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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: Currently I own small amounts of BMG100 & SLW as insurance; each has been held for 2-3 years and are in loss positions now. I am considering selling both to take advantage of the losses to offset gains. The 2 closed-end funds (GTU.UN & CEF.A) have performed better than BMG100 & SLW during the same period, so I was thinking of replacing my insurance with small amounts of GTU.UN & CEF.A rather than waiting 30 days and then buying back BMG100 & SLW. I would like your opinion of this plan.

Also, when purchasing a thinly traded stock such as GTU.UN how should one go about finding the optimum bid price, or should one place a market order?
Read Answer Asked by jane on November 13, 2015
Q: Hello 5i, I triggered some gains earlier this year, and am considering potential tax loss selling targets. The pool contains SLW, HWO, GEI and QCOM (all in a non-reg acct). I have read your questions archive concerning these companies. I have what I believe is a nicely-diversified portfolio and do not need the proceeds but am cognizant of the opportunity cost of stagnant money being tied up. The 3 sectors represented in the 4 companies have had some rough times and nobody knows when the sky will clear. SLW has the lowest div of the 4. Do you folks have any points one should consider when prioritizing which one/ones to sell(putting the names in a hat is a fair answer IMO). Thank you in advance.
Read Answer Asked by Bob on November 13, 2015
Q: I am a retired, conservative dividend income investor, with a well diversified portfolio of stocks, ETFs and mutual funds (AD, AQN, ALA, BCE, BNS, CGX, CPG, PBH, RY, SLF, WCP, WEF, WSP, XIT, ZLB, RBC Cdn Eqty Inc, Sentry Cdn Inc, Sentry REIT, Insured Annuities, Fisgard Capital), as well as a company pension and CPP.

Question # 1: BCE is 4.0% of my TOTAL portfolio, but 6.1% of just my EQUITY portfolio. When you discuss stock weightings, is it of the total portfolio or only the equity portfolio? What general guidelines do you recommend? I use roughly 2-4% per stock, and 4-10% for either ETFs or Mutual Funds.

Question # 2: My asset mix is 65% equities and 35% fixed income. Within equities only, my mix is 25% finance, 18% utilities, 17% consumer, 4% health, 14% industrial, 9% info tech, 10% energy and 4% materials.

I am looking for a very conservative, blue-chip, dividend-paying stock (> 3% dividend) to add and I'm not sure which sector to top up. Please point me to the right sector (or two) with 3-5 stocks to consider.

Thanks, Steve
Read Answer Asked by Stephen on November 13, 2015
Q: There are cases where stocks fall because people are taking profits and not because there is something wrong with the company; e.g. WSP today as you suggested to other subscribers. What should we be doing in this case? Just hang on? Or join the profit taking crowd and sell? I am up slightly on WSP, but I definitely did have higher gains prior to the recent sell-off. Would it make sense to take profit and buy back later?


Thanks,
Danny
Read Answer Asked by Chieh-Yao on November 13, 2015
Q: Are you aware of any reason,other than the market,for the sell-off in WSP? Thank you.
Read Answer Asked by Donald on November 13, 2015
Q: Could you please comment on AFN's earnings and outlook?

Thank you
Read Answer Asked by Jason on November 13, 2015
Q: Hi Guys,

This stock is down 45% today, is it time to get out?

Thank you,

Pat.
Read Answer Asked by Patrick on November 13, 2015
Q: ho folks:

in feb 2011 i purchased this at $30.30 (in rrsp)

-- the income rec'd is very close to the drop in capital value

-- ie, i have rec'd about 2k in income and the shares are down about 2k - so i am about breakeven (ish)

question: understanding the oil/alta problems; am i better to sell and buy say a SIA/EXE or ZRE/XRE or ??, OR is D.UN a blue chip that is suffering unduly?

sell, or hold and wait for eventual recovery?

this is my only real estate holding

thanks
Read Answer Asked by Robert on November 13, 2015
Q: Hey Peter & Team,

I took a look at the recent reporting as of Nov 5. From what I can tell, poor crop expectations, resource prices and related uncertainty,regional economic uncertainty surrounding oil prices, which primarily impacted new equipment demand in the Alberta construction market, the increased Canadian dollar cost of new equipment due to appreciation in the US dollar are all creating a significant head winds for CVL.

I am in at $24.20 (4% position)

From what i can see my options are to cut the loses and put this capital to work elsewhere or, hang tough and wait it out.

my questions...

Would you advise I move or hang tough?

ps... dividend is very good... do you think it is safe?

Thanks for all you do

Gord
Read Answer Asked by Gord on November 13, 2015
Q: Could I have your thoughts on KBRO's third quarter earnings and are you optimistic about this company's future? Thanks
Read Answer Asked by Brian on November 13, 2015
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