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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: Hello, Peter
When a company grant stock options, do they have by "law"to:
1/Disclose the price granted
2/ Disclose the strike price
3/ announce within a certain limit of time after the said grant

And if I may, when insiders of a double listed(US and CAN)buy or sell shares, do they have to "press release" the operation and if yes how much time are they are given to announce the operation.
With much appreciation for your answer.
CDJ
Read Answer Asked by claude on July 02, 2014
Q: Good morning,

I have been looking at selling Badger(BAD) and purchasing Canyon Services(FRC) Great service from 5I

Carl
Read Answer Asked by Carl on July 02, 2014
Q: "We are considering adding a growth portfolio; but at this time are not sure of the timing on such."

--------

Peter, can you elaborate on your thinking per your comments above? I too am in favor of seeing a growth model portfolio (for the ones willing to take on more risk). Thanks.
Read Answer Asked by Evan on July 02, 2014
Q: Hello Peter - We are considering buying either Tourmaline (TOU) or Paramount Resources (POU), or maybe half of each? Which do you prefer? or can you recommend something else.
Thanks for your advice.
Read Answer Asked by Brigitte on July 02, 2014
Q: I would like to invest in four Canadian companies for my 90 year old mother. The investments need to be quite safe and pay a dividend, monthly or quarterly for month to month living expenses. I would prefer 4 different industries to avoid turndowns in any given sector. What would you suggest?

Read Answer Asked by Jack on July 02, 2014
Q: I wish to move a major portion of my US$ and $CDN portfolio into safe, defensive, securities such as bonds, preferred shares.ETF's or solid common shares that give me a reasonable yield. Please give me a few names to consider for each currency.
Many thanks
L
Read Answer Asked by Lloyd on July 02, 2014
Q: I am looking at deploying some of my trimmed Amaya profits within my TFSA into a new small / micro cap name. It will be a small weight in a fairly balanced portfolio of mostly mid and large cap 5i endorsed companies. I have 20% of my portfolio earmarked for a basket approach of riskier names (ie. SYZ, LSI, MCR, E, WAN, ATHN etc).

Going through past comments, it seems you are positive on all of PRW, CXS, KLS, HWO and QST. For new cash deployment today, can you rank your top 5 small / micro cap companies to buy today (whether its the 5 listed here, or any others)? What is your absolute favourite right now?

As always, thank you.
Read Answer Asked by Ray on July 02, 2014
Q: INKM is the SPDR Income Allocation ETF for U.S. funds. It "seeks to provide total return by focusing on investment in income and yield-generating assets." It holds about 20 SPDR etf's with global representation, and offers a dividend yield of over 3%. It's only about a year old with total net assets of 100M. It looks good to me for my U.S. funds but I don't see it mentioned on 5i and wonder if you would make your initial comments on it. Thank you.
Read Answer Asked by Jerry on July 02, 2014
Q: hello Peter:
last question about 2 months ago, last report in 2012.
PKI: I have a small postition (about 2% of portfolio) and was looking at deploying some cash. How does this look from a GARP perspective, and how does it look to you from your perspective? The dividend is attractive and I am of the belief that dividends will mean more and more going forward, in a lower growth environment. Do you agree with the latter statement?
Read Answer Asked by Paul on July 02, 2014
Q: I would appreciate your opinion on the outcome of the Petroamerica (PTA) battle to buy Suroco Energy (SRN)and if I want to own PTA which one should I buy, PTA or SRN?

Thanks and I would like to complement you for the great service you providing to investors.
Read Answer Asked by Saad on July 02, 2014
Q: Hi,

Can you please comment on the ETF HHF in Toronto. It seems to have some good holdings like TOU, VRX, GIB.A etc.
Read Answer Asked by Imtiaz on July 02, 2014
Q: It'll be interesting to hear your opinion on the Canada Housing Market. This isn't regarding a particular security, but just interested in know how this trend plays out in terms of REITS if you had to recommend a particular sector of REITS where do you see the most value at the moment?
Read Answer Asked by Eugene on July 02, 2014
Q: Hi Peter & team, you still think that Valener Inc. VNR is good investment for income? MN
Read Answer Asked by Motoi on July 02, 2014
Q: Speedy recovery Peter and a Happy Canada Day to both Ryan,you and your families. My Model Income Portfolio weighting is a bit out of sorts but rather than try to balance now I am retiring at the end of September and will getting a substantial amount of cash that can be used to rebalance then. Are you comfortable with this time frame? Thanks for all you do and also on a side note can you post a map of your journey in the fall so we can follow you as you pedal across Canada.
Read Answer Asked by Alan on July 02, 2014
Q: Good morning - what are your thoughts on MMP.UN (Sentry Precious Metals and Mining Trust)? Might this be a good way for an income investor to participate in the gold and silver sectors and get a decent dividend and a bit of growth?
Read Answer Asked by Kirk on July 02, 2014
Q: BAR seems to be very hot with little reason. What's your opinion of it as an investment?
Read Answer Asked by Bob on July 02, 2014
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