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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 had a question re: selling a mutual fund and capital gains / losses resulting therefrom.

I own RBC Precious Metal Fund. In 2011 I received a T3 slip which required me to pay capital gains of aproximately $5,000 for such mutual fund.

I am now considering to sell my RBC Precious Metal Fund. If I sell mid year (May 2013), how will any cpaital losses on the mutual fund be claimed by me for the 2013 tax year. Will a T3 be issued for the 2013 tax year which evidences any cpaital losses to May 22, 2013 ?

Regards,
Thomas
Read Answer Asked by Thomas on May 22, 2013
Q: Hello Peter and Team

First off keep up the excellent work!

My question revolves around a RESP. We max out contributions each year and currently we have $2500 invested, another 2500 in cash with approx $1000.00 coming in from the Fed. Gvt.(grant program) The 2500 is in ZCN. We would like to look at an emerging market and or bio tech etf as a second holding what would you suggest and why? Additionally if there is another etf in another sector that you believe would be a good buy currently or in the next few months please let us know.

Once again much appreciated and have a great week!

Read Answer Asked by Phil on May 22, 2013
Q: Hi Peter, I was locked into several mutual funds in the early winter of 2008 and we all know what happened after that. I have pulled 10% each year since then and reinvested in "good companies". I am in the seventh year now and wonder if I should cash out all mutual funds 9 months early taking a 1.5% hit and reinvest in "good companies" over the summer given that the market and mutual funds are on a high? Many thanks!
Read Answer Asked by Martin on May 22, 2013
Q: When I was dealing with a broker at RBC I got buried in Denison and Palidan. I have since averaged down when they got under $1.00. I need .50 cents on Denison and $1.00 on Palidan to get out. There seems to be more talk about uranium lately re SPROTT.
Do you think there is hope for uranium in the next year?
Read Answer Asked by Darryl on May 22, 2013
Q: Peter and 5i,

I know you guys love small cap, so my question is about TearLab.

What do you think about the company and it's current valuation? Worth putting in fresh money?
Read Answer Asked by Sasha on May 21, 2013
Q: Hi Peter and Team, regarding Detour, DGC...this is such a dirty deal!! Seems like Detour has taken a detour itself, from common sense. Is it time to exit with a loss at this point? I took the do nothing suggestion by you and got burnt by these fools at DGC! Can existing share holders put a stop to this lunacy and stupidity? Management and Board should be flogged, tarred and feathered because of this deal...obviously I'm damn angry with this deal!! Thanks.
Read Answer Asked by Hussein on May 21, 2013
Q: i am very sorry i apologise i am a senior and this went by mistake,however now tell me about BeV-t.
Read Answer Asked by nizar on May 21, 2013
Q: Hi Could I have your thoughts on Surge Sgy and Canyon FRC. Do you prefer one more than other and is this seem like good time to get into them. Thank you
Read Answer Asked by Doreen on May 21, 2013
Q: Peter;Could you provide an opinion on WFI.U? Thanks.
Rod
Read Answer Asked by Rodney on May 21, 2013
Q: what Canadian companies will benefit by the reconstruction efforts now required in Oklahoma? Pipelines, railroards, trucking, lumber, engineering?
Read Answer Asked by Maurice on May 21, 2013
Q: Hi. I'm not too happy with the financing deal Detour (DGC) did today, so I'll probably sell this week. Either they needed a lot of money to finance a significant problem quickly (red flag) or management lost their minds (bigger red flag)!
To replace it, I'm considering Premier Gold (PG), McEwen Mining (MUX) or Sandstorm (SSL); or maybe a small silver - Scorpio Mining (SPM). What are your thoughts...thanks again!!
Read Answer Asked by Ian on May 21, 2013
Q: Hi Peter,Pacific Rubiales(PRE) have had good operating results in addition to good news lately. The stocks however has been weak. Would you care to share your views? Thank You
Read Answer Asked by Ilesh on May 21, 2013
Q: Hi Peter and team,
I have some questions about the Model Portfolio... Is the implication that you recommend each of the stocks until we are told otherwise? (So I would be encouraged to purchase all 20 of them today, regardless of how the market is doing?)
Also, I note that you have not reported on 9 of the 20 stocks within this Model. Why is that so?
And, for an unrelated question, how do I find out how frequently (annually, quarterly, monthly) a particular stock pays its dividend?
Thanks in advance for your response. I love this service!!!
Read Answer Asked by Brenda on May 21, 2013
Q: What do you think about the prospects for Rite Aid Corp (RAD-N) at a current price of $2.89?
Read Answer Asked by Edward on May 21, 2013
Q: Hello Peter and team,

I don't understand why mortgage REITS such as ARR, AGNC and the like are doing so poorly stock price wise. Is it not better for these companies if the Fed is going buy fewer bonds as the American economy improves? Does this Fed withdrawal not give them a better spread between what they borrow at and what they can buy mortgages for?
Regards,
Max
Read Answer Asked by Max on May 21, 2013
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