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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: Hey guys. Was thinking of shaving positions off of several reits I’ve ridden from when they were yielding in the high 6%, 7%, and 8% to now when they are “only” yielding in the low 5% range or slightly under for new shareholders (ie pmz.un, kmp – I guess kmp is not really a reit but anyway…).

Was thinking of substituting those names for other high yielding vehicles like weq.un, fc, bpf.un, eif (hopefully on pullbacks). With these moves I’m hoping to increase my monthly dividend income a little and pocket the difference waiting for any possible market correction. What do you think? Totally horrible idea? I dont expect comments on each of these names, just a general sense if its a decent strategy.
Read Answer Asked by john on August 17, 2012
Q: Hi Peter, I really appreciated your thoughtful response to my July 27 question on Student Transportation (STB). Please comment on the significance of (1) STB's share price pattern since the short-seller's report was released, (2) any movement in the shorts pool from the 1.6 million level, 3) the dividend burden in shorting high-yielding equities, and (4) yesterday's filing with SEDAR indicating that the Caisse's holdings in STB have just edged up over the 10% line (approx 7.6m shares).

(Thanks so much and I promise not to bug you for a while after this one!)
Read Answer Asked by Lance on August 16, 2012
Q: I am interested in your opinion of AR-t. It has done well for us in the past. Thank-you
Read Answer Asked by Lesley on August 16, 2012
Q: TIL.UN, Tree Island Wire Income Fund. Do you know anything about this company? It's been on my watch list a while and keeps performing absurdly well (up 135% ytd). It's an income fund, yet the Globe says it has no yield...
Read Answer Asked by John on August 16, 2012
Q: I would appreciate your opinion on WEQ.UN
Is it a good buy? Is it a good buy at this time?
Read Answer Asked by Linda on August 16, 2012
Q: Hey guys, is there a 5i research etiquette on how often members can ask questions?

What do you think of par.un's financing deal, announced yesterday. Are the debentures convertable into shares only if par.un's shareprice climbs above $10.35? If this is the case sounds like a pretty good deal for shareholders. Am I missing something?

Also what did you think of par.un's Q2 report?

Thanks again.
Read Answer Asked by john on August 16, 2012
Q: Hi Peter and Team
Thanks for the great Website and Question Forum!!
Can you comment on AvenEx (AVF)? Its most recent quarter seems to indicate that they are in big trouble with current commodity prices and are almost certainly going to cut the dividend.
Can they survive this?
Thanks!
Read Answer Asked by Kish on August 16, 2012
Q: re: cus

given the weak quarter that was just reported, should one wait for the next quarterly results to confirm managements positive guidance for the remainder of the year - before considering adding to one's position?

or is this a stock that one can comfortable add to on current share price weakeness?

thanks...
Read Answer Asked by Jim on August 15, 2012
Q: Wow. Totally stumped here. Why does New Zealand focussed Tag Oil (TAO) need to own a 40% chunk of a tiny Montana gold mining company (Coronado - CRD)? Thanks for any thoughts!
Read Answer Asked by Lance on August 15, 2012
Q: Hey, guys. Any thoughts about aet.un? Are their prospects any better than plt.un which have been not good, to put it kindly, and egl.un, which I guess is still a wait and see story?
Read Answer Asked by john on August 15, 2012
Q: Hi Peter and team, have you ever come across TVI Pacific, TVI? Head office is in Calgary and had a couple interesting board members in the past. Something strange about this company! Just wondering if you had any input on this one.
Also, what are your thoughts on BTB.UN? Especially if interest rates remain low for a while still, 8+% yield.
Thanks, Hussein
Read Answer Asked by Hussein on August 15, 2012
Q: Hello Peter,

I own canadian helicopter. I just looked at the stock price in Globe and Mail. There are two canadian helicopter stocks (chl.a and chl.b). 'a' went down 66 cents and 'b' went up 2.49. How come one went up and the other went down? 'b' is classed as a variable voting share on the canadian helicopter website. What does this mean, and is it better to own type 'a' or 'b' stock? susanna
Read Answer Asked by susanna on August 15, 2012
Q: I would be very interested if you could shed light on the process of equity raises in Canada. Specifically the potential conflict between a good investment banking client and a less than stellar company. Also, if you could shed light on financing cycles and how to know if "too much paper" is in a sector or space (or not enough). Much appreciated, Thanks.
Read Answer Asked by Chris on August 15, 2012
Q: Chorus Aviation is paying a 17% dividend. Is this a good company to invest in? Please advise. Thank you.
Read Answer Asked by CONNIE on August 15, 2012
Q: Hi, I'm wondering about Currie Rose - it was talked about alot before the recession on BNN but like all juniors it pretty much crashed. Illiquid, small, needing continuous finance like all juniors, but do you have any viewpoints on it? Could it one day become like a Goldquest? Thx.
Read Answer Asked by Michael on August 14, 2012
Q: Peter- What is your outlook for Orbite Aluminae (ORT)
Read Answer Asked by Bruce on August 14, 2012
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