Investment Q&A

Q: Good Afternoon All,

Relating to the recent question by Michael on DR (Medical Facilities Corp) what concern would you put on changing government medical policies in the US? Some time ago I had looked at DR and discussed with an advisor who didn't like due to potential US regulatory changes.

Thanks for your thoughts.

Terry

Q: hi,

love what you're doing for the DIY investors like myself
curious what your take is on TCK.B and TCW. Time to bail?

Q: Can I please have your best recommendations for parking cash and still earning better than miserable bank term rates? Any specific ETF's that you would suggest for best preserving capital and still earning something? So far I have been reasonably happy with preferred share ETF HPR and the like - I do prefer to go to cash during bear markets or holidays and would rather pay fees and taxes than suffer drastic drops on investments. Thanks

Q: If you were to sell CFN what would you replace it with?

PB

Q: AW.UN
Hi,
Any thoughts on when we might see a distribution increase?

Q: Peter and Team,

I am 30 years old. I currently have 14.6% of invested funds in cash and the remainder is all equities. Of the total portfolio, I have 10.7% in utilities split between IPL.UN (3.2%)and TransCanada TRP (7.5%). With TRP hitting $50 today, I was thinking about switching some of that common stock into the Preferred stock. Can you please give some guidance on the quality of this move and if you recommend a particular TransCanada Preferred or if there is some other vehicle you'd recommend totally?

I am thinking I could use some diversification from common equities but in a general sense, I am scared of buying bonds for a few reasons: I worry that while you may get your coupon, you may get hurt by either significant capital losses or by devaluation of currencies. Because Bonds are typically priced against US Treasuries, I am scared a run on the government credits could put pretty much any bond at risk of big capital losses. Is preferred stock a good way to go?

Q: good afternoon. would dr (medical facilities ) be a good purchase at this time? Yield is good and the company appears stable. Thanks

Q: PPL (Pembina Pipelines) is asking its shareholders for permission to issue new classes of preferred shares to finance expansion and special projects. Do you think there is a strong liklihood this will reduce the dividend rate on common shares? If yes, should I get out now? PPL has given me 36% on my investment in the last year, so I don't want to bail out unless I have to.

Q: Do you have an opinion on Automodular (AM-T)? It has a nice yield (8%), a low payout and last quarter was pretty good. Thanks.

Q: Hi Folks,

The work that you're doing is brilliant, commendable and an enormous resource. Might I respectully suggest that The Name of Security always be mentioned in The Answers to Questions? For me, anyhow, I don't always recognize The Trading Symbols.

Respectfully,

Dave (Nicholson)

Q: re. HNY- Horizon Nat Gas Yield $ 9.50 yield 15.7% Your opion please of prospects and dividend safety. Thank you, Gerry

Q: I would like to tendeer my shares of Softchoice (SO.T) and was wondering on your opinion on which equity I should buy (about $2500)of the following:
Enghouse System (ESL.T), DCI.TO, ACQ or WPK?

Thank you kindly,
Romeo
Thank you

Q: 5i Team,

What do I do with my mining oriented stocks? Specifically, I own Caterpillar (CAT), Major Drilling Group (MDI) and Horizon North Logistics (HNL), all of which are impacted by the health / death (life support?) of the mining sector. Unfortunately for me, these 3 companies once represented about a 10% weighting in my portfolio, now down to approximately 8%. I still like the companies, and I do have time on my side (I'm 30 years old), but everytime I turn on BNN or read the Globe, its all doom and gloom for the sector, certainly for the rest of 2013 and likely first half of 2014. Is this bad news already baked into the price (hence CAT rallying the past 2 days?) or can I see another big decline from here as more and more pundits preach how bad the sector is? Should I sell and take my 15-20% loss or just tuck these away for a couple of years and wait for the inevitable recovery in the sector?

I think its worth mentioning that I expect to double the size of my investment portfolio within the year, so I will likely be able to waterdown / dillute my portfolio exposure to the sector from 8% to 4% that way (unless you tell me to buy more of course!).

Thanks!

Q: This subscription is our best buy of the year.

Another flash crash yesterday due to high frequency trading.The apologists didn't even clain Fat Fingers this time. Will this perversion of the market place ever be stopped?

Q: Further to Alex's question about BEK.B: It looks like a very thin trader. Should this be a concern?

Q: please provide your thoughts on AAPL after earnings. Is it a compelling buy at $400.00.
Best, Don

Q: BPF.UN
Boston Pizza has been on a very positive roll. Is the valuation getting a little rich? Time to
take profit?
Thanks Gord

Q: Dear Peter: Thanks for being on BNN a few minutes ago. The question is: would you be willing to alert your 5i members when you are going to be on BNN. I would not want to miss an appearance.
Jean

Q: do you have any insight into ainsworth--ans,their mills because of orient strand board and the u.s. housing recovery are supposed to be going full out. would you be a buyer here, the stock has come a long way, but seems to be trending lower, brookfield i think owns about 30 per cent.your thoughts. thanks dave

Q: Hi Peter, is there a seasonality in stock pricing? If so, why financial companies seem to have this pattern of peaking at early of the year and bottoming around summer? Should we take this into investing for long term?