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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: What is your opinion on the HSE offer for MEG. I have owned a 0.5 position for many years...with my other major oil and gas holding as full position in SU. Is the drop today an over-reaction and time to add a bit on the dip? It has had a good run and the dividend is back.
Read Answer Asked by Tom on October 02, 2018
Q: Just crystallized losses on the above and planning to buy back in a month.
Is the 30 days from the settlement date and what would you advise to do with the cash in the next 30 days while waiting?
Thanks
Read Answer Asked by JEFF on October 02, 2018
Q: Good afternoon 5i
Kelly today asked a question regarding Transcontinental. In your answer you said that you would prefer another package because they seem to be having trouble with their acquisition. I was thinking about selling Transcontinental for a tax loss and buying it back in a month. After your answer I was wondering to what extent you had lost confidence in Transcontinental? Would buying it back after 30 days look like a dangerous proposition to you, now?
thanks as always
Read Answer Asked by joseph on October 02, 2018
Q: Hi 5i - I have a portfolio weighting question. Assuming I have a portfolio with 60% Canadian, 30% US and 10% Other International, would the 60% Canadian portion be considered on its own for individual stock weightings? For example, if I consider a 5% position in BNS a full position, should I have 5% of my total overall portfolio in BNS or 5% of the 60% Canadian portfolio?

In general, what would you suggest?

Thanks, Neil
Read Answer Asked by Neil on October 02, 2018
Q: just wondering which 2 out of the group would you suggest for tax loss selling?
Read Answer Asked by matthew on October 02, 2018
Q: Hi Peter and Ryan,

I am holding Profound Medical , down 35%, but I can find any reasons account for this drop lately, If I am correct they have 32m cash and almost debt free. I do not know what am I missing.

Do you see any fundamental concerns, it is now around 1% of weighting.

Should I continue to hold or sell at loss and move on?

Thank you for your help as always.


Read Answer Asked by Pui on October 02, 2018
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