Investment Q&A

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Q: No question just a great BIG THANKS to all the team. You are more help then you probably know. Don't know what I and many others would do without you!
A very Merry Christmas and a great New Year to all.

Casey

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Read Answer Asked by Harold on December 27, 2016

• Miscellaneous (MISC)
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Q: Misters Hodson, Modesto and southern,

Merry Xmas and happy holidays gentlemen. Thank you for your excellent work, and for having helped me to reposition my portfolio into a winning one.

Best wishes to you all!

KR

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Read Answer Asked by Karim on December 27, 2016

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Q: Many years ago I bought 2000 shares of Artic Glacier income fund.
This is the name showing on my statement from Disnat:
AG.UN.CQ-U FD ARCTIC GLACIER IN PART
It is worth almost nothing now. I am not sure if the company is still running and traded.
Is there a way to take a capital loss on this asset?
Thank you

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Read Answer Asked by Serge on December 27, 2016

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Q: if it takes 3 days for deals to clear can you buy equities now for 2017 contributions ?

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Read Answer Asked by Mark on December 27, 2016

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Q: Wishing all at 5i a relaxing, warm and happy holiday. Much deserved.

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Read Answer Asked by Kathy on December 26, 2016

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Q: You have one very greatfull customer here as I had to take over kuz my so-called advisor was buying very high commission products and losing money on top of that. Had to grab the bull by the horns and wasn’t to sure of what I was doing but reading your comments everyday helped to build confidence. With a 7 figure portfolio it was very intense.
I am moving slowly in 5i stocks mostly income generating.12.7% total return this year!!

Very happy holidays to the team and families!

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Read Answer Asked by Denis on December 26, 2016

• TELUS Corporation (T)
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Q: I can not find the research report for Telus yet it is included in your Balanced portfolio. Is there a reason why or am I blind?
Bob

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Read Answer Asked by Bob on December 26, 2016

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
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• BMO Laddered Preferred Share Index ETF (ZPR)
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• Global X Active Preferred Share ETF (HPR)
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Q: I wish all 5i staff and they families Season's Greetings' I hope 2017 sees our portfolios grow ever healthier.

I want to gradually add some preferred shares to my portfolio, partly in lieu of some fixed income. In looking at potential candidates, I am attracted to the above three ETFs, particularly ZPR with its laddered feature. Do you have any thoughts? Are all distributions of such ETFs taxed as dividends? Thanks, Bill

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Read Answer Asked by Bill on December 23, 2016

• TransAlta Corporation (TA)
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Q: Could you expand on the implications of the new "contract" TA has with the province of Ontario

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Read Answer Asked by Edgar on December 23, 2016

• Quarterhill Inc. (QTRH)
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Q: Wilan is taking me on a wild ride. Do you think they are gearing themselves to be bought? And would 4.00 be a fair price for someone to buy their patent portfolio? Stock is moving up everyday!!!

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Read Answer Asked by Helen on December 23, 2016

• Alaris Equity Partners Income Trust (AD.UN)
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• Main Street Capital Corporation (MAIN)
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Q: Please review MAIN'S financials with AD - they are in the same business, but of course size does matter! However main has nearly a 60+% profit to offset their risk positions. Your comments please. Thank you.

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Read Answer Asked by Robert on December 23, 2016

• NexOptic Technology Corp. (NXO)
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Q: Could you give your latest outlook on nxo volumes and price up time to get in or not.

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Read Answer Asked by dennis on December 23, 2016

• Tamarack Valley Energy Ltd. (TVE)
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Q: Could you give your opinion and outlook for Tamarack valley energy.

Thanks

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Read Answer Asked by Brian on December 23, 2016

• Bank of America Corporation (BAC)
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• JPMorgan Chase & Co. (JPM)
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Q: I have 2 US Banks in mind to choose, but I can only buy one, First United or Bank of America or do you have a better choice you can suggest.

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Read Answer Asked by Catherine on December 23, 2016

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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• NXP Semiconductors N.V. (NXPI)
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Q: Hello and Merry Christmas. I have been doing some reading in regards to RFID and the multiple uses it has in everyday life. With Amazon looking to change the grocer business would you have any suggestion on companies in this field to look into, that would be listing in Canada or the USA? I have found zbra, gpic, rop listed in the states already. Thank you for your time have a great day

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Read Answer Asked by Kolbi on December 23, 2016

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
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Q: WhaT do you think about Teck at these levels? Is it a good time to get in for a two year hold? Is there another company/etf you like better?

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Read Answer Asked by Graeme on December 23, 2016

• Miscellaneous (MISC)
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Q: My question is on fixed income. Am looking for higher interest rates with guarantee.
I have found CDIC backed institutions but what about the Manitoba based credit unions that offer a different protection up to 100,000$.??
. I need to spread the risk in various institutions.
Thanks for your usual great advise and best Holiday wishes.
Jean

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Read Answer Asked by Sherrill on December 23, 2016

• InPlay Oil Corp. (IPO)
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Q: Could I have your opinion on Inplay oil.

Thanks
Brian

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Read Answer Asked by Brian on December 23, 2016

• Richelieu Hardware Ltd. (RCH)
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Q: Could I please have your opinion of RCH. It has great 5yr and 10 yr charts and doesn't seem to be followed by many analyst's.

Thank you

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Read Answer Asked by George on December 23, 2016

• DH Corporation (DH)
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Q: This is a quote from Ryan's piece on DH.

"The reduction adds $85.5 million worth of additional cash flows. DH plans to spend 45% to 50% on share repurchases and 40% to 45% toward debt repayment.

Why would a company that has a debt problem buy back shares? Is this basically a way to line management's pockets?

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Read Answer Asked by Fred on December 23, 2016