Investment Q&A

Q: I just read a globe and mail article on line about changes in short positions between the 15th and 30th of September. This article shows a short of 100,000,023 which is over 10% of the o/s shares. One, how is this possible and two, how do I find out whether any of my shares are being loaned out for this purpose?

Q: I have watched as KBL has continued to drop. Although I like the diversity KBL provides to my portfolio, I am considering selling in order to preserve my capital gain. A ale would trigger capital gains, so I would prefer not to sell. I would appreciate your opinion on KBL and the tendency for the price to continue to fall. Also, what precipitated the significant dropping the first weeks of March this year, that drop appears to have been the catalyst for the continuing poor performance. Note I tried to go back to March to read 5i comments at that time but I could only go back as far as April, even when I enter K-Bro. as a symbol.

Q: I would like to make my TFSA more growthy. The candidates I have in my TFSA that I am considering replacing with more growthy names are: TD, IPL and WCP. I own these in a non-registered account as well, but since I can’t take advantage of the dividend tax credit in the TFSA I would like to replace them.

The growthy names I have in my TFSA are DHX.B, ESL, and GUD. I think I have enough of these, so I am looking for other suggestions from your growth and model portfolio. I am considering, CXI, TOY, PBH, ZCL (maybe KXS if it pulls back to the mid-50s). I already own SIS, NFI, OTC, CSU in a non-registered account and think I have enough for now.

What growthy (but not overly risky) stocks would you suggest for a TFSA today for a long term hold?

p.s. I have already maxed out my TFSA contributions. With some cash in the TFSA and the sale of shares I may not have enough $ in the TFSA to buy a full lot(s) of the replacement (e.g sell 100 shares of TD @ $58, buy 200 shares of TOY @ $31.50). I would rather not buy an odd lot (e.g 184 shares of TOY) because I don’t have enough cash in the TFSA, and I can’t add any more $ to the TFSA until next year. Should I wait until I can buy the full lot (i.e. the price falls, or I get dividends to increase cash), wait until January when I can add another $5500 to the TFSA, or find another stock where I can buy full lot(s). What is your opinion on buying odd lots, especially with low volume stocks like TOY and CXI?

Q: unusual behaviour by Chartwell today falling back by 5% after a very pleasant run. I can't find any news so would this just be profit-taking?
Kind regards
G

Q: I have a nice gain in bep.un, would now be a good time to change over to BIP.UN?
Thanks for all your valuable help.
Bob.

Q: I was trying to compare Premium Brand "PBH") with Highliner Foods ("HLF"), sorry I got my symbols mixed up.

Q: What are the new mortgage rules 5i is talking about???

Q: I'm down considerably on HCG. Do you think it's a good strategy to sell it, get the tax loss on it and buy MIC instead? Are they comparable quality companies?

Thanks
M

Q: WOULD YOU BUY HCG TODAY? THANKS

Q: Do you expect any impact on SJ if a softwood lumber deal with the U.S. is not reached ? (I note your comments that the residential lumber portion of this company's business is expected to be the main driver of growth)

Q: Very nice move in CSU recently. Any reason?

Sheldon

Q: Is the dividend sustainable given the ongoing soft economy in Alberta?

Q: Hello Peter and 5i team,
Thank you for your opinions in the past. We own a lot of DH Corp stocks and want to trim some for tax purposes. We could buy back after 30 days or buy a different fin tech stock. What is your favourite in this space currently?
We will be watching Ryan this evening.....good luck....

Q: Can you give me your opinion of this company in view of its latest announced acquisition? Thanks very much

Q: According to a BNN guest, MDA has been negotiating a procurement structure that allows them to compete for US military contracts but that allows them to retain their Canadian domicile for head office & taxation. Approval is expected this fall assuming they are successful.
Do you have any more info or opinions on this? Thanks!

Q: Linamar and Magna are both up about 3% today.Is there an explanation for this? I hold both and am not complaining. Joe

Q: Is DHX.B a buy at these levels? It reported earlier this week and hasn't performed well. Is the down trend warranted or should the stock price stabilize soon and start to come back?

Comments please

Q: CSU is struggling quite a bit lately to get to a better price. As it is highly recommended, and likely to resume its path of success, is there a problem with the company ?

Q: About Patrick's question on HomeCapital... in case it helps members, I couldn't help but share my experience with investing in GoEasy. It was a wild ride after buying it about a year ago. When the shares hit 17, I sold 1/2. I thought "5i said it's cheap and growing but there must be a problem with the company!". Then, GoEasy, broke-out and shares hit 25.00, a 45% increase from my sell point. It's harder than expected to hold-on to positions that we buy with the *intention* of holding for a long time. However, much more painful than holding a weak stock is to see it recover massively after selling. Since this is not a growth by acquisition story like CXR and VRX, and unlike those, HCG has a 10 years+ history, a non-trader will probably do best by no longer watching the daily ticker/news. Don't do what I did with GoEasy. Wait a year. The 5% buyback should help.

Q: I believe I am done with this stock. For whatever reason, warranted or not, it goes nowhere. Can you provide an alternative that performs. Thx