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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: Your client, a couple of days ago, was selling a stock he had held for many years and would experience a large appreciation. Something to check for income tax purposes is the "Statue of Limitations", which is for 7 years. His income tax may only be calculated on the appreciation for the last 7 years.

It's worth a looking into.
Read Answer Asked by Robert on February 06, 2014
Q: In response to Jason's query re:broker commissions,RBC Direct's commission is $9.95 regardless of total value of the account.
Read Answer Asked by Donald on February 06, 2014
Q: hi 5i,
not sure if this is your area of expertise or if you want to comment. if not , no problem.
what is your thought on the risk with the trillions of dollars in the derivatives market, and off market stuff. i read recently that one of the recent financial industry persons in europe who "fell from a high work office tower to his death" was trying to unwind a multi trillion dollar derivatives trading account for a major european financial institution. there have been quite a few of these strange deaths lately???
thx chris
Read Answer Asked by chris on February 06, 2014
Q: A new member and loving it! This is just a THANK YOU! I should have done this last year!
Read Answer Asked by Marilyn on February 06, 2014
Q: Hi 5i I was reading a news release from Aston Hill (AHF)Redwood Asset Mgmnt. will be merging with Aston Hill Asset Mgmnt., the release says this would be beneficial to Redwood, is there any benefit to AHF. Also I have a 3.5% weighting in my portfolio with AHF how do you feel about bumping this up to 5%, I'm underweight financial at this time. Thx Gerry
Read Answer Asked by Gerry on February 06, 2014
Q: Good morning. Re: OSK

I am a holder of OSK Osisko at higher purchase price and have been waiting for the dust to settle on Goldcorp offer. Do you see any more upside or would it be best to sell now. Not interested in owning Goldcorp. Your advice is always appreciated.
Read Answer Asked by richard on February 06, 2014
Q: Hey guys just in my first year of investing learning on the fly I have invested in tcn bnk win e aya ppy dhx and Msl am doing ok but I have it in a Tfsa is this a smart place to invest in ? Also I use itrade but they charge 24.99 every time I buy or sell any better options than this.

Thanks so much
Read Answer Asked by jason on February 06, 2014
Q: WAGE (Wage Works) If possible, would you please provide your assessment of the upside potential for this US listed stock. Could this be a viable health care investment, or do you see ATHN having a lot more potential and less risk?

Thank you.
Read Answer Asked by Donald on February 06, 2014
Q: Just a follow up to my recent question:
I was particularly interested in FNDE, but, as you noted, it is very small. In fact its assets are only 18.5 million and it traded only 11,011 shares today. Is it too risky? Thanks for your help.
Read Answer Asked by Peter on February 06, 2014
Q: Could you give me your opinion on Callaway REIT (cwt.un)?
Read Answer Asked by jacques on February 06, 2014
Q: Hi Peter and Team, in addition to my previous question on Pinecrest, PRY, in December can you please tell me if insiders have continued buying (or any selling) during late December to date? Any further thoughts on PRY considering its at .16 cents now?

Can you please provide any technical insight on the shares, support at current price, further down side, etc? Any further help on this one would be greatly appreciated.

Is this a dead company now or is there some value still, can management and board save this company? Thanks!
Read Answer Asked by Hussein on February 06, 2014
Q: Hello Peter and all at 5i: I hold DCI in a TSFA and it is currently down considerably from my purchase. If this was you would you sell, take your loss and put the proceeds into something with a better risk/return. I have read your comments in your site and listened to you on BNN and know it has a good dividend but it takes a long time for a dividend to make up for the loss in stock price. Thank you Barb
Read Answer Asked by Barbara on February 06, 2014
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