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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: An idea for a conference presentation may be the asset mix ideas people might have in retirement. I know that no size fits all but it is a thing that concerns all do it yourself pensioner investors.

Paul
Read Answer Asked by paul on August 18, 2015
Q: Hi Just a comment/suggestion regarding Pierre 's question about best way to change CAN in US and the other way around. Members could check this article from the Can. couch potato called Norbert’s Gambit: The Complete Guide and see if beneficial. I have done it many times at Direct investing and TD also. Share if you wish and have a great week all. Dominic.

http://canadiancouchpotato.com/2013/12/03/norberts-gambit-the-complete-guide/
Read Answer Asked by Dominic on August 18, 2015
Q: Suggestion for Pierre.
You need Cdn. a/c & a US a/c.
Purchase a large cap. Cdn interlisted stock such as RY, TD, SU & so on in your Cdn. a/c.
Ask your broker to tfr. the purchased security to your US a/c.
Sell the security in the US a/c. You now have US funds.
There is some mkt. risk but is worth it considering the huge fees saved.
You can also do it gradually to lessen mkt. risk.
Cost is 2 commissions plus mkt. risk.
If you happen to already own an interlited, tfr. to US a/c & sell.
Read Answer Asked by Joseph on August 18, 2015
Q: Good day,

I am looking at the financials on surge through TD Waterhouse and it does not appear that there is any cash left in the bank. Am I reading it wrong? Look under cash and short term inv.
Read Answer Asked by ron on August 17, 2015
Q: Hi, is BIP's takeover a good deal for the company and shareholders. If it is accretive to earnings then why the sell-0ff? Is a rail acquisition outside the usual business of this company and therefore increase risk profile of company? Thanks.
Read Answer Asked by Gary on August 17, 2015
Q: Hi, on Aug 17 you stated the following about the CAD banks:
"If you can find a better sector at 10X earnings with good dividend growth, low volatility then a switch makes sense. There just are not many sectors/stocks with those qualities."

For an income portfolio, can you advise of some other stocks in other sectors that currently have the qualities of the CAD banks as stated?
Read Answer Asked by Curtis on August 17, 2015
Q: Intertain has to be considered cheap at these levels? Does it have other products than bingo? I am considering initiating a position.
Thank you
Read Answer Asked by Marie on August 17, 2015
Q: Hello team,

You could please comment on recent earnings(58% increase in quarterly revenue), the increase in screens and the $5-million investment in form of a loan by Caisse de dépôt et placement du Québec(CDPQ)? It would be much appreciated.

Thank you, Dwight
Read Answer Asked by Dwight on August 17, 2015
Q: You last reviewed it in November 2013. Would you please update your assessment. I am looking to consolidate a number of my REIT holdings, of which I hold a fairly diversified group of 15. Thanks.
Read Answer Asked by David on August 17, 2015
Q: Hello Team
Do you have any opinion on this reit.Thank You
Read Answer Asked by glenn on August 17, 2015
Q: Is the drop in price of CFX sector related or is there more going on here? As you know, there have been plenty of Pulp Mills closed in the last 10-15 years.

Thanks,
Paul
Read Answer Asked by Paul on August 17, 2015
Q: Hi Team

I have a full position in Apple and am thinking of selling half and purchasing, with the proceeds, Cisco for purposes of diversification. Apple does seem to be sputtering a bit of late.

Thanks
Read Answer Asked by Peter on August 17, 2015
Q: Hello-
I bought a number of Reits several years ago and I am down on all of them. Interest rates are still low- in Canada, lower than several years ago, and property values are still high. Under these beneficial conditions, have most of the REITS actual financial results been poorer than several years ago? If so, why?
What conditions need to exist before the REITS' prices will go back up?
Thanks
Read Answer Asked by Pat on August 17, 2015
Q: When you mention for example no more than 3 percent weighing in a stock does that mean if you have a $500,000 portfolio no more than $15,000 should be allocated to that particular stock? So it is always a percentage of total portfolio?
Read Answer Asked by Helen on August 17, 2015
Q: Avo posted decent results in their latest quarter but share price has since suffered a big decline. Your comments? Thanks
Read Answer Asked by Bruce on August 17, 2015
Q: hello 5i:
I've looked, but can't find any comments on PDC. I note that Morningstar has assigned it a 4 star rating, with above average returns and lower risk (over a 3 year period), than competing ETFs. Your take, please.
Read Answer Asked by Paul on August 17, 2015
Q: Trying to decide on merus or pli prometic for investment,
would like your opinion.
Thanks.
Read Answer Asked by howard on August 17, 2015
Q: We are holding a large number of oil & gas companies and are underwater on virtually all of them. What is my next move?
Read Answer Asked by Hanna on August 17, 2015
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