Investment Q&A

Q: I have a little bit of cash at the moment and I'd like your advice.

I currently hold all of the balanced portfolio except BYD.UN and CAE, should I open a position with either of these two or should I top up another stock in the portfolio.

Thanks!

Q: I sold Dhx.b for tax loss selling and maybe repurchasing after 30 days. However, the high debt load does concern me. Do you have any alternatives in the consumer discretionary sector at this time. Not looking for a trade but rather a long term hold.
Merry Christmas and a Happy New Year to all of you at 5i.
Mike G.

Q: Good morning . Thinking of doing some tax loss selling these are the stocks I am under water on . Are these all good for that or should I just sell some of them. I have a well diversified portfolio and none are a very large position

Q: I would appreciate your advice on how to manage the more commodity based holdings in my portfolio - in this case, sepcifically Methanex although I hope one day to be faced with the same problem with my oil stocks. I tend to be a buy and hold type and only sell to keep the holding below 7% of the portfolio or if the business rational changes. Is this the best strategy to manage MX? You noted in a question the other day that you were unable to ascertain why it was rising in price. Is it best, therefore, to sell some now (I am up 20% - 30%) and keep it as a smaller holding in the portfolio or with commodities is it best to take a more "go all the way" approach and ride the commodity pricing wave so as not to sell this type of winner too early? Implicit in this strategy is the theory that the company will only do well while methanol prices are high and then the stock will drop significantly at some point. Or is my thinking all wrong and I should treat it as I would any other company?

Appreciate your insight.

Paul F.

Q: A great starting point to learn what Bitcoin is really all about would be to read the 'Bitcoin White Paper'. Quite technical, but it outlines the foundations upon which Bitcoin was originally constructed. Note that currently Bitcoin Cash (BCH) follows most closely what the original paper outlines, not Bitcoin (BTC). Also, should any investors here be accumulating a sizeable position, they may want to look into secure hard-wallet options like Ledger/Trezor. Do not trust the exchanges to hold any cryptocurrencies for you, transfer them to your own (hard or soft) wallet after exchange. Most lost/stolen Bitcoins are attributable to exchange mismanagement and/or security flaws taken advantage of by hackers.

Q: Hi,
Unfortunately I bought some of these energy stocks back in 2014 and I am down +30% on all of these. I have just over a 5% weight currently in energy (not including ALA, ENB and TRP which I've included as part of utilities). Which do you think I should continue to hold and which ones should I just throw in the towel and sell?? I am a long term growth investor.

Q: Do you find tmxmoney.com a good website for quotes and business news in general ? Which website do you usually recommend ? Thank you .

Q: I know its out of your scope, but this company was just bought at 12 cents (when trading at 16 a few weeks ago for many months). i have been a shareholder since 2014. I feel like this story was complete ripoff for shareholders. Is there any hope to avoid that horrible deal?

Q: How do you feel about these two names as income stocks with a small amount of growth? In a market correction they should stand up half decently?

Regards,

Robert

Q: Greetings from the “left “ coast .
ITC seems to be moving higher on greater volume . Is there anything new here?
Thanks
Rick

Q: Can you please explain to me in regards to the conversion from Agrium to the new company Nutrien. My broker has told me there are two options 1)tax deferred option and a 2)non-tax deferred action can you explain this to them in please.

Q: In terms of portfolio sector allocation, is it legitimate to consider Canadian Apartment REIT to be a consumer staple; Pure Industrial REIT to be an industrial; and Chartwell to be healthcare? I have 5% in each of these equities -- is it a mistake to be over-concentrated in REITs ? I have a good gain and a good dividend in each of these holdings, but am interested in your perception of interest rate risk and diversification ? Thank you, Tim

Q: Why is the stock dropping so much, and is this an entry point or wait until the new year

Q: I am thinking of investing more in the precious metals space, Cobalt and Graphite in particular. Of QBOT, ECS or BKR, which do you prefer? I realize they are very speculative but would appreciate your input. I currently hold KAT, NMX and LAC and doing well in the last 8 months.

Q: Would you be a buyer of zub here. Is the interest rate hike already priced in.

Q: I currently hold VTWV, and notice that you recommend IWO generally when picking a Russell 2000 ETF. Should I sell VTWV, which hasn't done very well, and replace it with IWO, and if so, why? It seems that IWO is doing better but I don't understand why, as I would think the two are comparable.

Thank you for this wonderful service. The new design is super.
Elizabeth

Q: Most of my international (non-USA) holdings are ETFs that trade in US dollars on US exchanges. This adds a layer of FX (US dollar) into the equation when considering the performance of these holdings. With the quick and drastic FX moves that are becoming more common, I’m starting to loathe the FX volatility and believe that my other US equity holdings already provide sufficient (US) currency diversification. What advantage/disadvantage is there in holding international equities in US dollars, and if I wanted to replace each of the above ETFs with a Canadian dollar equivalent what ETFs would you recommend?

Q: Yesterday you answered a question about the quarterly results of NWC quoting EPS at 42 cents and expected EPS of 48 cents. My data feed from Waterhouse quotes expected EPS of 47 cents and actually EPS at 45 cents. Do have suggestions as to what is adjusted in these numbers or is it a random adjustment unique to each report? Thanks

Q: Hi 5i,
I'm an investor of Tidewater Midstream and Infrastructure, do you have a report you published on this company that I can review? If not, I have accumulated some shares in this company and I would like to know if this company is on a solid footing?

Thanks, Barry

Q: I am intrigued by the new BMO ZEUS etf.
The design seems interesting to me, but fees are higher.
Would this make sense in an era of increasing economic growth and high stock valuations, to look for value and adding a touch of momentum?