Investment Q&A

Q: MAXR is no longer a company you like much. You did before and your view of MAXR went from positive to negative and you seemed just as disgusted as others at the company. I am down some 35% from cost. This is a request asking you to confirm (or deny) that you have in fact given up on them (?). If however you have regained confidence in the company’s prospects, I would appreciate your updated thinking and the reasons. MAXR’s results are lumpy and contracts can be wildly profitable or go horribly wrong. But do you believe the outlook is better now?

At first glance, it may appear my question below concerns ‘market timing’. No, it isn’t that except in a very limited or narrow sense. I can’t use the tax loss and I want to increase the Canadian content of investments (I have only 5% of assets in Canada and want to increase same to 25%.

QUESTION : Since we are now in tax loss harvesting season, am I better to sell AFTER the tax loss season ? Is there ANY logic to the thinking that , all else being equal, I am more likely than not to get a less depressed price AFTER the tax loss selling stampede? I am not looking for a definitive answer (that’s not available). I am looking for your insight BEYOND first level numbers and data. ( I did buy companies from 5i model portfolios and ones I bought are all down but at least most seem to have possibilities. If you think there is now hope for MAXR, please advise reasons your opinion has evolved to conclude there might be chance MAXR is worth holding.

Q: AOS has pulled back over the last week or so, there doesn’t seem to be any news on the company, your thoughts please?

Q: This stock finished up 63% on October 2nd and I cannot find any news besides unrelated stories about CBD infused teas and other drinks potentially coming to market in the coming months-years by other companies maybe DTEA?. Is this the reason it jumped up so much or is there another reason I have been unable to source? Thanks

Q: Hello Peter and all at 5I. After reading your last post which stocks in the industrial and energy space would you suggest. Thank you Barbara.

Q: These tech stocks have been under pressure recently. Is a rotation out of the Tech sector underway. Thanks.

Q: Gentlemen,
About the 30 days waiting to re-buy question.
I own stock X on my margin account, I have a loss this stock.
If I will buy stock X on a registered account.
And after I will sell stock X on my margin account
The loss can be claimed in this situation or I have also wait 30 days before selling ?
Thanks
BR

Q: I'm not sure where FB stock is going. I like the business but the stock is behaving more irrational than I can make sense out of. I'm tempted to lock in my profit in for now and wait till it comes back into 170 or better.

Q: Hello Folks:
I have owned GM for a time and this investment has lost 20% of it’s value.
Do you think there are better options in U.S. industrials ?
Also a friend suggests I attend a vector vest meeting with him... do you feel this system has value.... I am not an active trader tending to buy and hold stocks?
I most appreciate your great service!!!
Brian

Q: PLC has been in a freefall since hitting a high in latter August. Are these latest acquisitions causing a debt concern. Any comments?

Carl

Q: Do you have any feel for what is going on with the TSX, one would think that resolution of the NAFTA issue would have settled down canadian markets but they seem to continue their downward movement. Thanks

Q: Dropped from a high of 59.00. Today they announced a strategic partnership with internet giant Alibaba in China.
Has been dropping and I would think @this time of year it should gaining re Christmas season. Is there some warning signs here, and would indicate there may be problems coming down the PIPE

Q: Sleep Country seems to be on a downhill slide. Even Amazon has got into the mattress business. What do you suggest? Wait for at least one more earnings report before selling? Seek a better opportunity now? Or just hold on for an eventual stock price recovery?

Q: Hi 5i
Do you see any reasons why these two companies will increase in value over the next 30 days? I have significant losses that I could bank, but I like both for their dividends and could buy back after 30 days. Thanks

Q: If i sell rht for a tax loss now in a non registered acct, can i still buy it in my registered acct without waiting 30 days

Q: What do you think of buying TTD at this point? How much downside should I expect?
Thanks,
Issaku

Q: I know you've made sector percentage allocation recommendations in the past (always with caveats), but i can't seem to find them. So I apologize for what will no doubt be repetitive for you. What sector allocation percentages would you recommend for a retiree with no immediate needs for cash but needing to keep things pretty conservative due to advancing age and increasing health issues? I will keep your reply on file!

Q: I recently read that a new ETF, symbol HCB, is due to begin trading soon. This new ETF, (Hamilton Capital), is an all canadian bank etf. I know that you are not keen on new etfs until they have a reasonable market cap, but am wondering if you could shed any light on the concept/company. Thanks, David

Q: Hello team, what is the news on this company, has been on "HOLD" forever.

Q: just wondering where the best place would be to put student loans with no interest owing for at least 4 years would be, out of the companies above? any other suggestions would be appreciated as well

Q: What is your view on DGS ? I am thinking of buying some in an RRSP .They pay a very high dividend are are near one year lows.