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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: How do Callidus Capital's earnings look?

What do you think of management's comment "Early expressions of interest support initial valuations that would translate into a price received by tendering shareholders that is consistent with the previously disclosed valuation range provided by National Bank Financial ($18 to $22 per share) that accompanied the SIB in April 2016".

I'm thinking about initiating a position but get I also get nervous when management starts throwing out guesses as to what they think their shares are worth.

Thanks.

John
Read Answer Asked by john on March 31, 2017
Q: Had a bond mature and am considering replacing it with TCN.DB.U. Seems like a pretty good deal, 5.75% 31-MAR-2022 maturity with conversion at 10.46. It's trading at 103.00 and TCN is at 10.90 so you get over double the yield and it should trade with TCN because its already above the conversion rate. Some convertibles come to market with the conversion price 30, 40, 60% above current equity price. Why did this new TCN convertible come to market already at the conversion price?
Read Answer Asked by Ian on March 31, 2017
Q: Could you please give your view on the SHORT Position Report on the TSX. From time to time I refer to it before making a purchase. I wonder how much I should let it influence my buy moves. The whole Shorting concept confuses me. As a retail investor looking today at the "20 Largest Consolidated Short Position Report" I would seemingly avoid banks, pipelines and lifeco's TD, BNS, BCE,TRP, GWO etc etc. Do you think this metric forshadows a market downturn in bluechip div holders? Thanks for you service as always.
Read Answer Asked by James on March 31, 2017
Q: Greetings

95% of my portfolio is invested for the long term and follows your three portfolios. However, I do keep aside about 5% for short term trading ideas - stocks who have overcorrected, activist type investor, or those that trade within a set range. Like the Methanex situation, can you provide any other short term trading ideas. I have learned over time to trade with a goal in mind and to never get greedy. I consider these funds my spending money. Any ideas would be great.
Read Answer Asked by kelly on March 31, 2017
Q: Good afternoon 5i,
I am comfortable with the individual stocks in my RRSP...thanks to you.
When I cannot complete a full DRIP share, cash accumulates. I like the idea of sliding that in to a mutual fund . I am considering the Royal SERIES D. Canadian Dividend or O'Shaughnessy U.S. Value or Life Science & Technology. What do you think of this strategy? Are the MER's of 1.23% or 1.39% too high? Any other recommendations? Long term holder. Thanks for the advice. Paul
Read Answer Asked by Paul on March 31, 2017
Q: Hi 5i Team,
Could I have your opinion on my last remaining mutual fund, Sentry all cap income fund (NCE1032). I hold positions in most of the companies in both your model and income portfolios and was thinking of maybe selling this last mutual fund. With the proceeds I was thinking of adding VGG but would miss the larger distribution offered by Sentry all cap fund. I am retired and rely on my dividend stream to supplement my company pension. Your advice would be appreciated. If not VGG maybe you could recommend something else(I also have a large position in CDZ). Thanks. Mario.
Read Answer Asked by Mario on March 31, 2017
Q: Hi Peter and Ryan, I have held Lloyds and Santander for a long time still down 35%. Should I sell both due to the uncertainty of Briex and buy some more BAC, C, TD, BNS That are also held in equal amounts. US Banks are ADR's.
Do you know when Lloyds will receive the next Dividend and how much it will be ?
Thank you, to you and all your staff for excellent advice, I have all the stocks in your Balanced and Growth Portfolio's and the best performance I've ever had. --- Ian
Read Answer Asked by Ian on March 31, 2017
Q: Hi,

Thank you for the report on FSZ. It seems like a good company trading at a low valuation. Why has FSZ's share price fared so poorly over the past 5 years or so? (It seems to trade for a lower price than it did 5 years ago). Does the fact that FSZ's share price has declined for most of the past few years affect its rating?

Thanks,
IF
Read Answer Asked by ishay on March 31, 2017
Q: Hi,

I have some questions to ask:

1) I have noticed that there has been insider buying in Whitecap Resources (WCP) and Raging River Exploration (RRX), but they dropped by 2% and 4.5% respectively on March 30. Do you have any comments/idea why this happened?

2) Why is MacDonald Dettwiler (MDA) finally moving upside?

3) Peter Lynch avoids investing in computer stocks since new computer/tech companies keep popping up. But he also mentioned keep an open mind to new ideas. In Davos Economic Forum it was mentioned that we are currently in the fourth industrial revolution which is electronic based. Do you have any suggestions for stocks participating in this trend?

Thank you.
Read Answer Asked by Lai Kuen on March 31, 2017
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