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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: Had a bond mature and am considering replacing it with TCN.DB.U. Seems like a pretty good deal, 5.75% 31-MAR-2022 maturity with conversion at 10.46. It's trading at 103.00 and TCN is at 10.90 so you get over double the yield and it should trade with TCN because its already above the conversion rate. Some convertibles come to market with the conversion price 30, 40, 60% above current equity price. Why did this new TCN convertible come to market already at the conversion price?
Read Answer Asked by Ian on March 31, 2017
Q: Hi,

Thank you for the report on FSZ. It seems like a good company trading at a low valuation. Why has FSZ's share price fared so poorly over the past 5 years or so? (It seems to trade for a lower price than it did 5 years ago). Does the fact that FSZ's share price has declined for most of the past few years affect its rating?

Thanks,
IF
Read Answer Asked by ishay on March 31, 2017
Q: Hi Peter and Team,
In your latest newsletter you mentioned to trim SIS back down to 5%. I have a very small position and hesitated on adding to it because it kept moving up and I thought I had missed my opportunity. I'm now up 150% which represents 2.7% of my portfolio (thanks for that and I'm now kicking myself for not taking a full position).
Is it too late to top it up to 5% now?

Thanks for this great service.
Rob
Read Answer Asked by Rob on March 31, 2017
Q: I heard the AMZN announced that they are getting into the same space as ENGH and suspect this is a large reason for the drop today. Can you please let me know if this changes your thoughts on ENGH going forward? Perhaps time to sell after a good run and look for better opportunities elsewhere?
Thanks for the help
Read Answer Asked by Bryan on March 29, 2017
Q: Hello I currently own both of these stocks in a long term hold RRSP portfolio with the drip turned on that is well balanced. I was wondering which one of these stock would you prefer to purchase more of. Thanks for all the help
Read Answer Asked by Kolbi on March 29, 2017
Q: I watched Cohodes on BNN this morning, and he didn't offer anything remotely substantial to back up his claims. It seems to me there are two real issues with the company 1) did they fully disclose in a timely manner the amount of fraudulent mortgages some of their brokers wrote and 2) are their loan loss provisions high enough considering those mortgages and their overall riskier loan portfolio. I obviously don't know the answer to the first, and for the second, I think the answer is no, they aren't high enough. Thoughts?
Read Answer Asked by Alex on March 28, 2017
Q: thanks again for the service you provide. my question is this I held engh for a long time and sold it and replaced it with abt - gps - also msft and csco in the u.s. because they tended to perform better than engh until it's latest rise. other than this stock I own all of the balanced portfolio in the proper percentages. do you think that I should still own engh considering the above. thank you
Read Answer Asked by gene on March 28, 2017
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