Investment Q&A

Q: Good Morning;

I have an RBC Direct Investing Account. They have a fund (RBF2010) to park Canadian cash for short periods of time without having to pay a transaction fee. Are you aware of a similar fund for US Dollars? Additionally, I would like to purchase approx. $5,000 worth of gold stock or ETF. What would you recommend?

Thanks so much for the service!

DON

Q: ALGECO SCOTSMAN BOND 10.75% was recommended by ben cheng recently can you tell me what you think

Q: What do think of the Trimark Global Dividend Class for a TFSA holding?

Q: J.Hodgins was quoted in the Feb.28 Financial Post saying HCG's "leverage...is currently about 8.5X on its mortgage book. They are moving away from (CMHC) insured mortgages and more toward subprime, and we think this is exactly the wrong time to be doing that." His reco is sell/short on a pair trade though he doesn't say what he's long.

How accurate is what he is stating is Home Capital's strategy, and how important is that leverage number? What for instance are the competition's leverage ratios and what would be a conservative number? I know that Oaken has had a fairly aggressive GIC campaign on the 3 year and less notes over the last few months and I know they like to match the mortgage and GIC terms to reduce rate risk. I've absorbed your previous responses on his BNN appearance and agree with your rationale. Thanks, J.

Q: Hi Peter & C0
Would you please provide an opinion on Rare Element RES and an up-date on Probe PRB. Thanks for the great service.
GUY

Q: Can I have your current thoughts on Orbite symbol ORT. The Quebec Govt have kicked in 10 million dollars. They must see something positive here. Thanks.

Q: Hi all,

Just a comment, as per your answer to Jacques question, I believe you quoted the MER for the FT Bissett Microcap A series. As the Q's was about the F series (TML 239)the MER for the F series is 2.40%. Still high, but I have held this one for just over 16 yrs and considering selling because of the fees. No discount for larger accts. plus they were initially going after < 100 mill MKT cap companies but that changed after Templeton took over and opened a A series.

Q: Can I have your opinion on the Franklin Bissett Microcap Fund series F. I realize that the fees are quite high but the long term returns have been quite good. Wandering if I could use this fund as a percentage of my TFSA portfolio.

Q: I am re-allocating profits from my equity portfolio (thank you!)into fixed income. I am planning to buy (and hold to maturity) bonds of 2 more companies. I already have TD, Fairfax Financial, Russel Metals, and Alliance Grain. I am considering one of either Athabasca Oil (ATH) or Paramount Resources (POU), and one of either Corus Entertainment (CJR.B) or Quebecor (QBR.B). What would be your recommendations?

Q: Hello team, today I sold Mastercard and some other USA based stocks - with my concerns over the Ukraine issue. My feeling is that while the Canadian portion of my portfolio will be affected, it is the USA stocks that are the most exposed to a large drop. I read your respons to Michael about the Ukraine but am wondering about your position of USA vs Canada risk percentage.

Many thanks.

Dave

Q: Peter, kudos to you and your team. I have taken your advice and it has been excellent. I have a question on LTS, I bought it Jan '13 at 9.45 it is now down 34%. It was 5% of my investment portfolio, I bought it for the dividend which has been cut drastically. Should I sell and take the loss and buy something better, or do you foresee some positive action. If I sell, will you please suggest another dividend payer. I already hold slw,ala,stb,tou,ppy,bad,bep.un, chw, dh, eld, acq, cnq, esl, fsz,kbl,msi, win in 5% amounts of my portfolio. Thank You!
Karyn

Q: could you please give me info on good tungsten producer

Q: Hello - Do you have any current thoughts on Palliser Oil & Gas (PXL). I see your last update was April 2013.
Cheers - Chris

Q: Hi 5i,

I own a small position on CUF.UN currently down 25% from purchased price. Is it a worthy holding for long term? Thinking either to add more or just take a lost. You commend will be very much appreciated. Thanks!

Q: I currently hold MEG & TOG, both make up approx 7% together of the energy component of my portfolios. I am looking to compliment these if you agree with those choices. However I also feel that Nat Gas will do well into 2014. What would recommend in that vein and perhaps buying the UNG is avenue to pursue. Look forward to your insight. Excellent forum. Thanks. Maureen

Q: Good morning!
Help! Four months ago, I started investing in my TFSA for my young adult son. I hold ACQ, AVO,CGX, STN and T. All are down between 6-7% except Telus. I know that these are good companies, but I would really like to add a stock that will show growth in the near future. What would you suggest? I so appreciate your service-my other accounts are doing well, based on your advice. Many thanks. Ellen

Q: MCB/GLN I am looking to raise some cash. Because of your views of McCoy and Glentel they are prime candidates. Glentel's earnings are coming out soon and I am expecting a reasonable Xmas season and hope to sell in that time. McCoy I am less sure of as to when to sell. I have a small profit in both. What would you recommend?

Q: HI.What is your opinion of ARGENT ENERGY TRUST (AET.UN-T ).Has gone down a lot and is it a good buy?the risk.Thanks.Have a good weekend

Q: GUD-X Hi 5i team. Was lucky enough to have owned Paladin from mid $30's and up.
The Knights Therapeutics as you've mentioned ipo's today. I've been able to download the the symbol on the G&M watch list but no price or volume numbers shown yet.
Can you take me thru how this process will work? My intention is to follow same and perhaps buy it on a dip, compelling news, or even momentum. Thank you in advance david

Q: Good Morning 5i,

Till more funds become available for me to invest I’ve decided to strengthen my portfolio fundamentals one sector at a time, starting with the REITs.

I currently own Senior Housing Properties Trust (SNH), RioCan Real Estate Investment Trust (REI.UN), Northern Property Real Estate Investment Trust (NPR.UN), Lexington Realty Trust( LXP), HCP In. (HCP), Dundee Real Estate Investment Trust( D.UN), Cominar Real Estate Investment Trust( CUF.UN), Chartwell Retirement Residences (CSH.UN) , Calloway REIT (CWT.UN).

I am willing to sell a couple of my holdings and buy H & R REIT and HealthLease Properties REIT. Your suggestions please, along with any other ideas you may have.

As always your help is appreciated.