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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: Hi 5i: Thanks for pointing out the BoC interest rate hike as the cause of the increase in CBO price. I had actually just realized that as I read the ROB magazine over lunch. But it is interesting that a significant increase in the CBO price seems to have started in late December/early January. Poloz is quoted in ROB saying "... the possibility of a rate cut had begun to enter markets in the last couple of weeks." I didn't think that was supposed to happen.
Read Answer Asked by Roland on March 29, 2015
Q: Hi 5.
For the next 12 months would you go with GUD or CXR if you could buy only 1? Thanks.
Read Answer Asked by Glenn on March 29, 2015
Q: hi;i bought these preferred shares 2 weeks ago and they went down 5.4% I,am not selling but why the drop. was it currency?thanks brian
Read Answer Asked by brian on March 29, 2015
Q: Dear 5i; I was reading through the TFSA questions and the one asked by M S on July 17, 2014 got me thinking about transfers-in-kind and taxation. So firstly, I wouldn't necessarily want to transfer a "gainer" because of the capital gains tax payable. On the other hand, it seems to me that transferring a stock that is currently under-water could be advantageous. This would of course be a stock that I intend to keep because I expect it to recover, so therefore the inability to claim a capital loss is a moot issue. The advantage would be that for a given amount of contribution room, I would be able to transfer a larger number of shares into my TFSA than if the stock were at or above my ACB.

Do you think this is a sound strategy, or are there other considerations that I am missing?
Read Answer Asked by chris on March 29, 2015
Q: Hi Guys,

This is a follow up to Alayne question on BRF.pr.A.

Don’t forget, the 3.32% dividend is on the original $25. If you calculate it on the current price of $20.35 you get a return of 4.1% ($25x3.32%/$20.35). If it is held outside of an RRSP in will have an equivalent interest rate of approximately 5.3%. This is much better than current yields.

If you reset using the short term provision and if the T-Bill rate went up 1% next year your yield would probably jump to something over 5.25% (6.8% bond equivalent) at that time and you could eventually have a capital gain from the $20.35 to $25.

Not all that bad.

I’m in the same boat with GMP Capital, GM.PR.B. Any comments on this company?

Thanks
John
Read Answer Asked by John on March 29, 2015
Q: could you please comment on the current prices of these companies in relation to current price of WTI. Thaks
Read Answer Asked by Diane on March 29, 2015
Q: In case you hadn't seen it there was good news today on NRG
Alter NRG agrees to Harvest takeover for $5 per share.

Rob
Read Answer Asked by Robert on March 27, 2015
Q: WSP recently reported Q4 and year-end results and,to me, they appear excellent. Could you comment on the results as well as on the news they were selling all their shares in Norwegian company multiconsult AS? Is this a good move? Thanks for the excellent service.
Read Answer Asked by jacques on March 27, 2015
Q: My goal is to create a list of criteria for the ideal small-cap growth stock. I fully appreciate very few stocks, if any, will meet all the criteria. I have started the list. Please add to it.

1. Experienced management
2. High insider ownership
3. Low debt
4. Low forward P/E ratio
5. Momentum
Read Answer Asked by James on March 27, 2015
Q: Hi 5i: I've decided to add some more fixed income to my portfolio and was checking on how my CBO has done over the last year. I note that it jumped very sharply on Jan 20/21 of 2014. I can't recall what triggered that leap, which is visible in other bond ETFs also. Do you have any record of what the event might have been? Thanks.
Read Answer Asked by Roland on March 27, 2015
Q: Hello,

Following on my previous question regarding using WIN as an income stock and reading your previous answer regarding DCI which one would you chose for income (and some appreciation) Both? Others?

Thanks
Read Answer Asked by Marios on March 27, 2015
Q: Hi 5i,
I have been a long term holder of ASR and it is down more than 50% since purchase. What is your outlook on ASR and do you recommend continue holding? What do you think about taking the loss and move the proceeds to CXI, as I currently do not have financial exposure.
Thanks as always,
Jerry
Read Answer Asked by Yi on March 27, 2015
Q: Thoughts on their earnings? Would you categorize this as an income/slow growth company?

Thanks,

Robert
Read Answer Asked by Robert on March 27, 2015
Q: Good morning, could you please correct the symbol on Jacques question and what would be the yield on these after the reset? Would you expect the price to rise after the reset? Would these make a good investment since one presumes interest rates will rise in the next five years and the prices will correct to $25. Thank you
Read Answer Asked by Alayne on March 27, 2015
Q: In reviewing the sector distribution of your reports (C rating or higher), there seems to be a notable absence of reports on oil/gas (none), pipelines (1), and telecoms (none). Is this intentional?
Read Answer Asked by richard on March 27, 2015
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