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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: Hello 5i team,
Kudos to Peter for his adventure across Canada for such a worthy cause.
I have a question that may be better suited for a Canadian Money Saver article but I thought I would ask here to see if either the 5i team and/or members have suggestions.

I am looking for information about security considerations regarding keeping money safe in self-directed online brokerages. This may include either a checklist of security features to look for and/or an article/service that assesses and ranks the various brokerages based on current security features. I am not overly well-versed when it comes to understanding potential cyber threats, but definitely want to do what I can to keep my money safe. I imagine this will become a bigger issue as online brokerages become more popular. Any insight would be appreciated.
Thanks in advance,
Rory
Read Answer Asked by Rory on September 15, 2014
Q: There's an interesting take on CSU rights I found in my inbox from Seeking Alpha (here: http://seekingalpha.com/article/2490895-constellation-software-rights-a-low-risk-high-reward-special-situation?uprof=44) that argues the rights should be trading at 94 cents. One little aspect it ignores is that if you purchase rights as opposed to having received enough to purchase adequate debentures you will be receiving less than 1% interest in the first year on your market price vs. the 7.4% coupon on par. Also they compare this issue with a Microsoft bond without highlighting the difference in credit quality.

This email went to hundreds of thousands of Americans, so we'll see if the rights lift off 55 cents on Monday!
Read Answer Asked by Jeff on September 15, 2014
Q: Hello 5i team,
In the sector classified by Globe Investor as "other services", I hold BYD.UN (B+) and CGX (A-) and think of adding KBL (A-) and FSV (B) which I consider as steady eddies discreetly flying under the public radar. Would it be OK to buy them at current prices?
Thanks as usual,
Tony
Read Answer Asked by Antoine on September 15, 2014
Q: Re SYZ, On September 5th, the volume jumped to almost 600,000 on the sell side, almost 20 times the 100 day MA of about 31,000. There was a question/comment on this site talking about a new issue yet my source for news (Scotia iTrade) talks about a trading halt on the 4th with a resumption on the 5th. No other news. Can you fill in the blanks? Where, if I am not getting all the news from Scotia iTrade, can access ALL the news?
Read Answer Asked by Fred on September 15, 2014
Q: Hi 5i Team
I am now down to a 2 percent gain on each of BDI and Bad. What will bring back Investor interest to these stock? Analysts all seem very negative on BAD in particular . Should I get out and look for better opportunities?
Thanks
Read Answer Asked by Kathy on September 15, 2014
Q: Hello Peter,

I recently opened a joint account funded with cash for my wife and myself. We're starting with a clean slate as we've liquidated some other less interesting holdings to fund the new account.

We're both in our late 30s and will continue to add funds to this account as we can.

From the model portfolio, what holdings would you start with? Our account isn't big enough yet to buy board lots of all of model.

Looking for 5 things that we could buy now.

We already hold BNS, ENB, ESL, and T from the model portfolio.
Read Answer Asked by CAMERON on September 15, 2014
Q: Hello 5i team,
I own Cineplex CGX for quite a while and I'm wondering whether to hold or sell. Granted you have rated it A- for all the good reasons you mentioned in your report (and I agree with them); but all it takes is one so-so season (poor content) for the stock to take a tumble. Given that, how can one intelligently forecast future revenues and earnings?
Food for thought!
Tony
Read Answer Asked by Antoine on September 13, 2014
Q: I am looking at adding to my holding in SJ. In your report you mentioned the 38% ownership by SJ Intl (Glasgow Scotland). Would you expect any impact on the stock price from a YES vote simply because of Scottish ownership? Given the growing strength of the US $ what impact would that have on the stock? Lastly what kind of revenue and eps growth would you see over the next couple of years.
Thanks
Mike
Read Answer Asked by michael on September 13, 2014
Q: could you give me your thoughts on vnp. thanks brian
Read Answer Asked by brian on September 13, 2014
Q: Hi Peter I am thinking about buying the following stocks. However am thinking I should wait as the market is very jittery and some stock/sectors (oil) stocks are taking a beating. Your thought on waiting verses getting in now would be appreciated as well as your comment on the follow stocks

EasyHome (EH)
Tourmaline ((TOU)
Gilead (GILD)



Read Answer Asked by Terence on September 12, 2014
Q: further to Atoine's question regarding DHX - do you think the proporsed changes the CTRC is contemplating regarding pay for channels will hurt DHX in the near term.
Thank you
maggie
Read Answer Asked by Maggie on September 12, 2014