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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 Gang, I have a good number of shares of some blue chip dividend payers such as BCE and RY and wanted to know about some insurance with buying puts. When these correct I feel some pain but do not want to sell as to avoid capital gains plus they pay a nice dividend, just want to sleep better and want to smooth out the volatility, also was thinking of doing the same thing with some index ETF's , is there an essay or an explanation on your web site.

Thanks and keep up the great work.
Anthony
Read Answer Asked by Anthony on August 11, 2016
Q: Peter, I have weighting of 20% in Tech (which I want to keep) and it is split evenly between CSU, DSG, ESL and ZQQ. Right now there appears to be more interest in KXS and OTC vs. ESL or DSG. I have a 135% gain in ESL in my taxable account. What do professional do when faced with this? Sell a great company (ESL); pay taxes and buy a faster growing company that investors like at the current time, or keep the great company?
Read Answer Asked by stephen on August 11, 2016
Q: Hello
Can you comment on earnings for both ATP and TA.

Cash flow seems to be improving and both are working on improving leverage levels.

I have a small position in both these companies that I intend on selling to buy more quality names. But I am not in a hurry to sell them since I am down 30% and 40% respectively and would like to let them run a bit if they show signs of improving.


Thank you !
Read Answer Asked by Stephane on August 11, 2016
Q: Your comments please on CAP REIT's operating results and your thoughts going forward. Am cautious on the impacts new foreign home ownership taxes will have on apartment valuations in BC and possibly Ontario. Apartment REIT's are coming off a bit. Do you see this continuing in light of the tax situation and a possible US rate hike this year.
Read Answer Asked by Alan on August 11, 2016
Q: I am building a growth portfolio to mimic 5I -- and separate from my other holdings. I own BOS, CXR, DBO, KXS, PUR, SH and RRX at roughly 3% each.

Are all the holdings within the portfolio "buyable" at this time? i.e, do you have a preference in terms of 2 companies to add at this time, which might have more immediate "oomph". (For lack of a better word. I'm still caffeine-challenged at this time of day.)

Thanks for your excellent service.
Read Answer Asked by Sylvia on August 11, 2016
Q: Hi 5i,what do you think of SNC hold or sell, and WDO is not going
along with price of gold, is the management OK ? And BOS, substantial decline of the price today indicate investors are not happy with the company I almost feel like dumping 2000 shares we hold in our cash account. Thank you for your advice. Motoi
Read Answer Asked by Motoi on August 11, 2016
Q: I have a strict portfolio plan I have followed for 20 plus years into retirement. 30 holds devoted to income and 5 to 10 for growth. average holding is 3%.quarterly earning on a singular basis don't generally worry me. However AD=3.25% of portfolio/ cost base $27.00 held since 2013,BDT=3.00%/cost base is $12.10 held since 2013 have been holds for their dividends. BOS=2%/cost $15.25 was bought for capital gain hopes. All three are having negative earnings currently. Please offer your views as to the stability of them going forward and if I should reduce or exit any based on the poor results. Thanks
Read Answer Asked by James on August 11, 2016
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