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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 Peter, can you please provide an update and your views on Strad Energy Services (SYD) ? Earlier this month, they reported their quarterly results and increased their dividend.

Thank you and keep up the great work !! I highly recommend your service to any one who will listen !!

Dave
Read Answer Asked by David on May 26, 2014
Q: Hi 5i: This comment/question relates to the many questions asked recently about CBO, with particular reference to Rob Carrick's comments. In March, Manfred asked about the disparity between CBO's indicated yield of about 4% and the best corporate bond yield that he could find (2.5%). On May 20 Alayne asked about Carrick's article that claims that the indicated yields badly overestimate the actual yields. Carrick refers to the "yield to maturity", and in your response you said that the point "about the GIC ladder" is valid (namely that an investor is as well off or better with a GIC ladder in place of CBO). These comments still puzzle me. For the last 8 months (for example), the CBO price has been $19.8 +/- $0.1, and the indicated yield has remained above 4%. Thus over this period, at least, Carrick's point about GIC ladders has been false. The dividend is paid monthly and I have received it - no question. The emphasis on yield to maturity seems to me misplaced, at least to a degree. The response you got from the CBO people (in response to John's question) stated that they sell all bonds once they get within a year of maturity. Thus for short term bonds the YTM is not the relevant comparison; you would need to know the "yield to maturity minus one year". The difference between this and YTM could be considerable for a two year bond, for example. I'd appreciate your comments - this whole issue has puzzled me for a while.
Read Answer Asked by Roland on May 26, 2014
Q: Good Morning,
ARCP was recently a topic in Seeking Alpha. Could you please give me your update on this fast growing US Reit.
Thank you,
Rick
Read Answer Asked by Rick on May 26, 2014
Q: Could you help me compare an investment in BAM versus BIP.UN,please.

Thanks
Bob
Read Answer Asked by Robert on May 26, 2014
Q: Hi Peter & Team,
I was wondering if you'd had a chance to look at the upcoming Kinaxis IPO and have any comments on it.
Appreciate your insight,
Read Answer Asked by Stephen on May 26, 2014
Q: It appears to me that Bio-amber BIOA offers a very cost effective means of producing fine chemicals as an alternative to sourcing them from hydrocarbons. Given a long time horizon, say >3 years do you regard this as a good investment?
thanks Lawrence
Read Answer Asked by Lawrence on May 26, 2014
Q: Hi 5i team
I have held Power Corp (POW) in my retirement account since Jan/94. It is now trading at about the same price as it did in Jan/09 and the dividend has not increased in at least 5 years. Would you consider still holding this stock and if not what would you recommend that has a similar dividend but is not in the financial sector? Thanks.
Read Answer Asked by Allen on May 26, 2014
Q: re: ViXS Systems VXS - is this the next "Renegade Petro type" growth story?

As you know through my previous questions... have been watching VXS for some time. I like the story as they appear to have the only system on a chip that's going to meet the requirements of the big TV companies and set top box systems for the next generation technology. And I just saw for the first time the new technology advertised on TV.

VSX has been hovering at $1.40 now for almost a month which is it's lowest point since the IPO last yr. Stephen Takasky on Market Call mentioned share price between $1 & $1.50 has tremendous value. He then mentioned Q2 yr/yr we should see "some nice signs on the profit side."

Always looking for the "buy low" opportunities, especially in today's market.

Where do you see VXS a yr from now? And can you comment on the financials relative to the share price?

Thanks for all you do

Gord
Read Answer Asked by Gord on May 26, 2014
Q: I have made some good money on DDD but could have done well if I had sold it earlier.

I Like the segment and have bought Dassault Systems SP ADR,
DASTY on Pink sheets and am up about 5% in just over as month.
In this weeks Bloomberg magazine near the end is an advertisement article that talks about Dassault but seems to be an advertisement about Autodesk ADSK-Q. I went to their website www.autodesk.com and it appears to be a well run company.

My request is what is your opinion about DDD, DASTY and ADSK-Q

Ernie
Read Answer Asked by Ernest on May 26, 2014
Q: What is your current opinion on Reitman's (RET.A, RET)? This was once a great company, but I sold my holdings last year and am considering slowly building a position for the long term. I prefer RET because it is cheaper even though it is voting stock, presumably because of the lower liquidity compared to the A shares. Thanks.
Read Answer Asked by Russell S. on May 26, 2014
Q: 'Yearning for yield".

Would it be reasonable to consider some of the high quality utilities like FTS, PPL,TRP etc. to be substitutes for fixed income stocks such as GIC's or bond etf's?

A year ago US high income stocks like NLY, HTS, AGNC and MTGE dropped in price significantly and looked scary given the fear (terror) concerning interest rate increases. Given the current set of circumstances, would you be in favor of buying these now with the expectation of modest price increases but 10% plus yields for a 1-2 year hold - or is the risk/ reward still unattractive?

Thank you for all you help.
Read Answer Asked by Donald on May 26, 2014
Q: What are your thoughts on the Brazil economy. I own a small stake in XBZ, which has provided a decent return over the last year, although it is quite volatile. With the upcoming World Cup and the media attention this will bring, do you think now is a good time to sell my stake in XBZ and wait until after the World Cup finishes to reinvest in this ETF?
Read Answer Asked by Daniel on May 26, 2014
Q: Hi Peter and team,
Thank you for your recommendation of Exco. We hold it in our grandson's RESP . It's up nicely. We also hold Linamar which is also performing well. Our question is: What do you think of the auto industry at this time? Your comments on Exco say that this company has a large industry risk. Is it time to take profits? We value your opinion.
Read Answer Asked by john on May 26, 2014
Q: Hi: I am interested in opening a position in Enbridge. Are there any near-term catalysts, positive or negative that I should take into account prior to investing? Does the Northern Gateway project pose any risks or has this already been priced in to the stock? Anything else you could tell me that would be material to my decision making process would also be much appreciated.

Thanks!
Read Answer Asked by Chad on May 26, 2014
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