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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 asked a question about boardwalk selling off recently and you mentioned oil price sensitivity in Alberta and while it has sold off slightly more than peers the entire group has gotten crushed pretty much straight down for the past 6 weeks despite rates trending down (probably at or more than expected) in Canada. Why are these names selling off? I don’t get it. Thanks
Read Answer Asked by Scott on November 05, 2024
Q: Greetings, currently hold Great West and Sunlife well rewarded to date. Thinking of switching Great West for Dream REIt based on your Sept report. Objectively long term does it make sense., thanks Bman
Read Answer Asked by Bevan on November 05, 2024
Q: 5iR recommends 20% for income, 40% for balance and 40% for growth. At the same time, 65% for US stocks and 35% for Canadian stocks. How do I combine or mix these two recommendations between Cda and the US? Like what % of income should be Cda vs US and ditto for Balance and for Growth?.....Thanks muchly for the assistance!......tom
Read Answer Asked by Tom on November 05, 2024
Q: I've read some Q&A on tax-loss selling on this stock, and others in the past. If one were to do this with the plan of buying back - say BCE in this case, is this not a form of market timing that could go very wrong if the price were to suddenly rise? I don't see the benefit, if this plan did not work as anticipated (?)
Read Answer Asked by James on November 05, 2024
Q: In December I moved ATD from my TFSA to my non registered account where it promptly tanked and continues to be very volatile. I'm down over 5%. Is there a rule of thumb about how long one lets a once winning stock ride before throwing in the towel? As an older senior, I don't have a lot of years to ride out the loss, but am willing to for a while if it seems reasonable.
Read Answer Asked by M.S. on November 05, 2024
Q: I am planning to sell my shares in CNR. I have done well holding it for several years but there just appears to be opportunities for better price appreciating than CNR has over the past couple of years. I would prefer to replace it with a Canadian company. It does not need to be an Industrial. I am currently over weight financials. I am ok with some risk. What companies would you consider as a replacement?

Thanks for all your help,

Mike
Read Answer Asked by Michael on November 05, 2024
Q: Thank you for your prompt response Peter. My take on the stock’s recent trading history….10 weeks ago Simply Wall Street comments that the stock’s Q2 revenue was boosted by one time items. We get closer to Q3 release date and there is selling as some investors fear the numbers will be weak, thinking that revenue will not match the previous quarter. No more one time items. Eric Sprott sees that as a buying opportunity as he is a longer term investor. The shares are tightly held and so hard for Eric to acquire unless there is selling pressure. I’m assuming Eric is buying on the open market, not through a private placement. Do you agree?
Thanks,
Jim
Read Answer Asked by James on November 05, 2024
Q: Hi 5i Team - A link from Yahoo Finance on news for Lumine today took me to Simply Wall Street which raised three concerns for the company: 1) Earnings have declined by about 80% per year over the past 5 years; 2) Shareholders have been substantially diluted in the past year; 3) There has been significant insider selling over the past 3 months.
For number 1) how reliable is this information especially considering Lumine has only been around for less than two years. In fact how reliable is any of this information including the website itself. Could you provide your reaction to each of these three concerns. Thanks.
Read Answer Asked by Rob on November 05, 2024
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