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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: Can you provide an update on EFH? Do you think it is a buy at his time?
Read Answer Asked by Robert on July 21, 2015
Q: This convertible debenture's yield to maturity is over 34%. I realize that this is risky company to invest in, but do you think the reward may offset the risk considering the debentures will mature in 17 months on December 31, 2016?
Read Answer Asked by Robert on July 21, 2015
Q: I have had significant realized capital gains this year in my non-registered portfolio. To help offset the gains I would like to sell and rebuy in 30 days shares that I have a significant unrealized capital loss. SDY is one of these companies. I know it is difficult to predict but would I be better selling now or waiting to the end of the year?
Read Answer Asked by Robert on July 21, 2015
Q: If the Canadian loonie were to maintain it's low level or go even lower in the future should Ms.Yellen decide to raise rates. Could you give a short list of Canadian companies that will benefit from a lower Canadian dollar that make a significant part of their earnings in US dollars ? MCB comes to mind as it does 49% of it's business in the US ?
Thanks Garth
Read Answer Asked by Garth on July 21, 2015
Q: Hello,

in order to diversify my investment I would like to buy some Alibaba stock... After the recent jumps at Chinese market it went down significantly and I trust it may be a good time. At the same time I know that YHOO is going to spin off it's part in Alibaba. And here is the question (or even two questions):

1)what do you think about BABA perspective for the next 12 months?

2) how this YHOO spin of their Alibaba shares will affect both parties: YHOO and BABA?

Thank you for sharing your opinion!
Read Answer Asked by Galina on July 21, 2015
Q: You mentioned recently to someone question on this stock that you prefer other companies . Can you list the other companies that you prefer? I do currently own CCL . B
Thanks
Read Answer Asked on July 21, 2015
Q: We currently hold TD, BNS and BMO. Is there any advantage to holding ZWB instead of individual Canadian banks in the current market environment? Would the covered-call overlay produce additional returns over holding the individual banks?
Read Answer Asked by Allen on July 21, 2015
Q: Canadian wholesale sales fell over 50 billion dollars in May according to statistic Canada. Since all the analyst's were expecting it to hold steady I would think this is the cause for the poor market conditions today?
Read Answer Asked by ron on July 21, 2015
Q: Which 3 companies would you recommend to buy with our weak dollar?

Thanks
Read Answer Asked by thomas p on July 21, 2015
Q: Do gold-producer stock-price declines suggest sector capitulation? Understanding that gold itself may be range-bound for some time, is there bounce potential for the producer stocks? Wrt FNV, how does one assess the relative contributions of gold vs. oil+gas? Please feel free to suggest an alternate vehicle for this sector; I never expected to see so many 'blue-chip' producers so far down.
Read Answer Asked by John on July 21, 2015
Q: As we all know now both roger greene and michael dalsin now own zero shares.In looking at insider trading report.They both sold 1 million plus shares in the market.Then they had a private sale of all the shares they had left.To me the public sales helped the price to where they did the private sale.How can one have confidence with these actions.Transparency in the markets is key.Who did they sell to?CONFUSED.
Read Answer Asked by glenn on July 21, 2015
Q: Hi Team,

Blake asked a question about Goldcorp (G) and you suggested the possibility of exiting the materials sector altogether.

As a long-term, value contrarian should I be looking at that as a buy signal, now that it looks like capitulation is occurring? ;-)

Seriously, if you were to pick a handful of materials companies that will survive the onslaught which ones would they be? The more down trod the better (but still able to survive).

Sorry, I don't mean to be cheeky. I totally respect your advice and service and follow it daily. Your advice has helped me make a good chunk of money, which would not have happened without my membership and I really appreciate it. Don't know where I'd be without you!

Cheers, Michael
Read Answer Asked by Michael on July 21, 2015
Q: Good morning Peter. I would like to invest in the metalls/resources sector for 3 year hold as current prices seem to be historically low. Can you suggest 5 good company's that can sustain the current downturn (lower debit, good assets, reasonable cash flow) that look very attractive at current price levels. Thank you for your great service.
Read Answer Asked by Vinod on July 21, 2015
Q: LOOKING TO SWITCH D.UN FOR SOT.UN . CURRENTLY HAVE 15 PERCENT WEIGHT IN REIT SECTOR . HOLDING CSH.UN AND HR.UN AS WELL .
Read Answer Asked by Ken on July 21, 2015
Q: Hi 5i Team,

What are your thoughts on the current pricing of PHM? Do you think the price has hit a bottom yet? I have 3/4 position, so should I be adding or wait and see what the next results bring?

Also when is Concordia's next earnings report? Last earnings was OK, with light revenue, did management adjust guidance for this or was there just lag in sales say due to timing of acquisitions?

Thanks, Shane
Read Answer Asked by SHANE on July 21, 2015
Q: Released 2nd q results today. The trend seems upward. Would you care to comment on the 2nd q results?
Read Answer Asked by Murray on July 21, 2015
Q: Hello Peter & Co,
It was a brutal day for materials and energy,
I'm glad that my holdings in the Materials sector (5.7% of portfolio) consist of Chemtrade, Interfor (for US housing) and Stella Jones.
I wonder if I should further reduce my Energy holdings (4.4%) consisting of Tourmaline, Vermillion and Whitecap or get out completely; ditto for Energy Infra/Midstream (9.3%) consisting of Altagas, Enbridge, Inter Pipe, Keyera and Pembina.
Thanks for your input.
Antoine
Read Answer Asked by Antoine on July 21, 2015
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