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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: Trading/ Strategy Question: With the sizeable pullbacks today for CSU, AVO, ESL, HNL and BAD, would you see this as an opportunity to increase my position in any of these stocks, all of which are already owned - some at higher prices, others at lower prices. All are owned becuase of long term potential and are expected to be long term holds.
Read Answer Asked by Donald on April 08, 2014
Q: What is the OSK shares worth based on the YRI offer? What are the odds of Goldcorp offering a higher bid? Thanks
Read Answer Asked by Roy on April 08, 2014
Q: Hi
Is tkm Tekmira considered a hold at the moment? Your opinion please.
Read Answer Asked by Francois on April 08, 2014
Q: Hi,

Regarding BYD.DB, can you explain in some detail how this security will behave? Since it is trading well above its conversion price, my understanding is that its delta should be close to 100% of BYD.UN, but it will have 5.75% interest payments instead of the ~1.35% distribution? Does this not make it more attractive than holding BYD.UN? Can you also put into simple language the redemption features?

"On and after December 31, 2015 but prior to December 31, 2016, the Debentures may be redeemed by the Fund, in whole or in part from time to time, at the option of the Fund, at a price equal to the principal amount thereof plus accrued and unpaid interest up to but excluding the Redemption Date (as defined herein), on not more than 60 days' and not less than 30 days' prior written notice, provided that the volume weighted average trading price of the Units on the Toronto Stock Exchange (the “TSX”) for the 20 consecutive trading days ending on the fifth trading day immediately preceding the date on which notice of redemption is given is not less than 125% of the Conversion Price. On and after December 31, 2016 but prior to the Maturity Date, the Debentures may be redeemed by the Fund, in whole or in part from time to time at the option of the Fund, at a price equal to the principal amount thereof plus accrued and unpaid interest up to but excluding the Redemption Date, on not more than 60 days' and not less than 30 days' prior written notice. The Debentures may also be redeemed by the Fund in the event of the satisfaction of certain conditions after a Change of Control (as defined herein) has occurred. See “Description of Securities Being Distributed - Offer Upon Change of Control”.

Thank you.
Read Answer Asked by Adam on April 08, 2014
Q: Hello Peter,you answered a question regarding 5 must buy/should have small cap Canadian stocks. The ones you suggested look good to me and I would like to put 3/4 of my portfolio on it. God hates a coward right! What are your thoughts?
Read Answer Asked by ron on April 08, 2014
Q: Wondering if 5i comment and/or any current and 2012 (1st year) subscribers claimed 5i membership as a deduction claim on "carrying charge" on Line 221 -> I'm saying that 5i is financial research not a newsletter magazine. I'm doing it again for 2013. I didn't have any problems for 2012. Peter / 5i staff -> you've done a great job!
Read Answer Asked by Michael on April 08, 2014
Q: At some point I would like to buy a vanguard canada etf that gives me US market exposure. VFV is the S+P index unhedged and VSP is the S+P index CAD hedged. Can you give me a simple answer as to when it makes more sense to buy hedged rather than unhedged? For example, if I think the canadian dollar is going back to par, which do i buy. If it stays at it's current level, which do I buy and why.
Thanks
Read Answer Asked by deirdre on April 08, 2014
Q: I have a small holding ( just over 1%) in Market Vector Rare Earth etf (REMX) Since I bought into it sometime back, it has gone down over 40%. Its downward trend appears to stabilize in the recent past. Are there any posssibilities of an upward movement for this etf in the near future ( may be over next year or two). Or should I just sell it and take my loss?
Read Answer Asked by Baboo on April 07, 2014
Q: I have 3 pharmaceutical stocks unfortunately bought before I started receiving good advice from you. They are ARWR - U.S., COM and TLB. I am down an average of 25% on them. I have been waiting for an upswing to sell them. They seem to be on a one-way trip going down. Your suggestions? Apr. 4 before the market opened at 9:30 a.m. the futures indicated very high openings for the DOW and the NASDAQ. By 12:00 p.m. they were both down over 100 points and falling. Do people behind the scenes manipulate the futures for their benefit - so that the naïve investor gets the impression that it will be an up day in the market. Dennis
Read Answer Asked by Dennis on April 07, 2014
Q: PHE is the Tactical Hedged Equity Fund from Purpose ETFs, which Som Seif is now involved with. Assets are now above $50mm, performance has been reasonable since inception last autumn, and management fees are under 1%. Would this qualify as a true hedge fund in the same league as Picton Mahoney and Donneville Kent's as net market exposure seems high around 80%, and how would their mandate for hedging the equity market compare with the others including Venator etc.? Also do you have any opinion on the 5 Purpose ETFs in general, or any experience with Som from his time at Claymore? Thanks, J.
Read Answer Asked by Jeff on April 07, 2014
Q: I regret not following model portfolio last time,i want to follow this time TO RAISE fund what should i sell or all from following,ATH,CMI,CDV,DML,EDV,IAE,PRB,PLI,VCM,WIN,FM,PLZ.UN,FVI,P?I am over 65.Thanks from the bottom of my heart.
Read Answer Asked by nizar on April 07, 2014
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