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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: Peter and Team,

This is a follow up to my previous question regarding RQD and RQE. Is the value per unit paid out at Maturity the Par value (for RQD, this is indicated as $18.50)?

If so, and if holding to maturity, one would then want to consider current price versus Par value, correct?
Read Answer Asked by Marc on December 31, 2015
Q: I have no investment in any of these three companies, KXS; DSG and ESL (Kinaxis, enghouse and descartes). In your opinion, which of these three is cheaper or has the greatest potential for a three year holding?
Read Answer Asked by Helen on December 31, 2015
Q: Hello Peter, for someone with an RRSP, a TFSA and a non-registered account, and who wants to invest in some higher risk stocks, I believe the TFSA is the place to do it. I trust you agree?
Last year, my higher risk pick for my TFSA was, sadly, Guestlogix. I'd like to improve my batting average and am considering CXI. Would you support this stock, at its current price, for a long-term TFSA hold? And could you please add a second choice.
Secondly, I'm trying to build a 'blue chip' portfolio in my non-registered account. So far, it holds TELUS and Enbridge. Can you suggest another two good choices for long-term holds?
Thanks always, and please dock me whatever number of questions is warranted. James
Read Answer Asked by James on December 31, 2015
Q: Hi Team
Thanks for great support and happy New Year.
I am 72 years old and dependant on income from my investment. This year a loss on energy stocks. Last week I sold DOL and even ENB, to keep the profit. Now I have about 50% in cash and need to reinvest. I am thinking of selling Magna (already lost 16%) Loblaws and EFN, as they don't seem to get anywhere. Do you have any suggestions for growth stocks with dividend?
Thanks
Margita
Read Answer Asked by Margita Elisabet on December 31, 2015
Q: Hi Gang - can you compare SBUX to ATD, given expected growth rates, valuation, and impact of currency. Which would you choose today? Best wishes for 2016.
Read Answer Asked by Scott on December 31, 2015
Q: I have a locked in RSP that I want to soon access. Can I still hold stocks if I transfer it to a LIF or a LIRA? I live in Nova Scotia.

Thanks
Read Answer Asked by Charlie on December 31, 2015
Q: Can you recommend two solid growth stocks with dividends for 2016? Thanks as ever
Read Answer Asked by michael on December 31, 2015
Q: Last question to 5iR for 2015…and it is about 2016. I would like your comments on the target weights for portfolio asset allocation. (Details include a portfolio made up of a 20% income segment, 10 % growth and the balance of 70% balanced……and the dollar denomination, 80% CD$ an 20% US$)

CS 10%
Retail 5%
CD 10%
F 10%
Real Estate 5%
E 5%
Pipelines and services 5%
Health Care 10% (CD$ and US$ 50/50 split)
IT 20% (CD$ and US$ 50/50 split)
Industrial 15%
Material/Mining 1%…the plug figure
Transport 2%
Utilities 2% other than pipelines.

……thanks for keeping on the investment rails in 2015

May all at 5iR party well to ring in 2016!…..Tom
Read Answer Asked by Tom on December 31, 2015
Q: Temple Hotels announced on Dec 23 that Morguard had purchased another 7 million shares of Temple Hotels at an average cost of $1.07 thru a private share purchase agreement and this was completed with less than 5 vendors. Who would sell that quantity of stock at these prices?

Morguard now owns 39.45% after taking into account the convertible debentures.

They also announced they would be would be taking over the asset management of Templeton from Shelter Canadian Properties Limited.

It seems that Morguard is taking control of this company and was wondering if you could add provide comments on what is taking place at Temple Hotels.
Read Answer Asked by Mark on December 31, 2015
Q: would appreciate an update on orvana...
and what is your short term (1-2 years) on gold??
Read Answer Asked by edward on December 31, 2015
Q: was going to purchase zeb but am concerned about fees!!
which two bank stocks do you prefer for the greatest long term
return?
several BNN analysts suggest waiting until the Feb/Mar. to invest in the banks... what are your thoughts??

Read Answer Asked by edward on December 31, 2015
Q: Hi Peter and Staff
A recent guest on BNN touted this stock saying it was priced so low that the stock price was covered with working capital, you are getting the mine for nothing and it has cash and no debt -All sounds good but Globeinvest says trailing P/E is 12.39 and forward P/E is 138.90.- how can this be ? Why would anyone recommend it if that forward P/E is correct? How do you view safety of dividend and how do you feel about initiating a small position. Thanks for all you do and Happy Nee Year
Read Answer Asked by Dennis on December 31, 2015
Q: We have a substantial investment in our RRIFs in SPY, IWO and XLK together with US banks.
We now want to purchase CDN ETFs with complementary US stocks for our TFSAs. Could you please recommend a few such ETFs that would fit.
Separately could you advise on how stock future prices affect the opening each morning.
Thanks for your great service.
Alex
Read Answer Asked by Alex on December 31, 2015
Q: Inovalis seems to have decent fundatmentals but trades very lightly.Could you comment on this ?
Read Answer Asked by terrance on December 31, 2015
Q: Ovivo might also fit into the Green Investmet category.
Read Answer Asked by Murray on December 31, 2015
Q: I have held BAM and some of its spin offs going back to the Brascan days. I will likely hold BAM.A forever but recently waded back into BIP because the NAV of BAM.A was so heavily weighted to Commercial real estate. I am always hesitant to bet against the smart money though. The combined Brookfield holdings are a 10% position. Any thoughts on the use of both holdings? I know that sentiment with one will affect the other and am ok with the large total weighting. Thanks for the thoughtful service.
Read Answer Asked by Derek on December 31, 2015
Q: Insider trading for SYZ shows an entry described as:
90 - Change in the nature of ownership
Can you explain what this means?

thank you
Read Answer Asked on December 31, 2015
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