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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: Yesterday I asked a question regarding tendering BPO shares for BPY. In your answer you stated "Because BPY is a limited partnership, income distributed to shareholders is taxed a little differently". I should have noted that my BPO shares are in an RRSP. Since there will be no tax implications inside my RRSP, would you then recommend the option to tender Limited Partnership Units rather than the Exchange Limited Partnership Units.
Thank you.
Read Answer Asked by Dennis on March 04, 2014
Q: Hi,
I would like to invest in the US market for my registered account - without US taxes withheld on gains and without currency exchange fees. Is there an ETF that accomplishes this and also retains it's value against the CAD moving down?
Thanks.
Read Answer Asked by Paul on March 04, 2014
Q: Can you review WTA (Winalta). Large volume on Friday.
Read Answer Asked by Cary on March 03, 2014
Q: there seems to be strong insider buying on aet.un even while the stock is dropping. Is there some upside to this stock? thanks
Read Answer Asked by chet on March 03, 2014
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
Read Answer Asked by Donald on March 03, 2014
Q: ALGECO SCOTSMAN BOND 10.75% was recommended by ben cheng recently can you tell me what you think
Read Answer Asked by Pierre on March 03, 2014
Q: What do think of the Trimark Global Dividend Class for a TFSA holding?
Read Answer Asked by Rae on March 03, 2014
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.
Read Answer Asked by Jeff on March 03, 2014
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
Read Answer Asked by Guy R. on March 03, 2014
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.

Read Answer Asked by Ray on March 03, 2014
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.
Read Answer Asked by Joerg on March 03, 2014
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.
Read Answer Asked by Jacques on March 03, 2014
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?
Read Answer Asked by ROB on March 03, 2014
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
Read Answer Asked by David on March 03, 2014
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
Read Answer Asked by Karyn on March 03, 2014
Q: could you please give me info on good tungsten producer
Read Answer Asked by david on March 03, 2014
Q: Hello - Do you have any current thoughts on Palliser Oil & Gas (PXL). I see your last update was April 2013.
Cheers - Chris
Read Answer Asked by Chris on March 03, 2014
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
Read Answer Asked by Maureen on March 03, 2014
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