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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: Peter and staff
Highliner (HLF) having a big down day. Has there been any material change or is it just some year end profit taking?
Cal
Read Answer Asked by cal on December 12, 2013
Q: I believe I have read that it is unwise to purchase mutual funds in december because they allocate certain amounts that accumulate over the year therefore you could be in for a capitol gain or other tax liability that you did note participate in. I have two funds left to liquidate as a result of moving all my accounts to a discount broker and reallocating resources to individual stocks and ETFs.
Is there any advantage to selling these two funds now to avoid this year end fund activity? I would be doing so early in the new year anyway.

Thank you so much for an educational and profitable year. All the best for the Season and 2014 to the 5i team and members.
Read Answer Asked by Brian on December 12, 2013
Q: A really general question but could you provide a prognostication/guess on the January markets in general. Do you foresee a major shift to the downside and should investors be more defensive than usual.
About 80% of my names are good dividend payers....but I have a few that would suffer when the tide goes out.
Read Answer Asked by Gord on December 12, 2013
Q: Hi 5i team,Happy holidays: I need to add 5% for a total of 40% fixed income portfolio (retired). Choice between CPD & XHY. Am I wrong to believe that CPD will do badly whereas XHY will do okay in a rising interest world? The balance is CBO & GIC...ladder 1/2/3yrs
Read Answer Asked by Karl on December 12, 2013
Q: Could you give me latest views on BPF.UN. It would appear your last comments were given in April of this year.
Thanks
Read Answer Asked by Peter on December 12, 2013
Q: Hello 5i,could you comment on LRE Long Run as to the company it self and the sustainability of the dividend (I think they are about to implement a dividend could you confirm). As the stock is below $5.00 I am looking at this as an entry point.
Thanks
Read Answer Asked by Michael on December 12, 2013
Q: Good morning.

I own shares in Brookfield Asset Management (rated Pdf2 low) and Brookfield Renewable Energy (rated Pdf3 high) perpetual preferred shares (BAM.PF.C & BRF.PR.F). These shares are trading at deeper discounts than other company preferred shares with the same ratings.

May I have your opinion regarding the Brookfield and the Brookfield Renewable credit ratings and can you think of any reason why the subject shares trade at a deeper discount to the others?

Many thanks in advance for your consideration and time.
Read Answer Asked by John on December 12, 2013
Q: Thank you for your invaluable service. I have deployed some of my Coastal Energy proceeds and purchased BEP.UN, TCN, FSZ, and AVO. My question: As 2013 is rapidly coming to a close could you provide your top 3 stocks for 2014 - one selection based on income, one for growth, and one based on moderate "spec".

Best wishes and good health to everyone in the new year.
Read Answer Asked by Dave on December 12, 2013
Q: Hi,

Based on the previous posts, looks that you like the potential of TKM. With more than half the value of the company in cash and a good pipeline, would you recommend buying the company. How risky do you think the company is on a risk spectrum ranging from very low to very high risk. Thanks
Read Answer Asked by Imtiaz on December 12, 2013
Q: CSS has been on a downward trajectory (down over 10%) since it announced it was acquiring Best Transfer. Is this an indication of investor dissatisfaction or is it just profit taking - seems like a large draw-down for "just profit taking". Is this a concern or is it a good buying opportunity?
Read Answer Asked by Fred on December 12, 2013
Q: I have traded XIV several times over the last 2 years and done quite well. While it has some violent swings the trend over the last 2 years in up. What is the risk to holding this for several years?
Read Answer Asked by Mark on December 12, 2013
Q: Peter, my question is on Brookfield Renewable. As an A rated company I have bought it on and off for the last two and a half years.Not counting dividends my share average price is down 6%. Do you expect the share price to rise a lot over the next years, to rate such a high rating? I now have a considerable amount in BEP. Thanks Ken
Read Answer Asked by Ken on December 12, 2013
Q: What's your opinion on DFN-T. Certainly a high dividend but is it sustainable over time?

Read Answer Asked by Vern on December 12, 2013
Q: Hi Peter/Team... need your feed back on the large 42% West Face Capital holding of MND. Do you think they might take MND private in future??? What are the chances MND might be taken over "publicly"?? I want to add to my existing MND position but also want to hold it long-term and not worry about a near-term stink bid.
Read Answer Asked by Ralph on December 12, 2013
Q: What do you think of FN's:
1. Fundamentals;
2. Risk.

Thanks,
Read Answer Asked by Hans on December 12, 2013
Q: Hi Peter and Team: You recently answered a question for me about Zimmer Holdings (which I am considering) - thanks for that. Are there any other companies in the health care sector that you might particularly recommend? - I have none in the sector right now.
Read Answer Asked by Roland on December 12, 2013
Q: Hello Peter
I would value your opinion on BSM Technologies, GPS.V a fast grower. BSM Technologies Inc. is a provider of remote monitoring, fleet tracking, fleet maintenance, hours-of-service, and automated vehicle security systems providing real time, web-based tracking of mobile.
Are there any competitors or better stocks in this area?
Many thanks........... Paul
Read Answer Asked by Paul on December 12, 2013
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