skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I currently own Sun Life Financial Prefered SLF.PR.F-T (6%) purchased at par ($25) with a reset of June 30, 2104 @ GOC-5 Yr + 3.79. Should I sell now to avoid loss of capital as the reset rate may be somewhat below 6%.

Also I own AIM (Aimia) purchased at $10.00 in 2005 and I have done quite well till now (Ave. gain of 12%). This year it has been on a downtrend and its 10% bellow what it was at the end of Dec. 2013. Is there any reason for this and should I continue holding or sell.

Thanks very much for your great service!

Joseph
Read Answer Asked by Joseph on March 21, 2014
Q: Good day 5i.
I am looking to buy some shares in an engineering/environmental/architectural firm. I know that you like STN, but it's a bit pricey for me. I've held SNC in the past, and while I know they are attempting to clean up their act, I'm still nervous about their ethics. Recently I had WSP Global suggested to me. I know nothing about them. Can you provide me with some insight and a buy or not recommendation for WSP.

Thanks for your help.
Brian
Read Answer Asked by Brian on March 21, 2014
Q: Can you give me your views on E-T today . it seems to have lost some momentum. Thank you just wondering if I should continue to hold or move on.
Read Answer Asked by Cheryl on March 21, 2014
Q: Hi folks, I`m a relatively new investor with a portfolio that I consider to be heavily diversified and Dividend Stock oriented. I recently made a contrarian decision and made a speculative play of 5% of my portfolio to Gold ETFs, just BEFORE events in the Crimea became relatively stable. Of course, my positions since then have been beaten down by almost 10%, but my original reason for investing in Gold was for the expected long term return after the last year of brutal decline. Am I being overly optimistic on the upside of gold stocks and am I better off staying on ETFs or should I consider investing in actual miner stocks? Sorry for the long winded question.
Read Answer Asked by Rick on March 21, 2014
Q: HI,

What do you think about CXR and GUD considering both had big news and big moves today?
Read Answer Asked by Imtiaz on March 21, 2014
Q: Stellar wells from RMP, cf growing , next Qtr with new pipeline contributing,. Continuing great execution. I see you like RMP, do you like a lot more a year from now?
Read Answer Asked by smokey on March 21, 2014
Q: Simply a note to Rob's question re LSI's earnings date.

Hopefully the numbers will be out on March 26, 2014.
I was also curious a few weeks back and I wrote to their investor relations group asking them the same question. The following is the answer I got.

"Lonestar changed its yearend to a calendar year at the end of 2013 so the next reported financials will be out sometime in April.

The TSX-V allows for 120 days to report yearend numbers so Lonestar has to have them released by the end of April.

Please see the link below on the filing completed by Lonestar to Sedar dated November 12, 2013 that clarifies deadlines.

http://www.sedar.com/GetFile.do?lang=EN&docClass=13&issuerNo=00027328&fileName=/csfsprod/data148/filings/02131698/00000001/C%3A%5CSEDAR%5CTEMP%5CLonestarChangeYrEndNot.pdf



Read Answer Asked by Walter on March 21, 2014
Q: Hi Peter:
I am holding both AGU and POT
roughly equal in dollar amounts
AGU has gone up by close to 20% whereas POT has gone down by the same in my holdings, both pays a dividend
Would it be wise to sell POT and put it in AGU or buy an ETF like
COW ?
thanks for your help, great web-site!
Read Answer Asked by Michael on March 21, 2014
Q: Re March 20th question asked by Frank concerning holding US securities in an RRSP or TFSA account, I spoke today with a Canada Revenue Agency official who indicated that foreign property, such as US securities, held in RRSP's and TFSA's are excluded from the requirement to be reported in Form T1135. If you hold foreign stocks in a non-registered account and their total cost amount in 2013 was more than CAN$ 100,000, you required to file the form.
There is a Question and Answer section about Form 1135 on the CRA website. See the answer to question no. 28.
Hope this helps.
Robert
Read Answer Asked by Robert on March 21, 2014
Q: What is your opinion on frc canyon services, stock price has really moved higher, is it time to get out?
Read Answer Asked by Larry on March 21, 2014
Q: Counsel has issued heritage shares.Can you explain.Thanks
Read Answer Asked by Don on March 20, 2014
Q: MyOwnAdvisor interview just another example of what a splendid service you offer. Many thanks, and happy spring.
Read Answer Asked by M.S. on March 20, 2014
Q: 'Playing defence' question of Mar 20/14 asked by yossi:

As noted in the answer this could play out in many ways.
One thing an investor can do is conduct all non-margin activity thru a 'cash' brokerage account so that all securities therein cannot be used in the brokers business. RRSP/TFSA's are already 'cash' accounts.
Secondly, set up your accounts to use a third party trustee.
Most brokerage accounts are 'self-trustee', ie they act as their own trustee. This was the same structure (no comparison intended) used by Madoff, MF Global, and Lehman Brothers to access client funds)

Publish at your discretion.
Read Answer Asked by Russ on March 20, 2014
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!