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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: The MInimum Rate-Reset Preferred Shares BEP.PR.G, ALA.PR.I, BAM.PF.H, CU.PR.I seem almost to good to be true. They offer rate resets that are a 100 bps or higher than the previously issued rate reset shares of the same companies as well as a guaranteed yield of 4.5 to 5.5%. The only caveat I have been able to find is that the distribution is projected to be composed of 50% eligible Canadian dividend, 25% income and 25% return of capital (http://prefblog.com/?cat=14). How and when would the return of capital be taxed in a non registered account? Would the return of capital diminish the redemption price of the shares? What percent of a fixed income portfolio would allocate to this type of security?
Thanks David
Read Answer Asked by David on November 30, 2015
Q: I currently own G in a non-RRSP and it is the only gold stock that I own. Would you recommend a sale on this stock for tax loss purposes that can be off set with a capital gain of another stock? Would you be a buyer of any gold stock at this time?

Thanks
Dolores
Read Answer Asked on November 30, 2015
Q: Hi Peter and team,

What are your thoughts on KPT tissue Inc.? Would you buy at the current level with a 3 year time frame?

Many thanks!
Read Answer Asked by Michel L on November 30, 2015
Q: Hi the stock has had a big jump last week almost doubled .They have recently acquired property in New Mexico what are your views on LAM and the uranium industry
Thanks John
Read Answer Asked by John on November 30, 2015
Q: Hi there. May I get your opinion on Magellan Aerospace. And at this time is it a Buy, Sell, or Hold.
Read Answer Asked by Robby on November 30, 2015
Q: Hi,

How positive is the PEA report for Alabama Graphite that was released this morning?

Thanks

Robert
Read Answer Asked by Robert on November 30, 2015
Q: I bought it in Feb. 2015 at $85 only to see low of $67 in the summer. I am still holding it, but ... what are the prospects of recovering and going to $85-$90 ? I read that the high US $ is hurting their EPS because lots of their products are sold in overseas locations, any light at the end of the tunnel ?
Read Answer Asked by Ivan on November 30, 2015
Q: I have a TFSA account and want to sell WestJet but not sure what I should replace the stock with. I currently also own Stanec in this sector. My sector allocations are appropriate except for: 0% Consumer Staples, 12% Industrial (after sale), 8% Tech. Which sector and stock would you recommend that I put the money toward to after the sale of WestJet?
Read Answer Asked on November 30, 2015
Q: Hello Peter & Team,

I did very well with SPY (now BKD) when I bought it in Feb around $0.34 and sold it in May @ $0.61. I've continued to track it and noticed the article at the beginning of this week mentioning their new app for Yahoo Fantasy which allows fantasy Players to automatically get updates on their players without looking them up individually.

Fantasy is huge and only getting bigger. I play fantasy football and their application is a very handy idea.

At $0.24 today which is up 25% since last week, would you consider BKD a sell, hold or buy at this time? And is there anything else I should know before re-entering a position?

Thanks for all you do

Gord
Read Answer Asked by Gord on November 30, 2015
Q: Hi Guy's,

Just to help out Gary on westcoast, the full financial statements for only westcoast can be found on Sedar.ca

Regards
John
Read Answer Asked by John on November 30, 2015
Q: Hi Peter,

I have a tfsa account and I buy mostly blue chip companies and hold them for dividend and appreciation. Is it a good idea to write covered calls and earn additional income while the stock sits in your tfsa
Read Answer Asked by PAUL on November 30, 2015
Q: The Globe had a link to an article that described US shale oil producers as facing a "debt bomb" due to low oil prices, declining cash flow and high debt. The article predicts a serious meltdown in the first half of 2016. My question relates to the impact this could have on US banks? My ETF has been doing ok, and I expect banks to be favoured by rising interest rates. I suppose this question could be extended to other commodity areas and Canadian banks as well. Do you see significant risk in banking in the near term due to debt failure? Thanks
Read Answer Asked by Robert on November 30, 2015
Q: Guys is it finally time to give up and dump this? Am down 40%

Thanks
BD
Read Answer Asked by Barry on November 30, 2015
Q: Hi Peter and Gang,

I currently have positions in CSU and GIB.A and they represents 2.5% and 3.5% of my portfolio respectively. My gains on CSU are approximately 220% and I am thinking of liquidating my entire CSU position and put the proceeds on DH (I'll stay put on GIB.A). Just wondering what your thoughts are on this move.

On November 17, in your response to a question raised by a 5i member on DH, you commented that the stock was 14x earning, is this ratio still accurate?

Regards,
Harry
Read Answer Asked by Harry on November 30, 2015
Q: Hello,
Have you any idea why cmh is down 6.60% this morning? I can't find any news that could account for it.

thank you
Read Answer Asked by Charles on November 30, 2015
Q: Can you explain why U.S. preferred share ETFs like PGF and PFF have considerably outperformed their Canadian counterparts such as CPD and ZPR ? Thanks, Joe
Read Answer Asked by Joseph on November 30, 2015
Q: I am thinking of buying 5,000 shares of Chesapeake Energy, now down close to 80%, and just holding and forgetting about this investment for five years. What do you think of this plan?
Thanks.
Read Answer Asked by Steven on November 30, 2015
Q: Hi folks,I know FM/t has app $6B debt I believe but was wondering if they are near any debt covenants any time soon,I heard that was reason acq/t had to raise money as they were near breaking some debt covenants. Is fm/t in any similar situation. Thanks again and just renewed 2 years for great service,jb
Read Answer Asked by John on November 30, 2015
Q: Maybe this is not an easy question to answer, but when you say a particular stock is cheap or very cheap how do you determine this? Also, how would you determine if a stock is cheap AND high quality? Thanks!
Read Answer Asked by Hussein on November 30, 2015
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