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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: My wife and I have recently retired and we have enough from CPP, OAS, and a company pension to cover our basic needs. We are bring over about 650K from an investment company that we are not happy with. With that money I would like to earn about 4% in dividend income to pay for vacations, and extras for us. I am thinking of taking 400K and investing it in your income portfolio and 250K in 3 or 4 dividend paying international funds. What are you thoughts? Could you also recommend a few US and International dividend paying ETF's. Thanks for all of your help.
Read Answer Asked by Gerry on October 04, 2018
Q: Members keep asking about the dividend safety for this co. It sits in an interest sensitive space so it is down, it is a unique business model as well but am I wrong in thinking that so long as profits are not changing and their subscription base is not changing significantly then the dividend is better than safe and could even increase. I could see stock price being an issue if the company were needing to raise money or make a purchase with stock but a company making the same money now and now maybe more with cost cutting as when it was significantly more expensive is a great value. Is there a metric I am missing that puts company at risk.
Thx for the great service
Read Answer Asked by Todd on October 04, 2018
Q: Hi, I see other members are selling stocks for a tax loss. In my case I only have investments in my rsp, so will not be able to use this strategy. How much of the downward momentum on stocks like DOL and TCL can be attributed to selling for a tax loss? The recent negative market reaction to both of these stocks was quick and as you have stated possibly an "over reaction". How much of the drop can be attributed to sellers seeing the chance to take a tax loss. This is a part of the market I don't understand all that well. Thanks.
Read Answer Asked by Dan on October 04, 2018
Q: I sold dol recently. I'm down 8% on ccl and 5% on pbh. Both have been week lately which is driving crazy while the US markets grow. I'm tempted to sell these 2 and replace with ba, ita, grub.

Your thoughts please.
Read Answer Asked by Mark on October 04, 2018
Q: I got LEN as part of the Calatlantic takeover which I did quite well on. But these homebuilder stocks are having trouble getting a bid - even when they beat their estimates. I understand what interest rate hikes do to the affordability of their products but those hikes have been gradual and very well communicated. I know US stocks aren't your bread and butter, but am I missing something? is it more about LEN you think?
Read Answer Asked by Martin on October 04, 2018
Q: Hello team,

Other than BDI and HNL, are there any other lodging companies in BC that might benefit from the LNG project? Would you recommend it over these two? If not, which one of these two companies are better positioned to do business in BC?

Have a wonderful day and thanks for the help!
Read Answer Asked by Saeed on October 04, 2018
Q: I am doing some tax loss harvesting . Would these be good candidates?
CGNX(-21%)
FB(-11%)
ROBO(-9%)
Read Answer Asked by Anna on October 04, 2018
Q: I am a 3 days old subscriber and I have few questions:
1. What is the event that would trigger a new report on a company that you already covered? Is it a rating change? ... or a periodical update?
2. How often (in average) do you initiate a new coverage for a new company?
3. Model portfolios do contain a lot of companies that you do not cover. Would you consider covering them? ... specially the ones that are NR, I'm not sure what to make of them.
If you consider that there are questions of interest for the public domain feel free to post the answers for general consumption.
Thank you
Read Answer Asked by Nicolae on October 04, 2018
Q: Hi All at 5i! A quick question about tax loss selling. When would it be ideal to sell a stock at a loss to offset gains, considering that I want to buy the stock back. Would now be good? Or wait until Nov? Dec? Also, I own CBO at a loss at the moment. Considering that interest rates are going up, should I sell it now at a loss( to offset capital gains) and buy it back later? Cheers, Tamara
Read Answer Asked by Tamara on October 04, 2018
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