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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: Re: BPO
I have about 600 shares of BPO and the current price is just below $ 21; I would have made a 20% profit which is great
There is now a tender for the BPO to be converted to another BAM unit, (could be the BPY)
The offer expires on March 19
I wonder if the book value of BPO is higher than the $ 21
and I could hang on for a few more weeks to see?
your advice would be greatly appreciated as I have a hard time to understand the full value of BPO ? or the conversion to another Brookfield units could trigger tax consequences and would it be a decent investment ? (looking for some income which BPO pays and also abit of capital gain: not too risky);
thanks!
Read Answer Asked by Michael on February 17, 2014
Q: Hello. I have had Sherritt shares for sometime now and wonder if I should hang on for awhile longer or sell as I have taken a bit of a loss in it.
Thanks, Fran
Read Answer Asked by Fran on February 17, 2014
Q: Your last comments on BRE.To were about a year in the past. I would like a updated opinion if that would be possible.
Read Answer Asked by P.M. on February 17, 2014
Q: I would appreciate your thoughts on ANV and. SII.

Thanks

Ray
Read Answer Asked by Ray on February 17, 2014
Q: I only hold Cdn stocks but wud like 2 take advantage of European recovery. Have MG & ATD.B. Any recommendations, please.
Thanks, B
Read Answer Asked by Bill on February 17, 2014
Q: Hi folks, new member here with a first question !

I am a Quebec resident investing inside a corporation (holdco). I currently have cash to deploy and wondering if i should invest in Horizon "Tax-Optimized" ETF (HXT/HXS).

For the US holding, I already hold VTI but I want to avoid purchasing more USD denominated securities to avoid US estate tax liabilities in the future. So my pick is between VUN and HXS.

For the Canadian holding, I already hold VCE. My pick is between VCN/VCE and HXT.

I understand how Horizon ETF works but i am wondering if they make sense in my particular situation (holdco, quebecers, etc).

Thanks for helping ! :-)
Read Answer Asked by Patrick on February 17, 2014
Q: re Petrowest Corp PWSEF... road/pad builder for oil companies... Considered one of the best companies in crushing work in Western Canada it has done well the past 18 months. Announced $26 mill contract in Dec 2014 to expand Hyw 63 Edm - Ft McMurray. Can you comment on what we might expect in the coming year?

Thank You

Thank You
Read Answer Asked by Gord on February 17, 2014
Q: Hi
Do you consider ANV as quite speculative in the gold and silver sector.
If the precious metals stay strong this company seems to have lots of room to increase in price.
I look forward to your opinion.
Have a nice weekend
Hersh
Read Answer Asked by Hersh on February 17, 2014
Q: It seems that every time I buy a stock everybody else should short it because it drops 12-18% within the next couple of weeks. Here are 5 that have already had this drop recently: Y, AVO, AD, MMW, HNL. Would be a buyer of any of these? I appreciate this type of service that you supply.
Read Answer Asked by Dennis on February 17, 2014
Q: Is SAS a buy at the current price?
Thanks again for your advice.
Read Answer Asked by Stephen on February 17, 2014
Q: I am (still) overweight in financials...BNS 10.3%, TD 13.2%, PWF 2.3% and SWF 3.7%. I sold out our position in BMO and bought G & AEM for a total position of 3% in Precious Metals. I am thinking of selling PWF and adding to either Precious Metals or Energy sector (PEY, SGY & VET) for an 11% weighting. Does this make sense to you? 5i seems to be generally positive on PWF... Canadian Banks seem to be well managed, protected from competition and well capitalized so the question becomes why sell anyways. The PWF is inside the RSP so there is no capital gains tax to pay.
We are near retirement age but our dividend income seems to be exceeding our expenses without considering CPP and my wife's small pension.
Thank you.
Read Answer Asked by James on February 17, 2014
Q: Peter,
I know you have commented on DEE, Delphi Energy in the past. Have you looked at it recently? It seems like it has had a lot of good news lately. I appreciate your opinion.
Read Answer Asked by Duayne on February 17, 2014
Q: Hi 5i,

My question is regarding the model portfolio.

I am thinking to follow the model portfolio with about 200k starting next week I plan to substitute TCN for FSV (since I hold that one already) and a ~ 5% allocation in each of the 20 stocks.

What are your thoughts on this approach, would you substitute any others at this time?
Are you expecting a major rebalance of some of the names in a few weeks?
Would you change the allocation to the current allocation of the portfolio or is the 5% target reasonable.

Thanks
Read Answer Asked by Joerg on February 17, 2014
Q: Are there any Canadian or U.S. based companies you would recommend in the agricultural industry?
Read Answer Asked by Craig on February 17, 2014
Q: THI - I am down 8%. Is it the time to buy more, hold or sell? Many thanks.
Read Answer Asked by Rita on February 17, 2014
Q: Just wondering about the silver market and where you think its going in the near future. As well what do you think of INM as they have found some silver down there in Mexico. Thanks for your insight
Read Answer Asked by dwight on February 17, 2014
Q: Hello best team.
do you have any insight in dsm?
It focuses on rare earth.
With the precious metals heading in the right direction,could this be interesting as well?
Read Answer Asked by Josh on February 17, 2014
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