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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: Hello 5i team,
If it is in your mandate, I would appreciate some precision on the options strategy that you proposed. I Have been using it and doing quite well. Recently my option for Calm was assigned at $52.50. The price today is about $51.50, or so. I notice that the price swings of Calm can be quite large. So, my question is whether I should wait for one of these swings, letting it go to say, $49 or $48 before buying again and selling an option? or, would I be better to simply buy when the option is assigned and start all over again, not waiting for the fall in price?
thanks
Read Answer Asked by joseph on March 23, 2016
Q: RBC and a number of the other banks have recently issued preferred shares(series BM ?) where the dividend rate will reset every five years at a rate equal to 4.80 per cent over the 5-year Government of Canada bond yield. Do you think these are a good buy for income and safety? If yes are they available now and what is the symbol of the Royal Bank version ? Thanks Ken
Read Answer Asked by Ken on March 23, 2016
Q: Can I get your quick analysis of SOX. I like everything but the debt to equity.

Carl
Read Answer Asked by Carl on March 23, 2016
Q: Hi, could you please comment on Boyd Group earnings released this morning? Looks like company beat on revenue and EBITDA and just met the earning estimates. Did you note the FX impact on earnings/revenue? Company is projecting to double its revenue over next 5 Years. How do you relate this expected future growth to today's valuation ? Thanks for your valued insight, as always.
Read Answer Asked by rajeev on March 23, 2016
Q: So what are the implications for the stock. CEO charged with 25 counts of insider trading. Ouch!!!!
Read Answer Asked by Helen on March 23, 2016
Q: Zms has moved up nicely the past 2 days. Can you please let me know why? What are your thoughts on this stock?
thank you
Read Answer Asked by Lois on March 23, 2016
Q: I have been fortunate to recently get positions through secondary offerings for TRP / PPL / ENG. In the short term are all enjoying a nice bounce. I am concerned that they total 7% of my portfolio. My advisor feels I am not overweight, but I have asked him which one we should sell as I feel with my energy positions I should only have about 4% focused in pipelines. Which of the three would you drop, or would you just trim back all three to my targeted 4%. Keep up the great work.
Read Answer Asked by Mike on March 23, 2016
Q: For a diversified portfolio, would you choose DFS or FNV for roughly a three year hold? Thank you again for your careful answers to members' questions.
Read Answer Asked by Elaine or Gerry on March 23, 2016
Q: I had sent you a question last week about accepting the offer to convert to the new series preferred shares and wonder if I misunderstood you now. I did call the discount broker and told them that I would tender my preferred shares to the new series as the deadline was March 15 and then on Friday I received another notice that I could get $20.00 per shares in Cdn funds or US funds equivalent to $20.00 CDN. I called back the discount broker and told them that I wanted to take the US funds but was told that I could not because I tendered to the new series. Would this be correct? Should have I not received both options at the same time? I am wondering if you meant that I should tender to the offer price and not to the new preferred share? Normally when I get a take over I sell into the market to avoid all the confusion that can happened. I know that I can still sell into the market and most likely will but just wanted you answer on this situation.Should I call the trust company handling this transaction to see what their answer is?

Thanks
Dolores

Read Answer Asked on March 23, 2016
Q: I would like to purchase an ETF in a high yield bond fund similar to XHY but in US$. What are my options and which one would you recommend?
Read Answer Asked by George on March 23, 2016
Q: Would appreciate your view on PBH's aquisition of C&C. Accretive to earnings, but how much does this increase leverage from a higher debt load? What would their new debt to equity rario be? What is your view on the convertable debenture? For an income portcolio, woild you but the stock or the convertable debenture? Is the debenture a relatively safe investment, or should this be viewed as more risky high yield debt?
Thanks, great service.
Read Answer Asked by Hans on March 23, 2016
Q: I hold JPM and INVN in my US portfolio. INVN has not done much and JPM seems to be too dependent on the Fed.
What is your opinion on these two stocks and would I be better off selling these two and buying GILD.
(also own BRK.B, CVS, INTC, IWO, QQQ, VIG in my US account)

Thanks
Read Answer Asked by Irshad on March 23, 2016
Q: Your thoughts on etsy please.would you buy this or suggest an other stock.
Also I am thinking of adding to SPB.TO ,you think this is a good idea?
Read Answer Asked by Josh on March 23, 2016
Q: Can you compare RNW with BEP.UN? Which one would be the most preferable choice for income with some growth potential within an
RRSP? Thank you . Joe
Read Answer Asked by Joseph on March 23, 2016
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