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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: I am for the most part a conservative investor. The captioned equities form part of my high risk and in this case, high loss casino money portion of my portfolio.

Individually, none are material holdings and being in my TFSA provides no tax selling benefits. I periodically check similar high risk positions I sold and in some cases, more patience would have yielded high returns! Benj Gallander is a rather unique investor; his patience is what catches my attention and his results are not shabby!

Assuming I am willing to be very patient with no time horizon, is there any reason to believe any of these stocks are worth keeping for high returns? It is not a question of getting my capital back, rather should I hold them or move on to other high spec ideas? If time to move on, any bottom fishing ideas especially as we move into tax loss trolling in this segment of the market?

I appreciate the insight you provide to the more macro aspects that often are the prime focus of my questions. Your responses to all questions are very educational and informative. They make us all far better investors.

Thank you

Mike
Read Answer Asked by Michael on October 23, 2017
Q: Good morning and thanks for your service which is invaluable to me...I hold cbl - crh - gps - ikm - itc - and phm ... all except cbl are owned in protected account and all represent 5% of my portfolio at cost and 3.5% current value.. my question is what if anything should I do with these stocks as my portfolio is up over 13% this year with your other stocks...thanks...Gene
Read Answer Asked by gene on October 23, 2017
Q: A couple of recent sources have suggested lower iron ore prices next year. I own LIF in several accounts and I'm wondering about selling about 25% at current prices and buying back next year at lower prices. I am enjoying the last two dividends of about 5% each. Do you see this as a reasonable approach to bring down my average cost as I purchased at much higher prices years ago. Thanks, love your service.
Earl
Read Answer Asked by Earl on October 23, 2017
Q: What are your thoughts of this closed-end fund? It has public and private investments, trades at a discount of course and with leverage to financials. I also wonder whether there would be a potential tax hit as I see they have gold acreage in Quebec carried at $0 ACB. I wonder what your opinion of management is - something here? Thanks! as a follow up to my question just asked, if you were to buy, would you look at the voting or NV shares? Thanks
Read Answer Asked by Michael on October 23, 2017
Q: I bought NMX in 2015 at .36 and sold it in 2016 for 1.84 then bought it back again at $1.09. It is up 60% since July. With today's surge it has reached 10% of my portfolio. Again. But compared with similar projects it is undervalued (ie Mason LLG.X that is at 2.25 and is no where near starting production). My dilemma is do I hold on or take profit. I am well diversified and going to retire in 60 days.

Thank you for your input!
Read Answer Asked by Bryan on October 20, 2017
Q: Hello 5i,

Can you provide an opinion of the potential of this little company please? As a tiny, pre-revenue? company I expect they aren't even close to being on your radar but it's the concept and/or target industry niche that has me questioning whether there is potential and worthy of monitoring them for a while.
Thank you
Mike
Read Answer Asked by mike on October 20, 2017
Q: Peter and His Wonder Team
GCL just reported a 3rd Q. miss and the stock has crashed 25%. Please give your assessment of this company...especially there financial strength...debt vs. cash on hand. Do you think they qualify as a contrarian play or are the risks just too high. Also since the 4th Q. appears poor do you think they are vulnerable to tax loss selling?
Thanks for your consistent excellence...
Dr.Ernest Rivait
Read Answer Asked by Ernest on October 20, 2017
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