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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: I hold 6.25% TD.PRK-T preferred shares which will mature on July 31. I have the option of converting them into Series L, non-cumulative, floating rate issue 4.33% + the average previous 90 days T-Bill rate. Can you please advise me if this is a good choice assuming that interest rates may begin to rise in the next 1,2,3 years. Under what market circumstances would the shares drop below the $25.00 PAR value, and would this be a major concern given that inflation is now hovering above 2% and that interest rates will remain at their current levels this year and potentially be on the rise starting sometime in 2015. For a preferred share, can you suggest a better alternative that would provide similar returns but offer a lower risk.

Also is it too speculative to buy ECI now that a takeover offer has been made and even assuming that the takeover does not take place.

Thank you for your advise,

Joseph
Read Answer Asked by Joseph on July 21, 2014
Q: hi peter; what is your opinion on rmm.----thanks brian
Read Answer Asked by brian on July 21, 2014
Q: Good Morning... I have a considerable investment in GTAT.US ... for some reason I am under water despite the good press and the prospect of Sapphire Glass taking over Gorilla Glasses throne . Will this just be a bouncy ride or can you see a crash ?
Read Answer Asked by Thomas on July 21, 2014
Q: regarding the CVD and XHY: (1) i have zero exposure to bonds and was planning to divide funds between the CVD and XHY in the model portfolio. Should i favour one over the other?

(2) i notice the monthly distributions vary from month to month. what dictates the variations in monthly payouts?

(3) i noticed in May and June, according to the ishares webpage, CVD and XHY did not pay their distributions. is this correct and if so any idea why and whats the likelihood of nonpayments happening again?

Thanks again.
Read Answer Asked by john on July 21, 2014
Q: I would appreciate any comments on ruf.un Thank you
Read Answer Asked by jim on July 21, 2014
Q: Hello 5i team,
To complement her RRSP portfolio, my wife has opened a TFSA; her time horizon is 5+ years. I chose for her stocks with some yield and some growth: BLX, DH, ET, FRU and WSP. Your income portfolio holds 3 of those; do you have any major issue with the other 2?
Thanks,
Tony
Read Answer Asked by Antoine on July 21, 2014
Q: Just to help with Shyam's question: I have been living outside Canada for a few years now and investing in stocks through Canadian brokers. The biggest issue is whether you are officially becoming a tax non-resident. If so, some brokers won't want to deal with you, some are ok. They should start withholding tax on Canadian dividends and again, some will and some will not. As an example, TD Discount will do withholding but will only allow a basic cash account (no margin, Canada & US only), Interactive Brokers does not allow non-residents. Registered accounts are not affected by this. I'm not qualified to give any tax advice but this was my experience. Absolutely doable but can be a pain if you actually switch tax residency.
Read Answer Asked by Andrea on July 21, 2014
Q: Hello 5i,

I presently see myself having to leave the country at some point for a year or two to take care of ageing parents. How would I be able to manage a self directed investment portfolio if I have to leave the country at some point? Thanks very much. Cheers, Shyam
Read Answer Asked by Shyam on July 20, 2014
Q: Could you please update your opinion of ORV,PRU, and TME Thanx
Read Answer Asked by Robert on July 19, 2014
Q: Peter and Team: I understand and agree with your decision to avoid target prices for stocks, but, having said that, I feel quite frustrated that I am unable to assess the risk-reward profile for a stock. I can only look at the chart and try to extrapolate.

Can you give me a sense of the risk-reward profile for two companies: Evertz Technologies (ET) and Sylogist (SYZ). Yahoo Finance shows 5-6 analysts covering Evertz. The low price target is $28 and the high target is $37. The stock is currently trading around $17. Are those realistic targets? Can you help me make sense of those targets (or provide one)? Yahoo shows no analyst coverage for SYZ. Can you give me a sense of its risk-reward, perhaps by comparing the two stocks? Thank you for continued great service.
Read Answer Asked by Gordon on July 19, 2014
Q: Knight Therapeutics (GUD) Could I have your thoughts on GUD as it seems to be in a steady decline recently. Thanks
Read Answer Asked by Bruce on July 19, 2014
Q: HI Team I hol a small position of tbe for income down 30 percent is this a buy hold or sellif you don't think they will cut the div I would buy more thanks
Read Answer Asked by Dale on July 19, 2014
Q: Hello Peter & team,

I have TOU, SGY, QST as energy stocks, down on average 8% (on top of your portfolio which is up, thank you).
Should I buy more at these levels, add others (PNE, KEL,PEY, PPY, CQE) or hold for possible better entry points.

Any other suggestions energy or otherwise worth buying at current levels.

Best Regards
Marios
Read Answer Asked by Marios on July 19, 2014
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