Investment Q&A

Q: I was wondering where Dundee Corp. Class A is going in the next year or two, meaning at least to $10.00 dollars? I thought, they were involved in resources and energy, which have been going up recently?

Q: On the fixed income side of one's portfolio.What would be an appropriate percentage wise split between GIC's and bonds and should that change as your age increases?
Thank You David

Q: Wanted to add something to Bryan's question about Concordia, relating to Cohodes.

1- Cohodes shorted OpenText during the financial crisis. The stock instead went up and shortly after, he was forced to close his hedge fund. OTC is up 410% since his short.
2- Cohodes is known for liking "a fight". He likes shorting because of the confrontation aspect.
3- Cohodes often has little facts, but succeeds at making retail investors second-guess themselves, at instilling doubt.
4- If you watch his appearances on BNN, you're likely helping his cause, because BNN will see a higher viewership and bring him back on.
5- Best to not comment about Cohodes' points of view, on any social media (stocktwits, stockhouse, twitter). That only makes him more popular.

Q: Glacier has just announced a rights offering. Could you please explain how this works, what the advantages are for the investor and for the company, why would they do this and is this typically a prudent move by the company. Putting Glacier aside, do you recommend investing during a time when a company has made such an offering? Also, how do the backstop agreements work? Thanks for your great work.

Q: Hi 5i:

From some data I've seen lately it appears as if Amazon is causing major problems for the big apparel retailers (among others). Do you think it is a buy despite its p/e? It seems it isn't going to change its ways anytime soon.

Q: Peter and team:
I have an account that is not balanced and is basically a speculation account (a small portion of my overall portfolio).

In this account I am down significantly on BDI and PD as I got in to them when Oil was near it's peak.

I was wondering if it would be best to sit on them both and wait it out or perhaps bail and get in to a junior oil company that stands to "pop" if/when oil rebounds. I was thinking of RRX.

Or perhaps there is an aggressive growth company you might suggest that potentially could help re-coup some of my losses???

Thanks

Phil

Q: Could you provide the details of the MSI convertible bond please?
Thank you Phyl

Q: if I sell a stock at a loss can I repurchase the stock 30 days later and still take advantage of my tax loss? brenda

Q: Please comment on earnings released today, they look very good but I am unsure of the streets expectations, no debt, cash on hand and EBITA doubled. Why is this stock stuck in a sideways action? Thanks

Q: Which of Slate Office Reit and Dream Industrial Reit is cheaper? WHat are the payout ratios of each - thanks.

Q: wHAT ARE THE CHANCES OF WESTERNONE SURVIVING,ALSO I DONT HEAR ANYTHING ABOUT THE LAWSUITE FROM DEBENTURES HOLDERS,IS THAT STILL IN PLACE.tHANKS
PHILIP

Q: We are recently retired with no pension but would like to get the $2,000 each pension credit in this and future years. What are your thoughts (pros and cons) please on purchasing a say $100k annuity, which is roughly 10% of our registered savings. Thank you.

Q: CenturyLink makes up a fairly high % of my portfolio (7%) and as such I try to keep up with it's financial results and the analysts reports. However, it's share price has had a fair dip in the last while. Your thoughts as to what has caused the drop and will it continue to slide. And the current yield is above 7%, is the dividend secure (or as secure as it can be), going forward? thanks!

Q: MSI dropped rather precipitously this AM, the day after their general meeting, yesterday.Am I missing something or did something happen that would cause this either at the meeting or elsewhere? Could I have your comments on this stock as an investment? Thanks, as always, for your sage advice.

Q: Hi, I would appreciate your thoughts about AQN and HWD last quarter results.

regards,

Q: Hi 5i Team!

FTG was a top pick on Market Call yesterday and is among the most active on the TSX today. Your lone opinion on FTG on April 12 indicates a positive impression and outlook. Would you please expand on your opinion as follows:

What current metrics matter to 5i when evaluating this company now, and how does this guide you in forming your opinion?

What metrics would you focus on when evaluating FTG a year from now?

What industry do they serve, and who are their main customers To what extent do they depend on domestic and export sales of their technology?

Is FTG a good candidate for a 2-3% patient wealth building portfolio or do you consider more of a cyclical investment?

Is FTG the kind of investment that would possibly considered by 5i in future as a candidate for the Growth Portfolio?

Appreciate your opinion, as always...

SGR

Q: I own six reset preferred shares; AIM.PR.C (-48%), AZP.PR.B (-44%), BRO.PR.N (-39%), DC.PR.B (-41%), MFC.PR.H (-13%), and PPL.PR.G (-30%). Would it make any sense to sell all these these reset preferred shares, take my losses to reduce other capital gains, and repurchase them after 30 days? Or am I better off to just sell them or keep them for a potential recovery? I would be grateful for your recommendations. I have no need for income. I used reset preferred shares as a replace for bonds, which was a huge mistake.

Q: Golden Arrow Resources' stock has gone for quite a run recently. Would appreciate your input on the underlying value of the stock/company and whether you view the run as sustainable - is it a buy, sell or hold at this point. Thanks. Great job on the overall site by the way. I refer to it daily!!

Q: what do you think of these to for long term renewable energy stocks.are they worth holding or is there better ones

Q: My 22 yo son recently opened an RSP. I wish to invest in one stock in his RSP (limited $ at this time - his TFSA is in order). I believe that good companies seldom/never come on sale. Given the concept of capital preservation for RSPs, cannot use cap loss, very long time horizon, etc, I like the 3 companies identified, and am open to others. There is no need to shoot the lights out - slow and steady will win the race.

Can you see any difficulty with any of the 3 companies I have it narrowed down to, and is there one or two others I should consider (don't care for securities like SH in RSP).

Thanks in advance. Bob