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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: ABT has lost 15% of its value in the last 2 months. Any reason for the drop? Would you buy more (up to your maximum allocation)?
Read Answer Asked by Douglas on October 11, 2016
Q: Sorry for bringing up yet another question on this company but you recently answered a question about State Street Capital and in that answer, you seemed to suggest that the alternative mortgage market is not an area that you suggest for investment. First, is HCG considered to be an alternative lender and second, was your answer in response to making a specific new investment in State Street or should companies in this sector be abandoned altogether?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on October 06, 2016
Q: Hi, is this press release, specifically issue of 147k stock options, of any significance ? Also, any comments about stock price stalled at $10 level, lately. Thanks

Sylogist Senior Management Change, Issues Options
17:51 EDT Monday, October 03, 2016
CALGARY, ALBERTA--(Marketwired - Oct. 3, 2016) - Sylogist Ltd. (TSX VENTURE:SYZ) ("Sylogist" or "the Company") is very pleased to confirm, following its announcement on August 12, 2016 that effective October 1, 2016, Mr. Xavier Shorter, CPA-CA (Canada) and CPA (USA), has assumed the role of Vice President, Finance and Chief Financial Officer. Concurrently, the directors of Sylogist have granted senior employees, other than existing officers, Mr. Shorter and an outside director an aggregate of 146,666 options to purchase common shares at the current market price in accordance with the Company's Stock Option Plan.
Read Answer Asked by rajeev on October 06, 2016
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.
Read Answer Asked by Dennis on October 06, 2016
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?
Read Answer Asked by Paul on October 06, 2016
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