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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: I read a previous response regarding TA & RNW. You stated that TA owns 37% of RNW but from what I can find, it appears they actually own 64%. Can you please clarify this and then provide your comments on purchasing TA as a deep value play. If they actually own 64% of RNW, it appears to be extremely reasonably priced (you are almost getting the TA assets for free...)

Thoughts?
Read Answer Asked by Kevin on July 18, 2016
Q: BMO US Put Write(ZPW)
BMO Europe High Dividend Covered Call Hedged to CAD(ZWE)
PowerShares Preferred Portfolio(PGX:US)
BMO Laddered Preferred Share Index(ZPR)
BMO US High Dividend Covered Call(ZWH)
BMO Equal Weight REITs Index(ZRE)
iShares S&P/TSX Canadian Preferred Share Index(CPD)
iShares S&P/TSX Capped REIT Index(XRE)
BMO Covered Call Dow Jones Industrial Average Hedged CAD(ZWA)
iShares Convertible Bond Index(CVD)
BMO Canadian Dividend(ZDV)
Above are ranked as to yield - high to low. Can you rank as to risk - high to low?
Thank you for considering my question
G. Reynolds
Read Answer Asked by Gail on July 18, 2016
Q: Could you please provide your top 5 picks from within the 5i watchlist that have committed to share buybacks.

Thanks for your excellent service!
Read Answer Asked by dan on July 15, 2016
Q: Considering a sell on both DH & MIC. DH for the obvious reasons that you have previously commented on as well as I've owned it for several years & enjoy a reasonable gain. RBC Research however as of July 12/16 rates it Outperform with a target of $48?? As to MIC, I am at a break even & have some concerns re: the uncertainty of their US parent as well as the Real Estate market in Canada. These are both in a reasonably diversified RIF. Looking at AD, ECI & FSZ & would appreciate your opinion on these as well as suggestions on others. Thank you.
Read Answer Asked by Robert on July 15, 2016
Q: My RIF equity portfolio has reached my target and I now wish to build cash in high interest paying investments such as GSBD.
There will be little price appreciation however security of principal will be better guarded over the long term (5 years plus)
In this case I will be employing my US holdings and realize the potential ramification of exchange differentials at time of cash out. I presently hold a small amount in XHY (yield now to low)however avoiding government or corporate bonds until the dust settles.
Do you have an opinion on GSBD?
Have any other ideas?
Thanks

Dave
Read Answer Asked by DAVID on July 15, 2016
Q: Transcontinental recently completed its third acquisition in the packaging area - would you be able to give me a sense of how much of the company this division now accounts for?
The company has been able to fund these acquisitions out of FCF ie no debt: the stock is cheap and provides a 4% dividend.
How would you evaluate the company's prospects for transformation from a declining legacy printing business into this new area.
Thank-you
Read Answer Asked by William on July 14, 2016
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