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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: 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
Q: I have owned Fortress Global Enterprises Inc. (FGE) for at least 5 years with an average cost of about $20.00 per share. It is now worth about $2.00. Fortress used to be involved in several paper businesses. However, due in part to the imposition of import duties imposed by some of the countries in which its customers were located, Fortress sold off some business lines, re-focussed on its pulp business and under-gone recent re-financing. Is there any hope for this company or should I dump it from my non-registered account and claim a capital loss?
Read Answer Asked by Robert on October 19, 2018
Q: Hi, was thinking that the market is volatile, and in a small downward trend, hopefully nothing comes of it.
As a mostly income, small growth investor i’am down 20% on INE, it seems to be over done? I was thinking of holding on into the new year even if it goes down more.
Are you ok with the quality of INE to hold for a recovery and collect the dividend, or would you sell and move on? What is your favourite income stocks to HOLD in a market downturn?
Thanks for your views
Read Answer Asked by Brad on October 19, 2018
Q: Just as a follow up to my previous question and a comment I am sure is on many members mind. I see that RHT is up a bit today after the call. Maybe a dead cat bounce who knows. The dilemma in selling at a 75% loss is that I do not get the tax loss as its in my TFSA. I imagine many members are in the same predicament. What little is left in the security, will make such a small difference in the overall portfolio, I would rather hang on and hope that your first impression of the Company was correct. Not sure my mentality is appropriate here, but I would rather take the lesson and hold, than to sell and then see it go back up.

Thoughts?

KC
Read Answer Asked by Kelly on October 18, 2018
Q: Hello,
I liked Gary's question on Low Risk/high reward situation for ALA. I read a book by Mohnish Pabrai a great value investor who did very well by buying into low risk/high uncertainty situations which led the good companies to sell at well below market prices. Are there other companies out there in such a situation? Would TSGI fall in that category where the risk/reward looks very attractive? Thanks.

Shyam
Read Answer Asked by Shyam on October 18, 2018
Q: What are your favorite europe ETF , would probably split 5% of the portfolio (150 000$ total portfolio in RRSP) between 2-3 to get better exposure (euro zone vs euro+uk)(large vs total market)
No hedge etf. 7-10 year horizon

Also, with 30% us , 5% china, 3 % india, 5 europe, 3% XAW, 40% canada, where would you suggest to invest the remaining 14%?

I was thinking 5% japan etf, 3 % frontier etf, 6% basket of EM (to cover taiwan, south korea with minimal china, russia, turkey and brazil allocation)

I have plenty time to manage, so not an issue, but would probably only rebalance occasionally (if worth the fees)
Read Answer Asked by Olivier on October 18, 2018
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