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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: Good morning Peter and Team,

The last question asked about CHB was over six months ago, and in the process of re-balancing my wife's RRSP, we notice that CHB has been languishing of late, especially when compared to ZFH. Even XHY is doing better than CHB. In an otherwise balanced portfolio containing many of your model portfolio equity picks plus CBO which you've consistently recommended, how would you judge a switch from CHB into ZFH at this time? In her RRSP, CHB is up 12% not counting reinvested dividends, but going forward, we feel that a switch to ZFH (or perhaps another suggestion?) may be warranted. We realize that some yield will be given up, but ZFH appears to be a lot safer. As always, your comments and advice are greatly valued.
Read Answer Asked by Jerry on February 20, 2015
Q: hi- how would you interpret their results? They seem quite upbeat and raised the dividend but had a substantial loss/share.
thanks
Read Answer Asked by Pat on February 20, 2015
Q: Hi guys, earnings are due next month. What is the word on the street regarding Fernandes making it two in a row? Just wondering if I should grab a chair before the music stops.

Thank you for the intel.
Read Answer Asked by ron on February 20, 2015
Q: Hi Peter
what is your thoughts on Wal-Mart stores report Today and their outlook going forward. Is it worth a 1 to 2 years hold.
Is WFM-whole food better than WMT? thanks a lot
Read Answer Asked by selina on February 20, 2015
Q: In your response to my previous question on SYZ you noted insider ownership has come down to 5% from the 11% in the October report. You gave a B for insider ownership. I am wondering what you would give it based on new %? Your qualitative rating was C+ based on high valuation (stock was at $11.31)would this rating change because of the new stock price?
Thanks
Mike
Read Answer Asked by michael on February 20, 2015
Q: Good Morning
BCE.PR.G is a fixed-reset preferred share. Almost all fixed reset preferred shares are reset by taking into account the 5 years Government of Canada Bond plus a fixed reset rate.
The terms of reset for BCE.PR.G are quite different and are being described by various brokers as ">80% of 5 YR Government of Canada Yield".
Can you please explain as to HOW the rate will be reset for BCE.PR.G on May 1, 2016?
Thanks
Read Answer Asked by Terry on February 20, 2015
Q: Just when I started to feel more comfortable, they do a share offering today! Long time holder, happy dividend collector but perpetually nervous.... I am in 50% below this share price. What do you think? I find it disturbing that they need to do this right now, with a high share price.
Read Answer Asked by Marilyn on February 19, 2015
Q: ARII reported last night and the only negative seems to be lower revenue due to more rentals than sales. Although this shows up as a one time negative, it strikes me as a longer term positive overall. Your thoughts are appreciated, suggesting that the sell-off is short cited. Thanks.
Read Answer Asked by Alex on February 19, 2015
Q: I read your updated report on HCG and agree that this is a great company. However, the NIM, EPS growth and ROE have all been declining as the yield curve has become more flat and competition for mortgage business has increased. Do you see this as a short term issue or more or a longer term problem?

Thanks,
Hans
Read Answer Asked by Hans on February 19, 2015
Q: Over the past year the TSX has performed reasonably well.
And interest rates have been relatively benign. Yet CVD is down over this same period and has been dropping steadily since mid last year. All this within what should be a positive environment for this type of ETF. So why is it doing as poorly as it is. Is it the quality of the underlying assets, management, or something else. My concern is if it cannot maintain it value in a strong market and low interest rates, what happens if interest rates begin to rise. Also, if you share any of these concerns, would you consider dropping the ETF from your portfolio?
Read Answer Asked by John on February 19, 2015
Q: hello team- iam 60 years of age and presently have 3 percent usa cash available in my rsp-presently equally invested in all sectors) please recommend something you feel has a potential upside, a dividend would be awesome too. could be etfs,stocks, bonds whatever.thx ja
Read Answer Asked by jane on February 19, 2015
Q: What are the latest Q estimates for revenue and eps?

Thanks
Read Answer Asked by sandy on February 19, 2015
Q: Due to seasonality should I sell this (wft) or hold longer. I am currently up 10%
Read Answer Asked by don on February 19, 2015
Q: Good Afternoon,
I will be making my annual RRSP contribution in the next week or so and based on your research and all the Q & A here I have narrowed it down to 2 stocks, CXI or DHX.b. I was leaning toward CXI but it has taken a huge run in the last week or so now not so sure. This is for the very long term, which one of the two do you feel has the most upside. Thank-you
Read Answer Asked by Chris on February 19, 2015
Q: Hello 5i. In answering subscribers' questions, you often discuss a security, or a sector not exceeding a specific percentage. In a case where a portfolio consists of Cash, Fixed Income, and Equities, are you referring only to the percentage held in Equities in these replies ? Please elaborate. Thanks T.
Read Answer Asked by Terrance on February 19, 2015
Q: Please comment on the quarterly results released today. I hold a 2% position, and am considering adding to this sector. Would Goldcorp remain your first choice?
Read Answer Asked by gordon on February 19, 2015
Q: If you had a choice today between these two companies, which would you buy for a 2 year hold, with growth being the major intent? I know I keep asking these apples and oranges comparisons, but somehow they make sense in my mind, even if in no one else's. Thank your for your patience -- and as always, for your help.
Read Answer Asked by Sylvia on February 19, 2015
Q: Hello

This is a follow question on a Q&A I read about Glentel.

Basically you suggest to the Gentel shareholder to 'TENDER' their shares as otherwise there may be some delay.

My Question may seem silly, but how do I go about Tendering shares, when shares are held through a broker? I emailed my broker and they where not informative on how to do that.

Thank you.

Original Q&A I saw is cut and paste below.


Question: I talked to I trade where are GLENTEL shares are held and was told that you can no longer choose the option of cash or shares in BCE. If you wanted to do so you had to say so three days before the shareholders meeting earlier in January. Most people would obviously choose the shares with BCE hitting new highs. Is it still possible to get shares in BCE? THANKS

5i Research Answer:
In most cases, if you have missed the deadline, then you will by default get the pro rata allocation that everyone else gets: i.e. some BCE shares and some cash. You do need to tender your shares, otherwise there may be some delay. You will then need to buy BCE shares with the cash received if you want to swap all of the value of GLN into BCE.
Read Answer Asked by Stephane on February 19, 2015
Q: Presently, I own CRH Medical (CRH), Patient Home Monitoring (PHM) and Prometic Life (PLI). CRH is going up nicely every day - is the valuation stretching?
Please suggest a fourth name to add to this list. I don't mind some risk for the rewards the three mentioned have given.
Thank you.
Read Answer Asked by Steven on February 19, 2015
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