Investment Q&A

Q: Hi 5i,

There are a couple of things I don't understand about this recent rally.

It seems to me that it is due to the US potentially slowing down, and hence delaying interest rate increases. If this is true, are we to expect this rally to end soon (since a slower US economy must eventually be bad for stocks) or does this rally have legs?

Also, if the rally is based on delaying interest rate increases why are companies like SunLife rallying. I thought these companies were going to benefit from rate increases so the current environment should be negative for them?

Any help you can give me to clear up my confusion would be appreciated.


Thanks,

Q: ABT announced a substantial issuer bid to purchase CAD$50 million in value of its common shares for cancellation. The offer is being conducted as a “modified Dutch auction” with a price range from C$7.75 to C$9.00. The offer expires on Oct 20th 2015 (extended from Oct 5th).

The stock closed today at C$7.47. Why would the stock be trading below the minimum auction price? Do you view this as an arbitrage opportunity to purchase the stock in the open market and then tender the shares for auction?

Q: What are your thoughts on MarketSmart GIC's? And what would be a good alternative?
Thank you in advance for your thoughts.
Janice

Q: I have just over 1% of my portfolio in a total of 3 pref. issues and would like to get up to 5% to take advantage of rate reset prices. Considering to add to TA.PR.H or buy ENB.pf.G or EMA.pr.F. What issue would you prefer or if you have another idea that would be helpful.

Q: In the October portfolio there is a positive 36.4% return in 2015 for SYZ. I think this is incorrect and the return for 2015 should be a negative value.

Q: My comments about BPE are: In 2014 we used Turbo Tax (TT) to submit our taxes. TT increased my return twice in price until reaching their "Business Rate" because I had one form T5013 for BPE. My wife's return went through with no problem but when I submitted my return there was a statement issued "We're sorry the Canada Revenue Agency was unable to accept your NETFILE return".After trying to correct and send with no success I contacted CRA who directed me to a Tax Advisor. She tried and was unable to resolve and re-directed me to another Sr. Tax Advisor who also tried to resolve my/their problem with no success. He advised I contact TT.
After a long wait I did chat with someone from TT who gave me some vague answers with no specifics and ended our chat abruptly. At this time I decided to delete form T5013 from my return and file and submit the form later. CRA help desk advised I wait until receiving my Notice Of Assessment which I did. I then sent in form T5013 with a letter of explanation and was re-assessed. I don't need the hassle again and will never again use Turbo Tax. Regards Gord

Q: Hi, Peter publish at own will.
No comments

A quick run on numbers (US) Health care

EPS growth
q2 15 8%
Q1 15 10%
q4 14 11.8%
q3 14 12.4%

Revenue growth
Q2 15 11.6%
Q1 15 17.6%
q4 14 22.3%
q3 14 16.3%

Q: Hi 5i:

Further to your request regarding this info: I received a message from my discount broker with the following:

"RBC Direct Investing TM. would like to inform you that the following New Issue has just been announced.

Exchange Income Corp

Short Description: Treasury Offering of Common Shares - RE-OFFERING
Price: $24.40 CDN per share.
Settlement: Settlement: October 8, 2015."

I looked for announcements and could not find anything at that price. I ended up wondering if maybe it was just the broker dealing some of their shares at a discount after participating in the recent offering at the higher price. Hope that helps.

No need to publish this if someone else has already responded!

Q: Is DH Corporation a good stock to continue holding in my Portfolio. Thank you. Eddie.

Q: any thoughts on the current run in espial? seems the timing of it coincides with rogers announcement of a new hdr 4k service starting soon

thanks

Q: Could you define for me what period of time you are meaning when you say "Long Term, Mid Term and Short Term" ...
and THANK YOU for keeping us on an even track during this turmoil !!

Q: Can you provide an update analysis on bird bdt and canwell as an investment for dividends and moderate growth? Are both dividends sustainable based on coverage ratios or do you prefer one over the other? Thanks again! John.

Q: What is your opinion of and advice on public vs. private apartment rental REITs like Centurion Apartment.

Q: Given the trade deal that was signed today would you have any sector-stock selections that could benefit. What would you recommend for a protein stock. sap, hlf, Clearwater or mapleleaf.
Thank you as always.
Chris

Q: I have $12000 that i would like to invest a company bond any suggestions

Q: Any reason for today's decline and is this an opportunity to add to my position ... My average cost here is 18.50

Q: Yesterday, Gord said that BEP.UN in his unregistered account causes problems every year when he files his returns with CRA. What would those problems be?

Q: Any life forthcoming for this? or should I dump and move on? Down 30%.

Thanks Kindly! Austin

Q: Hi Peter & team, Since Sept. 2, WIN has entered into 9 patent license agreements. The settlement and terms of the license agreements, as usual, are confidential. One would think the stock would do better. Your comments pls.
Silvia

Q: Hello,

I have this dogs and sitting on them for a year and they don't go anywhere. I'm thinking of selling them for tax purposes. The question is do they represent value and buy them back in 30 days or buy something else now that have better momentum?
If you have 200k, would you deploy it now or sit tight until market gets some direction. If now what would you pick.

Thank you
M