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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: Hi Peter & Team,

Thanks to 5i, my gains in BYD.UN are substantial, and I was thinking about some tax loss selling to lessen my tax bill.

The stocks that I hold in my margin account that are down are:
WCP (-26%)
BOS (-15%)
BIN (-14%)
TMA (-12%)

Which of these (if any) would you suggest for tax loss selling purposes, and which (if any) would you buy back after 30 days? I am considering deploying the proceeds from the sale into a money market ETF for the 30 days, but perhaps there is a better approach.

I realize that any selling decision should be driven by investment considerations, but I've never done any tax loss selling and want to "do it right".

Since this is a rather long question, please feel free to use more than one question credit. As always, thanks for your valuable advice.
Read Answer Asked by Jerry on December 02, 2015
Q: Would you have any comments on this news report?
EDMONTON, ALBERTA--(Marketwired - Feb. 13, 2015) - OneSoft Solutions Inc. (the "Company" or "OSS") (TSX VENTURE:OSS), a North American developer of cloud-based business solutions, has today filed a Statement of Claim against Sylogist Ltd. ("Sylogist") to recover the balance of the purchase price owed to the Company by Sylogist pursuant to the terms of the Share Purchase Agreement dated June 26, 2014, entered into between the parties, which governed the sale of the shares of Serenic Software, Inc., Serenic Canada Inc. and Serenic EMEA Inc. Further details regarding the Statement of Claim may be accessed by reviewing action number 150302555 which has been filed in the Court of Queen's Bench of Alberta, Edmonton Judicial Centre.
Dan
Read Answer Asked by Dan on December 02, 2015
Q: Hi ...can you comment on the current apparent disconnect between the AIG stock price and the company's warrants . The stock is currently trading close to it's year high ...yet the warrants are off over 4$ . Seems too rapid in terms of time erosion on these warrants as they don't expire till 2021 ....lots of time left .. they trade over 29$ in August . ...an opportunity?
Read Answer Asked by Kim on December 02, 2015
Q: Could I get your take on recent earnings and is it a good opportunity to start a position, thanks

Read Answer Asked on December 02, 2015
Q: The proof's in the pudding. Canadian Business magazine in the most recent issue named CEO Bruce Flatt #94 wealthiest Canadian and director Jack Cockwell #98. These guys are there because they have over 90% of their assets in BAM stock. Other directors and officers including Blidner and Lawson have lots of skin in the game too.
My hunch is Flatt (he's only 50 y.o.) and company will be moving up the ranks in years to come, and my money's with them. The Seeking Alpha article is fluff to put it politely.
Read Answer Asked by Jeff on December 02, 2015
Q: FSV all the stock does is go up. Is it too late to buy back in? I removed it when 5 i did.
Read Answer Asked by blake on December 02, 2015
Q: What do you think about buying some David's Tea at this price leve? I really like the brand and I'm a regular customer but didn't want that to skew an investment decision.

Thank you
Read Answer Asked by Douglas on December 02, 2015
Q: I have a large loss on these three equities and planning to take my capital loss this year and replace them with one equity or ETF that perhaps could do better if energy recover. I would appreciate your suggestion.
Read Answer Asked by Saad on December 02, 2015
Q: please give a performance estimate for the next 2 years
Read Answer Asked by Donald on December 02, 2015
Q: What is your favourite defence sector stock ? Thanks.
Read Answer Asked by Norman on December 02, 2015
Q: Peter and Team, I am looking at this bond from one of the Brookfield group with a coupon of 3.538% and a maturity of 10/30/2020. I have the Ask Price yield at 3.2559% and am curious on your thoughts of owning buying this bond and owning it to maturity.

Thanks, Marc.
Read Answer Asked by Marc on December 02, 2015
Q: I asked you about this company a year ago. Since that time it has only gone down more. Given the share price, is this company finished as a going concern.

Thanks.
Read Answer Asked by Grant on December 02, 2015
Q: Hi there,
Could I please get a brief analysis and your opinion on Canadian Solar. It is trading at a low p/e and is approx 40-45% down from it's high. With all the recent talk about clean energy is this stock a buy? It appears to be under valued, contracts world wide and has a decent insider ownership? Why is is down so much? What is the risk level and growth outlook over the next couple years. Thanks, Kerri
Read Answer Asked by KERRI on December 02, 2015
Q: Hi Team

I noted your comment to Shyam on Dec 1st regarding Google. In the tech sector would you see Google or our own CSU as being the preferred choice for a long term hold?

Thanks.
Read Answer Asked by Peter on December 02, 2015
Q: What is the payout ratio for TA? It's yield is 13.408% and pays out a quarterly amount of 0.18 for a total of 0.72 per year. It earns 0.66 a share per year. Therefore I figure the payout is 109%. Is this how the pay out rate is calculated. If I am correct. how can a company sustain paying out more than it earns, thanks
Read Answer Asked by Ken on December 02, 2015
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