Investment Q&A

Q: Hi,

In an answer to Bill today you mentioned "some ETFs are specifically designed to own just a few stocks, or hold riskier assets. "

Could you list a few of your favourite examples of Canadian ETFs that fit that description?

Thanks,

Gord

Q: I am hoping this question doesn't count against me (my question allotment) as it is intended to improve further the high quality of your service. I have on occasion been quite impressed with a comment or question by a subscriber. Is it possible to then track other queries and comments made by that subscriber? I think that would be quite valuable

Arnie

Q: hi. im looking to add 3 names to my dividend portfolio. can you rank these names for me for best investment choice for long term play and safety.

Q: Hi 5i, is it more upside for Pho? Wondering the share price usually dropped after release earning? Thank you.

Q: Comments please on Constellation's latest quarter.
Thank you

Q: In light of the recent HCG drawdown what are your thoughts on subject?

Q: More of a feedback comment than anything else. Thank-you, thank-you for this wonderful service you provide. I have been a member of this service from the beginning, and I have followed you careers for sometime. I used to be a mutual fund investor, and overtime slowly dabbled in stocks to take control of our family finances. This service has been invaluable to me and I suspect so many others. In light of some recent company issues I wanted to reinforce the quality of this service. You may not pick all the winners, and that's not your job, but you have certainly helped this individual take control of his families investments and taught him to choose my own winners rather than throw darts and gamble. I may not ask many questions, but the information and insights on this site are outstanding. Thank-you for sharing your talents. - Cheers

Q: Hi Peter and Team,
Is it CRH overvalued now? It seems that investors do not like the financial result and outlook. Your opinion please.
Thanks

Q: GUD. The stock seems stuck at 10.50$.

Would you advise simply resilience, and awaiting the outcome ?

Q: Hi 5i - Bruce Campbell has had PHM as a top pick a few times in a row on BNN (could be just pumping the stock that his clients own?). What would you need to see with PHM for an investor to continue to hold it (or would you simply sell and move on)? Thanks, Neil

Q: I would like to add one more stock to my income portfolio. All of above mentioned stocks distribute rich dividends. I am seeking income plus reasonable growth.
Which one of the above mentioned stocks do you prefer, or do you suggest some other name instead?
My portfolios Energy and REIT exposure is modest, however I am overweight in Financials and Technology, and underwent in industrials and I have no exposure to the materials sector.

Q: I am a retired senior who relies on the income generated from my non registered account, RRSP and TFSA.

My philosophy is to enjoy my money NOW ( while I am still alive!). I am confused as to how to treat ' return of capital' which form part of some companies distribution.

Does this form of income effectively lower the cost of your shares and thus increase your EVENTUAL capital gain (and tax)?. I like the idea of getting money now and paying the tax later (like when I'm dead!). I assume this is relevant only for a non registered account.

What sectors use 'return of capital' and do who have any particular stocks to recommend? Thanks

DEREK

Q: Hi Team 5i,

I have been patiently awaiting the recovery of the O&G sector. I am under water on the list of 9 stocks listed. I have been patient and have harvested dividends and DRIPed in the meantime (bank brokerage DRIPing). But with the current US admin and shift to renewable energy sources, I am concerned that the recovery may be a long time (decades ?) away. My question is ... if I chose to sell a few of the above stocks, which do you think might be the poorist performers given the current energy environment and therefore could have the longest time to recover).

Q: Just to clarify, my question below is about CUS.DB.D

Just wondering what your thoughts are on the offer to redeem the 3 Canexus debentures. As an income seeking investor, should one accept the cash offer or keep the 6.5% debentures until the end of term? Pros and cons? I was also wondering if one doesn't accept the cash offer, will there be a secondary market for these debentures? Will the convertible feature remain in place? Thanks for all your help.

Q: Hello Peter and team, MDA is taking a hit today, almost 4% drop. Are there any reasons for this? I have a full position in MDA, should I switch to something else? If yes, what would it be (in the industrial sector)? Regards, Gervais

Q: With all the activity recently involving stocks that are shorted, it got me to wondering how and why the actual process works. I believe that the shorter borrows the stock with the promise to return the stock at a future date. The shorter is hoping that the stock falls in price so that the stock can be replaced at a lower price and the shorter pockets the difference.

My questions are: who does the shorter borrow the stock from? Is it from the brokerage who holds stocks in nominee name? I can't imagine an individual wanting to lend stock to someone who is going to do their best to drive that share price down. So if it is the brokerage, do they have the unilateral right to lend the stock or do they need my permission? Do all brokerages participate in this activity? Do I (as the actual owner of the stock) get any of the money the brokerage charges for this service? Why would I want to deal with a broker who is working against me in this regard? Finally, is there a time limit at which point the stock must be returned?

Thanks for the help in understanding.

Paul F.

Q: Would you please comment on the offer to take CAM private. Sell and move on or, would you suggest something else? Also in the case of Discover Air any opinion and in particular how secure are the non secured debentures, given Clairvest holds secured ones and trying to take the company private by buying the remaining common stock for $0.20?

Thanks

Mike

Q: Could you please provide insight into the offer to go private. Based on ownership composition, it would seem unlikely a competing bid can be expected. Given the offer price and recent performance of the company it sounds like a good offer? Last check, it was trading at #12.15 so, sell or wait for the buyout date to get the $12,30 and pay no commission?

Q: Hi, Can you please comment on the recent earnings report. Would this be a good time to enter this name? thank you

Q: hi folks, could you give me an update on this stock looks like a share consolidation coming. scary or not thanks bill