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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 invested in a 'Global Small Cap' fund about 18 years ago. Incredibly, my return AFTER 18 YEARS is NEGATIVE 16%! (I guess this is lesson in the effects of both high mutual fund MERs and picking a lousy fund company!) Can you please suggest an ETF that would be good for the 'global small cap' space. Or another 'small cap' ETF or strategy, if you don't think a global small cap ETF is the way to go. Thank you!!
Read Answer Asked by James on September 21, 2016
Q: I have rate reset preferred shares (bought at $25 / share) which are presently 25% in value underwater because of the Banks of Canada’s unexpected prime interest rate decrease. At the time of purchase their interest rate was 4 to 4.5% & they will be subject to a rate increase in 2019 & 2020. I your opinion what is the chance of their value returning to near $25 in the next 3 years? I am wondering if I should sell the preferred now or hope that their value will appreciate sometime before their rate reset date . Thanks … Cal
Read Answer Asked by cal on September 21, 2016
Q: I was listening to Charles Nenner (Research) on BNN, who you are probably familiar with, although it was a first time for me. Unfortunately while he was talking tops and bottoms I am not really sure I understood his future predictions. It did not help that the BNN reporter was really unable to bring out the issues he was talking about. It seems to me that he was saying TSX,S&P etc would undergo a down cycle in the coming quarter but when that was over we could expect a rise going thru to the end of of 2017. Are you familiar Charles Nenner cyclical philosophy and what can you tell me about it and do you give it credibility. Thank you.
Read Answer Asked by Maureen on September 21, 2016
Q: Hi 5i team,

Can you provide comment on ssl and if you would condone a 5% investment. Also, with gold typically being a hedge to market/economic capitulation, can you comment on the 5% weight the 5i team typically prescribes please. If the overall portfolio dropped 20%, the 5% gold holding would have to increase nearly 4x to effectively hedge the loss. In this volatile market, would a heavier weighting would be a prudent defensive position?
Read Answer Asked by Erichsen on September 21, 2016
Q: Your comment on PHM splitting into two companies prompts a few questions:
Do you think Hoyt and Crawford had a difficult relationship so Hoyt decided to take his company out of PHM and do his own thing with the company he sold to PHM? He owns 20M shares @$1.46. Crawford now has his company that he sold to PHM for which he took 33M shares @ .33. Do you think Hoyt was squeezed out?
Dalsin, as Chairman, was toxic and the news release says he is "outgoing". Glad he's out. Is this a major plus for both companies?
Finally, PHM presently has 375M shares? Does each company retain half that number?
As a shareholder who loved the business plan "pre-chaos" I am excited about new names ridding us of PHM'S heavy baggage - and Dalsin! I say go for it and may both men win!
Read Answer Asked by Steven on September 21, 2016
Q: Hello Peter & Co.
In my TFSA, I hold a mini portfolio consisting of BAM.A (fin), DH (fin tech), DHX (cons discr), KXS (tech), MSI (ind/bus serv), NFI (indust) and PLI (health) in more or less equal weights.
I am frustrated with DH (significantly down) and wish to replace it with something else; could you make 2 or 3 suggestions? I'll select one that I do not hold in my RRIF.
Thanks,
Antoine
Read Answer Asked by Antoine on September 21, 2016
Q: I have held TFI for the past 2 years or so and watched it go from above $30 to below $20 and now back to above $26. Despite its recent substantial rise, I am thinking it should be expected to level off until the economy in general improves. I am therefore considering a switch here to EIF to take advantage of the higher dividend and perhaps a better growth profile. Would you view this as a reasonable switch or would it be best to stay with TFI or is there another company in the Industrials you would consider switching to (I already own NFI).

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on September 21, 2016
Q: Being an income investor looking at the growth portfolio to add some growth ZCL stands out with the 3% yield. TD, Scotia or RBC dont cover it.2 have it in containers and packaging the other in oil/gas services. Have a few questions:
What is the expected growth?
Would it not apparent itself to PUR although not the same?
What is your view/rationnal for this stock?
Better in taxable account or not?
Love your stock picking started a 1% position in february SIS up by 122% since !
Many thanks !
Read Answer Asked by Denis on September 20, 2016
Q: Please give me your opinion on the following exchange offer I received in the mail today. P & G is offering to convert each dollar value of their common stock into $ 1.075 worth of Galleria Company stock. Galleria Company is then going to merge with a sub of Coty corporation called Green Acquisition Sub Inc. It will be called Galleria company and will be a sub of COTY. It appears the company is spinning off their beauty division.

Many Thanks

Paul
Read Answer Asked by paul on September 20, 2016
Q: I'm exploring the possibility of a half position in GEI. Where does Gibson go from here? Is the company in a position to pick up quality assets during this time of consolidation because of low oil prices? Is there any reason why the dividend will be reduced in the short term?

Many thanks, and keep up the good work,
EOS
Read Answer Asked by Elmer on September 20, 2016
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