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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: Hi Peter and team
With recent news from the company and no questions asked since Dec. 2013, what is your current view of it?
Gerry
Read Answer Asked by Gerry on June 09, 2015
Q: KLS continues its free fall, time to get out? I'm down 35%, have a long time frame.
Read Answer Asked by Rob on June 09, 2015
Q: I have a very small position in the BSO.UN:TSX for income -- presently it pays an 8.1% dividend yield and the beta seems to be very low. Just wanted your thoughts on this -- thanks.
Read Answer Asked by MARK on June 09, 2015
Q: Melcor is a small player in the REIT sector, seems like a well run company, pays a decent dividend. My question: is Melcor solid enough to withstand an increase in interest rates when rates start to rise and is it a long term buy for a retirement portfolio. Carl
Read Answer Asked by Carl on June 09, 2015
Q: Hi Peter and Company,
Your thoughts and advice please, on these stocks. I am 72 and these are part of my RIF, fortunately not a large part. Thanks to you I have done just fine this past year.


MY COST
BXE $6.90
IDC $0.19 (very small position)
RFC $5.06
AVO $31.19

Excellent service!
Heather
Read Answer Asked by Heather on June 09, 2015
Q: Which Health stock is better buy VRX or CXR. I would hold for 2 to 3 years
Read Answer Asked by Hector on June 09, 2015
Q: Hello, I know you do not follow US stocks that closely but can you tell me what you think of Mentor Graphics corp? Thank you!
Read Answer Asked by Arthur on June 09, 2015
Q: I'm 37 years old and I have very little exposure to bonds. I would like to start building a position in Cdn Corporate and Government bonds in my RRSP. Do you suggest buying a little every month in a few ETFs, such as CBO, CLF and XHY or should I wait until interest rates rise and then start a position since the price will likely decline further? Is it smart to start a position if general wisdom dictates the price will fall in the future?

Thanks,
Jason
Read Answer Asked by Jason on June 09, 2015
Q: Pipelines are correcting downward - can you comment on the catalysts for this move/
Read Answer Asked by Greg on June 09, 2015
Q: Would either one or both stocks be growth investments within a TFSA account, or, considering current market volatilty, would MBK.UN (Manulife US Regional Bank
Trust) be preferable?
Thank you for your valued input!
Read Answer Asked by Sigrid on June 09, 2015
Q: I am a beginner in investments.My question is this: Do I have an avantage in buying American stocks these days with the Canadian dollar so low even if, for example I would buy for 10,00.00$ in US stocks and receive only about 7,500.00$ in value. Or would I be better off purchasing Canadian stocks and get their full value? Thanks.
Read Answer Asked by Denis on June 09, 2015
Q: You have recently commented on a number of stocks which have declined "on interest rate fears". Why aren't rate increases already be reflected in stock prices ? Markets have known for ages that interest rates are likely to go up - though only slightly, and probably before year end. Is stock price volatility due to interest rate fears a reflection of speculative action ?
Read Answer Asked by Don on June 09, 2015
Q: You continue to support interest sensitive stocks on the grounds that interest rate hikes are built into the present price. What are your parameters on the size of the rate increases? If interest rate on 5 year GICs rise 1%, do you think the price of ENB, for example, would remain unchanged from a rate perspective, all other factors remaining constant.
Read Answer Asked by Tim on June 09, 2015
Q: Hi Peter & Co:

David's Tea just went public on the NASDAQ exchange. This is a Canadian company that I am told started in Toronto around 2008, and they now have over 150 stores in Canada and the US. Do you think this would be a good (short-term or long-term) investment?
Read Answer Asked by Ken on June 09, 2015
Q: Hi Team

I bought Canadian Utilities at beginning of year and would like to sell for capital loss and buy in its' place either Emera EMA or Transcanada Corp TRP.

1. Is this "ok" for capturing capital loss ?

2. Does this seem like a reasonable move, I REALLY wasn't intending on jumping around but had actually been watching ALL 3; with ideas of buy potentially; it just so happens I started with CU and then the sector fell apart. I figure since I liked all three I might as well capture the loss if the move is legal accounting-wise.

3. of TRP versus EMA ; would you favor one more than the other from a "better buy " point of view, i.e. what metric would you look at and please compare the metrics.

Ernie
Read Answer Asked by Ernest on June 09, 2015
Q: Hi guy, Is there any reason of which you are aware as to why PUR doesn't seem to be going anywhere?
Thanks
Mike
Read Answer Asked by Michael on June 09, 2015
Q: Would either one or both stocks be growth investments within a TFSA account, or, considering current market volatilty, would MBK.UN (Manulife US Regional Bank
Trust) be preferable?
Thank you for your valued input!
Read Answer Asked by Sigrid on June 09, 2015
Q: Hi, I trust you folks at 5i are well and in high spirits? I have incorporated the Growth Porfolio as part of my TFSA. Here is the thought. If the market were to suffer a substantial correction; say the TSX tanks 20%, how much will the Growth Porfolio likely to fall by? I don't know what the average beta of the Porfolio is, but I guess it might be north of 1.5 but are there any mitigating factors, say people will take the opportunity to pile into some of the constituents or will everything just drop like in 2008? Thanks as always. henry
Read Answer Asked by Henry on June 08, 2015
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