Investment Q&A

Q: Peter, a few weeks back, there was talk of a liquidity issue with bond ETFs, Vanguard bond funds, etc.
Many of these players have arranged a line of credit with banks to handle large redemptions in a "crisis" bond market. I hold CBO (TSX), TD Short Term Bond fund and TD Mortgage fund. How would my holdings be affected in such a market? Would the CBO bid/ask spread widened? Are the TD funds closing day NAV prices based on the closing Bid (which could collapse in a crisis)? Any insight would be appreciated. BTW...great service!!

Q: Hi team:
no one has asked any questions about this company for awhile
It has pulled back but now seems to have bottomed
pays a small dividend
how would you rank onex as an income stock with some upside potential for 1-3 years hold ? Thanks

Q: Could you please me an update on Canam Group My broker has recommended it it is a cyclical stock and I am not sure I want to add it to my RRSP If I do it will be a small weighting
Thanks
Paul

Q: Re the recent drop, there is concern that the new government in Alberta may phase out coal by 2020. Capital Power's coal plants will last at least 10 years longer so this would be a significant hit to the value of their capital. addition: On my earlier question,I stated that the NDP platform favored closing coal plants in 2020 - it should have read, 2030. CPX plants are expected to be operational to 2040 - they are in good shape - so if the government follows through it will be a negative and require higher capital spending.

Q: could I get your opinion on Wellgreen, do you see them ever building the mine, can they finance it. And your outlook for platinum
Thanks

Q: When you calculate insider ownership, do you count shares such as options, indirect ownership and restricted rights shares equally with directly held shares. Now that CXV have started their acquisition process what is their insider holdings percentage? Is there any indication of what the contributions of these two acquisitions will be towards CXV's bottom line?

Q: Can you please comment on the tax implications of the FSV split for shares held in a taxable account (e.g. capital gains, etc). Would you advise selling at this point and possibly re-buying at a later date, or holding through the split? Thank you.

Q: Hi to all at 5iResearch

I am a new member since April 2015
I have made a few buy base on your informations
but sometime I am not completly sure that i use your information the right way
for exemple the stock that you cover and rate a stock to qualify has a buy would have to be rated at minimum B

Q: Hi, what are your thoughts on todays massacre. Seems over done but thats the way these days. Buy more, sell apptreciate your ideas.

Q: To follow your answer to Elaine today, which one you prefer: DHX, DHX-b, DHX-A.

Thank you.

Q: If I buy FSV prior to May 27,does this mean I will get 2 companies(NFS & CIG) when it splits on June 1,& what are number of shares for each new co.Reportedly,the 2 new shares will commence trading on May 27..Please enlighten me.Please advise when is the time to buy-on May 27 or May 29 or after Jun 1.Thanks for your usual great views & services

Q: Hello,
I am working on increasing my fixed income allocation by trimming some stocks. I have a number of American stocks in my RRSP with a good profit and I have been thinking about trimming here and buying fixed income. I had thought of selling an buying an American fund equivalent to xsb. Do you think this a reasonable stragegy? I can also buy a large dual listed stock such as RBC in U.S. funds and sell it immediatly with the proceeds ih Canadian, thus avoiding the exchange from us to cdn,in order to buy something like XSB. Buying the fund in US dollars would save a couple of extra transactions, but it would not be in my home currency. If you think buying a US bond index is a reasonable idea, do you have a suggestion as to which?
thanks as always, Claire

Q: Hello, Can you give some suggestions and information on buying bonds as part of a diversified and a slightly aggressive overall portfolio. Since there are so many types of bonds I would welcome some guidance. Any suggestions on bond etfs are also welcome. Thanks. Shyam

Q: I would like to buy DHX.b but the recent increase in price makes me wonder if it is getting too expensive. Your thoughts?

Q: Do you think the chance for a deal are almost certain Then what a deal for arbitrage when one can get hold of some of the issue. Do you know if the subscription receipts will be listed on the exchange.

Q: Hi Peter, what is your opinion on FM 1.4 B share offering??? will this be a drag for a while or just a blip for now. Buy, Hold or sell. Thanks

Q: I recently read an article about this fund just arriving in Canada, May 6 I believe. What interested was: It is an international fund and it is managed by Joel Tillinghast (SP?) who was mentioned in the article as an excellent manager of this fund. What are your thoughts?

Q: Hello,

Since Jason Donville recommended Biosyent (RX) on December 24 I was in on what I perceived was a dip and luckily out again before it dipped another big chunk. Similar thing with Knight (GUD).

My question is whether there is a price point at which either of these become "no brainer" buys? For an investor willing to absorb some risk are we near that point with each stock at $7?

Q: You seem to like BTO as a gold pick, yet I notice that as of the end of April, BTO has one of the largest short positions on the TSX. Why do you think this is the case?

Q: Can I have your team's opinion of this smallcap company?

Is their growth, prifit margin and dividend sustainable?

Many thanks for your excellent advice.

Ben