Investment Q&A

Q: Peter,
I have a mixed bag of CDN and US stocks in my RRSP. I like Blackstone, especially for its dividend. However unlike many of my US holdings, the dividends are reduced by a withholding tax. Does this have something to do with being an LP?

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Read Answer Asked by Barry on October 31, 2014

Q: For those worrying about large capital gains, a stock donation to charity, if you are planning to donate to charity anyway, means you don't pay gains and your charity receives the full value of your stocks when they sell, plus you get a tax benefit. It's a win/win/win way to rebalance, it seems to me. (5i team, please say if there's something wrong with this theory)

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Read Answer Asked by M.S. on October 31, 2014

Q: Peter, just a comment not a question. I view the departure of Bitove as a strong positive rather than as a negative.

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Read Answer Asked by Donald on October 31, 2014

Q: Hi Peter and Team,

Can you comment on Chinook Energy's capital program announcement today? Does this shift the company into more of a growth company? What is your outlook for CKE at today's price?

Thanks,

Jordan

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Read Answer Asked by Jordan on October 31, 2014

Q: what are the growth prospects of each of these for the next 1-3 years - please explain - thanks as always

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Read Answer Asked by don on October 31, 2014

Q: Just wanted to get your take on Master Limited Partnerships and are there any in Canada? Do you feel it would be worthwhile to buy some US MLPs seeing as they would incur the double taxation?

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Read Answer Asked by pietro on October 31, 2014

• Stella-Jones Inc. (SJ)
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Q: Any comments

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Read Answer Asked by Ernest on October 31, 2014

• Maxar Technologies Inc. (MAXR)
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Q: Good morning 5i,
Can I get your thoughts on MDA's Q3 #'s? How does their future growth look?

Thanks,
J.

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Read Answer Asked by JAIME on October 31, 2014

• Alimentation Couche-Tard Inc. (ATD)
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Q: Hello Peter,
Do you think atd.b, aya, and dhx.b are getting close to being fully valued. I understand they are growth stocks, but they seem be getting quite high. I was thinking of increasing my position in atd.b, but was wondering from a valuation standpoint. Thanks for the advice.

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Read Answer Asked by umedali on October 31, 2014

Q: hi
We have a corporate bond with allied nevada gold due 2019 8 1/2%
what are the risks in a default .i`am under water with it right now ,should i try and sell or ride it out .
tks

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Read Answer Asked by Sam on October 31, 2014

• AnalytixInsight Inc. (ALY)
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Q: I don't use this service yet but it may be what Jason is looking for. I hold Prakash Hariharan in very high regard, right up there with you, Peter. I really appreciate all the work of your team also.

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Read Answer Asked by Gayle on October 31, 2014

Q: Could you give us your opinion on XSR given their latest results. I've owned a small "starter position" (about 1% of my income portfolio) for about a year now and am trying to decided whether to drop it or add to my holdings. Thanks for everything.

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Read Answer Asked by Peter on October 31, 2014

Q: In regard to Jason question about information for stock,Globe an mail,free service is also useful.You can have a list of stocks for every min. information.Globe investor/my list.ebrahim

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Read Answer Asked by ebrahim on October 31, 2014

• Constellation Software Inc. (CSU)
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Q: Peter and Team,

I've owned Constellation Software since the model portfolio was created and have done well with it... very happy, great pick!

Reading their quarterly results, it seems like they are firing on all cylinders still - cash is up, debt was reduced, they grew both by acquisition and organically, earnings per share are up - things look good and the company still seems like 'A' quality.

Am I missing anything?

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Read Answer Asked by Marc on October 31, 2014

Q: Is it better to sell agrium now with the recent jump in the stock price or wait for further news? Many thanks

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Read Answer Asked by janet on October 31, 2014

• Constellation Software Inc. (CSU)
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Q: My word what a jump ... is it time to trim back?? Do we stick with the 5% rule (weighting) or ride this pony further? TY.

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Read Answer Asked by Alan on October 31, 2014

• Norbord Inc. (OSB)
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Q: What is your view of the earnings and stock reaction ? is this still a reasonable hold ?

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Read Answer Asked by Francois on October 31, 2014

Q: Hi guys,

Is there a place where I can find reliable financial information on all Canadian and U.S. companies. For example, type in a ticker symbol and access recent quarterly results for the last few years, P/E ratios, forward P/E, etc. I don't mind paying for the service if the information is reliable.

Thanks a lot!
Jason

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Read Answer Asked by Jason on October 31, 2014

• Superior Plus Corp. (SPB)
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Q: Hi Peter I am looking at putting this company in my portfolio next month if its still in yours. Globe and Mail puts it in utility sector. Do you? Only wondering as I wonder which sector in my portfolio to do a trade to add SPB
Thanks again

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Read Answer Asked by Dennis on October 31, 2014

Q: Hi Peter,

BTO, Goldcorp among others, were decimated this morning. I have been holding approximately a 10% weighting, in a diversified portfolio. Sell? Hold? What is your advice?

Thank you,
Gail

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Read Answer Asked by Gail on October 31, 2014