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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: My holdings include ' Constellation Software Unsecured Subordinated Floating Rate Debentures Series 1 Exp. 31 March 2040'. Quite a mouthful!

What do I do with these? What are these? Do they entitle me to something now or later?
In essence keep or sell.
Thanks, Klaus
Read Answer Asked by Klaus on February 23, 2015
Q: Hi Peter and team
Are you aware of any reason for the sudden pop in this stock? I can't find any headlines. Thanks.

Harvey
Read Answer Asked by Harvey on February 23, 2015
Q: Just a correction to someone's comment about Currency Exchange International: For Canadians, the private placement is a four month hold and not twelve months which is the case for Americans. I think its important to note.
Read Answer Asked by Norman on February 23, 2015
Q: Hi - in an answer to a question on Friday re BCE prefs - you referred to Benchmark 5 yr Gov bond yields of 1.75%. Here is what you said:

"The benchmark 5 year bond yield right now is 1.75% (from the BoC site), but yields are much lower now."

I read the latest benchmark 5 year yield as .80% - from the BOC website. Am I missing something. I am looking at rate reset prefs so would like to be clear on the benchmark for the reset.

Thanks
Read Answer Asked by Gary on February 23, 2015
Q: Hello, I would like to have your thoughts on Fairfax preferred share issue. The 4.75% yield seems appealing. What is the major risk ? If rates go up could I be stock with a capital loss and not be able to sell the shares in 5 years at par ? I think that is what stopped me from buying preferred in the past. The reset rate seems appealing to me.

http://www.fairfax.ca/news/press-releases/press-release-details/2015/Fairfax-Announces-Preferred-Share-Issue/default.aspx

I also saw a TRP issue at a yield of 3.8%. Can you please comment on this one as well.

I am considering buying a good position of FFH and some TRAP for the fixed incomre portion of my portfolio. Thank you.

Read Answer Asked by Pierre on February 23, 2015
Q: InnVest REIT INN_UN
There has been an uptick in insider buying on the public market. The next Ex Div date is 25 February. Is this one worth jumping into at current price? Thanks
Read Answer Asked by Adam on February 23, 2015
Q: What is your take on the results and why the drop .. Should I add on this pull back ... Thx
Read Answer Asked by Bob on February 23, 2015
Q: I am thinking that the oil glut is a lot larger than prices are indicating. I base on the very unscientific observation that even with the record long term freezing temperatures in the US, the price of oil seems to actually be dropping(although apparently heating oil is up). In the past, again based only only my recollections, a weekend of cold weather seemed to cause a spike in the price of oil.

I am therefore left wondering if there is too much optimism in oil prices and are we really looking at an extreme glut? Or is all this quite quantifiable and the market probably has it right?

Thanks.

Paul F.
Read Answer Asked by Paul on February 23, 2015
Q: Do you believe the American banking sector is a good place to be right now or would chasing the tech sector make more sense. Thanks
Read Answer Asked by jason on February 23, 2015
Q: Hi Team,

Looking for some advice between 2 U.S Utilities....AT&T or Verizon.Growth and Income would be my main criteria in my decision with a 2-5year time horizon. I'm thinking of placing the position in one of my U.S registered accts for tax benifits.

Thanks

Stephen
Read Answer Asked by Stephen on February 23, 2015
Q: Hello Peter and the 5i team
My question's are concerning Stella Jones.
1. Who are Stella Jones competitors and how much market share do they have in the rail tie business?
2. Which rail companies are customers of Stella Jones?
3. I have heard that some rail companies are starting to go with cement ( or some other material) for the use of their ties. Is this true? and will it affect Stella J?
4. How much growth do you see in this company over say the next 4-5 years?
5. What is the payout ratio of SJ and is it sustainable?

Thanks
Read Answer Asked by Darren on February 23, 2015
Q: My former advisor put me into these securities. I don't know whether I should keep them (I have enough financials otherwise). Your opinions greatly appreciated. Thanks.
Read Answer Asked by Astrid on February 23, 2015
Q: SVC vs RKN ... which stock do you prefer ... briefly explain why.

Thanks for your insights.
Read Answer Asked by Owen on February 23, 2015
Q: Hi - I'm just starting to invest actively at age 45 with a 15 yr timeline. I have 25k cash in a self directed rrsp and 8k cash in a tfsa. I want to keep long term growth in the rrsp (I can tolerate volatility) and make riskier investments in my tfsa. I'm looking at flyht (fly.v) and CMH for starters in my tfsa and wondering what you think and if you have any other suggestions. For my rrsp, I'm going to take positions in the model portfolio but so many of the stocks have had quite a run up and have high PE's; should I take my time and wait for a pullback? Thanks for your time. Our total portfolio is the 25+8k I mentioned in my question, but I am contributing 30k per year now and intend to increase that over the next 15 years.
Read Answer Asked by Rick on February 23, 2015
Q: Hello Peter & Co,
Could you shed some light on the following, please?
Regarding CXI: it seems the share price has remained stable despite the lower than market issue because the institutional demand was very high and also because there was a 12 month trade restriction.
Regarding CGI: it seems that Computer Sciences CSC in the US is planning to split its business in government/commercial halves and that CGI is very much interested in acquiring the commercial half.
Thanks,
Antoine
Read Answer Asked by Antoine on February 23, 2015
Q: Hi Peter and Team,

I've acquired Goldcorp, Franco-Nevada and Silver Wheaton in roughly equal proportions over the last 18 months or so. G is up 3.1%, SLW is up 18.2% and FNV is up 35.9%. I was thinking of selling G and splitting the proceeds equally between FNV and SLW since they seem to perform better. I realize G is an operating company and the two others are royalty streamers. Do you think I am better holding all three or focusing only on SLW and FNV? Taxes are not a consideration if I sell G. FNV and SLW would represent ~4% each in my portfolio (which is fine with me) if I make the switch. I realize I'd be giving up on some dividend yield if I sell G, but perhaps the dividend is not that safe anyway. Any thoughts you have would be appreciated.

Many thanks. Michael
Read Answer Asked by Michael on February 23, 2015
Q: can you provide any outlook for this name -seems to be somewhat similiar to Brookfield infastructure -
Read Answer Asked by Kim on February 23, 2015
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