Investment Q&A

Q: Good afternoon folks:
Is this a healthy correction plus tax loss selling as well? Could u please give your opinion on what retail investors should do in this volatile environment?

Q: Are stocks that have .un in their symbol (bep.un kwh.un) eligible for div tax credit thanks harris

Q: On Dennis question is it worth the effort and time to file the Amaya claims? To add on Northern Telecom after about three years of time and effort, I received nothing and I mean nothjng and this was on about $7,000.00 dollars claim. So my question is same as Dennis is it worth the same time and effort?

Q: I have received a proof of claim form for Amaya Inc. Securities, Seattle respecting a class action suit. I have received a dozen of these for companies that I have held in the past. My one experience of spending many hours filling out forms and paperwork and research and dealing with Siskinds LLP was after 2 years and a lot of my time, in the hopes of recovery my losses ($5,000.00), I received $150.00. Is it worthwhile for shareholders to go through this, or is it strictly a benefit to the lawyers to collect names for their suit?
As I started to bring this to your attention, I noticed someone has written in about webinars. Where do I find them? Thank you Dennis

Q: I would like to attend this webinar, but unfortunately I’m away from an internet at the time of the webinar. Would I have a chance to review this webinar on a later date?
Thanks

Q: Hello - I m very interested in the Webinar tomorrow (October 24th) but will not be able to attend. Will it be archived on the site for members to view at a more convenient time?

Q: Hi, This sentence confuses me: ... {that it has granted options to purchase 250,000 common shares of C-COM to directors and officers of C-COM. The stock options were granted pursuant to the terms of C-COM's stock option plan and are exercisable at $1.16 per share.} It's the (of C-Com to directors) that confuses me. (?)Granted options=Co. will buy 250,000 shares (from/off the market?) for the directors. Thus less shares on the market.) or (for?) the directors.(Meaning the Directors get more shares at $1.16.) Bottom Line are 250,000 more shares coming onto the market once the price hits $1.16? Thanks in advance for some clarity.

Q: I'd like to put some money in GIC's. Do you have any recommendations? My bank's GIC rates are much lower than the third party rates. There's only a flat fee of $20 to buy them so that doesn't bother me. The best returns seem to be offered by "Manulife Bank" and "Equitable". They are almost double the big banks. I'm leaning towards Manulife. Is there any risk when buying GIC's?

Q: Hi, On BNN Market Call Monday, the guest, in his market outlook segment, suggested that we may be facing a downturn worse than 2008, which is certainly not a very pleasant prospect. Your comments please.

Q: I recently asked a question about tax loss selling in the US and Canada that obviously wasn’t clear enough.
I wanted to know how tax loss selling in the US for an American investor compares to Canada for a Canadian investor. How similar are the tax implications, rules etc.?
Thanks, Hugh

Q: Hello 5i,
This is a question more for the membership than for yourselves. This morning Jack mentioned that he had received his disposition from his ECI shares so I thought I would have a look, but we have received nothing yet. Now, we elected to receive the BIP.UN shares as well rather than take all cash, so maybe that makes a difference. Have others received their proceeds yet?
I understand that an interim vehicle will be set up to facilitate the share portion so obviously it might take longer than a pure cash option. Just curious........
Cheers,
Mike

Q: If preserving capital was the most important thing ,what would your advice be for an investment of $200000 for a person 70 years . Currently it is in a mutual bond fund with an mer of 1.5% & the investment is losing money.Should it be left where it is or do you have some different suggestions? Thanks as always.

Q: Is there any consideration to add Reddit style discussions with 5i members? Having such chats and posting the conversation may allow regular questions be answered and allow for follow up discussion. I'm sure there is some hesitation to get into lengthy debates over a specific investment, however you can also moderate the discussion to focus on a specific topic, such as what you are putting together with the video series.

Q: JPMorgan is predicting a 50% chance of a US recession in the next 2 years. One would likely impact Canadian markets like 2008-9. I started investing in the markets this past April and was up over 6% in a short time until Trump started his tariff tirade and eventual war (plus other contributing factors) and now am down over 8%. It would seem this volatility in the markets will only get worse until it gets better. That said, if I recall correctly, BMO recently came out and predicted a TSX rebound that could hit 17,000 before EOY. I am just trying to figure out should I ride out the storm or jump ship at the next port. Based on your market update, specifically, "Investors should keep in mind this is just one quarter in a journey measured in years.", should one still consider riding out the storm?

Q: I had to respond to comments respond to comments regarding 5i's reluctance to issue early sell signals.
It's OK to want this, but the onus is on the individual investor to make those decisions him or herself. I'm shocked every time I see someone say I'm down 50% on this stock, is it time to sell?
If it's down 50% you need a double to break even.
I would suggest a stock rolling down a hill is unlikely to double in anything resembling a short time frame.
There are plenty of ideas on how to mitigate losses. Stops (I prefer mental because it gives me more freedom) to charting to just plain, common sense.
If people are willing to let their investments ride the roller coaster down, blaming the messenger won't fix the problem.
Sorry for the rant, but I pay attention every day. And make corrections as needed,
If a person doesn't have the time to invest it seems unlikely, to me, the money they invest will perform up to their expectations..

Q: Can you give me your definition of small and mid cap? I am trying to set up my portfolio to a certain percentage of small caps. Based on your definition could you categorize the following for me: ECN, SPE, SPX, SGY, GPS, ITC, ABT, SYZ, GUD, PLI, PTE. Thank you for your service

Q: Hi, My question is about NR stocks held in the model portfolios. I have created a custom stock universe using all stocks from your coverage list with a rating of B- and higher, plus all NR stocks from the Balance and growth model portfolios. I built a balanced 25 stock portfolio from the universe(all full positions). I have full positions in CLS and TECK.B, You have 1/2 positions in the Balanced port. You also had 1/2 position in RHT. I know RHT was risky for several reasons and AEM, CLS, TECK.b is for diversification? or is there high cyclical risk? For NR stocks i'm not sure how to decide full, half or exclude them. All stocks have different levels and types of risk. Is there a way to mention or grade the risk level and type of risk when adding NR stocks to a port? For example the new additions to the growth port. I assume GDI is lower risk then LGO? Can I consider full positions? I'm just trying to avoid accidentally having a full position in a very high risk NR stock.
Thank you so much!

Q: Hej
Whenever I look up a stock, I love to study the one year chart
Would it be too labor intensive to show the one year chart on any stock?
A very small chart would be fabulous!!!
Think about it
Thanks
Juri

Q: My question has to do with the timing of portfolio rebalancing. I tend to rebalance at least semi-annually (summer, year-end) but don't have a hard and fast date at which I do so. I also do not tend to keep any cash in the portfolio and I tend to trim winners fairly quickly once they exceed 5% of my portfolio.

When we go through periods of sudden volatility, like the past week or two or when an official correction/recession hits, though, is the best time to re-balance? There are some stocks I consider to be good buys currently - KXS for example, that I do own already but, of course, my percentage weighting is now lower than it was a week or so ago. I fully expect it to go back up, at which time it would once again hold its "proper" weighting. But other stocks, PKI for example, has increased to the point where I might want to trim it. So do I sell some PKI to buy some KXS now, should I wait until I do my next official rebalancing around December, or rebalance now to take advantage of what I think are some good buys?

Appreciate your insight.

Paul F.

Q: As a follow up to your reply "AD has had some earnings struggles recently. We prefer to look at forward (estimated) earnings, and on that basis, the P/E is just 11.8X."

Can we derive the forward PE of a company with the Company profiles available on your site? If so, how would I calculate it?

Thanks.