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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: Tax loss season is upon us. Can you name 2 small caps and 2 large cap stocks that will be largely affected by tax loss selling, but have a chance for a strong rebound. Thanks
Read Answer Asked by Jean on November 22, 2016
Q: Some information I learned from my broker last Friday while asking them about the status of the exchangeable shares: (A) the process has multiple steps and the shares had just been "released". If I understood correctly, this is the last step of the process (B) Broker says many shareholders called Wednesday/Thursday/Friday to cancel the tender, finding the process confusing.
Read Answer Asked by Matt on November 07, 2016
Q: This is not a question but a comment. I held IT in two accounts with RBC Direct Investing. I had tendered the shares but I forgot about it. So unthinking I sold them some time ago at about $10 after they had been tendered. And they went. But on reading the members comments today, I called my broker who thanked me as he could now straighten out their records by cancelling the tenders.

This was a somewhat different experience than was was experienced by some members with TD accounts. I hope this is of interest.

Ross
Read Answer Asked by Ross on November 06, 2016
Q: Hi Peter and Team - Your response to today's question on the Exchangeable shares has really helped to clarify the situation. I too have opted for the exchangeable shares and would like to convert back to the regular ones in order to sell but TD Waterhouse was very doubtful that I could do this. Before I pursue this further do you know when the deal for exchangeable shares will close. Also do you think there is a chance the shares in Intertain or the new company will go to zero. Are the fundamentals still reasonably sound and particularly is the debt load manageable. Thanks.
Read Answer Asked by Rob on November 04, 2016
Q: These three stocks are held in registered portfolios representing 6% of total investments and are down significantly. Is it "time to cut bait " and if so, can you suggest two or three promising investments we can have a look at.
Read Answer Asked by John on November 04, 2016
Q: As suggested, I tendered my shares for the exchangeable shares through my discount broker.

I have been wanting to sell the shares before they go to zero and have not been able to do so.

It is too late to cancel my conversion request and when I called Kingsdale they said the shares won't be at the brokers for another 7 to 10 days and I'm therefore in limbo.

I don't even think I can short sell my shares and cover with the exchangeable as they are different shares. Putting yourselves in this situation, any thoughts on how to liquidate the shares, or am I stuck?

Thanks

Sheldon
Read Answer Asked by Sheldon on November 04, 2016
Q: I have shares in Amaya, Intertain and NYX gaming and am quite discouraged with both their performance and their outlook. If I were to hold any of them could you rate them from strongest to weakest with reasons. Do you think any of them are an outright sell at this point. Thanks.
Read Answer Asked by Rob on October 27, 2016
Q: I have not yet exchanged my Intertain shares but if so I would take the exchangeable shares as you have recommended. However I am considering the following option: sell my Intertain shares on the open market this week and buy the Exchangeable shares (probably) when they become available. Could you please comment on this strategy the advantages and disadvantages. Thanks.
Read Answer Asked by Rob on October 11, 2016
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