Investment Q&A

Q: To what degree do you expect tax loss selling to impact these stocks in the next 6 weeks: Enterprise Group, Surge and Auto Canada.
Also, I noticed a few stocks (EH and ACQ to name two) that had a great year in 2013 and had a significant selloff in January 2014. Is there such a phenomenon as tax gain selling, where investors hang on until a new year to defer capital gains for a year. If so, do you recommend waiting on some of the years big gainers as late January may represent a better entry point.

Q: This is a 2 part portfolio editing question:
1. I hold BDT as well as STN and WSP. Should I hold all 3 or sell BDT and split the funds between STN and WSP?
2. I hold CHW and have a paper loss on it as I do with AVO and ACQ. Thinking several years up the road, would I be better off selling CHW and re-investing in AVO and ACQ, both of which you appear to like; or simply hang on to CHW?

Thanks for your help and guidance.

Q: Just sold position in Facebook because I thought earnings might be weak. Now after analizing further I think I was wrong. May I please have your response.
Thanks HG

Q: Hi Peter and team,

What is your opinion on Veolia Environnement (VE.US)? I am thinking about a two to three years investment.

Thanks in advance for your answer.

Michel

Q: Hi Peter & team,
According to your answer to Dennis today Oct.24, you have e-mailed on Oct. 1 and Oct. 15 regarding your Model Portfolio, but I have not received those e-mails, am I still on your list? I asked your advice only a few times in the past year so I maybe missed but many answers you provided to other subscribers every day are very accommodating. Thank you. M.N

Q: Additional question

It has been brought to attention on a personal level that a Beverly Hills based private investor representing a larger group as the mAin shareholder is attempting to buy this bank. Have you heard anytHing on this and/or do you have any means by which we could Find out more about any truth about this rumor?

As always, Thanks for all you do for all of us

Gord

Q: I would like to share my personal experience with Raintree financial solutions to add more info to Shirley's question. I have been an investor for 3 years and it has been a disaster. If you want to sell an investment it may take up to 1 year and they will charge you up to 20% to sell. Also one of my investments has a "cease trade order" placed on it, by the Alberta Regulators and for over 1.5 years I have not been able to do anything with it. I agree with the 5i comment that the risk/reward is very poor, and the liquidity when you want to sell is horrible. I am a high net worth investor, and consider myself to be a sophisticated investor, and I will never invest in this type of investment again. My strong advise is to stay away. If you go to the info sections they will only give you all the positives and dismiss the short comings of these investments. If you are looking for some Alternative type of investment I suggest you look at some of the good hedge fund companies. I have invested with Barometer Capital, DKAM, Agilith Capital or Picton Mahoney and these are high quality companies that have much better liquidity and long term track records.

Darcy

Q: Hi
I am a new subscriber and really appreciate your service! I am building up an RSP portfolio, and have Brookfield Asset Mgmt, Stantec and BNS so far, and would like to add other stocks appropriate for such a registered account. Can you please recommend up to 10 additional stocks I should consider. Thanks!

Q: Regarding the 'Model Portfolio' and the 'Income Portfolio'.

Do you Post any "changes" made to the Holdings within these two Portfolios?
Thank you for the Great Service.
D Mc

Q: If I hold ZUH in an investment account(non-RRSP or RIF) am I correct in assuming that the U.S.withholding, tax which is minimal on a $0.11 dividend,is the only detriment in holding the above ETF outside a registered account? Thank you. Don.

Q: Greetings: Do the Canadian banks buy "blocks" of stocks and bonds for a later sale (at a profit, of course)to clients with managed accounts? If a bank's wealth division offers to manage an account for 1% what other "hidden" costs are there? Thank You

Q: Could you please rank these for me in order of preference ? thanx

Q: Hi 5i Team
Thinking of a position in Silver Standard (SSO). Could you share your thoughts. I am thinking ther should be an improvement when the Pitarillo Mine begins production. Unabe to find a start up date for that.
Thank you, as always

Q: Hello, Peter
What's opinion of MCR(Macro Enterprise Inc), is it good time to buy?
Thank you so much!
yingzi

Q: Thoughts on this company that has been affected with the market downdraft, does it have lots of European exposure and is that what is affecting it mostly. Short term and long term view on it please.

thank you, jean

Q: I have a fairly large holding of O&G stocks and the recent sell off in the O&G sector have been devastating to my portfolio. However, I know (at least I think I know) which ones are resilient and can bounce back over time, except for one - DEE.

Right now I'm down over 40% on this name while all others have shown various degrees of recovery already, especially today. In fact DEE is the only O&G stock I own that is in the red for today.

Is DEE a lost cause and should be my first tax loss selling for 2014? Or should I at least wait for the Q3 results and the accompanying forward guidance to see if there is still a chance for a turn around.

Thanks.

Q: Your thoughts on this one please?

Q: Hello 5i
The recent stock price decline has left me with a few positions underwater due to buy timing. In the context of a well diversified portfolio and holding all three names, would you please comment on adding to ET(Evertz) at this time as it has not really bounced back from the recent decline. Is there something to the lack of bounce? In comparison, would you consider adding to SYZ(Sylogist)or FSZ(Fiera Cap) ahead of ET?
Thanks for the informative service
Dave

Q: I asked an earlier question about Corus (CJR.B) because I was considering selling my Cargojet (CJT) to buy Corus. Cargojet has had a good run in the past two years but seems to be consolidating while its dividend (2.6%)remains flat. Do you think I am better to exchange my CJT for the slow growth but better dividend (4.4%)of Corus or hold on to the CJT in the hope of further price growth even without dividend growth? There are no tax implications. Thank you as always.

Q: My question is about portfolio diversification. Is there a dollar value of a portfolio in which you might invest more than one company per sector to reduce company risk while maintaining diversification? Thanks!