Investment Q&A

Q: Not a question, but a comment in regards to Patricia's question regarding the tank cars used for shipping oil by rail. Many rail cars are leased from large non-railway corporations (GE rail leasing, a GE subsidiary as an example) with long term leases. In cases like this, GE will have to eat a big chunk of the cost of retrofitting the cars (65k per car or so), and not necessarily the railway or the shipper.

Q: What do you think the upside going forward on Microsoft is looking at a long term hold, five plus years. Yesterdays earning looked awesome in my opinion but what is your expert opinion? Do you think they will every spin off Xbox or is that just a rumour?

James.

Q: Hi team:
Re; AEM, A Eagle, the stock has been performing poorly
now all of a sudden, it bounced back up to 33 which is closed
to the price I paid for it
Is there a fundamental reason for the bounce? what is the technical trend for AEM ? thanks!

Q: Of the stocks covered, which ones would stand to benefit the most from a weak CDN $?
Thank you

Q: WFT is treating me well. What 2nd stock would you recommend to play housing in US and Asia?

Q: DI.UN Dundee International REIT. What do you think about it now?

Q: I am thinking of selling ARX and buying PEY. Can you advise - are there better moves in your opinion- can you provide a couple of Hi growth/torque names Thanx Robbie

Q: hey Peter,

I am throwing 31K into my TFSA. Should i buy a etf/mfund mix until it grows bigger and I can diversify it better?

Q: Any thoughts on this selloff sparked by emerging markets concerns?

Q: DAN-V news yesterday "National Bank Financial Inc. and Wells Fargo Securities Canada, Ltd. (the "Co-Advisors") as its exclusive financial and strategic advisors to assist the Company in undertaking a structured and formal review of its financing alternatives"

Can you provide expand on what this process actually means.

Q: A recent Globe and Mail article was titled "Winning and Losing Stocks for a Low-Loonie Era". In it, one analyst named Patrick Kenney suggested that Brookfield Renewable Energy Partners is "seen as a moderate loser".

Do you agree with this assertion, and if so, should I re-think my exposure to BEP.UN? (Currently overweight in my RRSP). Thanks as always for the great service and timely advice.

Q: Hi Gentlemen,
I am considering purchasing Valeant Pharmacies. Prior to making my decision, I would like your opinion if you think it is a good purchase at these level or if I should wait for a pull back. Could you recommend a purchase price. Thank you for your consideration.

Q: You last commented on CHB in May 2013. It has done quite well for a fixed income ETF over 3 years with an average return of 8.34%. Would you care to update your opinion on their hybrid strategy in the present investment climate? Thank you.

Q: Hi,
I own FRU since 2009 (30%pa) but 9%pa since 2011; I like the business model (nothing earth shattering but steady). I'm thinking of buying Clearwater Royalty when EnCana will spin it off. What do you think of it and how do I proceed to make the purchase.
Thanks
Tony

Q: My reading of articles regarding the market activity over the last couple of days suggests a quantum shift in expectations: currency concerns, earnings lower than expected, potential deflation, more anxiety over China, etc. etc.
Can you tie the story lines together and share your views on what has really happened, why and where we are likely to go from here - flat, down or maybe another upward bounce. And how to manage one's portfolio in the days or weeks ahead

As usual, a grateful 5i customer.

Q: We started a family RESP for our grandkids in 2007 with 3 TD e-funds on an equal PAC basis (MER's are 0.33% to 0.51%). The account now shows Canadian Index Fund (TDB900) value at 30%, Dow Jones Index (TDB903) at 38%, and International Index (TDB911) at 32%; I sometimes think about rebalancing but think perhaps doing nothing is the best approach as the laggards may catch up in time. Would 5i have any different thoughts about the way these funds are invested? Funds won't be withdrawn till 2021 at the earliest. Thanks, J.

Q: Hi Peter, 5i Research,
Could you please give your opinion of ViXX Systems (VXS-T)? Thanks

Q: Hi Peter and Team,

Can you comment of PKW in the US and do you know of an equivelant ETF in canada?

Cheers

Q: Hi, I am considering buying Chubb (CB). I like that they are buying back shares, that they have a good history of raising the dividend (although the yield is not very high) and that debt seems low. The p/e seems also reasonable but I don't know if it is average for this type of company. I would like your view on whether it is good value at this price. Thanks.

Q: It would appear that gold may have bottomed out. I already hold G and like it because, apart form the price of gold, it is well run, with sound business practices in place and attention to generating decent returns for investors. l am looking to add another gold stock and am looking for your guidance. I would like a company that, regardless if gold stays where it is now or drops a bit further, still looks okay on fundamentals (e.g. producing gold at a low cost per oz, & has good reserves), has lots of cash on hand, does not need to go to the capital markets for more financing, trades at a substantial discount to book value, would provide excellent upside if gold moves higher, and hopefully has mines in stable countries. Ross Healy, a guy I really respect, picked IMG the other day on BNN as a gold stock having substantial upside however I see their main operating mines are in West Africa (Burkina Faso, Suriname, Mail) which turned me off a bit in terms of stability.
Any comments on a pick would be appreciated. Love your service.

Stuart