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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: Hey Team

Your comments moving forward please.

Thanks for all you do

Gord
Read Answer Asked by Gord on September 28, 2014
Q: Hello Peter and team,

Tax loss selling season is two months away. What good companies do you think will be “popular” tax loss selling candidates in 2014? What criteria would you use to predict this? I know that portfolio managers like to clean up their portfolios before year end: how would they choose what to sell so their portfolio holdings don’t look so bad?

I think the list could include ACQ, AVO and BAD. They rose quite a lot in 2014, and have come down quite a lot as well (more than 30% from their peaks this year). I have waited months and months for an entry point in these stocks, and think now is a good time, but I can wait another two months as it may be the same or a better opportunity during tax loss selling season.

I don’t think a stock like IPL would be a popular tax loss selling stock, the trend has been mostly up in 2014 with some minor dips along the way.

I already nibbled on AVO in June on its way back up (so I thought), but I am now down 20% as of Friday.

I am sure that there will be some real losers or speculative stocks that investors will sell. However I am interested in “good companies” that investors overpaid for (e.g. $40+ for BAD, $80+ for ACQ) that investors would just sell to create a loss to offset gains elsewhere.

Your comments please.

Paul J.
Read Answer Asked by Paul on September 28, 2014
Q: Hello, what would be your top 5 picks for medium to high risk at this time?
Thanks for your valued opinion
Dave
Read Answer Asked by Dave on September 28, 2014
Q: can you suggest a good way to invest in US dollar strength for Canadians as in uup or a convienent alternative.Thank You.
Read Answer Asked by rick on September 28, 2014
Q: Gord recently asked about Sprylogics. The reason for the 40%+ mid-day jump on Sept 24 was related to Bruce Campbell's comments regarding the company on BNN. His firm owns 10% of Sprylogics.
Read Answer Asked by Brent on September 28, 2014
Q: Hi Guys
What is your opinion of Loews corporation, and do you feel their subsidiaries ,CNA Financial, Diamond offshore, Boardwalk, Highmount exploration, and their Hotel chain were
good acquisitions and lastly do you find this an attractive entry point for a long term hold.
Read Answer Asked by Gordon on September 28, 2014
Q: Amaya went to 37$ recently, and seems rather volatile. In a TFSA, would you advise 'timing' the market ? Now it is at 32.70$, 11% less. It seems to make sense to do some market timing for 10% or over with no tax consequence. Same principle for a RRSP. Do you agree ? If not, exactly why ? It seems to work with volatile stocks (with no tax consequence).
One might argue that AYA being quite volatile, it might jump much higher in no time, and timing the market is always a risky game. Would you use this argument (and again I would stress that this seems useful only when there is no tax consequence) ?
Read Answer Asked by Serge on September 28, 2014
Q: Hello,
For the past year I've held a position in KORS which has done well but the last earnings report indicated slowing sales and weaker margins. Also, the technical chart doesn't look very promising and I'm considering selling. Any thoughts on this company?
Thank you
Read Answer Asked by Sunita on September 28, 2014
Q: Hi 5i team, I am hoping to sell one or two energy positions (hopefully not the one that you are planning to include in the model portfolio) in order to purchase SLF and EH for diversification purposes. Could you please suggest the one or two current positions that you would recommend selling from the following:

Delphi, Surge, Whitecap, Badger, HIgh Arctic, Painted Pony, Raging River, Tourmaline

Much appreciated as always!
Read Answer Asked by Jonathan on September 28, 2014
Q: Can you give an update for 2014 on this company.Last post was last year.Thanks Don
Read Answer Asked by Don on September 28, 2014
Q: Re Roy's question re potential GTA Housing drop.
One suggestion : sell your home now at peak, and rent for 2-3 yrs.
Read Answer Asked by Terrance on September 27, 2014
Q: I have replicated your model groth portfolio with great sucess, thank you!!! Except I have sold CSS Contrans. Can you suggest an alternative stock to fill CSS's spot?
Read Answer Asked by David on September 27, 2014
Q: Hi Team

In looking at employment data, housing starts and a number of other indicators, it appears the US economy is moving forward in a positive direction.

I am thinking US Banking has to be in a positive light moving forward over the next 3 - 5 years.

Presently I hold Wells Fargo and have done quite well. I am looking at adding a second bank and was wondering if you would comment on USB vs Citibank & BAC (Bank of America)

I realized I am asking allot and am hoping you know how much I appreciate the help.

Thanks for all you do

Gord
Read Answer Asked by Gord on September 27, 2014
Q: Hey Team

Have been patient with Sprylogics and have been waiting for it to make a move upward considering it is developing software integral to chat rooms making money. And people love chat rooms.

Has done very little since April when it was around $0.40. Now since the beginning of the week it is up 40%. Is there a reason you know of for this pleasant jump? And what do you see for SPY moving forward?

Thanks for all you do

Gord
Read Answer Asked by Gord on September 27, 2014
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