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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: Hi 5i:

I am in the process of boosting the fixed income portion of my portfolio (knowing full well that nothing interesting is really fixed). I hold a preferred share ETF, a convertible share ETF, some short term laddered bond ETFs, and a high yield bond ETF. I'd like to add an income fund, and I'm more concerned about not losing capital than getting a lot of growth. AW lost less than BPF during the recession, and though BPF has gained more since, AW has done better from pre to post recession. I'd appreciate your advice as to which (if any) of these two to pick. Given my goals, do you have a better suggestion? As always, thanks for your great advice.
Read Answer Asked by Roland on June 02, 2015
Q: I hold this in my RRSP and am down 10%. It seems to be stagnant here. Could you please suggest something I could change this out for and recoup my losses. Thank you.
Read Answer Asked by Paul on June 02, 2015
Q: Hello,

I sat in on a presentation by Jeremy Siegel and his view was/is that demographics combined with supply and demand are playing a large part in interest rates staying lower for longer. With such a large segment of the population searching for yield, it has pushed interest rates down, and will keep them down while the boomers go through old age. Obviously there are many combined reasons for why interest rates are low, but I would like your thoughts on this view and his belief that interest rates will stay relatively low for an extended period of time.

Thanks

Robert
Read Answer Asked by Robert on June 02, 2015
Q: 91 year old has business, pension, preferred share, dividend and bond income. Not dependant on additional cash flow to live, but could use some more. With $100k-500k of new money, please recommend some investments to create cash flow or additional wealth. We have a few subscriptions in our family, Thanks to everyone at 5i
Read Answer Asked by William on June 02, 2015
Q: Would it be possible to include the columns "Sector", "Industry" and "Sub Industry" to the growth portfolio reports? I know the income and equity portfolios used to disclose this, rather than just the %'s for the overall portfolio(s).
Thanks!


Read Answer Asked by Jonathan on June 02, 2015
Q: Intel has offered $54 per share ,yet the stock is only trading at $51.65 which would lead me to believe that the deal may not go through. If that's the case what do you think could derail it and what is the percentage chance of that occurring?
Thanks
Read Answer Asked by hal on June 02, 2015
Q: How would you compare Cuf.un and BTB.un going forward ?
Read Answer Asked by terrance on June 02, 2015
Q: What do you think about the bought deal tou announced today? How do you think the market will react?
Read Answer Asked by Tom on June 02, 2015
Q: As you have not reviewed this for over a year, do you plan to do so ? If not, what is your current opinion? Thanks
Read Answer Asked by steve on June 02, 2015
Q: Re: Your response to Jason earlier today with specific reference to RBC offering 'Synthetic DRIP/s"...Just curious why you would single-out RBC ? ALL Brokers offer synthetic DRIPS as far as I know. (TDDI does for sure)
Read Answer Asked by Scot on June 02, 2015
Q: I own the above but am not impressed with the drop in the stock. I also own csu, with what I consider a full positon, otherwise I would buy more.
I am thinking of moving out of otc and replacing it, would you recommend a u.s. stock to fill the void.
Thanks so much.
Read Answer Asked by Maureen on June 02, 2015
Q: If banks use CXI for currency exchange, and the company has good earnings & growth potential, do you think one of the big banks will simply buy them out? $220M market cap seems like peanuts for a bank looking for a competitive advantage.
Read Answer Asked by Mike on June 02, 2015
Q: Hi Peter,

I am looking for some global and US Specific (ex. Canada) diversification.
Can you please suggest some ETFS or Funds that would provide growth and some that would also provide some dividends for both global and US sectors. Please advise which would be suitable for a TFSA, for RRSP and for a cash account. US dividends in a TFSA are exposed to tax withholding, is it the same with dividends from the rest world.? Please advise if it still makes sense to hold US investments in a TFSA given that dividend taxes are withheld and not credited.

Joseph
Read Answer Asked by Joseph on June 02, 2015
Q: The ticker on BNN just flashed that AMAYA has confirmed that the CEO and CFO of the company are now under investigation. If this is confirmed, I expect the stock would take a major hit. If they are found guilty of illegal action would the company be subject to class actions? Do you see the stock to be a buy if it tanks over the next couple of days? Should I sell my existing shares?
Your insight and opinion would be greatly appreciated.
Ed
Read Answer Asked by Ed on June 02, 2015
Q: Hello Peter and Co:
Great job on BNN yesterday. I have 2 questions so charge me for 2 no problem.

I own PEY in the Oil & Gas sector, total sector exposure (including sector exposure in my US ETFs) is 4.5%.

I own ALA, IPL and PPL also Oil & Gas but I consider them utilities, total sector exposure (including sector exposure in my US ETFs) is 7.2%.

Question 1: Is replacing PEY with WCP a good trade?

Question 2: Between ALA, IPL and PPL which one is worth keeping?

Thanks for everything, I've learned a ton of stuff from you over the last 2 years. cheers
Read Answer Asked by Andrew on June 02, 2015
Q: Investigation is resurfacing again with ceo and cfo being investigated. Were they ever part of the investigation or is this the same old same old. Globe and Mail reporting on this issue again today. Will this take years before someone is charged or not? It would be nice to get this whole issue out of the way. How big of an overhang on the stock do you think this creates. I imagine the stock will tank if high level executives are charged even if they are innocent until proven guilty.
Read Answer Asked by Helen on June 02, 2015
Q: http://affaires.lapresse.ca/economie/quebec/201506/01/01-4874244-le-pdg-damaya-fait-partie-de-lenquete-de-lamf.php

Mr. Hodson, what do you make of the above article ? To my knowledge, the CEO has done nothing wrong and is acting in full cooperation with AMF, and with the support of its BOD. It would be unfortunate if this affected the impending coming on NASDAQ.
Read Answer Asked by Serge on June 02, 2015
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