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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 am looking to offset some capital gains received this year from PEO and PHO (thanks!). Currently I have the following holdings in a loss position, in order of dollars down: TDOC, TV, XBC, HAL, XEG, NFI, SQ, TECK.B, XTC, WELL, ENGH, PLTR. I would need to sell the first six to fully offset the gain, or could sell more if using those in a smaller loss position. How would you rank these holdings in order of selling, and which of these would you look to buy back after 30 days (if any)? Note that these are held within a broad portfolio that I am also looking to consolidate.
Read Answer Asked by Dale on November 15, 2021
Q: I have done some calculations for me re selling or holding ECN that others may be interested in doing. My ACB for ECN is $3.75/sh and a sale at $11 would result in a $7.25 capital gain/$3.63 taxable and about $1.81/share taxes to be paid.
If I hold, the $7.50 dividend would result in my ACB going to zero (3.75-4.15) and a $0.40 capital gain and a 0.10/share tax liability plus the $3.35 special dividend would likely require about 32% tax payable (AB) or $1.07. So total tax payable by keeping the shares for me is about $1.17/share. Since I want to own the ECN shares after this, it is cheaper for me to hold the shares than to sell and rebuy. Interesting to me that my ACB will be zero after this. I hope this helps others do the math.
Read Answer Asked by Earl on November 15, 2021
Q: Can you give your updated comments on Gmg graphene stock price movement, their recent partnership with Bosch, to further production of this New age battery. How would you define this company? The space their in? It seem to have their hands in other interesting spaces such as graphene coatings for HVAC market…is this the NEXT BIG THING? Martinrea has already bought shares in NanoXplore (GRA) and the etf/fund industry hasn’t started throwing buckets of money in the space as of yet but if the imperfect lithium batter gets replaced GMG Graphene, it seems like a no brainer with it’s better charging power/capacity and the fact that aluminum and graphene are readily available AND recyclable. Do you agree with my assessment? So far I’ve more than doubled my money….seems like longterm this is the space to be in.
Read Answer Asked by James on November 15, 2021
Q: Hi team,
What is your take on this companies latest Q3 report? They have sold older equipment,purchased up to date one's ,their loss per share is 0.5 as compared to 0.6 in 2020.WIth oil prices at these levels should they not benefit from strong cash flows from oil cies,leading to more contracts?
many thanks,
Jean
Read Answer Asked by Jean on November 15, 2021
Q: I hold these stocks in my USD accounts in the following percentages
DOCU2.08% AFRM1.46 APTV 1.32.
I have some money to invest and am wondering if I should top up some of these or if you have any other good growth ones in the US.
Thanks for all your great guidance, I have tripled my portfolio balance since May 2017 when I joined




Read Answer Asked by Bonnie on November 15, 2021
Q: Prior to the above companies announcing 3rd. quarter earnings you indicated that bir probably had the most upside. Now that they have all reported is your view still the same. I hold all of the above, but feel free to recommend other companies in the oil and gas sector. Thanks for excellent service. Ken
Read Answer Asked by kenneth on November 15, 2021
Q: Thanks Peter. Your services have been very educational and rewarding. Had a good year. This is my first year of subscription and I just upgraded to the full Investor suite services. All the Q&A and research reports have been very helpful. It has made me more disciplined in my decisions as well as provided greater insights to the Investment process

As the end of the year, I am reflecting on the investments done in the year. I seek you opinion to opinion some of those as under. Position size or Industry allocation is not an issue. Time horizon is long 4+. No tax consequences and have patience; there is no need to raise cash

A. Stocks with above average returns-

ATZ 62%, TOI 72%, SIS 39%, TFII 19%, DOO 19%, NVEI 49%, WSP 32%, SHOP 19%, GSY 72%, U 106%

Do you recommend continuing to hold all of them? Would you consolidate sell some and add to some?
Would you endorse Investing new fund in 1 or 2 of them at current price to go to full position

B. Under performing stocks (loss/down)-

AT 56%, CTS 8%, EGLX 40%, LSPD 8%, MRS 69%, QST 35%, XBC 52%, Well 26%, AMGN 10%

Do you still have the conviction in these stocks? If yes which are best 3 and why? Do you recommend selling some of them or adding to some of them?

Again, thanks for your excellent services and deduct as many credits as appropriate
Read Answer Asked by Nimish on November 15, 2021
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