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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: This is a comment rather than a question. Roger asked about whether ZSP or ZSP.U was preferable given he wanted un-hedged exposure to the US dollar. The hedged version is ZUE. I believe that ZSP and ZSP.U are virtually identical. If you don't have US dollars and don't want to go through the conversion, you can buy ZSP. I asked BMO investorline this question but in respect to another ETF that I hold, ZLU. I asked that if I wanted to sell ZLU as ZLU.U could I do this and obtain US dollars and was told that I could. This would be similar to the conversions that are done using DLR and DLR.U. My only caveat is that in looking the list of BMO ETFs I see that the distribution yields listed are different.
Read Answer Asked by Ross on February 03, 2015
Q: Hello, every one, Could you please help me to understand the current earning report of GIB.A, in which earnings expanded, but revenue was slightly shy of expectations. Since this is a growth stock, I thought missing revenue estimates would have negative impact on it. But the stock rose upon earning release. Your thoughts please. In addition, what is your view of this company? Also the company's debt level is high, will they issue more shares to acquire other companies in the future, if yes, how will this affect the stock?

Thanks,

Lin
Read Answer Asked by Lin on February 03, 2015
Q: Peter and Team,

Can you please suggest which ETF is better for US corporate bond exposure between CSD and XHY? XHY has a more significant energy exposure (14%) versus CSD which has 7% in energy.

CSD is defined as short duration (which I like) with an average duration of 3.14 years. XHY doesn't seem to define a duration. CSD feels lower risk to me but I'd like your opinion.

Your thoughts?

Marc
Read Answer Asked by Marc on February 03, 2015
Q: I would like to invest in Intrawest (SNOW). It has more recreational properties than the former Intrawest and I currently only have a small allocation to this sector. Can you provide your analysis and opinion on this stock? If its not good, can you recommend other alternative in this sector? Intrawest LT debt has been reduced but revenues still not growing. Thanks again! John
Read Answer Asked by john on February 03, 2015
Q: Skyworks reported very decent earning last week. Do you consider current price is cheap and what the fair value you think it should be traded? Also do you think it's wise idea to swap Skyworks Solution to Mastercard? Thanks for your valuable advice as always!
Read Answer Asked by Rebecca on February 03, 2015
Q: I hold a few preferreds of different types and from different companies and must admit that the recent price movements of perpetuals versus rate reset, floating etc. has been an eye opening experience. Some of your Q and A explanations have helped explain a lot. I have a question specific to Bombardier preferreds BBD.PR.C There is a lot of talk about the possibility of Bombardier having to raise money with either a share or debt issue to overcome the current cash crunch and respect debt covenants. If this were to happen, it would obviously be taken negatively by the market, but how would you expect the preferreds to react? Is it possible that shoring up their balance sheet would actually support and lift the price of the preferreds, or would you expect them to drop together with the common shares? Same question if they were to reduce or eliminate the common share dividend, how do you think the preferreds would react?
Read Answer Asked by Steven on February 03, 2015
Q: Good afternoon. Is there a reason why CXI'S stock price is stagnate?

Thanks
Read Answer Asked by Dave on February 03, 2015
Q: Thank you, Peter, for the excellent webinar today on Dividend Investing. If anyone missed it, make sure to sign up next time! It's either a great introduction or a good review!
Marilyn
Read Answer Asked by Marilyn on February 03, 2015
Q: Now that January has passed, what is happening with Carfinco? Is it going to be taken over?
Read Answer Asked by Dorothy on February 03, 2015
Q: With a dividend yield of 2.21 %, and an MER of 0.23%
this appears as a good choice for fixed income. May I have your thoughts. With thanks, Bill
Read Answer Asked by William J on February 03, 2015
Q: Hi,

At some point I would like to get into the Health Care sector (possibly with ZUH) but it seems so expensive right now, and you have stated this as well. But I feel that you are not a fan of waiting for a correction. How would you convince someone to buy into it right now, or would you wait?

Thank you
Read Answer Asked by Mike on February 03, 2015
Q: Greetings,

Been looking for an entry point for QCOM but wondering about the long term impact of the Samsung going with a different chip provider. It looks like the market may have over reacted to one quarter but wanted your opinion here.

Thansk
Read Answer Asked by kelly on February 03, 2015
Q: Hello:
Is there a reason for Cipher's large price volatility over the last week? I get suspicious when this happens. Thank you
Jerry
Read Answer Asked by Jerry on February 03, 2015
Q: Not a question, but hopefully a helpful comment for the 5i community given the number of recent questions related to portfolio balancing:
Google Sheets is similar to Excel spreadsheets, but has an interesting function that can be used to track portfolio weightings easily. The function is called GOOGLEFINANCE, which can retrieve the latest price of a security online automatically.

The way to use this function for a typical stock on the TSX is:
=GOOGLEFINANCE("TSE:symbol")
(for stocks on the Venture, use CVE instead of TSE)

For instance, to find the price of Brookfield Renewable Energy, the function would be:
=GOOGLEFINANCE("TSE:BEP.UN")

If you have one column for the stock price and another for the number of shares, you can then multiply them together to calculate the total value. Categorize all your stocks by sector, and then have Google Sheets calculate portfolio weightings for each. Hopefully I described this clearly and that it is useful for others. I know this has saved me a significant amount of time!
Read Answer Asked by Mike on February 03, 2015
Q: As of tonight, February 2, 2015, TD still has not paid its dividend which was promised to its shareholders for January 31st. I wonder if any TD Waterhouse members received their dividends on time? I wonder what TD would charge me if I was late paying them for a loan of $50.00 (roughly the cost of one share)? I wonder if my service provider will record the dividend as being received on Feb when the dividend finally arrives or will it back dated to Jan 31?
Read Answer Asked by James on February 03, 2015
Q: Seem to be making progress any thoughts ?
Read Answer Asked by j stuart on February 03, 2015
Q: Hello all. I am rebalancing on this fine wintery day! Yikes! It is a challenge. What sector would you add REITs too if not on their own and what %? Also Transport? Is Retail Consumer discretionary or staples? Is CCL to be added to Materials as in the TSX? Thank you and stay warm!
Read Answer Asked by El-ann on February 02, 2015
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