skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: With regard to a question earlier relating to CZO 30%rise in price, it must be either on the 5th or 6th July, a BNN Market Call Guest was very excited when he recommended this Co. as one of his top picks. He was a first time Guest and the reason for his top choice was Czo has the patent for extracting something from the Oats and etc. I think my co-member can obtain this info from BNN.
Read Answer Asked by Catherine on July 08, 2016
Q: I own the Paramount 2019 bonds. In the press release there is a paragraph about the 2019 notes. The redemption option is pretty straight forward. Could you explain the consent to keep the bonds part.
After the deal Paramount will have more cash/assets than debt, even though it's 3 years away, it seems they'll likely be able to pay back the principal, I'm leaning towards keeping the bonds. Would you agree?
Read Answer Asked by Ian on July 07, 2016
Q: Further to Eugene's question about BNN guests, why would guest choose to appear? Is it similar to real estate agents hosting open houses to drum up more clients for themselves?
Read Answer Asked by Brenda on July 07, 2016
Q: Hi Team,
I was hoping you could help explain something. I own a five-year corporate bond ladder. This year to date the value of my bonds have fallen 0.91% (which on its own is fine as I hold the bonds to maturity). I am unclear why my bonds would underperform VAB (up 3.56%) and CBO (down 0.16%) in the same timeframe.

I realize VAB has a longer duration on average than my ladder or CBO. Credit quality may be better in both funds, and mine are typically in the BBB range. But is there any other reason why bond funds should outperform specific bonds in a ladder? Is there a scenario where a bond ladder will outperform the bond funds?

Finally, is there any advantage to owning bonds in a ladder at all?

Thank you. Michael
Read Answer Asked by Michael on July 07, 2016
Q: I have been wanted to diversify my portfolio and I was wondering if this is a good list or a bit of overkill. I have recently bought some XBB. I want these for fairly long positions, my concern is that I might be over paying for these as everyone is fearful and flocking to bonds as a safety net. Would it be wise to let things settle or buy partial positions in these etfs. Also would it worthwhile also owning some us long term treasuries. I am looking to try to cover all possibilities so I am not chasing in the future when market conditions change. I would like diverse group to cover inflation, rising market, recession. I know that I cant take all risk off but I would like have some safety net and not hold all equities.
Read Answer Asked by Geoff on July 07, 2016
Q: Hi Peter
I have been doing well with TNC over the past few months and it is up to 5% of my portfolio with a 50% gain. You still rank it as a B- but since your last report it has doubled its Market Cap and finalized its most recent acquisition. Would you still consider it a B- because of risk? Do you think I should take profits or let it ride a while longer. It is rather illiquid at times.

Also KUDOS on your chapter in the Market Masters book by Robin Speziale. I am on my second reading. It is the best book on investing I have read. Extremely diverse ideas. From common sense to algorithms. I highly recommend it!
Read Answer Asked by Bryan on July 07, 2016
Q: I've decided to sell DH as other than the dividend I don't think it now has the management or leading edge technology to compete in the US anymore. They had a good business for many years but have not kept pace. Looking for a replacement in a RIF which includes MIC, IPL, EIF, KXS, ESL, KEY & WSP. Your recommendations. Thank you.
Read Answer Asked by Robert on July 07, 2016
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!