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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: To Peter and good crew. I am interested in purchasing MTG. Could you tell me please how the dividend is treated please? interest taxable or dividend taxable? I would appreciate additional new advice if possible since last one March 2014.Thank you,Phyl.
Read Answer Asked by Phyllis on May 07, 2014
Q: Hello.
I have a general question for you.
Why is it that most public companies get funding and distribute warrants through private placements?
Thanks
Kevin
Read Answer Asked by Kevin on May 07, 2014
Q: Hi 5i team,

Could you please comment on Rifco? Would you see it as a buy as it approaches it's 52 week low? Although, I would agree it's better to buy into strength, it's still a solid company with consistent execution and growth. It seems like it's being hit by the fear of interest rates rising (eventually), loan charges and a general shift away from growth stocks.

Also, if you had to choose between Rifco and Carfinco, which one would you buy? Or would you recommend waiting until there's momentum in these stocks before buying?

Look forward to hearing your thoughts as always.

Jon
Read Answer Asked by Jonathan on May 07, 2014
Q: A question about minimum size of a position.

I manage a $5000 LIRA for my daughter (from pension contributions when she changed jobs)

I normally like to invest $5000 in any position. One reason is the trading costs--even at $10 a trade and another is wanting to get some reward for being right--with smaller amounts I find that even if I am right and it goes up smartly, I don't get much of a dollar return for less than $5000 invested.

As a result, I have the LIRA all in fie.a and on a drip.

Would you recommend several positions for something this small--how many?

Bryon in Elmira
Read Answer Asked by Bryon on May 06, 2014
Q: Hi Peter and colegues,
Thank you for the webinar on dividend investing - we enjoyed the informative presentation(wife and I)from you and Avrom. Would you recommend that dividend paying stocks be a larger part of a portfolio and more important for younger investors, since it could grow to a considerable yield on initial investment later on or should growth be more important initially since there is a longer investing time frame? (asking for our children) Thanks again! Keith
Read Answer Asked by Keith on May 06, 2014
Q: Magna's executive compensation has always been a controversial subject and the company spills about one third the ink in its 90 page Proxy Circular justifying it, though judging by share performance, perhaps they're worth it, particularly Don Walker. I don't see the Stronach names anywhere in this document; are they still involved in any way with the company and how many shares do they still own? Also would it be reasonable to look for a share split in future? Thanks, J.
Read Answer Asked by Jeff on May 06, 2014
Q: If Target were to close its Canadian operations, which REIT(s) would be impacted most?
Read Answer Asked by richard on May 06, 2014
Q: Why has WIN.TO gone up so much the last few days? I can't find any info why. Time to sell a half position and invest in something better like SJ.TO or should I get rid of all of it? My average is $3.97 and with the dividend I don't lose to much.
Read Answer Asked by Jeremy on May 06, 2014
Q: Hi,
I currently only have cash and Canadian stocks in my portfolio, the cash accounts for roughly 40% of my portfolio, but I am looking to invest into some EFT's, mutual funds and US stocks as well. can you please advise me roughly what weightings i should be giving to EFT's, mutual funds and US stocks under the assumption that my Canadian stocks are relatively diversified. And also which EFTs, mutual funds and US stocks would you recommend as of today? I am in my mid 20's and have a relatively long term horizon. Thanks in advance.
Read Answer Asked by Chris on May 06, 2014
Q: Peter and Team, This is a fabulous service. Thank you. I watched your most asked questions video (great idea)and it raised a question in my mind regarding superficial losses/30 day rule re the CRA. If I own a Cdn stock that is listed on both the NY AND Toronto exchanges and I want to change holding it in Cdn. $ and switch to holding it in US$ - will the CRA count this switch as a sale of the CDN holding and a purchase of the US stock and then apply the 30 day rule. Thank you again, Nancy
Read Answer Asked by Nancy on May 06, 2014
Q: Re: SUM.TO, FSZ.TO

I have an initial position in SUM.to and FSZ.to. Should add to full position after their results?

Thanks!
Read Answer Asked by Dong Sheng on May 06, 2014
Q: Wajax (WJX) I am guessing from the drop in stock price that their latest results are not stellar. Is this the case and how secure so you think the payout is the payout at this point?
Thanks for your valued assessment.

Paul F.
Read Answer Asked by Paul on May 06, 2014
Q: The Globe Investor shows GUD as delisted. I doubt it is. Comments?
Read Answer Asked by Dave on May 06, 2014
Q: GLN Glentel. Looks like investors are throwing in the towel on GLN today. One has to go back 2 years to get a comparable low! Surely things can't be that bad? Is it?
Read Answer Asked by Gerald on May 06, 2014