWest Healthcare Properties REIT (TSX: NWH.UN) in 2013. I now think it is structured as a Limited Partnership because they pay "distributions" and not "dividends", but their website doesn't actually say so. Are all .UN listings limited partnerships?
Their website does say : "If necessary an extra distribution will be declared on December 31 each year such that the REIT will not be liable for tax that year."
They also say : "In 2013, 100% of the distributions were tax deferred, by reason of the REIT’s ability to claim capital costs allowance. The adjusted cost base of the Units by the Unitholder will generally be reduced by the non-taxable portion of the distribution."
Their table on the website shows "Total Taxable Income Per Unit" is zero for 2013, but it says the amount is shown in Box 42 [on the presumed T-slip]. The distributions I have received are evidently a "Return of Capital".
Does that mean the distributions I received are not taxable in any way and does that mean they won't be issuing a T-slip to include in my tax return? I haven't received one yet and I have received no answer back from my enquiry to the company. I am ready to file my tax return now but don't know if I should wait till nearly the end of April in case they do send one.
Many thanks........... Paul
I bought NorthWest Healthcare Properties REIT (TSX: NWH.UN) in 2013. I now think it is structured as a Limited Partnership because they pay "distributions" and not "dividends", but their website doesn't actually say so. Are all .UN listings limited partnerships?
Their website does say : "If necessary an extra distribution will be declared on December 31 each year such that the REIT will not be liable for tax that year."
They also say : "In 2013, 100% of the distributions were tax deferred, by reason of the REIT’s ability to claim capital costs allowance. The adjusted cost base of the Units by the Unitholder will generally be reduced by the non-taxable portion of the distribution."
Their table on the website shows "Total Taxable Income Per Unit" is zero for 2013, but it says the amount is shown in Box 42 [on the presumed T-slip]. The distributions I have received are evidently a "Return of Capital".
Does that mean the distributions I received are not taxable in any way and does that mean they won't be issuing a T-slip to include in my tax return? I haven't received one yet and I have received no answer back from my enquiry to the company. I am ready to file my tax return now but don't know if I should wait till nearly the end of April in case they do send one.
Many thanks........... Paul
Q: Hi Peter, I've been holding Avo since I bought at 33.35. I'm down over 10%. I'm a retired 64 year old and can't afford too many losses. Should I hold this one or change into a more secure one that pays a divident and is not as volitile.
Man
Man
Q: I am underweight in the consumer sector and would like to make an addition, but can’t decide between DOL or ATD.B
I know you like both and I have read the previous posts. Which one do you think is a better value at current pricing and which one offers better growth opportunity going forward? Which would be your overall preference?
I know you like both and I have read the previous posts. Which one do you think is a better value at current pricing and which one offers better growth opportunity going forward? Which would be your overall preference?
Q: Hi Peter.
Quick question on currency. I own AGNC T(AT&T) BTE CNK DD(Dupont) JNJ PKO SBUX & SPH all in US funds. I bought all when cdn dollar was at par or better. I am at a profit for all stocks except for BTE SPH and AGNC. When you take into account currency I am in the green on all the stocks. My question is at what point if there is a point do you sell them all and convert back to canadian? For example lets hypothetically say the cdn dollar went to 0.72 cents vs the us? Would you sell all these stock to lock in currency gain or keep stocks?
Quick question on currency. I own AGNC T(AT&T) BTE CNK DD(Dupont) JNJ PKO SBUX & SPH all in US funds. I bought all when cdn dollar was at par or better. I am at a profit for all stocks except for BTE SPH and AGNC. When you take into account currency I am in the green on all the stocks. My question is at what point if there is a point do you sell them all and convert back to canadian? For example lets hypothetically say the cdn dollar went to 0.72 cents vs the us? Would you sell all these stock to lock in currency gain or keep stocks?
Q: AGT - could I have your thoughts on the latest quarter. How would you rank this stock? Thanks.
Q: Done well with CPX.TO do you see more upside in this stock? Also please recommend 3 stocks that pay dividend and have growth prospects for my TFSA thank you for your response.
Q: I'd like to build a small portfolio of companies that may benefit from LNG projects on the west coast. I've started by taking positions in PPY, WRG, and BDI. Could you suggest 3 or 4 more?
Q: Hi Peter and team. Have a 15% position in what i consider the "consumer" section of my portfolio made up of Cineplex, Tim Hortons, Dollarama and Couche-Tard. Was thinking of adding on High Liner Foods (HLF) on this recent dip. Cant find any material news to cause its recent decline. Have i missed something or is its recent decline just the ups and down of the market, in your opinion. Lastly, what do you think of High Liner's balance sheet and up to what percentage would you allocate to a "Consumer" portion of a retail investor's portfolio? Thanks, again.
Q: Further to my question of March10/14, my wife owns Mawer Global Small Cap fund in her TFSA. She was advised by the company that no T3 tax slips would be issued for this fund, as mutual fund investments that are registered(RRSP & TFSA) do not receive T3 tax slips. If this is correct, does this mean that if she decides to invest in individual stocks of global companies in her TFSA instead of using the mutual fund, she will not receive a T3 tax slip either?
Q: INA's stock price is looking rather shaky right now. The CFO and the COO have quit recently. What do you make of it? Should I take my loss and move on or tough it out a while longer?
Q: What are you thoughts on why Martinrea (MRE) has dropped about 10% in the last couple of days? As far as I can tell there is no news other that that they announced today that they will report year end financials on March 31st.
Q: Why such weakness in gold stocks today (g, ar )? I am thinking of adding to positions!!
Q: Hi Peter and Team,
Just wondering if you could comment on the recent decline in Bank of Internet (BOFI) stock. I am currently slightly below my break even point. It is close to a RSI of 30. Would this be a good time to sell or buy?
Just wondering if you could comment on the recent decline in Bank of Internet (BOFI) stock. I am currently slightly below my break even point. It is close to a RSI of 30. Would this be a good time to sell or buy?
Q: Breaking news - BMO is now offering five-year fixed mortgages at 2.99 per cent, slashing its rate from 3.49 per cent.
Exit comment/question - "Say what?!"
Exit comment/question - "Say what?!"
Q: HLF is down almost 10% the last five days. Any news you might have to account for is it or just some fund exiting a position?
Q: GLN Glentel came out with earnings. Market seems positive. Is it worth holding in here?
TIA
TIA
Q: Hi Peter. Is it time to give up on AVO? Do you know if there is any news coming? I'm not sure if it is a bye sell or hold. I'm cautiously optimistic. Thank you. Betty
Q: Pli prometics just announced their quarterly results, will these results affect the stock tomorrow negatively, they certainly do not seem very good, but it also seems like they are positioning the company in a different direction.dave