Investment Q&A

Q: I would like to know if the new debenture issue being offered is safe for capital preservation and if there is anything about this offer such as the conversion of the debentures to equity and its other terms such as early redemption rights after the first 3 years, that would have a major impact on the debentures value and liquidity for a 5 year hold. What would these debenture rate as? Is there a fair possibility of future capital gains based on the conversion price of $44.75 per Share. I presently own 100 shares of EIF and am thinking of buying these debentures for an RRSP and or TFSA for a minimum 5 years or longer. Are there better and safer fixed income opportunities at the present time, that pay a 5.25% dividend that one could invest in?

Thank you for your answer.

Joseph

Q: Would you bet on a better offer coming or is it time to sell at the $4.50 price and move on?

Q: You re opinion on the earnings release.

Thank you

Q: Want to know your thoughts on this company. It was mentioned in a recent financial post article. Its very small and looks to have a lot of debt but would like your opinion. Thanks.

Q: update exe extendicare results and outlook ,thanks

Q: Thoughts on the trading post the 1/4?

Q: It seems that DHX growth was not there in the last Q, although margin improvement looked good. Is there Q below expectations, or is their Q revenue lumpy?

Q: Hi 5i,
I have some Exchange Income series G debentures, which were purchased at a discount to par and are now trading above par. Also, the EIF share price has just nudged up through the debentures’ conversion price. The issue does not mature until 2021 and the 6% coupon is still yielding over 5.5% at the debentures’ recent trading price, a better yield than any fixed income alternatives I have in mind right now. I purchased the debentures primarily to increase my overall fixed income yield and secondarily because I thought they also had some capital appreciation upside. They are held within my RSP so, whatever I do with them, there would be no immediate tax consequence. What I am looking for is a little help with the thought process on whether the unrealized capital gain and the move up through the conversion price suggests that I ought to be taking any action, or whether I should just continue to hold them for their bond qualities. Are there any rules of thumb in these circumstances with this kind of investment vehicle? The increase in value of the debentures is not enough to have substantially altered the balance between fixed income and equities within the RSP. So I wouldn’t need to trim them based on rebalancing the fixed income/equities mix alone. My overall investment time horizon extends well beyond their maturity date. Thanks for any thoughts.

Q: Love the company and the demographic space that it targets. Long time holder so I have done very well. Found the name through 5i, so "thank-you". My only concern, does the large increase in share count over the last 3 or 4 years worry you at all? Do you feel the increase is being utilized correctly?

Regards,

Robert

Q: Over the past 2 years I've invested 10% of my (registered) portfolio in JFS.UN. I saw it as an alternative/hedge style of investment. It seems to be just treading water over the past year. In your opinion:

-Should I consider reducing my position?

-Does it make sense to even have this in a registered fund?

-Is distribution only intended for non-registered funds?

-I contacted First Asset about the distribution and the advisor didn't really answer my questions.

Many thanks

Q: Does the 30 day trading rule apply inside the TFSA's?
Thank you.
Ron

Q: hi.. Just sold 150 shares of this bank and would like to know of 2 stocks you would recommend as replacement no oil as overweight! thanx in advance Cliff

Q: With the nice rise in the stock in the last few days, begs the question "Is it sustainable? Do you still see upside from here?
Thanks for all you do.
Guy R.

Q: This beaten up Canadian health care stock has shown improved financials again. (Centric Healthcare (CHH)). Do you see any future holding a small position while awaiting further gains or a take over bid?

Thanks to all

Q: Peter; I own some VDU and saw your April 29 comments. My question is it seems to trade by appointment and am wondering if you could tell me the market cap of it? does it have enough assets to make it worthwhile holding? Thanks.Rod

Q: Hi,
What you think of GH first quarter results & dividend cut ? Where you see it going from here?

Kuldip

Q: I do not rely on technical indicators in a large way, but I use them to solidify my opinion of a company and to a degree timing a purchase. This would pertain for me mostly to a value or momentum indication within a stock. Is there an article or book that you are aware of that might give me a breakdown of how often an indicator proves to be correct and to what increase or decrease of price deviation might occur after the technical is noted? An example after a stock passes its upward 200 day moving average there is a 60% chance it will continue upwards by 10% within 30 days of that occurrence (Not factual). I do not mind doing the math myself but I respect and consider others opinions and formulas and also they may give me different insight. Any technical that you yourself like or consider?
Thanks
J

Q: I guess I wasn't clear in my last question. Would you please rate these companies as to which would be your first choice, second choice , etc. for a 5 year investment and purchasing today. I have no US exposure but otherwise have a relatively balanced Cdn portfolio and need to deploy US$100,000. Please explain why you rated them as you did. thank you. This was the prior question: What do you think of Int'l FLavours and Fragrances and their latest quarterly results? How would you rate it relative to HD.us, PBH.us and STZ.us for a 5 year investment? Thank you.

Q: Please comment the company and business. It seems good to me. NII has good P/E but too small.I want to buy some for two years.
CRH Medical has a good COE and management team. May I keep for two years, kwokwai

Q: What can account for Fridays rise in trading volume and closing price in XAU?Did some metrics milestone get crossed?