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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: If I wanted to crystallize a capital gain on a gold or silver coin(s), could I just say I sold them at the closing price on a specific day and say I bought them back at the same price on the same day. Report the capital gain on my income tax. This would be instead of paying the exorbitant fees to sell the coins and buy them back from a dealer. If this would not fly, could I sell them to a friend at the closing price and buy them back from him at the same price on the same day an declare the capital gain? Thanks.
Read Answer Asked by John on September 10, 2015
Q: Your thoughts private placement. Does this show that there could still be value in this company
Read Answer Asked by Tom on September 10, 2015
Q: Could you please provide your assessment of the earnings as reported today. As well can you comment on the transaction to allow a "new large institutional shareholder" to take a significant position in the Company.

As always, thank you for your insight.

Don
Read Answer Asked by Donald on September 10, 2015
Q: Thanks for response about REITS. Now knowing BYD.un is Income Trust rather than REIT, so it makes up 2 position weights in RRSP but in consumer discretionary, I thought of sell 50% of BYN.un and purchasing GIL. My thinking is that both are within same sector and would provide more diversification, and as BYD.un is topping and GIL is more less off it's peak, the timing for this change would be overall good. What do you say? And/or is there another alternative to GIL? that would be good going forward......Thanks, again....Tom
Read Answer Asked by Tom on September 10, 2015
Q: your opinion on currency exchange earnings. thanks . dave
Read Answer Asked by david on September 10, 2015
Q: Please provide your opinion on whether ZRE and ZWB would see further downside if the U.S. Fed moves on a rate increase this year; or, does the current unit price on theses etfs "allowing" for a Fed hike?
Read Answer Asked by Michael on September 09, 2015
Q: Hello Peter & Co,
I appreciate your quick response to my sector query for a particular stock; I just found a great source for such info.
Go to TMX Money, click on Investor Tools, click on Stock Screener, make your sector choice and you will get a list of companies in that sector.
Hope that my co-subscribers will find this useful.
Thanks,
Antoine
Read Answer Asked by Antoine on September 09, 2015
Q: For diversification, would you invest in all three, or would a combination of LYB with CE be preferable, provided these investments would have growth potential given current volatile markets and uncertain oil pricing.
Thanks for your insights!
Read Answer Asked by Sigrid on September 09, 2015
Q: I apologize in advance for this rather off-the-wall question.
A number of years ago I opened a separate account and I deposit $1000 per month on the 4th of each month. The account then automatically buys the same TSX etf a day or two later. I did this as a test to see if it would outperform my trading, but that is a different matter. My question is this -- wouldn't most retail investors be on average buyers early in any given month, and more likely a seller at the end of a month, everything else being equal. It seems like most of have more cash, on avarage, available at the beginning of the month, for a number of reasons. Would market prices therefore not tend to be higher early on a monthly basis rather than later? Do you know if this has ever been studied?
Cheers
John
Read Answer Asked by john on September 09, 2015
Q: Hi 5i Team,

Another question about CXR. What are your overall thoughts of the company after the latest deal? It seems like the company is trying to duplicate what Valeant has done with aggressive growth through acquisition. Do you believe in the management team enough to be able to execute this strategy? And with regards to the share issue, when will the price of the issue be decided? Do you see it as a buy today, or would you wait until the issue?

Thanks,

Jordan
Read Answer Asked by Jordan on September 09, 2015
Q: We recently sold a small U.S. property and put the US$ into a US$ TFSA in order to keep US$ available for future travel. My question is regarding the investments - we have most in non-dividend paying U.S. equities/ETF's to avoid the dividend tax issue, but could we purchase CAD dividend paying companies for income in US$ within this plan? Thanks for your always great advice.
Read Answer Asked by Susan on September 09, 2015
Q: Any plans to initiate coverage on Brookfield Infrastructure Partners L.P. (BIP.un-T)?
Read Answer Asked by Paul on September 09, 2015
Q: Hi,
What stocks would you recommend in a TFSA and in a RRSP today?


Read Answer Asked by Roderick Jay on September 09, 2015
Q: I am looking to add a full position in a large healthcare stock (already have small positions in NVO.US, GUD, PHM & CSH.UN) Do you prefer Concordia or Valiant after the recent acquisitions? Or should I head to the US for healthcare?

Thanks for your help - since subscribing to your service, I have a more balanced portfolio and better returns as a result.
Read Answer Asked by Dave on September 09, 2015
Q: Understand the gaming co Bwin is being sold. It is in the final stages as I understand. Now its beien reported that the insiders are buying shares at this stage, and also that the co will now be sold to Amaya. Have shares in Bwin and a small amount of Amaya. Question..what are the the Bwin shares worth based on insider buying. Obviously more than the figure quoted. What will that do to the Amaya shares as well. Could you advise what the price will be of Bwin at the end. Many thanks
Read Answer Asked by Helen on September 09, 2015