Investment Q&A

Q: Greetings to Peter and staff,
I am currently holding the atp series D convertible debentures ^% maturing 31/12/2019 bought at issue. I know your thoughts ( and mine) of the company, but what are the chances of default , or, dilution on this issue? should I just take the loss now and move on, or is there still hope that I will recover my initial investment?
Thank you for the great service you provide.
Larry

Q: Hello 5i,
I will be building out the bond part of my portfolio in time. My thinking is to structure that part of the portfolio with BB- to BB+ bonds that have a time horizon of eight years max.

What do you think of this strategy?
Thanks,

Q: hi guys
im looking at this company but im a little concerned at with next year\
so much production is coming on line with shale gas . will this push this stock down?
tks

Q: Is it possible to get an update on Invensense (INVN) ? Please and thank !!

Dave

Q: ABM Industries (ABM.us)is in the business services sector.
Would you care to comment please?
The following is for your general interest only: ABM was in the dividend portfolio of the American Association of Individual Investors. AAII dropped ABM from its dividend portfolio almost a year ago. I hung on to it. Good as it is, AAII doesn’t get everything right (no one can).

I am wondering whether ABM still has reasonable potential for share-price appreciation. If you are not keen on this name, would you care to suggest another?
Thank you.
(signed) Adam
P.S Impressive how you all manage to respond so promptly and succintly. I ask you please to consider a coup d'etat of the US Gov. (Whoa...I did NOT say what I just said)
(not signed) not Adam

Q: which stock/sector will have positive/negative effect with today's end of QE announcement by FED?

Q: Gentlemen,
I am losing more than 50% on these 2 stocks (SCU on RESP & PWT on cash account)
Your recommendation, hold or sell.
Thanks You
Best Regards

Q: Thanks to 5i the last couple of years have been very good. Thank you for your help. I now own most of the income and growth portfolio stocks, plus an assortment of other stocks as well; and am prepared to commit new money to the market now.

Over the last few years I have been monitoring 2 other "model"portfolios that I set up on Globe Investor Gold. I call them Brookfield (BAM.A,BOX.UN, BGI.UN,BIP.UN,BPY.UN,BRE and BEP.UN) and Tobacco (MO, PM,LO,RAI and VGR). Both portfolios show very nice and consistent positive results from year to year. YTD 2014, Brookfield is up 16.2% and Tobacco is up 27.9%. In both cases, share price gains are augmented by decent sized dividends as well. All of this with no buying /selling or even rebalancing.

As a non smoker who owns no tobacco stocks currently, I cringe in asking this question. But I do need to grow my portfolios. Could you endorse putting real money into the above mentioned portfolios? From my perspective, it seems reasonably safe, and provides a degree of sector and international diversification. And I do need US dollars from time to time. The dividends on the tobacco stocks would help in that regard.

As usual your thoughts and suggestions would be greatly appreciated.

Q: ONCE YO THOUGHT IT IS IS A GOOD STOCK AND HAD LOWE P/E AND NOW P/E IS 25.WHAT IS YOUR OPINION ABOUT THIS STOCK OR OTHERS LIKE ZMH(ZIMMER ) ?.THANK YOU.EBRAHIM

Q: Thank you for offering this wonderful service!!! Thanks to you I am making money - and more than I was with a full service advisor/manager.
I would like to know, in your research reports, where I would find an explanation of: recessionary EPS and Qualitative, and how to read the numbers.
Thanks!

Q: Hi Peter and Team, I have no exposure to the Health Care sector. Could you please suggest 3 or 4 names among the big caps US Health Care companies? I am looking for companies that are strong and offer a dividend. I understand that your focus is not on US companies. Thanks, Gervais

Q: I have been in and out of this stock for a few years and done well as it had become quite predictable - buy at $10 to $11, sell at $12 or so. I am hurting now though. Please give me your thoughts on Talisman, I an wondering if can recover to the $10-$11 range. Thanks, Mark

Q: Have held CPG for some time and have noted your comments comparing Crescent Point to others like Surge and Whitcap. Have not made the switch as had large Capital Gain position. With the pull back in Energy this tax consideration has shrunk. Would a switch at this time make sense and what Oil Co would you recommend for income and growth. I have Peyto for my Gas position. Each of these position represents 2% of my portfolio and would be long term holds

Q: What are your general thoughts on the long term prospects for this stock? What impact would listing on the NASDAQ have on the stock

Q: This stock is beaten down quite a bit. I don't own it but would like your opinion before taking any position . Thanks

Q: I am thinking of investing with a hedge fund. Can you give me your thoughts, and are there any that you could recommend? Thanks for your help.

Q: This is for the person who accidentally bought CNR on the New York exchange instead of Toronto. With dual-listed stocks, you can have it moved from the US side of your account to the Canadian side, or vice versa. You will therefore not lose anything on currency conversions. I have done this in my TD Waterhouse account both ways. As well, if you have a Canadian stock you want to sell, and were going to convert the proceeds to US cash, if the stock in dual-listed, just transfer it to the US side to sell. That way, you avoid the 2-3% currency conversion fee that TD Waterhouse charges.

Q: Hi Guys, I have owned Route 1 for 10 + years, long, disappointing ride!!! Could you please tell me the following;
1) Are they making money quarter to quarter?
2) Are they buying back shares (2014) and how many?
3) What percentage do insiders own?
4) Peter, from your previous life at Sprott, would this technology be of any value to the financial world?
thanks again,
Jim

Q: Can I get your opinion on this dollar hedged ETF. I have enough US dollar denominated investments in my portfolio but I want exposure to the US Financial sector. Is today's price a good entry point as well?

Q: Can you tell me what is meant when talking about "ROAE" and how it is calculated?
Thanks
Dave