Investment Q&A

Q: Hi With respect to Steve's question, about Series 1 debentures trading at $136-$138 currently and applying for new debentures through Rights for a price of $133, is it not true that Debentures currently trading also have an embedded additional value of $3.25, quarterly interest ( $3.25x4=$13.30 annual), payable on October 1st. Whereas, the debentures acquired through rights will be issued only on October 6 and are not eligible for that interest for quarter Jul-Sep and hence the price differential ?

Thank You

Q: Hi 5i Team,

How do you feel about this company as an income play? It has a high yield but being that oil and gas is a nationalized industry in Colombia does this make the company very high risk?

Would you be buyers for a small income position or would you stay away?

Thanks for all you do!

Q: Can you please tell me what is the historical discount EQB has given on its DRIP. It says it can give anywhere from 0 to 5%.

I'd like to know what their track record has been.

Thanks

Sheldon

Q: I know that you've answered a lot of questions on HMAX lately and I have read all of the answers but I still have some questions as I don't fully understand the risk of the product. Please take as many credits as you need to answer:

1. Usually high yield means higher risk, but I'm assuming because covered calls are being used to generate this income that this statement doesn't apply? Can you confirm explain?

2. How risky is this compared to an equity ETF? Higher or lower risk?

3. Is there any long term scenario where this would underperform cash?

4. Generally what would be a safe portfolio weight for this type of product?

Q: Has ath said what their plan is for all the cash they are holding? Is unusual for a company to hold this much cash and not specify what they are going to do with it?

Q: Peter,

A bond fund will have a duration. I was told by a rep at the $$$ show that it can refer to the percentage change in value of the fund when interest rate changes. IE if duration was 3, then a 1% change in interest rates will create a 3% change in the value of the fund. Is this true?

If this is not true then please explain the proper meaning of duration.

Thank you

Paul

Q: I am thinking of buying Rogers Communications for future growth in the share price. My investment horizon is more than 10 years. Would you say that Rogers is a better choice than BCE or Telus? Please explain the reasoning.

Also, is the current share price of RCI at a good price to buy it or would you wait for it to drop some more?

And what class of shares would be better to buy (Class A or Class B)? Please explain why. Thank you for your insights.

Q: Could you explain what RBC10266 is offering and the risks involved?

Q: hello 5i:
the webinar with Chris on the 26 September at 11:00. Is this EST, MST???
thanks
Paul L

Q: Is a way to mark some of the questions and answers of others investors as a favourite which could be accessible instantly from my own questions ? Thanks

Q: On BNN Kim Bolton chose it as a top pick saying it is coming out with chips which will compete with NVDA, and will use less power. Do you have any information regarding this? What do you think of INTC

Q: Peter and His Dream Team
GVP has been drifting down for the last several years. Today it is up on 24 million shares in the first half hour of trading. Can you see any news? Your thoughts on this please. Thank you as always!

Q: I am curious about investment strategist Edward Chancellor’s idea that a sector with recent huge inflows of capital is quite likely to see an oversupply and price collapse (e.g. perhaps a partial explanation for behaviour of ‘green’ stocks during last several years). How could the average investor obtain data or insight into current sector capitol allocation? In that context, do you see any sectors that currently might be particularly vulnerable, or alternatively at an advantage, within this theoretical scenario?

Q: Hi,
Looking to start a position in this group. All of these businesses seem very solid and their performance shows over time. How would you rank these based on future revenue and earnings growth, current valuations, high ROIC, largest moat, etc... Looking for a long term hold and best compounder 10+ yrs. Looking to buy the best one or two names. Thanks!

Q: As I write this the CSU.RT debenture purchase rights are trading at $.005 and the series 1 debentures are trading in the range of $136-$138. If my math is correct, for a few pennies worth of the rights one can purchase $100 face value of the debentures at $133 which is a $3-$5 discount to where they are currently trading. Is this a no brainer or am I missing something? Why are the CSU.RT rights trading so cheap?

Q: I have recently read the book "The Great Taking" by David Rogers Webb. In this book, the (impressively credentialed) author claims that "ownership of securities as property has been replaced with a new legal concept of a "security entitlement", which is a contractual claim assuring a very weak position if the account holder becomes insolvent". In other words, should your investment bank (e.g. TD Waterhouse, etc.) go bankrupt, as an account holder, you could lose your securities. Apparently, account holders of JP Morgan lost their investments when JPM went bankrupt, as JPM had taken client assets as a secured creditor while being the custodian for these client assets. The alleged purpose of this law is to ensure the financial stability of the clearing houses.

Is this correct? What protections do Canadian investors have? Do we not "own" outright the stocks or ETFs which we purchase? Are there any actions which individual investors can take to protect themselves?

Thank you for this excellent service.

Q: Would you consider this company having a reasonable prospect for growth and valuation recovery long- term? Would you consider starting a position in it and accumulating the dental company stock at this time ?

Q: 8:22 AM 9/21/2023
Hello.. I really like the idea of a nicely balanced "mom" equity portfolio. You mentioned FTS for example. Could you please suggest what stocks you would put in it mainly for dividend income [hopefully yielding 4.5% or better] and enough growth to counter inflation over the long term.
Thank you............ Paul W K.

Q: Haven't seen a question on this since May, do we still consider this a good option for high growth?

Q: If I sell a stock in tfsa, how long before I can buy that same stock in a regular account? Thank you.
Rose