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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'd like your opinion about acquiring 1/2 position in HNL for a shorter term hold (and longer if necessary). Is the high dividend sustainable with the way things are looking now? Do you think the stock price will get hit hard in the next week given tax loss selling?
Grateful, as always, for your comments.
Read Answer Asked by Brenda on December 11, 2014
Q: Hi Peter and team, Early in the morning I sent you 2 questions: one about PKI which was answered in no time (thank you) and another one w/a link to this article, but had no reply:

http://www.thetradingreport.com/2014/12/10/guess-what-happened-the-last-time-commodity-prices-crashed-like-this/

I don’t want to sound pushy......just wondering if you got it? In case you didn’t get it, I was asking for your opinion of the article. It actually feels like 2008 (as a member said today in a question he asked). Should we be worried/prepared? How do you think precious metals will perform if such a scenario will occur?

I’ve chosen the option for other 5i members to view it, but I leave to you if you want to post it or just answer to my email.

Thank you again!
Read Answer Asked by Silvia on December 11, 2014
Q: GS has issued a "SELL CANADA" statement(recommendation?) that has been mentioned on BNN numerous times in the last several days. What does this mean? Is GS powerfull enough to add to the selling pressure on the TSX? Thank You Ron
Read Answer Asked by Ronald on December 10, 2014
Q: I own a few us stocks ie apple, Facebook, whole foods. Am considering buying google, is this a good idea? Thank you so much.
Stewart
Read Answer Asked by Rose on December 10, 2014
Q: Hello 5i team,
I am considering tax loss selling for these seven stocks: TCK.B, HWO, HR.UN, CUF.UN, PEY, COS, and BDI. Could you recommend me similar companies to replace with during the 30 days period?
Thanks.
Read Answer Asked by Michael on December 10, 2014
Q: Hi, Further to Paul's question on IPL. In a RRIF still showing a capital gainon IPL would it be wise to unload it and turn to other sectors for income, possibly CSH.UN? What would you recommend for income now? Sold ALA yesterday thankfully. This market is starting to feel like 2008. Thanks for the excellent service.

Ted
Read Answer Asked by Ted on December 10, 2014
Q: Any reason for the drop today. Is this drop related to the price of oil, Alberta etc. Is it a good buy at this level.
Read Answer Asked by Imtiaz on December 10, 2014
Q: Hi Peter: I generally just read the answers to questions that others ask and have found your responses very helpful. However, today I would like to ask about ala. I'm not quite sure whether it is regard as a utility or an energy infrastructure entity. I know their activities to some extent fall into both camps, but where would you put the company in this regard. I don't believe it is significantly affected by the price oil (although it may be by gas prices) but it is obviously falling in sympathy with oil.
Read Answer Asked by Donald on December 10, 2014
Q: I am interested in a rising stream of income. Is BP on the NYSE a 'blood in the streets' buy? Also, since it is an ADR am I correct in believing there is no U.S. withholding tax on the dividend?

Paul
Read Answer Asked by PAUL on December 10, 2014
Q: Why in bep.un getting hit so hard and do you still think this is a hold.
Read Answer Asked by don on December 10, 2014
Q: I am considering making having a full position in Canadian energy where my time frame is very very long and I do not want to spend much research time along the way. I just want divviesv without hassle. Is HEE okay for this or is it better to hold a small basket of Canadian companies. If so which ones?
Read Answer Asked by Glen on December 10, 2014
Q: Why would the company change it's name from Amaya gaming to Amaya Inc?
Do they not want people to know they are in the gaming industry? To me the name change does not reflect what the company does. Or maybe that is the point:after all with 80 million users maybe they will start selling advertising . That would be a huge revenue gain.Just curious in trying to figure out the logic.
Read Answer Asked by Helen on December 10, 2014
Q: Will you be editing - adding and deleting companies - from your Summary listings for 2015?

For those of us new to 5I, who didn't invest in your original Model Portfolio and thus haven't benefited from the wonderful returns you have made, I was wondering if you would consider offering a new Model Portfolio for 2015, based on companies you currently really like and that are at good valuations right now and have great growth opportunities ahead. Many thanks for your time and expertise!
Read Answer Asked by Barbara on December 10, 2014
Q: I own these stocks which have unrealized losses at the moment and would like to crysalize the losses to offset against other gains, since they have all been beat up due to their indirect or direct exposure to the oil industry , I would like to replace them with something similar in their respective areas to capitalize on longer term potential. Would you be kind enough to recommend suitable replacements.
Read Answer Asked by Todd on December 10, 2014
Q: Two bad days in a row should we be concerned
Read Answer Asked by dennis on December 10, 2014
Q: Hello Peter and Team
In an earlier question about tax loss selling you have indicated that XEG and ZEO (BMO's oil and gas ETF) could be deemed identical by CRA and the tax loss could be disallowed. I am wondering whether all oil stocks are considered identical for tax loss selling. E.g I sold WCP yesterday at a loss and I am planning to buy VET tomorrow. Can I claim the capital loss on the sale of WCP??
Thanks again for your excellent service.
Read Answer Asked by Terry on December 10, 2014
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