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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 down 60% on SGY but would like to keep it because in a recovery, I think it would be a good one to have. However, I need some capital losses to offset some capital gains. I don't want to sell it and wait 30 days to buy it back because it may move up during that time. To avoid the 30 day waiting period and still get some capital loss, could I buy more share now and then sell half in a few days? The loss would not be as high because of the adjusted ACB but it would work okay for me. Would this action attract the 'superficial loss' rule or is this a way around it?
Read Answer Asked by Larry M. on May 01, 2018
Q: Hello 5i team. I have NFI New Flyer and XTC Exco presently as industrials. I would like to add a bit of money to my industrials exposure and I am asking for your direction or recommendation either from the 5i's portfolios or outside of. I prefer to stay in the Canadian area. Risk is not a major factor for me in regards to this selection. Divi's make me a happy but also not a final decision maker. I can simply add to either of the above names also. I have twice as much XTC as I do NFI.
Thank you
You have been a tremendous help to me.
Read Answer Asked by Jeremy on May 01, 2018
Q: I am a shareholder in Andeavor which announced this morning that it was being acquired in a friendly deal by Marathon Petroleum Corporation. I previously held shares in Western Refining that was in turn acquired by Tesoro, Andeavor's prior name, in a share deal. Marathon is offering $152 a share, payable in cash or shares. I am inclined to take the cash and run (assuming the deal clears antitrust review - note there is a large deal completion discount with Andeavor shares closing at $138 today). Do you have any thoughts on what a prudent course of action would be/would you be more inclined to take the shares or cash? (I hold the shares in a TFSA so no tax payable)
Read Answer Asked by Patrick on May 01, 2018
Q: A member recently asked a question about PG and asked whether it might be wise to sell it. This is a perfect illustration of your often used adage that "for every seller there is a corresponding buyer". I hold PG and have also considered selling it because of its lack luster performance. But, in looking it over i see it is at pretty close to a five year low. But, its decision to reduce its products to the most prfitable ones seems like it might be just starting to kick in. Besides this there is a new activist investor appointed to the board. I am sure it would still not qualify for a growth stock but for a solid and steady dividend producer, it might just be an opportune time to buy. Would you be a buyer or a seller?
Read Answer Asked by joseph on May 01, 2018
Q: Good morning,
Could you suggest a company that would replace P.G. in my portfolio. I have held P.G. for 7 years, bought in at 60 and watched it go to 90, now back to 72. I am starting to think there is a problem with this company.
Thank you,
Dorthy
Read Answer Asked by Dorthy on April 30, 2018
Q: Hi 5i Team;
I would like to invest in gold and/or silver. Would you please suggest your favourite small cap producers that could be ten baggers, and also; a couple of explorers or developers that have a excellent prospects in the next three years.
Thanks a bunch!
Read Answer Asked by Conrad L on April 30, 2018
Q: I recently let my financial planner go as I am a buy and hold investor and have decided to go the direct investing route. I may have done this prematurely as I am having difficulty in knowing when is the best time for profit taking and how does it affect your holding in a particular stock.For example I have held Microsoft for years Book value $7500 the market value now is $24000. a gain of approx.$16000.If I redeem some of the earning does this not reduce the shares I hold. The purchase price was
$38.13 it is now $95.38 U.S. I consider the gain in value as dead money as it is not invested but just sitting in the security. Any advice would be appreciated.
Read Answer Asked by Steven on April 30, 2018
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