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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: in which order would you sell the above names? Are there any catalysts that might move the stock price in the next couple of months ?
Read Answer Asked by Shawn on April 12, 2017
Q: Hi there,

I have traded these in the past with good results. I am wondering if there is an entry point on either that you would consider to be too good to pass up. It could be for a trade with 10% upside or long term hold but I would appreciate if you could share the price point at which you would consider it a must add.

Thanks
Read Answer Asked by Tim on March 06, 2017
Q: On January 27th, I receive a notice from TD Direct Investing dated from January 16th. In that notice, I was proposed to choose between two options: option 1 to transfer my Intertain stocks to Intertain Exchange (ITX) or option 2 (default) to transfer my IT stocks to JackPotJoy (JPJ) on the London Stock Exchange (LSE).

I called TD on the day I received the notice. After arguing with the clerk and his coordinator, they said that the delay was expired to choose any other option than the default and that TD was not responsible for the 10 days' delay. It was either Canada Post's or the transfer agent's fault. At some point, the clerk said that I was not the first client to complain.

The alternative given is to trade the JPJ stocks after they will appear on my account and TD would wave the commission.

Please give me your opinion on this situation, what are the possible consequences and what can be done.

I think that
- Canada Post is the usual suspect in any delay but 10 days is too much and TD and the transfer agent should take some blame in the matter.
- The default option to transfer Canadian securities to a foreign exchange is borderline incompetent decision.
- What if there is an impact of the FX from GBP to CAD with the sale of JPJ stocks on the LSE.
- Is there anything that can be done or compensation that I can claim in that situation?

I started a blog on 5iR on this subject, because there could be a class action case, in my opinion.

Thank you for your support in that matter.
Read Answer Asked by Jean on January 30, 2017
Q: Hello Peter,
Your decision to sell IT took me by surprise. After holding it for nearly two years through short attacks and volatility, you have decided to give up on it just when things seem to be falling in place, with the awaited catalyst and an upward momentum. What has changed?
Is the valuation that was earlier considered cheap at this price is not cheap today? Has the growth slowed? Or is the financing and cash flow not good enough? Do you anticipate IT to trade at even lower multiple in London?

I would appreciate if you could give your opinion on the questions above. In addition , any further elaboration on your decision will be appreciated.
Regards.
Read Answer Asked by Rajiv on January 18, 2017
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