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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: My portfolio of rate reset preferred shares (ENB, FTS, MFC, TD) is underwater by 5%. It's average dividend rate is 4% & all rate reset dates occur in 2019. I have two questions. 1) Why are rate reset preferred shares doing so poorly? 2) Is there any hope that their share price will improve in the future? Thanks ... Cal
Read Answer Asked by cal on May 27, 2015
Q: I'm helping my retiring parents clean-up/rebalance their portfolio. This is a two-part question that's related.

i) How important is it to compare their portfolio's performance to a benchmark?
ii) If i) is important, which funds/etfs can serve as a good benchmark considering their desire to generate a 3.5% dividend in a balanced portfolio?
Read Answer Asked by Eugene on May 27, 2015
Q: Hi 5i team,
I'd appreciate a clarification to your response to Michele this morning. You suggested it would be okay to add to OTC but in a post a few days earlier, after the big plunge of OTC, you indicated that you may have to review it's inclusion in the growth portfolio. I'm not sure if it means you've had another look at OTC and decided it's good to hold, even given current conditions. I'd appreciate clarification since I had been thinking about purchasing more (but luckily wasn't too quick to pull the trigger since it lost significant share price).
As always, thank you for everything you do!!!
Read Answer Asked by Brenda on May 27, 2015
Q: Hello, was wondering your thoughts on this company going forward.

Thank you
Anthony
Read Answer Asked by Anthony on May 27, 2015
Q: Hello Team,
! follow your stock commentaries with great interest!
As to above technology companies which would be your preferred choice?
I hold a small position in ESRX. Would you recommend alternatives?
Read Answer Asked by Sigrid on May 27, 2015
Q: I have all of the holdings from your growth portfolio in my TFSA as per the percentages you recommended. I now have $10,000 more to add to my account. Would you recommend that I top up the companies that have done well or the companies that are down since buying them all? And/or would you suggest 3 or 4 that you think are the best bet at this time (so I don't have too many trading fees)?
Thanks so much, your advise is appreciated
Read Answer Asked by Michele on May 27, 2015
Q: Can I have your thoughts on the latest quarter. Thanks.
Read Answer Asked by wendy on May 27, 2015
Q: How would you compare Bam.a and Davis Henderson going forward long range ?
Read Answer Asked by terrance on May 27, 2015
Q: Your thoughts on the deal and is it worth holding on.
Read Answer Asked by Tom on May 27, 2015
Q: Hello Peter & Co,
Being an asset manager, would BAM be classified under Financial?
Thanks,
Antoine
Read Answer Asked by Antoine on May 26, 2015
Q: I must say that I really do admire your professionalism. Heather asked you today "Any thoughts on the medical marijuana space?"
I think my answer would have been: "Yes .... but I can't remember what they were. .... And could you pass the Doritos." James


Read Answer Asked by James on May 26, 2015
Q: I am in the camp of sale in may do you think I am making a mistake?Where can I keep my money very conservative but not intrest bearing account/.
Read Answer Asked by Nizar on May 26, 2015
Q: I'd like to know your opinion of this ETF. I like all of their top holdings. But I have heard that many of these stocks are trading at very high multiples. Would it be wise to buy some zlb now?
Thanks, Christianne
Read Answer Asked by christianne on May 26, 2015
Q: I have been a member for over 2 years and this is my first question, I follow the Q & A section quite closely, thanks for the information . A year or so ago someone asked about if you could identify 3 companies that you don't get asked about much. I held Telus and ended up buying Exco after my own research. Could you identify 3 companies tech or other as I seem to have some money after buying high and selling low on OTC.
Read Answer Asked by Jerome on May 26, 2015
Q: Further to your answer dated March 5, 2015 on QIS (Quorum), the company released results today for the quarter ending 31 March. I had previously accepted the Investor Relations reasoning (excuse?) that that QIS shares were down because it is based in Alberta and the fact that its customers are auto dealers. Today’s release showing a worse bottom line on higher sales doesn’t enhance confidence unless there is a valid explanation. Is there?
QIS’ software products are excellent and are much liked by auto-dealers and manufacturers. Although this micro cap is too small for you are you able to comment on management ability and trustworthiness? QIS has an excellent business model and reliable software packages according to software execs. Would you consider QIS attractive at its current price or would you move on?
Read Answer Asked by Adam on May 26, 2015
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