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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: Hello 5i, for tax loss selling if you own common shares of the same company in your cash account and in your self directed RSP account can you sell only the cash account shares and claim the loss in the cash account and not sell the shares in the self directed RSP account as you cannot claim tax loss selling from the Self directed RSP account.
Thanks
Michael
Read Answer Asked by Michael on January 09, 2014
Q: Hello5i. Could you comment on Canwell CWX as to the company and also what the payout ratio is.
Thanks
Michael
Read Answer Asked by Michael on January 09, 2014
Q: On the 5i-Research-Summary-Dec-13-Excel document:
It shows around 80 stocks listed.
Is that roughly the total number of stocks tracked at any one time ?
When stocks are deleted are they marked or shown anyplace ?
Thanks
Read Answer Asked by TRINH on January 08, 2014
Q: Hi Peter and Team, what is the street consenssus for SVC earnings, and also your opinion on the stock?

Thanks
Read Answer Asked by Nick on January 08, 2014
Q: I am looking at taking a position in either BDI or HNL for my TFSA contribution this year. Back in July you had rated HNL slightly ahead of BDI in an answer to a members question. How would you contrast the opportunity for these 2companies at this time?
Read Answer Asked by Bruce on January 08, 2014
Q: Hi Peter
My question is on gold and whether it is a good idea to keep some as part of a balanced portfolio. I currently own GLD and unfortunately entered when gold was $1650 an ounce. Do you recommend maintaining this position ? Changing to gold stocks ? { if so what } or exiting the gold sector and investing elsewhere ?
Thanks Garth
Read Answer Asked by Garth on January 08, 2014
Q: Hi Team : any comments on the LOY announcement re: Franchising overseas? This seems like a smart move on their part. Thanks
Read Answer Asked by Scott on January 08, 2014
Q: Hi, happy new year. TFSA time, last year you advised MCB which I bought and has been terrifc (60%)gain. It is now over $7 do you beleive it is a good buy over the next 12 months. I also have RY,SLF,GH,ESL,ZRE do you think BDI would be a reasonable addition. Or any suggestion you have is always appreciated. Thanks for your help, fabulous service.
Read Answer Asked by Cameron on January 08, 2014
Q: BBD.PR.B perpetual, cumulative, floating at Prime, Preferred from Bombardier
Would this preferred share be a good long term holding? With a current yield of ~5.25%, when BOC does finally increase the overnight lending rate, each quarter point increase bumps up the monthly dividend. With $20 billion on the order books, the company looks safe for paying the dividends. Please give me your thoughts.
Read Answer Asked by Terry on January 08, 2014
Q: I can't decide what to do with Paladin (PLB): every time I go to sell it, the stock moves up sharply. Furthermore, I get confusing news and analyst downgrades on Endo (ENDP). The long quote below (sorry) is a sample of what confuses me. Does the market think that Endo would be better off without NuPathe? Any clarification you can provide would be greatly appreciated. Thanks

"NuPathe (PATH) looked to start a bidding war between Endo Health Solutions (ENDP) and Teva Pharmaceutical Industries (TEVA). .... NuPathe, meanwhile, said that it's reviewing a $114 million buyout offer from Teva, topping Endo's $105 million bid, which NuPathe accepted last month. .... Last week, Cantor Fitzgerald downgraded Endo based largely on the NuPathe acquisition, saying that the upcoming launch of its migraine treatment Zecuity would likely face stiff competition."




Read Answer Asked by Gordon on January 08, 2014
Q: As a comment to Neil who wrote about SYZ, as a fellow chartist - who never made a lot of money reading charts and is trying to take a more fundamentalist approach (thanks 5i), to add to your woes, there is a Head and Shoulders formation trying to form on the weekly chart. If the price drops below about 6.70 it will have completed. Also, on the daily chart, there is an intermediate triangle in place - the bulls and bears have less than a week to decide who will win out; since the downtrend is still in place, the bears will like prevail.

My observation about Fundamentalists and Technical Analysts is that all professionals never lose site of either, only emphasize one over the other. 5i wrote a few weeks back, that us Techies usually want to "market time" which he stated he does not believe in.
Read Answer Asked by Fred on January 08, 2014
Q: Hi Peter and Team,

What are your thoughts on Starz, STRZA?
Read Answer Asked by Graham on January 08, 2014