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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: Hi Peter & comopany, I'm having a bit of problem here; maybe I'm having a senior moment. In answer to Donald's question, you said that ALA is partly utility and partly energy. In answer to Dennis, not only is ALA in energy but also ENB and TRP. If I remember correctly, you had previously put these (ENB & TRP) as utility. I'm not trying to be picky here; because, depending on your answer, is whether I'm heavily weighted into utility (which I'm comfortable with) or I'm more into energy than I thought. I noted that ENB & TRP behaved better than O & G stocks in the current downdraft. Thanks as always. Henry
Read Answer Asked by Henry on December 12, 2014
Q: What would be the best investing book for a young adult just starting to learn about investing? I know someone asked this question but couldn't find answer under MISC
Thanks
Dolores
Read Answer Asked on December 12, 2014
Q: Hello Peter and team. I currently own TVA.B. Yes I know! Look at it this way: we all make mistakes. Part of the learning process. At any rate, I see today that Moses Znaimer is possibly interested in purchasing the Sun News Network from Quebecor. It is my understanding that Quebecor's subsidiary TVA.B owns 51%. If this deal ever materialises is there any possible upside for TVA.B. The corporate structure is so complicated that what I think is real may not be.
Cheers
Read Answer Asked by roland on December 11, 2014
Q: Hello Peter & Co.
I hold AVO and am down 45%, I also hold BDI and am down 58%. VET is down 26%, QST down 16% and PEY also down 16%.

I have a small capital gain this year. I'm thinking about unloading these (for sure AVO and BDI, not so sure on the others)and investing the proceeds into my S&P500 ETF VFV, to increase my US exposure and eliminate the dogs in my portfolio, also helping with my tax situation. What's your philosophy on selling the dogs and tax loss selling in general?

Read Answer Asked by Andrew on December 11, 2014
Q: Are there any CDN or US ETFP's that you like for small cap or large cap exposure? What if one enhanced them with specific stocks to increase specific sector exposure?
Read Answer Asked by Gregory on December 11, 2014
Q: Peter I hold 15% in the energy space and I think I am reasonably diversified I hold BTE SGY and WCP my plan is to wait this out for as long as it takes. I response to a ? this morning you agreed with investor to lighten up on SGY .
Do you think I am out of line to wait this out .I find you comments and positive feedback invaluable in this current meltdown.I also have a 6% plus holding in IPL
Kind Regards Stan
Read Answer Asked by Stan on December 11, 2014
Q: Hi Peter and Team:
In my Tax saving account, I bught SGY at 7.99 in August 2014 & QST at 3.65. Now SGY is down to 3.65 & QST is down to 2.80. what's your suggestion? do I sell or hold? what do you think those 2 companies fundamentally? I am long term investor.
thank you so much for your excellent service.
Read Answer Asked by hong on December 11, 2014
Q: Hello 5i team,
I am considering tax loss selling for these seven stocks: TCK.B, HWO, HR.UN, CUF.UN, PEY, COS, and BDI. Could you recommend me similar companies to replace with during the 30 days period?
Thanks.
Read Answer Asked by Michael on December 10, 2014
Q: I own these stocks which have unrealized losses at the moment and would like to crysalize the losses to offset against other gains, since they have all been beat up due to their indirect or direct exposure to the oil industry , I would like to replace them with something similar in their respective areas to capitalize on longer term potential. Would you be kind enough to recommend suitable replacements.
Read Answer Asked by Todd on December 10, 2014
Q: It's been almost a year since cfx has been mentioned, how does 5I assess it now.
Read Answer Asked by david on December 10, 2014
Q: Hello Peter,
I am thinking of selling half of my googl shares to buy sandvine or keep the googl, but sell half of dhx media to buy sandvine. DHX has done well for me ,but googl has been flat. I know it is not an apple to apple comparison, but am looking to switch rather than add new money to buy sandvine. Any comments? Thanks again.
Read Answer Asked by umedali on December 10, 2014
Q: I know you consider insider buying and selling in your analysis (e.g. SGY). In the last month or so have there been any significant insider buys or sells in the stocks you follow in the growth or income portfolios?
Read Answer Asked by Ken on December 10, 2014
Q: Just a comment on the reader's request for charity list and naming his favourite. On my board at Investor Village I have established the tradition of allowing posts on people's favourite charity including how to donate on the Sunday before Christmas (and only then)---trying to encourage the spirit of giving.

Bryon in Elmira
Read Answer Asked by Bryon on December 10, 2014
Q: Your opinion on how much lower oil will go if the Saudis keep flooding the market and how long? Will all equities go lower if oil goes lower? When buying bonds in one's portfolio do you recommend ETFs or the bonds themselves and hold to maturity?
Tks
Read Answer Asked by George on December 09, 2014
Q: Hello Peter, Ryan and 5i staff, I have had a good year with help from 5i. I usually top up charitable donations around this time of year. Would you consider listing your favorite charities? Or perhaps even doing a blog post? I suspect after Peter's ride this summer he would have some supporting children's cancer treatment. My personal favorite charity is Sleeping Children Around the World (scaw). I like this one because 100% of the donation goes to a needy child. Publish if you wish. Thanks as always, Frank
Read Answer Asked by Frank on December 09, 2014
Q: With a decent payout ratio and and good results last quarter it still seems to be sliding?
Read Answer Asked by terrance on December 09, 2014
Q: Hi Peter

What are your thoughts on the recent swoon in the price of CP which I hold at a loss in a registered account? Is it all oil related or is something else going on? What are your thoughts on the valuation now and how would you compare it with CNR which has not declined to the same extent?

Thanks so much for helping us through these confusing markets!
Read Answer Asked by Mary on December 09, 2014
Q: You may have received this previously as I was typing it - it seemed to disappear and I hadn't submitted it or finished.

MAC D available with my Scotia Itrade account - what am I looking for high numbers/low numbers, straight lines, crooked lines?

Oil last got this low middle of 2009. ACQ my cost $76.00 - is falling faster than my oil stocks. Will it see $35.00 before it sees $55.00? I read your questions and answers and in the past you have said you have not noticed any negative news about ACQ.

CXI currency - big drop December 8th. Any news?

Hopefully the questions were not too long.

Thank you, Dennis
Read Answer Asked by Dennis on December 09, 2014
Q: Velan has been holding up well in this poor market could you please give me your opinion and future prospects of this company.
Read Answer Asked by dennis on December 08, 2014
Q: What would your top 3 picks be for 2015 and the reasons why?
Read Answer Asked by Rob on December 08, 2014
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