Investment Q&A

Q: Just a comment to Greg about holding HOT.UN in a TFSA - there is a US withholding tax on distributions that would apply to a TFSA. I don't know the amounts, but it probably should be investigated before investing.

Q: I have held DH Corp for a number of years and have done very well with it. The stock continues to bleed almost daily. Is it time to sell & buy something else? If so, can you suggest a couple of names for a long term hold?

Q: Saw this article about Saputo in the Globe & Mail and thought to share it with the membership. You may share it if you feel it is worthwhile.

Your thoughts on the validity of the arguments in this article would be appreciated.

Joseph

Q: you have refered to share consolidation on the way to explain possible pull back of stock price.Can you explain further but also, how does one get this type of info?
Thanks
Jean

Q: I have no commodities in my portfolio and thinking of adding 1% to 5% of GLD ETF on the recent pullback. Would appreciate your comments or suggestions for better exposure to this sector given the recent volatility.

Q: when they bought the automotive division of shoppers home health care , a division of shoppers drug mart. do they sell their products at shoppers store or does savaria have their own stores to sell their merchandise if so do they lease or own the buildings. thanks any other info on this company . looks like a good one, any idea on next acuisitions.

Q: Concordia - Due to the fact I bought it at such a high price and doubled down more than once it became more than 10% of my portfolio and I still own it because I got your bailout email. By the time I got to read my email it was after 4:00. Many BNN guests had it as a top pick so it influenced my impression of it. They managed to keep secrets on how bad they were just like Sino Forest and I am concerned that other companies will do the same to get people to buy stock in their company. On the lighter side of things, I have Lundeen (LUN) which is starting to die out and I am considering switching to IVN as it seems to be on the upswing. Your opinion please. Dennis

Q: I am curious about your thoughts on natural gas. In the July issue of CMS K. Richards suggest it may be coming off its low. The 5-year chart for the ETF HNY looks interesting. Can you comment on it? Would you recommend anything in natural gas at this time?

Q: I would just like to echo Francesco's email. Thank you.

Q: Hello 5i,
I try to heed the advice to diversify into U.S. stocks because they have stocks which we just don't have here in Canada. I have been wondering what some of these stocks might be for a fairly conservative, retired investor?

Right now I have the following companies:
3M
Apple
Calmaine foods
Goodyear Tire and Rubber
Conagra Foods
IBM
Pepsico
Proctor and Gamble
Bank of America

I have Calmaine for selling options on and it may go some day. I know that no one likes IBM but i believe it will turn around and pays a good dividend in the mean time.

But, I was wondering what to add or subtract from this list in order to have a well balanced, U.S. portfolio?

I have thought of adding Disney and Johnson and Johnson. I have looked at your suggestions, such as EBIX, NOC, LLL, JPM, GILD and ITRI and they look very interesting but maybe not for a person in my position.

I would certainly appreciate your thoughts on this process.
thanks

Q: is savaria planning to expand into new cities.

Q: I have sold most of my REIT's I own except for three.

HR.UN 2.96 % weighting (removed the Drip)
AX.UN 6.11 % weighting (Enrolled in Drip)
CSH.UN 8.28% weighting (Enrolled in Drip)

I am a little high in Chartwell I think and maybe Artis too. My overall REIT exposure is most likely way to high. My question is do I sell one entirely, trim back on the high one or remove the Drip and start to take cash. I really like these three REIT's and I am bias towards them and not sure what to do

Your thoughts?

Q: What is your opinion of BTO signing a contract with cannaccord and HSBC to help them sell stocks worth US$100 mm at the market offering. Is it a wise move to take this route. Bad for short term and good for long term? I purchased 600 shares @CAD $4.44 each.

Q: Aug 12/16 question asked by XUDONG (Adam):

Adam was seeking a copper stock, but I believe Nevsun is transitioning to become a zinc mine due to the composition of the Eritria mine orebody (apart from the new acquisition).

Q: Just curious about your thoughts on gold?

Q: Hi Peter. Would there be much point in selling Smart Reit and buying Sienna Sr. Living to reduce my Reit holdings (18%) and increase my Health Care (0%)? I'm thinking they will act the same if interest rates ever rise.
Thanks

Q: I had purchased CXR, aware of some inherent risk, but comforted to some degree by an element of reassurance from analysts I respect - including those at 5i - and held on to cxr, to my huge detriment having lost a significant amount of $ on Friday. This is not a question, but rather an expression of gratitude in the midst of CXR's debacle for the much-appreciated alert you provided us; I sold on Friday to redeploy the funds into something I hope will turn out to be more generous. Thanks again. It's time to move on. Regards.

Q: Now that you have finally removed Concordia from your portfolio, it is time to consider also removing Dh and Efn as they are also cheap for a reason.

Q: where can i find the article on cxr by modesto not long ago (april) on the potential of cxr. I think the article was in april or may.

Thx

Q: I know that you are removing from the Growth Portfolio today but what should an investor with real money on the line do that's down 70%. This was a 7% position in my portfolio. Should I just eat the loss and move on or hold for 5 years to see if I get my money back (or at least some of it)? I don't need access to the capital for at least another 15 years.