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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: A month ago I sold both these bond etf’s to capture the tax loss. I’m now looking to rebuy/reinvest these funds. As part of my fixed income allocation I’m wondering if I should repurchase the same or might you have other suggestions in a rising rate environment?
Thank you
Read Answer Asked by Les on October 19, 2018
Q: I still like Celgene, but I'm considering harvesting a tax loss on it. What pharma stocks would you recommend I replace it with? Or would you wait the 30 days and hope to buy CELG back at a similar level again? I think every ounce of bad news is baked into it and so it might have some big upside if things like the patent fight on Revlimid work out in CELG's favor.
Read Answer Asked by Alex on October 19, 2018
Q: Good morning,

I'm considering adding a small position of BXMT in my Non Reg US portfolio to generate some additional US $ income. With a 7% yield, how safe is this distribution and would you recommend any other name in its place to achieve my objective? Also, your thoughts on TF in my RSSP account would be appreciated. Thank you
Franco
Read Answer Asked by Francesco on October 19, 2018
Q: Hello 5I.
I have a question about warrants and the tax loss. Are the Greenspace warrants and the greenspace common stock consider the same entity for tax purposes? Meaning could I see one and purchase the other on the same day and get a loss or would it be forfeited?
Thanks
Read Answer Asked by Tyler on October 19, 2018
Q: In a question on GS you referred to a decline of 2.3% in assets. Could you explain what those assets are { I'm guessing customers } the reason attributed to the decline and how GS is planning to address the issue ? My impression is that GS is a wealth management firm and I would like to know why customers have left them and how they plan on getting them back or any other plans they may have to increase business......
Thanks
Garth
Read Answer Asked by Garth on October 19, 2018
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..
Read Answer Asked by Kyle on October 19, 2018
Q: Question 1 - TEAM has announced quarterly results and can you comment this.

Question 2 - There is reference to IFRS and Non IFRS financial information.
I find this confusing. On one basis the results appear good, on the other not so good. I feel more comfortable with the Non IFRS reporting. Can I discount discount/ignore the IFRS method or is this the wrong thing to do.
Appreciate your guidance.
John
Read Answer Asked by John on October 19, 2018
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