Q: Plan to sell bellatrix to realize a tax loss.To maintain exposure to this sector,looking at rmp or bankers as similar risk companies.Which would you choose or do you have another recommendation?Thank you.
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: What is your opinion for my sons RDSP account
Q: Held this a long time underwater and it seems to be coming back. Really good yield. Safe to add to tfsa for yield? Thanks James
Q: Peter and Team:
I currently hold SYZ and OTC (each about 3%) in a sector balanced growth portfolio. What are your thoughts about adding or switching with GIB.A. Is it fair to say these represent small, mid and large cap companies in this sector, and how would you rate the three for a 5 year plus hold? Do "valuations" really have much meaning in comparisons like this?
Thank you as always for a great service.
Phil
I currently hold SYZ and OTC (each about 3%) in a sector balanced growth portfolio. What are your thoughts about adding or switching with GIB.A. Is it fair to say these represent small, mid and large cap companies in this sector, and how would you rate the three for a 5 year plus hold? Do "valuations" really have much meaning in comparisons like this?
Thank you as always for a great service.
Phil
Q: Hello 5 I team,
What are your thoughts on these 2 companies.
Is Bin a good time to buy since its 10% correction.
Thank you
Susan
What are your thoughts on these 2 companies.
Is Bin a good time to buy since its 10% correction.
Thank you
Susan
Q: Hi Peter and team,
I'm considering adding to either CSU or ESL which are current holdings or purchasing GIB.A as a new holding. All things being equal in terms of portfolio allocation, which would you recommend, or is there another name you see as a better purchase in the technology space at this time.
Thanks
I'm considering adding to either CSU or ESL which are current holdings or purchasing GIB.A as a new holding. All things being equal in terms of portfolio allocation, which would you recommend, or is there another name you see as a better purchase in the technology space at this time.
Thanks
Q: I currently have a small position in STO and was thinking of adding more.
Do you have any comments about this company? Many thanx.
Do you have any comments about this company? Many thanx.
Q: Please rate ABC
Q: Could you please provide your analysis/thoughts on Pivot's financials?
Have you listened to the conference call? If so, was there any information that you think would be helpful for the 5i community to be aware of?
Do you find the share price attractive at these levels? Thank you for your expert opinion.
Have you listened to the conference call? If so, was there any information that you think would be helpful for the 5i community to be aware of?
Do you find the share price attractive at these levels? Thank you for your expert opinion.
Q: Hello Peter and team
I am starting to build the growth portfolio and the only 2 names I already own are CXI and DHX, what would be the next 2 names you would suggest adding, these 2 would be held in TFSA thanks to the new limit.
Thanks for all you help, amazing service for the do it yourself investor.
I am starting to build the growth portfolio and the only 2 names I already own are CXI and DHX, what would be the next 2 names you would suggest adding, these 2 would be held in TFSA thanks to the new limit.
Thanks for all you help, amazing service for the do it yourself investor.
Q: Hi Peter,
When I first started to subscribe I decided to take not of some of the US stocks you mentioned and thought highly of, as I was in need of some US ideas for that side of my port.
The ideas I recorded that you suggested to certain subscribers were MTSN/PSEM/OREX.
Since March 1 MTSN is down 30%, PSEM is down 20% and OREX is down 13%.
What is your thoughts on these 3 stocks after these tumbles. What happened to them and why? Would you still buy them, hold them if you own them, or sell if you own them?
I know you don't offer detailed coverage on these three but I would appreciate your answers as you seem to be familiar with them.
Thanks in advance.
When I first started to subscribe I decided to take not of some of the US stocks you mentioned and thought highly of, as I was in need of some US ideas for that side of my port.
The ideas I recorded that you suggested to certain subscribers were MTSN/PSEM/OREX.
Since March 1 MTSN is down 30%, PSEM is down 20% and OREX is down 13%.
What is your thoughts on these 3 stocks after these tumbles. What happened to them and why? Would you still buy them, hold them if you own them, or sell if you own them?
I know you don't offer detailed coverage on these three but I would appreciate your answers as you seem to be familiar with them.
Thanks in advance.
Q: Do you know of an app. or spreadsheet to track contributions, withdrawals and contribution room remaining for the year. Simple I know, but also tricky.
Thanks
Thanks
Q: Hi Peter,
With this new deal and their latest Quarter release, what are your thoughts on Parkit Enterprise. Yes, they are still a small company, so there is risk there.
With this new deal and their latest Quarter release, what are your thoughts on Parkit Enterprise. Yes, they are still a small company, so there is risk there.
Q: Hello 5i.
I would like to compare apples to apples. For example I'm comparing BCE to the TSX60 over a period of 5yrs. In TDwaterhouse I look at the graph for BCE for 5yrs and it shows a 55% increase. When I compare it to the TSX60 capped Index it shows BCE at 80% and the index at 25%. Why the difference of 55% and 80%? What goes into calculating the value of BCE over this time frame. Is it the appreciation of the stock price plus the compounded dividend reinvested? Is it the same for the index? Also is it the same for mutual funds?
I would like to compare apples to apples. For example I'm comparing BCE to the TSX60 over a period of 5yrs. In TDwaterhouse I look at the graph for BCE for 5yrs and it shows a 55% increase. When I compare it to the TSX60 capped Index it shows BCE at 80% and the index at 25%. Why the difference of 55% and 80%? What goes into calculating the value of BCE over this time frame. Is it the appreciation of the stock price plus the compounded dividend reinvested? Is it the same for the index? Also is it the same for mutual funds?
Q: Brookfield's U.S.-traded income funds (Infrastructure INF, Total Return HTR and High Income HHY are all trading much closer to their 52-week lows than their highs. Can you explain why? Do you consider them good investments for income and growth?
Q: PTG Tanked even though it announced a 7% Div, starting in Sep/15???
PRW Tanked while expected to win some good business with the Big BC Project??
Are they BOTh Sells?
Thanks P-Team! Austin
PRW Tanked while expected to win some good business with the Big BC Project??
Are they BOTh Sells?
Thanks P-Team! Austin
Q: Does their recent announcement give you more or less confidence about the company's success going forward? The intention to buy back some shares seemed like a good thing. Thanks.
Q: Hi Everybody,
Further to my post yesterday, I found the address I needed; still don't know how to file it electronically though.
Thanks for putting up with me.
Molly
Further to my post yesterday, I found the address I needed; still don't know how to file it electronically though.
Thanks for putting up with me.
Molly
Q: Hi,
Hi
I just now renewed my membership.Will my membership fees be considered as a valid investment expenses under CRA rules and can I get tax deduction from my capital gains while filing my 2015 CRA tax return?
thanks
Hi
I just now renewed my membership.Will my membership fees be considered as a valid investment expenses under CRA rules and can I get tax deduction from my capital gains while filing my 2015 CRA tax return?
thanks
Q: TRN management has been accused of bribery. I have a small position but its down 13% in two days. Should I hold on and what do you thinK?
G
G