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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: Could I please have your thoughts on this company, I have owned it for a while and have lost money. In particular, I note the company is issuing a debenture that is convertible to stock at $12.60 Canadian, which is a much higher share price than today's price. Assuming the debenture sells, is this an indication that good things are expected for this company?

John
Read Answer Asked by John on August 07, 2019
Q: Doo stated that it going into boat manufacturing to capitalize on 3 recent acquistions.Please your short comment. Gud announced early warning of sale of shares of Crescita & 2) letter of intent re probuphine.Your comment please.Gud still doing small transactions.Any rumours of big investments especially regarding the co that it sold.Txs for u usual great services & views
Read Answer Asked by Peter on August 07, 2019
Q: I keep reading all the questions about oil and gas stocks and I can't help but think "why do we keep holding on?"
I signed on with Liberty International (David Driscoll) a few years ago, When I handed over my portfolio, I had 40 names in the oil and natural gas space, He looked at them and asked "what"s with all the oil and gas stocks?" I didn't know how to answer him. They were all the usual suspects we keep hearing about on BNN. He said "we're getting rid of them all." I refused. He said "fine, we'll keep a pipeline."
That was the best investment advice in my life. That moment saved me hundreds and hundreds of thousands of dollars...literally...and a ton of grief.

To my fellow 5i investors, my 2 cents of advice: don't overload on the oil and gas names. If you must, pick one, And only give it 5% of your allocation.
I've been trying to do this myself for 40 years. Some things are just better left to the pros: doctors, accountants, lawyers, chefs, general contractors, dentists, drywall tapers, money managers...
Read Answer Asked by Carlo on August 07, 2019
Q: I hold VET and PXT as my exposure to energy in a non registered account. (I also hold ENB and PPL but consider them more utility). I am thinking of replacing VET with WCP for the following reasons: 1) I get a big tax loss but keep my energy exposure the same. 2) I do not lose much on the dividend and, although I think it unlikely for both, VET is more likely to cut than WCP nad 3) if oil finally recovers, WCP has more torque. Does this make sense?
Read Answer Asked by Don on August 06, 2019
Q: The last question I asked (below) was about a name in CAD.
The answers were about ETFs in USD.
Thank you for providing names in CAD.
Question:
Could you please suggest a Gold bullion ETF in CAD - Not a "paper ETF" but an actual physical like PHYS? Thank you.

Answer:

We would be fine with PHYS here. SGOL is another option, holding physical gold bars in Swiss vaults
Read Answer Asked by Genevieve on August 06, 2019
Q: Good morning...I am trying to find information on the dividend tax credit for individuals with no other income...it was explained that it was for all individuals ...my understanding that those individual that have no other income but dividends are treated if holding Canadian corporations...can you confirm or do you have a link for better understanding...Thanks
Read Answer Asked by Matthew on August 06, 2019
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