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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: I have all my fixed income portion of portfolio in GICs and extendable bank notes, should I also be in a Bond ETF? If so which one would you recommend?
Read Answer Asked by John on September 19, 2013
Q: Hi Peter and team

I am sure others will be asking similar questions, but what do you make of the press release at market close by Direct cash saying that they are unable to account for recent price decline and basically, everything is going as planned? Thanks

Ross
Read Answer Asked by Ross on September 19, 2013
Q: Hi 5iTeam
Is Kraft Foods a good by at current price for long term income and stability? It came a way down today.

Thanks
Read Answer Asked by John on September 19, 2013
Q: Hi, I'm holding onto XBB as you always hear that a diversified portfolio should include bonds. I'm down 5% and thinking that XBB could continue down once interest rates rise. Would you buy, sell, or hold XBB today? Thank you.
Read Answer Asked by Robert on September 19, 2013
Q: Hi I was wondring if you could comment on dynamic strategic yild corporate class for a long term hold also your thoughts on the corporate class part of it thanks
Read Answer Asked by Dale on September 19, 2013
Q: Do you know what happened to Direct Cash, DCI ,this morning. The price is dropping off a cliff.
Read Answer Asked by Bruce on September 19, 2013
Q: Hi 5I
I was just reading an article regarding how Kinder Morgan may be overstating their cash flow, and hence their stock could be overvalued due to not allocating enough money to maintenance on their pipes, which got me wondering about companies like Brookfield Renewable Energy and how their costs could skyrocket from natural weather disasters.
Thanks Gord
Read Answer Asked by Gordon on September 19, 2013
Q: Hi Peter & Team,
thanks for your advise on the compossition of my RIF.
As a follow up question I would like your view on replacing my fixed income portion from bond ETFs to Utlity, Prefered stocks or any other similar lower risk higher dividend ETF.to enhance my potential return with a lower risks profile.
Thanks a lot for your excellent advise.
Read Answer Asked by Raoul on September 18, 2013
Q: Approximately 15% of my holdings are in convertible debentures (eg HR.DB.D) purchased some time ago with interest payments just under 6%. With one small exception these dropped to around their purchase point of 100 with the recent interest rate scare. These were purchased by my full service broker before we parted ways. I have now found that they are extremely illiquid and may be hard to sell at the price shown on my screen as the last sale may have been weeks ago. They form about 50% of what I consider the fixed income part of my assets but their price actually tracks the common because of the convertible nature. Am I right to consider them fixed income and do you have an opinion on the wisdom of keeping them?
Read Answer Asked by Don on September 18, 2013
Q: A question regarding portfolio management. When you talk about weightings, do you mean the original amount that was invested? I hold BYD in my TFSA along with 12 other stocks, it is now up 130% so should I be talking some profit and redistribute to adjust the weighting (a nice dilemma, thank you)!

I have the same situation with AYA which is up 90%, although it is not in my TFSA.

If I should be making some adjustments, any thoughts on which stocks to add?

Thank you
Read Answer Asked by Rose on September 18, 2013
Q: Hello Peter & Co. RE: Superior Plus SPB-T
Could I get a fresh look at SPB Please.
I see over the last 22 days it has a slight up trend and the MACD is currently providing a weak bullish signal.
Would you know the percentage of cash flow?
How are they managing with their debt level?
I have been waiting for a good entry point for SPB to add to my long term income portfolio.
As always , Thank you for your Great Service.
Dennis
Read Answer Asked by Dennis on September 18, 2013
Q: Hi what do you think of fp or sir royalty fo long term income holds
Read Answer Asked by Dale on September 17, 2013
Q: My question is on Limited Partnerships. I only one one and I am interested in taking a postilion in another. The one I own is Suburban Propane Partners LP SPH. It pays a good dividend but I am taxed a non resident 35% withholding tax on it. Does all US traded LPs charged that withholding tax on dividends for Canadian residents? I would like to take a position in BEP.UN and is wondering if there will be a withholding tax on the dividend since it is a Limited partnership? I am assuming any LPs on the TSE will not have a withholding tax for Canadians. Can you confirm or correct me?
Read Answer Asked by Jimmy on September 17, 2013
Q: XBB has dropped and has been a good long term hold for fixed income. Is this a good entry point to buy this ETF? If not, could you please recommend an alternative ETF that would perform better when interest rates rise?
Read Answer Asked by Ken on September 17, 2013
Q: IPL: announced bought deal 11M+ shares @$25.15 ea yesterday to pay bank debt and finance their expansion at oil sands site? I assume the interest savings on the retired bank debt will be offset by the increased dividend payments to the holders of the additional shares? Have you worked the numbers yet and have any idea on the impact of this transaction on the balance sheet and increasing dividends going fwd? Is this stock a buy now or do you see a bit more downside-CIBC has a $28.00 target?
Read Answer Asked by James on September 17, 2013
Q: Good morning, do you have a preference between CBO and PSB? Thank you
Read Answer Asked by Alayne on September 17, 2013
Q: Hi Team
STB
STUDENT TRANSPORTATION INC
you comments in light of their report and conference call. I sold on caution of excessive debt and am looking to get in again for income ?
thanks
yossi
Read Answer Asked by JOSEPH on September 17, 2013
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