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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: Hi Peter:
I am holding both AGU and POT
roughly equal in dollar amounts
AGU has gone up by close to 20% whereas POT has gone down by the same in my holdings, both pays a dividend
Would it be wise to sell POT and put it in AGU or buy an ETF like
COW ?
thanks for your help, great web-site!
Read Answer Asked by Michael on March 21, 2014
Q: Re March 20th question asked by Frank concerning holding US securities in an RRSP or TFSA account, I spoke today with a Canada Revenue Agency official who indicated that foreign property, such as US securities, held in RRSP's and TFSA's are excluded from the requirement to be reported in Form T1135. If you hold foreign stocks in a non-registered account and their total cost amount in 2013 was more than CAN$ 100,000, you required to file the form.
There is a Question and Answer section about Form 1135 on the CRA website. See the answer to question no. 28.
Hope this helps.
Robert
Read Answer Asked by Robert on March 21, 2014
Q: What is your opinion on frc canyon services, stock price has really moved higher, is it time to get out?
Read Answer Asked by Larry on March 21, 2014
Q: Counsel has issued heritage shares.Can you explain.Thanks
Read Answer Asked by Don on March 20, 2014
Q: MyOwnAdvisor interview just another example of what a splendid service you offer. Many thanks, and happy spring.
Read Answer Asked by M.S. on March 20, 2014
Q: 'Playing defence' question of Mar 20/14 asked by yossi:

As noted in the answer this could play out in many ways.
One thing an investor can do is conduct all non-margin activity thru a 'cash' brokerage account so that all securities therein cannot be used in the brokers business. RRSP/TFSA's are already 'cash' accounts.
Secondly, set up your accounts to use a third party trustee.
Most brokerage accounts are 'self-trustee', ie they act as their own trustee. This was the same structure (no comparison intended) used by Madoff, MF Global, and Lehman Brothers to access client funds)

Publish at your discretion.
Read Answer Asked by Russ on March 20, 2014
Q: Hi Peter & Team,

Could you let me know your top 5 picks with low debt, good growth prospects that have started paying a dividend for the first time within the last 12 to 18 months.

Thank you for the great service
Read Answer Asked by Paul on March 20, 2014
Q: I am considering ELF.PR.G as a short term income holding. Has a $25 call 17Oct2014, currently price at a discount. DBRS discontinued Credit Rating in 2006 on this company.
Can you comment on it's short term credit worthiness

Thank You
Ernie
Read Answer Asked by Ernie on March 20, 2014
Q: Hello 5i, I am currently invested in BA, BCE, and SJR.B., the three representing a total of 5% of my total portfolio. I am considering adding TELUS(T). IYO,would I be better off to ADD this issue, increasing my exposure to this sector, or should I consider replacing one of the three I currently own?
Read Answer Asked by Rick on March 20, 2014
Q: Hi All;

I am looking for a junior graphite producer to play the potential future demand for battery production.
A friend was talking about a company called Alabama Graphite (ALP). Do you have any thoughts on
This company or any suggestions on companies to look at I this area?

DONo
Read Answer Asked by Donald on March 20, 2014
Q: Legacy Oil & Gas (LEG) has recently had a nice move to the upside on sizable volume. Would you attribute this to the year end reserves announced on March 5, some short covering, or is there something else that would accounting for same? As it has done little over the course of the last year, is it worthwhile holding it over the course of the next 6 months to a year.
Thanks in advance
Read Answer Asked by Robert on March 20, 2014
Q: I have read your previous favourable comments on Delphi (Dee). In view of their latest results do you see this as a good long term hold or do you prefer others?
Read Answer Asked by Marty on March 20, 2014
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