Investment Q&A

Q: For tax loss purposes, which of these would you sell and is there a case to keep holding the others?
Thank you

Q: I have held these stocks for several years and overall they are up in my portfolio. In the last year that have been flat or down. Are they a hold or sell for the 2017. They are held in a non registered account. Thanks for insight

Q: Hi Peter at my family's insistence we took a position on the subject stock when the posted their last results since this stock has been dead money with a very small dividend .
What your thinking on this stock is it worth to hold or should I move on and take the heat from the family
Kind regards
Stan

Q: Hi. I love the information you guys give. This might be out of your expertise but I have been trying to get the scoop on these reverse mortgage es I see advertised. No one seems to post the costs and no double the traps involved. Do you know where such information can be found.Thanks and Merry Christmas. Debbie Hendriks

Q: how dop you view the take over just annonced.short term and long term?
2

Q: Hi the new offer by ESW seems far superior to CSU's
CSU does have days to make a superior offer
Does this seem likely?
Thanks

Q: I am considering moving some or all of these from a cash account to a TFSA. Would you agree with this move and if so is there a particular order or any that you would leave out. Thanx Robbie

Q: FORWARD EARNINGS: In one of your replies. you stated" TD we believe uses trailing earnings, and we have seen this issue crop up before. On a forward earnings basis, MDA trades at 11.3X earnings. We believe the future is more important than the past." What are the best web sites for us retail investors to view forward earnings for companies of interest?

Q: I have some cash to deploy into a consumer stock, which between Atd.b and L would you prefer right now ?

Thank you

KR

Q: I own Rogers. Given the current news, would you hold or sell?

Thank you.

Best wishes for a very Merry Christmas.

Q: Hi,

What books can you recommend on investing especially who just starting out on investment.

Thanks and happy holidays!

Q: I am considering selling the following to realize capital losses for 2015 and would appreciate any suitable recommendations to replace them with. The candidates are MDA,MCB,NHC,and SVC.

Q: Both MDA and PLI have reached new 52 week lows. You have always considered MDA to be a solid company and have given it an "A" rating. Given the current situation, would you consider that things have substantially changed with the MDA outlook or is this actually a buying opportunity?
I also have the same question for PLI, but someone else has already mentioned about the Seeking Alpha comments. Which leads me to ask your opinion of the quality of comments, generally on Seeking Alpha. Weren't they also beating up certain stocks for short selling?

Q: Hi, I have roughly about 120k in a resp for my two children who are 14 and 12. I went to cash before election unfortunately in hindsight as it was 75% index funds and 25 percent bond funds. Going forward, as there are 4 years remaining before university I want to remain somewhat defensive but still have growth as I believe the markets will continue higher over the next couple years as The big Fed day is over, and markets remain resilient. I was thinking about zwb,Zwu for defence and income...7% yield, at 30 k each. Zsp for us market and currency exposure at 30k. mg and gud at 15 k each for some growth. Am I being to aggressive at 5 years away from university? Do you recommend any changes to this approach? Thanks for your opinion and advice and Merry Christmas!

Q: Shocked at low emp.a continues to fall. Is their a point at which you feel the dividend could be at risk?

Regards,

Robert

Q: Hi team,

Just happily renewed my 5i membership. Thanks for all that you guys do.

I'd like (and value) your opinion on the best portfolio-tracking websites, that also have intelligent and independent analysis (market and individual stocks), current stock news (not spam), and strong stock screening/filters etc. Would need to track both US and Canadian stocks of course. Was thinking Morningstar. Is it worth paying for their premium service ($325/3 years)? Any other sites I should be considering? I use Google Finance now and, other than the ability to download my portfolios and view all lists on one page, am not happy with the stock "news" they push. Lots of crap.

Thanks,

Q: Hi 5I, I would appreciate your opinion of eit.un and rbn.un, is the div safe, would you recommend buying. Also, which of the oil stocks above would you recommend buying, perhaps you can suggest a better one with paying dividend. Many thanks, J.A.P. Burlington

Q: NYX has been beaten down quite a bit. What is your opinion of their prospects going forward? Possible bounce after tax loss season is over?

Q: Hi The stocks I hold in both tsfa generate $7200 annual income combined .In both accounts we hold RPI.UN STB and GH
STB is held in US $.
Hope this helps
Kind Regards
Stan

Q: Looks like another very poor quarter reported last night by Sobeys/Empire. Would you be a buyer yet in the $17 dollar range or do we need to wait to see better numbers in the future?

Regards,

Robert