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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,

I'm looking for some mortgage funds similar to Timbercreek's offerings (MTG and TMC). I'm more interested in the higher risk (higher yield) opportunities such as TMC. Could you point out a couple of other names that I could take a look at?
Read Answer Asked by Brian on January 26, 2014
Q: What are your thoughts on DFE as a way to play the European market? This small cap etf has been enjoying a good run since 2012 & pays a reasonable dividend. Would you suggest pairing it with FEZ, or buying on its own. Thx for such a great service.
Read Answer Asked by Ron on January 26, 2014
Q: Hi Peter,

Would you 5-6 names of company which recently declares its first-ever dividend? what's your thought of those names?
Love your service and just renewed membership.
Thank you

Santos
Read Answer Asked by Santoso on January 26, 2014
Q: In a report dated January 14, 2014, TD Securities noted WIND Mobile withdrawing from the 700 MHx auction. The following is a precis of their 5 anticipated results.
1. A buyer sells the 700 to WIND
2. 700 buyer acquires WIND from Vimpelcom
3. Large new (foreign?)player acquires WIND
4. Industry Canada and the CRTC bump up the regulatory requirements and encourage WIND to buy the 700
5. Buyer just sits on WIND as investment.

Here's the quote that prompts the question.

" In all but the fifth scenario above, we believe that investors in RCI.B,T and BCE shares could face as much risk, or even more, over the next 12-24 months as they would have faced if WIND had participated in the auction directly. However, it would take several months for these scenarios to play out, and we expect a bullish tone in the interim..." They then raised the target price by $4 on RCI, $2 on BCE and $3 on T.

The price of BCE dropped by 12% on the Verizon news ($47-$41)
and the suggestion is that this could happen in the next year or so.

I had planned on buying BCE and T on a pullback, but I don't relish the idea of holding them under TD's warning. What do you think. I won't ask you to comment on their raising the target price after issuing a warning on what amounts to a 12% drop in the stocks! Thanks Tim...


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Read Answer Asked by Tim on January 25, 2014
Q: Kelly and Scot, re: CIBC fees for trading. Much appreciated. I called and did get the lower rate + a refund back to July for trades done w/higher rate. Thank you ! Paul
Read Answer Asked by Paul on January 25, 2014
Q: Hello5i, Could you comment on the Osisko offer from Goldcorp.I would also like to know if you think Goldcorp is the main buyer of the millions of shares that have been traded since Goldcorp made it's take over offer. Thanks Michael
Read Answer Asked by Michael on January 25, 2014
Q: I'm looking for 6 good dividend stocks non-interest sensitive but have some growth.
Have found several on your list rating B or better.(ex CPX and RPI.UN) Are these good and can you recommend 4 more.
Read Answer Asked by judy on January 24, 2014
Q: As much as I appreciate the importance of diversification and investing outside of Canada, the low Canadian dollar is making it very expensive to buy into the US. Is it still wise to invest in the US or would it be best to wait for the dollar to rebound to maybe the mid 90 cent range?

Thanks and as always, appreciate the great advice.

Paul
Read Answer Asked by Paul on January 24, 2014
Q: Hi Peter and Team,

What are your thoughts on New Mountain Finance, NMFC.
Read Answer Asked by Graham on January 24, 2014
Q: Hi Peter and 5iResearch Team,
Can you please provide an update for Tim Hortons, THI. A BNN guest suggested 2014 outlook is very positive for this company with the share price increasing into the $90 range.
Wouldn't that be great!!
Thank you.
Linda
Read Answer Asked by Linda on January 24, 2014
Q: Hi-
Just wondered if the present political push due to railcar oil spills will negatively impact CNR, CP and the US rail companies? I guess they will have to either replace or retrofit railcars...sounds expensive.
Thanks for your thoughts.
Read Answer Asked by Pat on January 24, 2014
Q: Hi again,

I just asked for the 8 to 10 lowest cost Canadian oil and gas companies. Obviously, I intended to ask which 8 to 10 you would recommend! Thanks.
Read Answer Asked by Paul W on January 24, 2014
Q: Peter thank you for your service.I am a higher risk investor,that has learned(painfully)to adapt my investment style to a more barbell approach.I expect the market to have a correction in 2014,what are your thoughts on REITS with U.S. exposure?
My thoughts are that they have limited downside,offer dividend,favourable currency exposure!
Would this not offer downside protection,but upside if correction does not occur this year.
Do you have any better ideas?
Read Answer Asked by Randy on January 24, 2014
Q: Peter-with the recent landslide in the Cdn $ -what wouls say your top five equity ideas be in Canada that perhaps have not moved as much as this should reflect -I can see some Reits with big US exposure -but others?........
Read Answer Asked by Kim on January 24, 2014
Q: i am loosing on these stocks,which stocks you think i should hold and which i should get ridof.
AGI,AX.UN,ACQ,BYD.UN,GIB.A,DH,EFN,L,MDA,MCR,SGY,TCK.B.i DONT WANT TO SELL GOOD ONES AND KEEP NOT GOOD ONES.
Read Answer Asked by nizar on January 24, 2014
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