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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: I hold Enb DD 3.19 % bond and IPL 3.776 % bond AND multiple preferred shares from different companies

I will need to liquidate both bonds and preferred shares in next 3 months for home renovation .

1. Am I better off liquidating now or is there any upside to holding on ?
2. some preferreds have capital losts , can they be written off against equity capital gains (assuming I sell some equities as well.) ?

thanks

Ernie

Read Answer Asked by Ernest on January 17, 2018
Q: I sold EFN and bought ECN for hopefully more growth 6 months ago. Just looked and EFN is back down around 9$? I would have thought that EFN would be a big beneficiary of the strong US economy. What are you're thoughts? Do you think EFN is undervalued and a good investment?
Read Answer Asked by Curtis on January 17, 2018
Q: Hi Peter and Ryan,
Would you consider Chesswood group a long term hold as the stock hardly moves and if it does, it is to the downside. It does have a nice dividend but given its performance, it is not a good enough reason to keep it. Your thoughts please. Also, i am thinking of increasing my weight to 5 percent for Savaria or Constellation software. I am leaning towards Savaria (growing sector, decent dividend, good momentum), but your thoughts please. Thanks very much.
Read Answer Asked by umedali on January 17, 2018
Q: I read/hear conflicting opinions about the price of oil from well respected analysts in the print/electronic/TV media. Some say oil sector is the next place where the money is going to flow and others say there will be a pull back sooner than later. Do you think the new highs are there to stay? What are the top 3 to 5 companies from your favourite list that have already shown improvement due to higher oil price?
Many thanks.
Mano
Read Answer Asked by Savalai on January 17, 2018
Q: NWC has dropped more than 10% in the last 6 weeks at quite high volumes relative to previous volumes. Do you have any ideas as to why, given that there has been no news recently concerning this company? Is it sensitivity to rising interest rates? My intent is to buy a half position short term and a full position longer term, but I'm reluctant to buy with what appears to be a "falling knife" situation. How would you recommend one proceed, given my trading costs are low? Wait for the price to stabilize or a partial buy?
Thanks for any suggestions which you are able to make.
Read Answer Asked by John on January 17, 2018
Q: Hello,
Please give me your thoughts why when oil goes down even a little these two go down disproportionately and when it goes up they barely budge?Also can you give me your thoughts on the fundamentals of them as well. I understand I have asked 2 questions here. Thanks
Read Answer Asked by rick on January 17, 2018
Q: Hello

I have a question on ''ANNUALIZED RETURNS'' definition.


I came upon this website and it has caused me some confusion.
https://www.wealthenabler.in/knowledge-center/financial-freedom-demystified/annualized-returns-vs-cagr/

I was under the impression ''ANNUALIZED RETURNS'' AND "COMPOUND ANNUAL GRowth RATE'' was the same thing but this web site suggests maybe it is not?


In my questrade account under returns it shows ''Annualized'', and I always believed that included ''compounding'' and was not just Overall % Gains / Number of years?


I am hoping you can straighten me out here.

Thank you so much.
Read Answer Asked by Stephane on January 17, 2018
Q: CJT is up 35% since I bought in early 2017. If the stock drops, of course so too would my gain. What is your advice on a stop limit sell. Today they are at $62 my cost was $46. A trigger limit of $58 would be 25% gain. A stop at $56.40 would realize 20%. If it fell like a stone past these prices, I would hold on for a rebound.
If it did drop and sell, when should I buy back in? Do you foresee it coming down, historically it’s at its high within pennies.
Thanks, I am new to 5i but am finding it a wealth of information.
John
Read Answer Asked by John on January 17, 2018
Q: Constellation buys Acceo for C$250MM which might represent around $30-40MM of EBITDA. Whereas today CSU's market cap goes up $1.1B on a generally soft day. I'm pleased as CSU is one of my larger positions, however, is this market reaction seem appropriate to you or is something else going on? Or am I just over-analysing things? Thanks!
Read Answer Asked by Darcy on January 17, 2018
Q: My father recently sold his share in his company. He knows I manage my investments myself (with your help of course thank you!) and asked me if I wanted to manage part of the resulting cash. It represents 400K$ that he doesn't need for his retirement income. I was thinking of using the Balanced Equity portfolio. I am about start initiating positions. Do you think it's better to buy over several months to spread the timing risk or just buy all at once? At the moment what would be your top 5 stocks based on growth and overall company quality?
Read Answer Asked by Julien on January 17, 2018
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