Investment Q&A

Q: I utilized tax loss selling for BABA in cash portfolio, but I am also down 20% in my TFSA. I am tempted to hold until things improve, but it's hard to read the market. What is your advice, hold or sell?

Q: I recently asked a question about tax loss selling in the US and Canada that obviously wasn’t clear enough.
I wanted to know how tax loss selling in the US for an American investor compares to Canada for a Canadian investor. How similar are the tax implications, rules etc.?
Thanks, Hugh

Q: I have a full position in FIH.U and have recently added to the position. In your opinion is this a good long term hold or should I switch to EEM in the future ? Thank you for this great service.

Q: Hello 5i,
This is a question more for the membership than for yourselves. This morning Jack mentioned that he had received his disposition from his ECI shares so I thought I would have a look, but we have received nothing yet. Now, we elected to receive the BIP.UN shares as well rather than take all cash, so maybe that makes a difference. Have others received their proceeds yet?
I understand that an interim vehicle will be set up to facilitate the share portion so obviously it might take longer than a pure cash option. Just curious........
Cheers,
Mike

Q: 'Interesting' to see STN selling MWH. The market seems to like this news this morning.

The purchase of MWH in 2016 seemed hopeful, when in 2016 it was hoped to "boost Stantec’s annual revenues by nearly 60 per cent", but there never was a big impact.

I have about 3.5% of my portfolio in STN and held STN since 2004, but thinking it may be time to sell and add to my WSP position which is also 3.5% of my portfolio.

How do you think the sale of MWH will impact STN's prospects for the next 2 years? Is it possible to say at this point?

Thanks.

Q: If preserving capital was the most important thing ,what would your advice be for an investment of $200000 for a person 70 years . Currently it is in a mutual bond fund with an mer of 1.5% & the investment is losing money.Should it be left where it is or do you have some different suggestions? Thanks as always.

Q: How can I read the piece on marijuana instead of listening to the video ?
Where do I go in the member's section to accomplish that ?
It seems easier access for non-members than for members....
Thanks,
JD

Q: When did ten peaks coffee become a US company & will this affect the company negatively. It appears to be trading on the pink sheets. Is this positive or negative? Thanks.

Q: What are your thoughts on this miner and, more importantly, Vanadium as the "king" of battery metals?

Carl

Q: What do you think about the IPO of spinoff of AltaGas Canada? Do you believe it is good opportunity to participate on it?
Thank you

Q: Artificial intelligence is a trendy topic. What recommendations do you have for a senior who wants to participate in this space?

Q: While I realize that you've always been skeptical about the MJ sector as a whole, from an investment perspective, it might be time to take another look at CRZ in light of what has transpired in the past few months. It has recently acquired both 180 Smoke (Canada's premier vape store chain) and RVR Distribution (2017 revenue of US$25.3 million) which now gives it one of the dominant cannabis development platforms in California. This is significant because while there are currently 51 MJ stores in all of Canada, there are 450 in California. This likely explains why CRZ also had record Q2 revenue, accelerated the expiry date for its warrants (always a good sign) and boasts one of the best looking stock charts within the MJ sector.

Q: I am 65 and retired with about $150,000 invested in the Mawer Balanced Fund for the long term. I redeem about $700 each month to supplement my company pension. Is this a good vehicle for the purpose Or is something else more suitable?

Q: Lots of talk re turn around in the Uranium space. Do you agree? And what companies would benefit from higher prices?? Nexgen receives lots of attention would NXE be a good investment at current prices???

Q: Do you have an accurate count on insider ownership of SJ now? Thanks.

Q: Is this small cap oil and gas co. a worthwhile investment?

Q: Peter,

Where can I find the credit rating of specific preferred shares. ie PFD1,2,3 etc.?

Thank you

Paul

Q: I have been unable to add following to my 5I Watchlist. What am I missing, or are they unavailable on your site?
Cdn- AXL; BUZ.P; JWCA; UNC; SSF.UN;
U.S.-BBH; RAC; SKM; XLF; XLRE.

Q: Given substantially less insider ownership at SJ would you still maintain your rating of "-A".

Q: Is there any consideration to add Reddit style discussions with 5i members? Having such chats and posting the conversation may allow regular questions be answered and allow for follow up discussion. I'm sure there is some hesitation to get into lengthy debates over a specific investment, however you can also moderate the discussion to focus on a specific topic, such as what you are putting together with the video series.