Investment Q&A

Q: First year of my subscription. I am single, rent, retired and am 66 years old. Besides CPP and OAS (fully clawed back) have a DB pension which covers my daily living needs so I treat it as my bond portfolio. Have a non-registered account from the proceeds of my house sale and collapsing my RRSP. Account objective is dividend/growth and not to lose money.
Looking at my Oil & Gas holdings I have HSE and XEG, the latter underwater by 20%.
Other energy-related holdings are ALA, BEP.un, ENB, FTS, H, IPL, SPB, and RNW all of which are underwater from -2 to -53% in this market.
I have owned a TFSA since 2009 and made full contributions every year mostly from savings from pension income. It holds AQN and IPL in the energy related sector.
Thinking of switching XEG for OIL or ZEO today in non-reg and booking the tax loss against previous 2015 capital gains. Is it a reasonable switch and are there any tax implications; i.e. trx not subject to 30 day rule?
Bill

Q: How was results, worth keeping?

Q: I have 3k shares of Btg (Bto in Canadian market), I want to sell and replace with TSG, your thoughts please, thanks always.

Q: Hi, I have a pile of different rate reset preferred shares that have done nothing but lose value, and I am considering ditching some of them and buying bank stocks. Of the choices between the big five Canadian banks which ones would you favour the most, I am looking for steady dividend payers that could go up in value. .........thanks Joseph.

Q: hello! as a retired income investor, I have approx. 17% of my (well-diversified) portfolio in CBO, CLF, CPD, XHY … I also have CRT.UN, CHP.UN, CAR.UN, AW.UN, BIP.UN, BEP.UN (approx. 15%) .. I have $100k in cash that I would like to put to work .. what might you suggest? thanks!

Q: Can a case for Crius be made based on a thesis of increased demand and prices for North-American based energy, driven by high growth of the overall US economy? New steel mills (announced this week) and manufacturing in general consume large amounts of energy. Is it reasonable to assume that if prices of gas/electricity start to rise, that fixed priced supply contracts would become more popular?

Q: cardinal is dropping a lot . Do you think the company will survive Canadas current energy environment? And if not what would be a better company to go too? thanks

Q: Paid 47$ now 41 $ should i sell it and take a tax loss then re purchace it 30 days latter

Q: wondering which companies have the largest runway for growth out of these? I have a very very long time horizon

Q: Pinnacle Renewable has dropped quite a bit recently. Is it just related to the overall market, or is something going on with the company that I should be concerned with? Thanks!

Q: dear 5i group
i did not tender my shares of tng.what are my options?

Q: In numerous questions you always give a preference to PPL over IPL. Could you please explain your rationale for this ? Thanks. Joe

Q: i own quite a few of your favorite companies kinaxis,the stars group,covalon,great cnd gaming,methanex,square -on square iown long dated options a year out,savaria,knight,enbridge,shopify,largo
i also own some you do not like , like baytex but ithink if oil gets to 60-65 this is at least 4.00, i have an awful lot of cash, so i am looking for one small to mid cap that you really like for the next few months, could be in the u.s. but i prefer canada.has to be liquid.does not have to be in your portfolios.dave

Q: When is next ex-date for the dividend?
Thank you....Cec

Q: Stock loss selling/ re-buy within a 30 day period.

If a stock is sold at a loss within a TFSA where a capital loss cannot be claimed, can the stock be repurchased at any time after the sale? i.e. no 30 day waiting period.

Similarly, can that stock (sold in a TFSA) be repurchased in another account be it unregistered or an RRSP?

Thanks.

Q: Hi Peter/Ryan
Your opinion on below statement on Nutrien please. Is this positive for NTR and will support slide ? What will be the impact?

Canadian fertilizer giant Nutrien will auction its 23.77-per-cent share in Chile´s SQM on Dec. 3, the Chilean stock exchange said on Wednesday, a final step toward completing the sale of a coveted stake in the world´s No. 2 lithium producer to China´s Tianqi.
In a statement, the local stock exchange said the minimum bid would be set at $65 per share, for a total package price of $4.066 billion.

Thanks

Q: Not a lot of questions/comments on this one and the last report is June 2017 (unless I have missed something).
It continues to fall. I have been able to sell half of my position so far (liquity). I still have a significant gain on the second half. Should I hang on to this other half or will the likelihood "that earnings will likely taper in 2019" as referenced consensus states, contribute to or cause a stall in the stock's momentum and therefore best set aside this stock for a quarter or two?

As always, Thank You

Q: would appreciate your comments on VQS/VIQ solutions press
release at 5:25 p.m. tonight regarding acquisition of NET Transcripts
Phoenix Arizona . Thank You.

Q: Is there sector rotation happening? if so which sector looks better ?
thank you!

Q: Hello Peter & Ryan,

After 2 incredibly gut wrenching months on the markets and the so-called repricing of equities, today the markets were cheering and have pushed indexes on both sides of the border into what appears like a 'relief' rally>
My question is a 2 part question:.

1. I would really like your insights into what were market participants betting on today and perhaps going forward. Is this possibly a "head fake" setting the market up for another wild journey or do you think that the market believes that concerns around: (a) interest rates (do not have much further to go) and, (b) that the US and China might be able to agree on a truth of sorts this weekend.

2. If the above concerns (question 1) become reality in the next month or so, what is your advice to members? What should investors chip away at in order to perhaps recover losses and defend their positions. I realize this a very broad question, but would appreciate your top 6 defensive picks, regardless of asset classes, that will boost our portfolios in the next 3 to 5 years.

Thank you very and much appreciate your opinion,
Joseph