Investment Q&A

Q: What effect if any do you think today's announcement will have on the effected securities (I own only BIP.UN of the securites mentioned):

Thursday, August 29, 2013

S&P Dow Jones Indices Announces Changes to the S&P/TSX Canadian Indices
17:15 EDT Thursday, August 29, 2013
A Refinement of the Definition of Domicile of a Company

TORONTO, Aug. 29, 2013 /CNW/ - S&P Dow Jones Canadian Index Services will make the following changes in the S&P/TSX Canadian Indices:

Following extensive consultation with the community of index users in Canada, S&P Dow Jones announces that changes have been made in the methodology of the S&P/TSX Canadian indices that refine the definition of what constitutes a Canadian company for index eligibility purposes. As a result, effective immediately, the following companies are now deemed eligible for consideration for inclusion in S&P/TSX indices. For further detailed information about the specifics of the change, please refer to the methodology documents online at www.spindices.com.

BIP.UN - Brookfield Infrastructure Partners LP
BPY.UN - Brookfield Property Partners LP
BEP.UN - Brookfield Renewable Energy Partners LP
EDV - Endeavour Mining Corporation
CNL - Continental Gold Limited
GTE - Gran Tierra Energy Inc.
TPL - Tethys Petroleum Limited

Q: CSS Contrans and investing rules and disciplines:
Having hung on to too many stocks over the years as they dropped 10% or more under the "buy" price, I am working on my "sell" disciplines.
I am now down 10% on CSS. Does one hit the sell button, hang on and "hope" or carefully watch for further decreases and buy more?

Thanks for your help and guidance in this tricky market.

Q: hi folks,smart tech sma/t recently announced Ian McKinnon was named to Board,also on Board of Constellation software,is this significant or non event. Have small position in Smart and hope company turned corner after last Q,thanks for info,jb

Q: Hi Team, I know you will get this question, so I'm the first to ask (I think), what are your thoughts on Amaya's results. The numbers are great, but why is there a net earnings loss of 0.01? The revenues were more than double 2012...

Q: Hi 5i I have a small holding in FLY (FLYHT) . August numbers looked ok and the stock went up 30%. I am thinking of adding to my holding. Have you looked at this stock and what would your recommendation be. Tks.

Q: Thoughts on VSN; dividend safe? growth? Also on selling my half position in PWF and buying NA? Many thanks.

Q: Hello
Your opinion please on First Nickel Inc. (FNI)
thanks
Sam

Q: further to my tax loss question, is there a special form that I should fill out to record this so that when I hand everything over to the accountant he/she will have the necessary info

Q: What factors could have caused close to a 3% drop in AYA in the last 1 or 2 minutes of trading?

Bob

Q: Hi 5i,

What are your thoughts on Patient Home Monitoring (PHM-T)? I realize the market cap of PHM is still quite small, but i have been impressed with the recent insider buying and the fact that they are turning cash flow +ve.

Q: does tax loss selling only apply if done when the calendar rolls over i.e. 2013-14, or can I sell something now ((Aug 29, 2013) and buy it back a month from now (Oct 2, 2013)and use that loss against potential taxes? This way I could get the tax loss and buy back in while the stock is in the duldrums (RPL)

Q: Good Morning Team. I have a question on Mr. Market. I own Silver Wheaton @ $35 and have ridden it all the way down. Lately my patience has been rewarded and I was getting excited. Monday it hit about $30.60 interday then proceeded to drop about 12% by close Wednesday. This in light of Syria, a bull market in silver and silver equities, and a generally frightening outlook for the US and global financial systems. I don't get it. Who is selling? Why? Is the system just rigged to screw the little guy like me. Makes zero sense!

Q: Hi Peter and Team, regarding Novus, NVS, is it normal for the stock to be halted this long? Based on your experience, your thoughts on why they don't let the stock trade would be interesting. Clearly they must be in negotiations but why not clarify with any material information and let the stock trade again? Also, for those members interested in NVS there was an interesting blurb yesterday on BNN, The Close, by Andrew McCreath with Michael Hainsworth. Thanks!

Q: Hi Peter & Team,

What do you think about Primero Mining (P)? Appreciate your feedback. Thanks,

Q: What would be your number one play in the automotive industry? Short and Long term
Thanks

Q: CGI Group (GIB.A) has recently had its accounting questioned by Veritias research of Toronto. According to a recent article in the Globe and Mail the analysts there are of the opinion that the recent logica acquistion in the UK is being used imaginatively by the accountants at CGI to artificially inflate future earnings at the company. Nothing illegal is suggested but its rather dubious if true. Any comments?

Q: Hi Peter,
I have a question about FCR. I increased my position in early Aug and it is now about 5% of my portfolio. I also own HR.UN, CUF.UN, and AX.UN, approx. 5% portfolio each. These stocks continue to slide, so I'd like to ask you whether you recommend to hold, sell and cut losses, or buy more for either of these? I am looking for long term growth/income rather than immediate one. Thanks a lot!

Q: Hello Gentlemen; I have taken a small position in CLQ. I am wondering how you feel about the risk/reward of this investment or if there is another vehicle you would consider more promising. Thanks, DON

Q: hi, i have cash available to invest; is it best to wait for the annual volatility in sept. oct.to end? with thanks

Q: Do you feel Lonestar (LSI) is now too expensive or is it still a good buy?