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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'm down about 12% on FB. I still like the company fundamentally but it keeps dropping and it seems like every negative announcement makes it drop another 3 to 5%. Do you think I should get out? My concern is that even the company is financially strong the negative momentum and news will just drive it down to where its a huge up hill battle for me to get back what I've lost. Do you think this will drag on for years? Would a good q1 be able to turn things around or is the negative publicity too much? Thanks
Read Answer Asked by Adam on March 26, 2018
Q: I'm looking for stability and a core of stocks which will help offset the volatility of growth stocks on weeks like last week. The pickings are slim, but these two offerings from Dream seem to have consistently done extremely well over the last year, and breezed through last week's turmoil without noticing it. They also seem to have amazing growth (at least in stock prices) for REITS over the last year, as well as excellent distributions. To what do you attribute this and do you expect it to continue?
Read Answer Asked by John on March 26, 2018
Q: I am a long-term investor with the majority of equities purchases targeted to 5-10 years. Certainly, I have a few equities that are in loss positions similar to the model portfolios on 5I Research. Would you recommend using a stop loss process on all stock purchases in an entire portfolio? If so what stop loss system would you recommend for purchasing a security such as SIS? If I purchased SIS today with the intention of holding long term is there a need to utilized a stop loss system?
Read Answer Asked by Dean on March 26, 2018
Q: I've read/heard various things about "Commodities" being poised to do well. When commodities are being referred to, how does this refer to specific stocks or ETFs that can be purchased on the stock market? Are we talking the commodities market, certain ETF's, gold and silver stocks, etc.?

What is your best suggestion on stocks, etf's that would benefit from this positive "commodity" outlook?
Read Answer Asked by Kel on March 26, 2018
Q: Re Jason question March 22 regarding metrics for downside support for telcos, utilities and reits. . What cos would you recommend which meet a sufficient number of the metrics? Thanks
Read Answer Asked by Tim on March 26, 2018
Q: Hello, this is in regard of the Globe & Mail article by Ryan dated March 12, 2018. Does this new index change will impact the sector classification we get from TMX Money? For exemple does this mean that using TMX Money, companies such as OTEX, CSU, MSFT will no longer belong to the technology sector as of Sept. 28, 2018? Thanks, Gervais

https://www.theglobeandmail.com/globe-investor/investment-ideas/getting-a-read-on-index-changes/article38279262/
Read Answer Asked by Gervais on March 26, 2018
Q: Further to Andrzej question, net capital loss means that the 50% reduction has already been applied, so his gross capital losses are $111,000, which means that his taxable amount for 2017 is $8,000 (($127,000 - $111,000)*50%). On the tax return, the net capital loss carry-forward is reported separately from the current year gain as a deduction from net income to arrive at taxable income.
Read Answer Asked by Christopher on March 26, 2018
Q: Financial stocks of every type are getting hammered again today, as they were yesterday. Everything from banks to insurance companies to credit cards and payment processors in both the US and Canada are down between 5-10% in the last two days. Can you draw a line for me on how the possibility of trade disruption between the US and China could account for this? Is Bank of America really worth 9% less today than Wednesday because of Trump's trade tariffs or this just mindless "sell everything!" panic?
Read Answer Asked by John on March 26, 2018
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