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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 looking to potentially harvest some tax loss for future use and have the following questions:
BTE - if I sold BTE, what is a good proxy to park the money in with similar torque to improving sector fundamentals?
PTE - is there any hope for this or is it finally time for me to accept that it was a bad investment
Nobilis - I noticed it reappeared on the OTC as NRTSF but looks like the price and volumes are close to zero (or am I missing something?)....time to donate to my broker in exchange for a capital loss?

Thanks as always!!!

Scott
Read Answer Asked by Scott on September 02, 2020
Q: This is just a big thank you to 5iResearch. I thought I had a nice basket of solid stocks with many dividend payers, including a whole bunch recommended by 5iResearch. My stock portfolio was down 40% in the COVID-19 world and because I'm nearing retirement, I was getting worried and thinking about selling so that I'd least have the 60% left and maybe put it into GICs and try to live off that. But, your team kept advising me and others to hang on, suggesting that selling at that point was the wrong thing to do. I held on. I'm now back up to 100% and more. Thank you!
Read Answer Asked by Ed on September 02, 2020
Q: How can I obtain information on what price warrants can be exchanged at and for what period of time? Currently, I would like that information on AESEW, but I would like to find sites that provide that information on other warrants. Thanks for you help.
Read Answer Asked by George on September 02, 2020
Q: What are your current thoughts on PBH? I'm looking at my holdings to evaluate what should potentially be cut for a better performing company. I've only got a couple laggards and PBH is one of them, after basically breaking even in the last year. I do feel its undervalued and could do better if some of their problems of the last few years go away and I think mgmt is pretty believable and optimistic. Not to mention the Canada Pension plan investment. Question is should I continue to hold for better days or maybe bail on this one and top up LightSpeed. I'm up overall so no tax loss consideration here. Thx
Read Answer Asked by Adam on September 02, 2020
Q: Looking to deploy excess cash, mainly for dividends and some growth. I have room in both utilities and telecom sectors. If I compare the Utilities and Telecoms listed, it would seem from current valuations (Fwd PE versus historical PE average) and looking at share appreciation the past 5 years ( history of generating shareholder value) , 5yr dividend growth rates and expected revenue growth, the utilities group easily wins on all counts. Based on this analysis, I should be buying from my list of utilities before I start buying from the Telecom list. Do you agree with my conclusion? Should I add any additional analysis? Thank-you.
Read Answer Asked by Albert on September 02, 2020
Q: If making your clients happy makes you happy then you should be very happy today. My TFSA went up a huge amount today....like nothing I have ever experienced before. All based on stocks you recommended.Thank you for this great service.
Read Answer Asked by David on September 02, 2020
Q: I hold BAM.A at a 1.6% total portfolio weight. Would you be comfortable adding to double the weight to 3.2% or even 4% or 5%? Or is that too risky?
Thanks
Read Answer Asked by Marco on September 02, 2020
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