Q: Hi - What kind of yield can I expect if I just wanted to invest in very safe bonds, e.g. Gov't Bonds rated A+. The yeilds I'm finding for these investments are very low - < 1%.
Are there any very safe high rated bonds available that will provide a yield of 1.5-2%?
Thank you for a great service.
Q: First thanks for your service...i was fortunate enough to have made a profit from your balanced portfolio so took the profits in cash... and have sat on the cash until now...i believe that the market is capitulating so would like to redeploy this cash...i was in etf's prior to becoming a member and in a situation like this i could deploy that cash in the underperformers, thus selling high and buying low...now with most of my investments in your balanced and growth portfolios does it make sense to deploy this cash component in the underperforming stocks in the balanced portfolio
Q: As I write, CXR is down over 11% on the day, and has lost more than a third of its value in less than one month. It is starting to remind me of PHM, which lost investor confidence and then more than two thirds of its value (so far). Are big investors bailing on Concordia or is it just the small investor reacting to downward momentum? It seems dumb to sell here but if this momentum continues it will be a forty dollar stock in a few weeks.
Q: Now getting absolutely shellacked - below $77. I know you've answered questions about this one today, but do you have any rational for this horrible action. No doubt the deal was not placed well notwithstanding the talk of it being over subscribed. What a joke!
Q: I have to admit that I am truly puzzled be the way the shares have dropped today to around $11 below the new share issue price. I was expecting that the shares night trade around the issue price of about $86 Canadian or slightly below. But $11 seems very excessive. What am I missing? And what does the market know that we don't? At the very least I would have expected the underwriters to maintain the share price close to the issue price in order to successfully market the shares. Where do you see the shares going from here?
Q: Dear 5i,
I currently own Concordia (3%), Gilead (3.5%), JNJ (1.5%,) Baxter (1.5%) and PHM (.75%).
Given the recent developments of CXR and PHM, I am considering adding 1% of one of these companies (CXR or PHM). Which do you think would be the better of the two for a 2 to 3 year hold. Or would you recommend something else in healthcare?
Thanks for your services!
Q: Hi Peter, I finally said uncle on AVO and sold. I know it may go back up (even though the chart is horrible) and I hope it does for those still holding it, but selling it felt Soooo Good :) Its nice not to see it next to the strong stocks I have left and If it turns around and you become more positive on it again I will consider. Thanks for your great service and have a great weekend.
Q: Not a Question Just a Thx.I am not normally a trader but on Aug. 25 I sent an email about SGY and it was trading at $2.00 then (the same as what it sold the asset to TORC for in April.%5 i helped me pull the trigger and I bought. I thought the risk reward looked good so I bought and have since sold at 2.75 plus 1 divy (still holding a 2% position).I think PC will manage the company thru this downturn so I am still holding a position.
this new issue perpetual preferred is coming out at 5.25% this month... do you think this will be a good preferred share, many have been beaten up lately as their rates reset, do you think this will be different as the rate is fixed? the yield and safety seems enticing... thanks
Q: Given the tight Federal election race, in the event of a NDP or Liberal win, are you aware of any major changes they are proposing to the taxation of dividend or capital gains income? Thanks.
Came across this useful article on TFSAs. I wasn't aware of the difference between "successor-holder" and "beneficiary" designations and thought other 5i members might find this of interest.
Q: ok the issue has been priced 65.00 us which translates into about 86.50 cdn, cxr is trading a 2 dollars below issue price, what i am having trouble understanding if the ebita increase is going to be that much greater than the stock dilution when the deal closes, why did the stock go down so much and why did cxr price it here. secondly i know you like cxr and think the selloff is a bit overdone, would you buy more at 84.50.it seems most analysts see this stock going to 125 in short order. dave
Q: What do you think of CXR at this level. What would you suggest as a good entry point. By my math it's now trading around 12 times 2016 earnings? Thx Scott
Q: Hi Peter I hold a large position in dh I did almost a double on it .My thinking is to sell half of dh and buy a position in pot to capitalize on the uS div.which I need .
Can I have your thoughts on this.
Regards Stan
Q: NMI has a P/E of less than 4 or an earnings yield of almost 30%.
It must have some kind of non-recurring earnings, I think. I would be grateful for your opinion.