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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 have a capital loss that I want to crystallize in VET, and I was considering buying PPL to maintain sector exposure. I still believe that VET is a company that I would like to hold long term, but I have some capital gains in 2018 towards which I can use this loss to reduce my taxes in my 2019 return.

My concern is that VET could potentially have large gains in the thirty days that I would need to wait in order to crystallize my loss before repurchasing it. My secondary concern is that since VET is paying a substantial dividend (approx. 8.7%), that I might be better off just collecting my dividend and standing pat.

Please let me know what your thoughts would be regarding this idea. Thanks so much!
Read Answer Asked by Domenic on February 12, 2019
Q: Just listened to Ross Healy on Market Call tonight, with regard to Vermilion. He is saying the stock is only earning $1.05 per share and paying out $2.76. Has a share value at $24.00 per share. Other analysts have different analysis on the stock and buy rating like 5i. Please explain the difference in opinion.
Read Answer Asked by kenneth on February 12, 2019
Q: I own PEY - would you continue to hold with the low P/E and dividend being well covered but the trend is not good or would you sell and if so, why would you sell? If you recommend selling, what would you buy with the proceeds and why?
Read Answer Asked by David on February 11, 2019
Q: Hello 5i team
I am down 72% on ALA in my RSP and. 54% down on VET in my RSP
My ALA is a huge position and my loss is over 10,000 . My RSP strategy was “buy and hold” , and I was previously murdered in oils in 2014. I am 69 years old and won’t really rely on my RiF but it really bothers me to take such a loss that can’t be declared. They both pay dividends , but can one expect that they will ever turn around ? I could use a suggestion ... the last time I looked at my RSP I was so ashamed that I bought Shopify as a crap shoot ... turned out to be a good move. Thank you
Read Answer Asked by Thomas on February 06, 2019
Q: Hi Peter,
How much exposure do each of these have to the lack of Alberta Pipelines issue ? What order would you initiate new postions in these ?
Thank you.
Read Answer Asked by Paul on January 07, 2019
Q: If oil sector re-bounce,which stocks have more upside.What is your outlook for crude oil in 2019? thank you.
Read Answer Asked by Sunny on January 03, 2019
Q: WTO is under $50 US and were in tax loss season. Now that blood is in the streets I'd like to add some energy names to a non- registered income portfolio. I'm looking for names that have SECURE dividends above 5% and liquidity as well as some growth prospects. Can you provide me with your 3 top picks in this space?. I should mention I already own ENB.
Thank You.
Read Answer Asked by nicholas on December 24, 2018
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