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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: Does it make sense from a tax point of view to put Preferred shares - rate reset in a RRIF to get a higher yield. My brokerage cash account has common shares and no additional cash available.
Thanks to all
Read Answer Asked by Warren on March 04, 2015
Q: With the recent drop in the Bank of Canada interest rate, a lot of rate reset preferreds have dropped in price. Those with reset dates coming up soon have been hit particularly hard. One example which I hold already is Canaccord Genuity series A (CF.PR.A) which resets Sept 2016 (BoC + 3.21%). It currently trades at a steep discount ($16.14) for a current yield of 8.5%. In my opinion given the credit quality and price discount, the selling of this one and a lot of other rate reset preferreds (coming due for reset) has been overdone and all things considered offer very attractive yields even with the low reset rate. I have room for more preferreds in my fixed income allocation. Do you have any recommendations for similar rate reset preferreds from companies with good credit quality that have fallen well below the $25 issue price and now look attractive?
Read Answer Asked by Steven on March 04, 2015
Q: Would appreciate an update on China Gold (CGG), still holding some and trying to decide if i should add or dump.
Thanks
Read Answer Asked by Doug on March 04, 2015
Q: This week the CEO of CP Rail talked about the need to improve rail safety. Is KLS a company that could benefit from this? Are there any other companies that could be a trickle down play off of Railcar upgrades or safety requirements?

Thanks
Read Answer Asked by Jordan on March 04, 2015
Q: Hi Peter et al.
I have got my research done on tmc vs ai,however,there seems to be some disagreement on how rising int rates will affect MICS. I am told by some pundits that rising rates will allow them to command a wider spread, hence more profit. Others claim
investors will move to other places. The same with reits. Your
comments please? Also would you comment on Ivanhoe Mines. The sun rises and sets on it according to your o;ld colleague RICK
RUlE. Also please comment on KOBEX CAPITAL- PAUL VAN EDEN.23 mil mkt cap cash 35 mil. Phoscan chemical LOts of cash but done nothing for years.

THANKS FOR EVERYTHING
BEN
Read Answer Asked by BEN on March 04, 2015
Q: What do you think of MR.UN as a way to passively play a gradual rebound in oil prices, while getting an 8% yield in the meantime?
Read Answer Asked by Michael on March 04, 2015
Q: Hi -I un derstand LMCA is a way to access SIRI at a discount -do you have any comment on this name?
Read Answer Asked by Kim on March 04, 2015
Q: Would you please give me your opinion of PFB and DRX? What do you think the short and long term outlook are and if you had to choose one which one would you choose. Thanks.
Read Answer Asked by steven on March 04, 2015
Q: Could you update on SAM (star core), they have made a couple acquisitions at what seems to be very low prices and now 2176423 (Sprott) has aquired 14% of the company. They are even paying a dividend.
Thanks
Read Answer Asked by Doug on March 04, 2015
Q: I have been working on my sector allocations in my portfolio.
I at present have no US exposure and no US dollars to purchase stocks. I recognize that you recommend approximately 30 percent exposure in the portfolio to the US. Should I use Canadian dollars at this time to purchase US stocks or US etf's. My concern is the effect on my portfolio if the canadian dollar starts to rise.
In my research I have come across the suggestion to purchase 3 canadian stocks that take advantage of the drop in the canadian dollar and drop in the price of oil. (EXCO, WINPAK, and SJ) Should I purchase these stocks now and wait til the rise of the canadian dollar value to purchase my US portfolio?
Your guidance is greatly appreciated.
I know that you can not time the market and that is not my intention. I'm just trying to implement diversification.
Read Answer Asked by Anna on March 04, 2015
Q: Hi, Thoughts on Silver Wheaton's latest deal and sell off that followed today?
Read Answer Asked by Cameron on March 04, 2015
Q: I would like to add a reit and utility. I already own hr and bep could you please recommend 2 of each with reasonable growth. Thanks.
Read Answer Asked by Paul on March 04, 2015
Q: It sounds like the Growth Portfolio will have around 25 stocks, a few more than the other portfolios. I know diversification is needed to reduce risk, and am wondering if a large number (30?) of smaller cap names could ever provide the same risk level as a 'standard' portfolio of 20 securities. Would you ever suggest this type of strategy? Thank you for a great service!
Read Answer Asked by Mike on March 04, 2015
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