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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 held ATS for almost 3 years with a capital gain of 13%. I would like to see a larger gain in the future but note the fall in order bookings & backlog. Do you think this is a sign of future problems ? Do you think ATS is worth continuing to hold or are there other companies that you would favour. Other Industrial sector holdings are BOS, LNR, CJT, WSP, DRT, XTC, KBL.
Thank you as always.
Read Answer Asked by Alexandra on August 29, 2016
Q: I am a new member to 5I and wish to realign my RRSP investments partially with the above stocks in my balanced portfolio. Kindly give your input. Thanks
Read Answer Asked by Sriram on August 29, 2016
Q: HI guys,
I own shares in ESL which is down 25% this year so far. I am debating adding to this sector by purchasing SH or selling ESL. What are your expectations for SH for 2016-2017?
I also own MST.UN through a non registered personal account and am looking to buy D.UN-they are giving a 9.2% return. Would you consider this a good acquisition given the low real estate environment in Alberta? Do you think keeping this in a personal non- registered account is a good move with respect to taxes?
Also I plan to buy shares in Suncor and then doing closed calls. I have never done this before and am nervous about it because I don't really understand it. I also don't know which website to use to research calls and sells on a daily basis. Any suggestions?
Thanks for all your help,
Rob
Read Answer Asked by Robert on August 29, 2016
Q: Hi 5i: I own some of Student Transportation’s US$ convertible debentures (STB.DB.U: 6.25%, 30 June 2018). The company has just announced they are redeeming them as of September 19, 2016. Is there any downside to waiting for them to be redeemed and being paid out by the company, as opposed to selling them into the market in the meantime? If it is all cash I’d be inclined to wait and accumulate as much of the interest as I can and save the transaction fee. But I wouldn’t want to wait if there is any potential for the company to pay up the debentures in STB common shares instead of cash. Thanks!
Read Answer Asked by Lance on August 25, 2016
Q: What do you think of Clairvest? http://www.clairvest.com/wp-content/uploads/bsk-pdf-manager/Q4_2016_Press_Release_FINAL_53.pdf

It looks like their net income is down about 25% from 2015 yet their book value keeps rising. How do you assess book value on a bunch of privately owned companies? Is it a somewhat subjective?
Just wondering about an investment at some point but since the stock has gone up while net income is down, wondering if it is a good idea.
Or am I reading this wrong?
Thanks
Read Answer Asked by Pat on August 25, 2016
Q: What is your perspective on Agt for a dividend growth portfolio either full or Half position. I had heard they have an investment in Ukraine which has me concerned. Is this significant and which area of Ukraine are they invested if at all.
Ps was there an email that went out on Cxr. I didn't see it so I was wondering if there was another type of notification or did I miss it? Mike
Read Answer Asked by Mike on August 24, 2016
Q: Hi Peter and Associates!

I hold some shares in Roca Mines and it looks like the shares have lost all value? Do the shares hold any sort of residual value or should I erase them from my statement?

Ian
Read Answer Asked by Ian on August 24, 2016
Q: Hi Peter,

I am 43 years old and my portfolio closely tracks your balanced portfolio. I also have exposure to the us and international stock market. I am at a point that I have enough contribution and exposure to the stock market and I do not plan to contribute more. I also have real estate exposure by owning my own home in Toronto. Now, I am looking for new investment vehicles to invest my disposable income. I have 10 year time horizon. Any general suggestion? I am willing to consider alternative ideas ( e.g. willing to buy a property in the US). Thanks for the great service.
Read Answer Asked by Ron on August 23, 2016
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