Investment Q&A

Q: I purchased shares of ABT at $9.88. Recently received a Corporate Action Notice for a Voluntary Dutch Purchase Offer of the following:
Option 1: "Auction Tender" whereby I would specify the price I want;
Option 2: "Purchase Price Tender" whereby I accept the price determined by the Company.
-OR-
Do Nothing.
Suggestion? Will these shares see $9.88 or better in future?
And, please explain the taxability of these options. Thanx

Q: BMO have ETF's that have "covered calls"
Could you explain what a covered call is, and are there any tax implications with these products?

Q: In your Sept 18 answer on covered calls you say BNS Jan 60 call is 1.72 and if you sell a covered call you collect 1720. It should be only 172 (1.72x100).
Steve

Q: Thanks very much for your Canadian ETF suggestions below. You mentioned I did not specify Canadian, or otherwise, so you have suggested Canadian ETF's. I would be interested in international ETF's, or a mix to make a strong portfolio. If you have some international suggestions, that would be very helpful, although, in my RBC DI account I have the option to invest in US or Canada, I wouldn't know how to invest in other markets.

Q: Hi Peter: Just read your report on PKI. I purchased 3000 shares Sept 12/13 @ 17.18 per share. I am 80 years in good health. Should I sell and lock in my profit or keep for the good dividend I receive? Thank you for your opinion.
Ron

Q: Just a comment I think the rulre was every ticker send to you for comment should have the name of the company.Today many questions just was ticker. Havung the name of company is useful for your reader.THank you

Q: Any reasons why this is taking such a beating

Q: This was mentioned on BNN. Can you provide any information? Is is a buy?
Thank you

Q: Hi Peter and team,
We are considering selling common shares of Enbridge and purchasing preferred shares of Enbridge. We are up 34% in the common shares. The preferred market seems hated by everyone. The dividend yield is 5.91% and the dividend rate is 1.1% . We think the reset rate is June 2020.
What do you think of this strategy ? Thanks for your valued advise in the past and have a good weekend.

Q: it seems just last week I complemented you guys on a 40% move on PSEM that you recommended as it was taken over.

This am it was announced that another company you recommended had a very positive test outcome on one of its cancer drugs and it is up 80% this am. Again amazing recco.

When you look at the press announcement what do you recommend I do with my 2500 shares? Buy more, sell, or just hold?

Q: Hi,
I'm looking for an American financial. Not impressed with their banks in past year, but I am impressed with both Visa and Blackstone. Which would you prefer for a long term hold of five years? Also, can you comment on the tax implications of a LP?

Q: Thanks for making clear sense of a confusing prospectus!
I do have a follow-up question that maybe you can also help with. I connected my broker (RBC Direct) and asked them if there is anything I need to do now. The prospectus talks about 'exchanging' shares. RBC couldn't answer. Do you know if I will simply receive "x" number of Olin shares (based on the ratio of 0.8748 per my Dow shares) and retain my current Dow shares as well?
Again, your guidance is very helpful, thank you!

Q: Hi team! I have some money that I want to park and not think about too much for about 5 years, but, I do need some income from these funds. I’m thinking of a diversified ETF portfolio. Could you suggest 5-8 varied ETF’s that pay a decent dividend? Thanks very much. So appreciate 5i.

Q: 2:47 PM 9/17/2015
Hello Peter :
Could you please comment on RNW, CSE, NPI, and INE. Could you rate them in order of which is the most solid company with the best prospects of growth, dividend sustainability, and possible dividend growth. RNW seems to be the cheapest and the only one with positive earnings and an indicated P/E of 29.7. How would you compare these 4 companies with BEP.UN?
Thank you...... Paul K

Q: Hello team, I've been watching at these stocks (all US) for awhile and it seems I've missed the boat on all of them. If you happen to know about them, would you pls. give me your thoughts? Do you think they still have some upside?
Thank you!!

Q: Would like your opinion on crh,
lots of interest in this one out there,recent u.s. listing, added to
Sp/tsx small cap index, several$7
12 mo tgts. Thank you.

Q: Hello Peter et al
At what point do insiders have to cease buying company stock when they are in negotiations to take over another company? For example there has been a lot of insider buying of SYZ in the past 10 months including the purchase by the CEO of 12600 shares on 15 Sept. Does the recent purchase in effect confirm there are no takeover negotiations in progress?

Also would you consider calling a company such as SYZ in an effort to obtain a first hand impression of how the company is doing? Obviously they can only pass on publically released information but a person may be able to “read between the lines”.

We have about a 2% holding of SYZ and in view of the Q3 results and insider buying are anxious to buy more, but need a little shove to do so.

Many thanks for any comments. Bob

Q: Hello Peter and Team,
Would you prefer Starbucks or McDonalds for growth going forward, with a bit of explanation?
Thank You,
Barry

Q: I have owned CAE for a couple of years and despite winning contracts and continuing to lead the industry, the stock doesn't seem to be going anywhere (I am about break even). I am considering a switch to MDA but am wondering two things. Is MDA's risk profile substantially higher than CAE and secondly, the Canadian Stock Exchange website classifies CAE as an industrial stock and MDA as a tech stock. I have enough tech already but I would have thought these companies were actually quite similar and would have considered them both as industrials.

Your insight is always greatly appreciated

Paul F.

Q: As a recent IPO, dividend paying, growth by acquisition, relatively high ownership by CEO, in a high profile industry, would you consider RAY.A to be a reasonable, risky or speculative buy at this point? Has it caught your attention and what insight and opinion can you give, please?