Investment Q&A

Q: I would like to sell these 3 ETF's to offset some capital gain. What ETF or stocks would you recommend for income to replace these 3 ETF's. Should I just buy these 3 ETF's after 30 days.I don't need income but I am a senior.

Q: I have had a half position in CXI for about a year. Would you be comfortable adding the other half now or should I wait for a pullback? How expensive is this stock on a PE and PEG basis? What is the key catalyst that might drive the price in 2015? Thanks for your comments.

Q: Could you please provide feedback on Merus Labs' latest financial results and your thoughts on the way forward for this stock.

Thank You

Q: Could you advise if Blackberry is a buy after this company reported their financial results today.

Thanks

Q: It seems that more and more police departments, especially in the U.S., but perhaps also here, may be required to provide body cameras to all officers. I believe Taser, maker of the guns, has that product, maybe go pro. Is it possible that Avigilon would look at that market. Is there a Canadian manufacturer in the business, or a manufacturer in the U.S. other than Taser that you would recommend. Thank you for all you do and Merry Christmas and happy holidays to you all.

Q: Peter and team

I want to increase the tech sector portion of my kids resp which is currently nil. Would you suggest a tech etf ZQQ/QQQ (hedged or unhedged)or a couple of individual Canadian tech stocks? Total about 6k in a 50k rrsp. Minimum 3 yr. timeline.

Thanks and seasons greetings

Phil

Q: I added into strength in August and now find myself underwater 20% in QST. My concern is even if things go well for them, will this be dead money due to the sector it's in? It's a 4% position in my TSFA. I'd appreciate an opinion whether I should move on or be patient?

Q: Is Athabasca Oil a good prospect for bottom feeding?

Q: I just purchased WCP.to to join my RDS.a in bringing my Energy exposure to approximately 12.5% of my portfolio. Would you recommend a pipeline or energy storage, etc. stock to complement these holdings? If so, which firm would you suggest?

Q: I'm thinking about taking the profits on BEP. Is this advisable at this time? What should I replace it with?
Thanks!

Q: ARN has just announced that it proposes to exchange their debentures for stock at a price of $0.15/share. The company also states that debenture holders holding approximately 40% of the Debentures have executed a support agreement whereby they have agreed, subject to certain terms and conditions, to vote in favour of and support the Exchange (the "Support Agreement"). Under the terms of the Support Agreement, such Debentureholders will receive additional common shares representing approximately 5% of the new common shares in the capital of Arcan upon completion of the Exchange.
This appears to me that a certain group of securities holders are being treated differently than others holding the same security and is therefore unfair. I also wonder whether this is consistent with securities laws which generally are focussed on treating all securities holders on the same basis.
Can you comment on this and also whether you would tender to the offer.
Thanks

Q: What is your outlook for DHX?

Q: I note your current model equity portfolio holds no stocks in the Consumer Staples sector. This sector has been in an almost uninterrupted uptrend since the 2008/09 debacle. Are there any stocks you would rate B or higher?

Q: I was disappointed to read this week that the “Growth Portfolio” won’t be available until March. I need to be very aggressive for a while. I currently hold: atd.b, ccl.b, stn, gil, aya, which I suspect will be candidates for this portfolio. Could you name a couple of others that you are considering. Thanks.

Q: I am a newbe to your site, and looking forward to your direction on future positive returns.
I spent a great deal of time this weekend reviewing your portfolio research and follow up comments and I feel that some of your picks are dogs and should be dropped eg. Aston Hill b-,Transat C-, Alarm Force B-.
You certainly have some winners Amaya,Sylogist.
Also I look forward to seeing your new growth portfolio, asking why this would not commence in Jan 2015 when the tsx usually expierences rapid growth.
Thanks and appreciate your opinion,and hope this does not discount my question credits.
I enjoy following Peter and your team on BNN
Thanks and Merry Christmas and the very Best for 2015
Rick

Q: I am a newbe to your site, and looking forward to your direction on future positive returns.
I spent a great deal of time this weekend reviewing your portfolio research and follow up comments and I feel that some of your picks are dogs and should be dropped eg. Aston Hill b-,Transat C-, Alarm Force B-.
You certainly have some winners Amaya,Sylogist.
Also I look forward to seeing your new growth portfolio, asking why this would not commence in Jan 2015 when the tsx usually expierences rapid growth.
Thanks and appreciate your opinion,and hope this does not discount my question credits.
I enjoy following Peter and your team on BNN
Thanks and Merry Christmas and the very Best for 2015
Rick

Q: Do you follow Martin Armstrong? What is the best way to short emerging market bonds? Thanks, Andre

Q: On Friday there were 6.5 million shares sold the highest volume this year. Is there a concern for a potential drop in the share value now at $9.80. Thanks, and Merry Christmas to the 5i team.

Ed

Q: Peter and His Wonder Team
Thank you for your comments on Lake Shore Gold...however I notice that ASR traded 32M and HMY traded 66M. These are huge numbers...please comment on these stocks also...
Thank you!
Dr. Ernest Rivait

Q: Dear 5i; There's something I'm still not clear about regarding superficial losses. When selling an unregistered stock for the capital loss, must the whole position be sold, or could you dispose of half a position if that's all you need for tax purposes, and keep the rest?

I've read the definition of superficial loss in the Income Tax Act and the explanation in CRA's Capital Gains Guide. From these, it is my understanding that there is a superficial loss if I (a) aquire a substituted/identical property during the 30-day-before-and-after-disposition period, and (b) I own the substituted property at the end of that period.

Since the half-position that's been kept was not aquired during that 30-day period, I would assume that it would not be considered substituted property. And therefore the half-position that's been sold would constitute an actual capital loss.

Am I correct in my line of thinking, or am I way off the mark?

Thanks!