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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: Good Morning Team,

BMO offers ZUB and ZBK. Both are equally weighted US bank ETFs. Both are sold in Canadian dollars. ZUB is hedged while ZBK is not. If they are both sold in CDN dollars could you please explain how one is considered hedged while the other is not? What are the tax implications for holding these in a TFSA?

Thanks,
Richard
Read Answer Asked by Richard on June 05, 2015
Q: Hello to everyone at 5i

To my way of thinking, the supply and demand fundamentals for seafood merits an investment. Do you like these companies right now? If so, would you have a preference of one over the other or would money invested in each company provide better coverage of the industry and reduce company specific risk?

This investment would represent a small allocation in my TFSA.

Thank you for the service you provide
Read Answer Asked by Brad on June 05, 2015
Q: I'm looking to initiate a half position in either INO.UN or DRG.UN. Could you please provide a review of each and give your opinion on which one you prefer.
Read Answer Asked by Bernie on June 05, 2015
Q: Your comments on today's results would be appreciated.

Thanks!
Read Answer Asked by Gregory on June 05, 2015
Q: Do you think CSE has a high probability of being taken over? What other 5 names would you think would have the highest probability of being taken over and are also buyable at current price. Thanks
Read Answer Asked by Imtiaz on June 05, 2015
Q: Hello Peter and 5I team,
Thank you for your advice in the past. We have just topped up our TFSA and with the cash we already had on balance are ready to purchase some stocks. We are already diversified in our other accounts with large caps and fixed income. We are looking for fairly valued dividend growers and or first time dividend payers.
Thanks
Read Answer Asked by john on June 05, 2015
Q: What is your opinion of these stocks - Buy/Sell/Hold?

thx, Ross Siemms (New Subscriber)
Read Answer Asked by Ross on June 05, 2015
Q: I have held cwb for about 5 yrs at an average cost of $22. With regards to the latest quarter and future prospects should I hold or move into another financial. I already owe bns and the eft zub. Thanks.
Read Answer Asked by Paul on June 05, 2015
Q: What do you think of this latest bought deal. does this benefit the company or share holder at all.

thanks
Read Answer Asked by don on June 05, 2015
Q: Have I missed something with this stock? It has been dropping quite a bit. I do not have a position, but am thinking of buying. Also, how are its dividends (distributions) treated by the CRA. Are they considered Canadian, and are they given favourable tax treatment, or is it a U.S. MLP? I have had not had success trying to recover any of the 39.6% holdback with another US MLP.

Thanks for your help, and top notch service!
Read Answer Asked by Donald on June 05, 2015
Q: Any thoughts on Profound which is expected to trade on June 8? Knight has invested and Goodman will be on the BOD. I know you generally like to wait and see where things settle down
Thanks
Read Answer Asked by Bryan on June 05, 2015
Q: Looks like energy is continuing down.Do we bail out here (20 % under water) or wait for oil to come back up? Even the pipes are getting hammered.
Read Answer Asked by Bob on June 05, 2015
Q: Ref. the question asked by Murray earlier today. If he is concerned about liquidity on the TSX, I'm sure he could ask his broker to transfer those shares to the US side of his portfolio and avoid selling and buying fees.
I managed to do this when I had similar concerns and RBC did it at no cost.
Read Answer Asked by John on June 04, 2015
Q: Good morning;i hold both co. but I want to sell one of them?
I would appreciate your opinion.
Thanks.
Read Answer Asked by Sergio on June 04, 2015
Q: It seems like a pull back is imminent between now and November. I would like to keep my gains I have made in my TFSA over the past few years. Would FSZ be a good place to hide or can you suggest somewhere else to hide.
Read Answer Asked by Burt on June 04, 2015
Q: Hello Peter. Dont see the month end portfolio reports yet under reports section
Am I missing something or still not posted. If not posted yet, when can we expect
Thanks
Read Answer Asked by RUPINDER on June 04, 2015
Q: You were asked a question a few weeks ago about AIG vs. KKR. You noted that US interest rates are likely to rise and that helps insurance companies but for other reasons you felt KKR may be the better buy for growth.

My question concerns rising interest rates and how they would affect a deal making company like (though not specifically) KKR. I see how rising rates help the insurance industry. But wouldn't the same increase hurt KKR since borrowing costs could rise. Or are you of the opinion that the increase will not be large enough so as to dampen merger and acquisition activity, at least in the medium to longer term.

As always, appreciate the wonderful insight.

Paul F.
Read Answer Asked by Paul on June 04, 2015
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