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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: Peter and Team,

I have some covered calls written on Badger Daylighting, Tourmaline, and Painted Pony that look like will get called away at the end of this week. This will make approximately 10% of the portfolio available. I have essentially replicated the Balanced Equity portfolio otherwise (don't hold Whitecap or Magna, though) and I have approximately 10% of invested assets in short term bonds and approximately 7.5% of invested assets in US stocks (Xylem, Starbucks, and Visa).

My initial plan with the new cash available was to top up a couple Balanced Equity positions (SYZ and SLF, probably) to full positions and then to add a US Stock or two. My first thoughts for US stock were JNJ and GE.

What do you think of this plan and would you suggest any modifications? Should I be adding more to fixed income? I am 34, by the way and feel like I have risk tolerances that matches the BE portfolio quite well in general.

Thanks!
Read Answer Asked by Marc on September 15, 2016
Q: I have just read a BMIS explainer on the PG sale to Coty. They offer an Option 99 for a PG shareholder to do NOTHING. My read of this is if you want to participate in this transaction you must tender some of your PG shares to enter a convoluted process to determine what you receive. My take on Option 99 is if you don't opt to tender any PG shares, you are effectively letting PG mgt to look after your residual value from this Tx.
Is this a correct conclusion? Is there any material value for a small PG holder to participate in this auction?

Tnaks as alway for your advice.
Ernie
Read Answer Asked by Ernie on September 15, 2016
Q: Hi,

I'm looking for an RRSP investment for my wife. What we have right now is a TD US INDEX fund. Chose this one because it has low MER and tracks the S&P 500. Can you give us other index funds that you can recommend be it US or Canadian with good performance?

Thanks,

Sunday
Read Answer Asked by sunday on September 15, 2016
Q: Hin5i
HCG is buying back shares again, according to recent news.
Can you tell me what their per share free cash flow for 2016 is estimated to be?
Is there enough to pay the dividend and repurchase shares, or is this more a case of "financial engineering" ? i.e. are they using debt for the buyback?
I'm a long-time holder of the stock. I don't see much happening with it unless they can turn around originations and start showing some growth, even if it is modest growth.
Do you agree?
Thanks and keep up the great work.

Cheers
John
Read Answer Asked by john on September 15, 2016
Q: 5i

Appreciate your comments in regard to the next USA President. What do you beleive the markets in general will do and what will happen with commodities, oil, gas and gold if Hillary gets elected or
if Trump gets elected. Some pundants Are saying gold will soar if Trump wins and markets will drop 20%. If Hillary wins then markets will be volatile as people do not trust the establishment.

Wayne
Read Answer Asked by Wayne on September 15, 2016
Q: Hello 5i: Can you provide me with two Canadian ETFs equivalent to VIG and IWO.
I believe the foreign exchange rate + 15% withholding tax (clipped at source) + CAD dollar uptrend (It could happen), are sufficient reasons not to go US-bound
Thanks
Read Answer Asked by Fernando on September 15, 2016
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