Investment Q&A

Q: Good morning...was wondering if your read the article in Financial Post "How Canada is becoming the orphan equity market nobody wants"...would appreciate your thoughts...

Thanks

Q: My biggest (>40%) on paper “losers” in a non-registered account are: SGY, TOU, PHM, SCL, and AVO. They are each between 1% and 2% of the portfolio.

My biggest (>100%) on paper “winners” are : CSU and ATD.B.

I don’t have any capital gains to offset this year since I have not sold anything. Does it make any sense to trigger a tax loss for the sake of it since it could be used in the future (and nothing to carry the loss back to either)? If I sold any of the above “losers” I probably would not be in any hurry to buy them back, if at all. I can hang onto them as I still kind of believe they are still good, but you refer to the opportunity cost of holding onto them. Not sure if I should create a loss for the sake of it, and maybe take some profits on the winners since they are up quite a bit.


Paul J.

Q: Peter and team I see TD had some sort of offering to buy stock in PNE about two weeks ago , is this a good thing , I already have some PNE , could you give an up date on what you think of the stock.
Thanks
Jim.

Q: Hi:
last time someone asked this question was in April
I wonder how one would compare A&W (ranked B+) compared to PZA.un ?
I am looking for dividends income and safety of capital
(almost 65) thanks!

Q: 5i discusses how CSU has 80 employees looking for potential acquisitions.Are these employees, whose sole job is to scout for potential acquisitions.

Q: I know the Amaya insider trading investigation has gone quiet since last summer, but I think your updated report on the company ought to have mentioned it as a Key Risk since no one knows where it is going or how long it will take or how it will influence regulators in jurisdictions where they hope to open up the business. The CEO's computer was seized by authorities after all.

Q: Huge tax loss selloff today and now trades at 40% discount to NAV. I have owned this for about 7-8 years and am strongly considering averaging down (I own a basket of REITs). The selloff seems way overdone, would you agree? Thank you.

Q: any reason why BB is strongly up today?

Q: Well, CXI is yet another 5i stock that went sour, I am at over 30% loss on this one (same as with AVO, HSE, AYA, and many others). Don't get me wrong, I like your service and have been using it for 3 years. Yet, my losses on 5i stocks exceed my gains even though I used to hold most of the stocks that you recommended. I understand that it is all about the right timing and the point of entry, so here is my recommendation: I would be very useful for subscribers if in the "5i summary portfolio" updates you would indicate the current level of confidence (based on timing on your last review and market events since) of your rating and risk level given current market/sector conditions. It would also be helpful is you add these parameters in your answers to subscriber's questions when you answer "it remains our favorite stock in the sector", "we would still rate it as buy", etc. I also question your practice of publishing portfolio returns for your overall portfolio (YTD and "since inception") , when you remove underperforming stocks (e.g. FM) from your portfolios and obviously disregard all losses there, the great results you publish are not really that representative in this context.

Q: Now that it is getting closer to the Suncor offer deadline, do you still hold the same opinion for COS share holders not to do anything?

What do you think of the chance for Suncor to up or extend the offer in the next couple of weeks or do you think that window has passed?

Thanks

Q: I note that RBC just discontinued coverage on this company. Does it have a chance of surviving given the current outlook for oil/gas ? Or do I lick my wounds and walk away ?

Q: DHX just reported an excellent quarter so I'd appreciate your comments on it as a buy. Do you consider it expensive & does it have growth potential?

Q: Your thoughts on q1?

Thanks!

Eric

Q: capital power makes a ton of cash i am concerned with their coal fired plants getting phased out. would they be okay with this happening, is it priced in.Would veresen be a solid long term hold?

Q: Hi there, may I get your opinion on (MAL) Magellan Aerospace Corp.
I'm thinking of buy it.
Thanks.

Q: What are you re top 3 canadian picks to short,and why.

Thank you

Q: After the spin off from ebay and the acquisition of zoom what do you think of PayPal as an investment specifically is it reasonably priced as a growth company?

Q: Can you comment on dee earnings and the company itself, I'm starting to build a position in companies that "should" rebound that are at all time lows, I'm thinking that dee should come out of this and gas and oil prices can't stay this low forever. I'm looking for a holding time period of a couple years. Thanks

Q: Dear Sirs,

I sent a query near the end of last month regarding the price decline of CAR.un At that time you had attributed the decline to unusual month end trading on lower volumes - since then the stock has declined approximately $2. Do you have any additonal insights that might help explain the subsequent decline and as well does this current price represent a good entry point.

Thank you,
Brad

Q: appreciate an update on this company...
and your comments on the safety of the dividend as well!!
ed in pointe claire