Investment Q&A

Q: Further to Ebrahim's question, TSX shows NFI to be Consumer Cyclical. That's where I have it in my portfolio but would change that to Industrial if need be.

Thank you,

Geoff

Q: I am becoming more interested in debentures as part of the fixed income portion of a portfolio.

1) Doing the math on CSU.db it would not pay to buy them if they are called in 2020. What things do you look at to forecast whether or not a company would ever call them. Is calling them a rare or regular occurrence? I realize each company has different needs.
2) Are debentures normally fully explained on the company's web sites re terms and conditions?
3) Are there any other websites, publications etc you would recommend so I can learn more.

Thanks

Paul

Q: Your thoughts on TCN. Currently have 2% position in well diversified portfolio and wondering whether to hold and wait out the storm, sell, or add to position
Thanks

Q: If you were still managing money, which oil and gas stocks would be the first ones you would put in your portfolio. I never seem to get in at the right time on oil and gas stocks and would like to buy low and sell high, not buy when they already have had a big run which I tend to do. Thanks so much.

Q: Hi 5i team, Sean asked a question about NYX earlier, and you suggested he "tender the offer". I too own NYX, and I'm new at having a holding bought out. Could you explain what "tender the offer" means, and if there is anything I would have to do on my end? I'm with RBC Direct Investing. Thanks!

Q: I note that CPD is included in your Income Portfolio (with a unit cost of $16.19). I purchased a significant holding of CPD in Nov. 2012 (at $17.30), and am understandably upset with the current market price of $14.09 (i.e., down 18.5% on the unit price basis). I have held on to this ETF for the monthly dividend flow (which has continuously shrunk), and with the hope that, when the tide turned in GOC 5-year rates, the unit price would recover. While individual preferred share issues that I hold have shown a marked price recovery in recent months, CPD not so much! I am curious to know why you include this ETF in your portfolio while I consider it to be the worst investment that I have ever made! Do you envision a day when the market price will recover to your purchase price level?

Q: What dynamics are driving the strength this morning? I own them both and opted for prorated cash for my Veresen shares in a TFSA with those details posted in an NR Friday.

Q: Does previous day activity in foreign markets offer any clues as to the activity one can expect on North American exchanges or vice versa? For example, every morning I read about how the major foreign exchanges have performed and I wonder if they are reacting to North American news or do North American markets react to Europe/Asian news or neither? Although I don't trade frequently and usually don't worry about a couple of percent change in a share price before buying, does a really poor day on the DAX, for example, suggest that I should wait to buy on the TSX because our prices would likely drop as well (realizing that sometimes the drops are sector specific and sometimes they are overall drops).

Appreciate your insight.

Paul F.

Q: Would appreciate your views.

Q: In your response to Brian about ETF and market panic, you say that in a market panic an ETF might have to sell a stock to meet rememptions (kind of guess you meant redemptions !?). Could you explain further? I thought if individuals panicked and sold their ETF, some other individuals would be the buyers, rather than the ETF having to do anything re holdings, and that the total shares outstanding would not change. Isn't this part of what separates an ETF from a mutual fund?
Thank you

Q: I've held this for years - down about 35%. I've always thought they are on the verge of something good and although they occasionally introduce new products, the results are always more of the same. The dividend is OK but I think it's time to bail and look for new opportunities. Any thoughts?
Phil

Q: Is it time to look at this one?

Q: Hi:
TransAlta Renewables seems to be in a slow death spiral over the last 3 months. Any
idea what is putting downward pressure on the stock?
Thanks: Jerry

Q: With free trade between Europe and Canada, which port city's will benefit(Montreal, Halifax)? Also what should we be looking for to benefit from this, shipping companies, port terminals, rail, warehousing,....? Any ideas on this?

Q: Hello,

With the recent take over of NYX i am not sure what to do with the money. Should i tender the deal with SGMS? Or deploy the cash else where? I currently own JPJ.L in the gaming industry. Could you recommend a few stocks that you would purchase? I was thinking SIS.TO. Thank you

Q: Is Colabor turning around like Empire (EMP.A)?
Cheers There is a lot of insider buying which is a good sign.

Q: Hello;

Do you agree that oil has turned the corner and is heading up? for example USO is up, DTO is down

Q: how would you rate this company and it s prospects for the future?

Q: Hi Peter and team,
What is your opinion on this US stock? Is it a good investment?

Thank you for your advice as always.
Pui

Q: Advise on effects of current restructuring on price of units & payout od div