Investment Q&A

Q: hello 5i,
Thanks for the quick response on my earlier question about Buffet's suggestion of 10 per cent fixed income. I neglected to ask in that question what would be the best choices for fixed income in the situation you described, i.e. having some money to take advantage of opportunities and in case of need. Anything that I can think of, except for cash, would seem to have 'a wait time' before you could get at it. GIC's for instance would be in possibly a 1-5 year ladder; a bond etf, although it could be sold, might be sold at a loss if you didn't wait long enough. I know that you can get GIC's that could be immediatly cashable, but you get less of a yield. High interest savings accounts don't give much these days, either.
any suggestions appreciated
thanks

Q: These 3 appear to be more or less in the same type of business. Which do you see as being the better buy at this time and should I wait for overall improvement in the energy sector before buying?

Q: Morning.I am confused (not unusual) I don't understand the strategy of another Portfolio. I have followed 5i's advice and invested in the two existing portfolios (thankyou) ... when you introduce another portfolio if I were to follow your direction, should I start trimming back on the Model Portfolio and try to come up with 100K to reinvest.From what I have read it may be riskier than the other two. Ryan/Peter could you just clarify why we are embarking on another portfolio ? what its goals are? and what account would best suit this new entity? Thanks as always.

Dumb Dumb

Q: Hi - I have held positions in BTE,ERF,BNP and VET for a long time. In an earlier answer to a question on BTE you said that:

"We are mostly neutral on it: good potential offset by high risk. It would not be for everyone, certainly, and we would prefer less risk and less potential"

Would WCP be a better choice - or the other names I hold above?

Thanks

Q: Can you give me some company names involved in the "Internet Of Things". There was a radio show talking about IOT and the numbers were staggering.

Thank You

Q: Hi Peter and Team,

I'm curently looking for 1-2 more names to add to my TFSA. I currently hold RRX, BBI, CKE, CXI, AVO, GUD, XTC, SUM, ACB, DHX, and XOP, with RRX and CXI being my largest holdings. I was thinking of adding CCL.B as a diversification into something more consumer based, or KLS. Is that something you would recommend? Or are there any other names? I'm 25 years old and am looking for somewhat aggressive growth.

Thanks

Jordan

Q: Does it make sense from a tax point of view to put Preferred shares - rate reset in a RRIF to get a higher yield. My brokerage cash account has common shares and no additional cash available.
Thanks to all

Q: With the recent drop in the Bank of Canada interest rate, a lot of rate reset preferreds have dropped in price. Those with reset dates coming up soon have been hit particularly hard. One example which I hold already is Canaccord Genuity series A (CF.PR.A) which resets Sept 2016 (BoC + 3.21%). It currently trades at a steep discount ($16.14) for a current yield of 8.5%. In my opinion given the credit quality and price discount, the selling of this one and a lot of other rate reset preferreds (coming due for reset) has been overdone and all things considered offer very attractive yields even with the low reset rate. I have room for more preferreds in my fixed income allocation. Do you have any recommendations for similar rate reset preferreds from companies with good credit quality that have fallen well below the $25 issue price and now look attractive?

Q: Avigilon's EPS beat estimates but had a slight miss on revenue.With a 14% drop in share price this a.m.,do you think this drop is overdone?

Q: Avigilon is down 15% this morning, and is probably due to several firms downgraded this company. It's Q4 earning looks pretty in line with expectations. Doesn't look like a good entry price here? Thanks!

Q: AVO opened down 12% after a RBC downgrade. I thought the quarterly results were solid. What does the company have to do? Please comment.

Q: Enghouse and Descarte will report earnings tomorrow. Could you please provide their revenue and earnings per share expectations? Thank you, Peter

Q: Would appreciate an update on China Gold (CGG), still holding some and trying to decide if i should add or dump.
Thanks

Q: This week the CEO of CP Rail talked about the need to improve rail safety. Is KLS a company that could benefit from this? Are there any other companies that could be a trickle down play off of Railcar upgrades or safety requirements?

Thanks

Q: Hi Peter et al.
I have got my research done on tmc vs ai,however,there seems to be some disagreement on how rising int rates will affect MICS. I am told by some pundits that rising rates will allow them to command a wider spread, hence more profit. Others claim
investors will move to other places. The same with reits. Your
comments please? Also would you comment on Ivanhoe Mines. The sun rises and sets on it according to your o;ld colleague RICK
RUlE. Also please comment on KOBEX CAPITAL- PAUL VAN EDEN.23 mil mkt cap cash 35 mil. Phoscan chemical LOts of cash but done nothing for years.

THANKS FOR EVERYTHING
BEN

Q: What do you think of MR.UN as a way to passively play a gradual rebound in oil prices, while getting an 8% yield in the meantime?

Q: Hi -I un derstand LMCA is a way to access SIRI at a discount -do you have any comment on this name?

Q: please provide your opinion on promedic

Q: Would you please give me your opinion of PFB and DRX? What do you think the short and long term outlook are and if you had to choose one which one would you choose. Thanks.

Q: hi and thanks
Please comment on Covalon as it has been some time since it was mentioned. It looks small and risky but seems to have potential.