Investment Q&A

Q: Hi Peter & Team: I currently hold both BPY.UN and HR.UN in my portfolio. Would you continue to hold both and if not, which would be your preference.

Thank you

David

Q: I am considering to buy BPO.Pr.l and/or EFN.Pr.c. Like to have your comment. Also, will an eventual rate increase harm Preferreds and convertible debentures?
Thank you. Joseph

Q: Your insights on latest deal between Medtronics and Covidien please. I'm own shares of Cov.us; sell or take Mdt.us offer? Thanks.

Q: Good Morning,
I recently came into $23k US which is pure investment money. I do not need it for anything else. I would like to keep it in US funds. Are there any screaming buys out there for growth and/or income that I could park the money and watch it grow?
Thanks,
Rick

Q: As a starting investor I had a small amount of capital in the form of an RRSP contribution and have bought equities, however I need to keep adding to my portfolio as I have only just begun investing. Thanks to your team some of my stocks have done quite well and based on the 10% limit I should be trimming positions in them but my long term goal would be to have more shares of the equities in question so would have a hard time selling shares in these companies with that goal. Yet, I do not have enough capital to buy enough of my other investments to bring these weightings back below 10%. What is a good strategy to move forward? Do you recommend small monthly contributions or save until I have a designated amount to contribute say $5000?

Q: I've been looking at a few boutique banks, specifically Greenhill & Company (GHL) and Lazard (LAZ). They both pay nice dividends and seem to be gaining steam from all the M&A activity lately. What is your opinion on these two and boutique banks in general. Thanks

Q: I know this is very speculative, but do you see any stocks you think are strong takeover targets? I'm ideally looking for those with strong fundamentals as well.

Q: I often read a comment from traders along the lines of "this stock is not a buy and hold --it is a stock you trade for profits " Can you suggest a few stocks that you " trade for profits " Thanx Robbie

Q: I just thought I would add a bit to Jeremy's question in regards to making a " In Kind" transfer of shares from a margin/cash account into a TFSA. This move is considered a deemed disposition by CRA and any gain is taxed accordingly however, what is interesting is that if shares that are in a loss position are transferred to the TFSA CRA does not allow the tax loss (so gains are taxed but you don't get the tax benefit of a loss) something to consider before moving shares that currently are down.

Q: I'm looking to buy some US Stocks. I'm relatively young and also being risk tolerant, I'm looking for medium-to-high growth stocks for the long term.

I know you mentioned many US stocks on this service, but of the ones on your purview, can you give me a few names that are good and high growth on the US exchanges?

Q: Would you please recommend an alternative to ATS Automation
(ATA) as the short position and heavy insider selling
has me concerned. Regards Gord.

Q: I would appreciate your evaluation of the recent floating rate debenture offering from Constellation Software. The interest rate is very enticing but I understand the CSU can defer interest payments. What do you think of the value and risk of this investment. Thank you.

Q: I still have my oil positions but am holding a high percentage of cash this summer and waiting for the "correction" which seems delayed or not coming at all. Can you give me your sense of where the TSX is going and which sectors do you like coming out of the summer and into the latter part of this year?

Q: I am thinking of selling MDI and buying TOU and PET. MDI has done nothing since I bought it in Nov 2012 and I am looking for a more exciting and hopefully profitable stock(s). What do you think of the move in a balanced portfolio?

Thanks for the great service; best money I have ever spent!!

Q: NTB: I understand the company's plant in Sherbrooke Que is starting up again after being closed down due to a fire. Would this be a good time to buy as stock seems reasonable at this time ? Thanks Bill

Q: Hi team:
I owned all the pipelines: TRP, IPL and PPL as well as ENB
for the dividends and abit of long term growth
I have some extra cash, which one would you suggest for 3-5 years hold for dividends and abit of growth ? Thanks

Q: Peter & Team,
SNC WSP STN ARE which one do you prefer better and the rationale. Thanks in advance.

Q: I bought a half position in DCI last July at $23 and was wondering if I should buy the other half now (at 14.50) as their latest results looked promising or should I wait a little longer?
Thanks for your great service!

Q: Hello Peter and all at 5i: I have very little in the oil and gas sector, I do have GEI and SU but they are a small percentage of my overall portfolio and wonder if it is too late in this move up and if not would you please list your favourite names at this time. Thank you Barb

Q: I bought some BIP_UN@$44.46 yesterday in last 5 mins of trading. LevelII at BMIS indicated a 3cent spread to the best bid. A large # of shares changed hands in the last 5 mins at$44.29 where it closed. How does this occur? There are a number of exchanges listed in closing TX's. Is there a big sell order placed which chews thru the bid stack? How might the seller decide on his limit price? Can you tell me if BIP_UN is in a TSX index?
Thanks for the excellent info you provide.
Ernie