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: Hi team:

I have hold CFN for awhile and lost some money
did the last quarter results met expectations ?
is the dividend still safe ?
I wonder if I could sell and put my funds in HCG
which I had a very small position
thanks!
Michael
Read Answer Asked by Michael on August 26, 2014
Q: Tim Horton THI - I have a return of 110% on THI with a 3.13% weighting in my portfolio. I am trying to not be over diversified and target 3 to 5% for each stock in my portfolio. (Currently consolidating positions to hit my target range.) Currently I hold 10% of my portfolio in "Consumer Goods and Services" sector of the market. ( I have 5 sectors with weighting of 10 - 25% for each sector targeted) With recent gains THI is at my minimum threshold for a stock holding however it is very tempting to take profits here. I like the company and believe the synergies with Burger King could continue the good returns. I feel it may be overpriced here however. What advice would you have. Should I hold, trim and buy back on a dip, or sell outright? Thanks
Read Answer Asked by Terry on August 26, 2014
Q: Good morning. re: CSS Contrans I spoke to the Scotia iTrade agent today and asked about voting on the Transforce takeover. The agent indicated that there are only 2 options. 1, Take no action. 2. Tender my shares. There was no option to vote against the takeover.
Read Answer Asked by Martin on August 26, 2014
Q: Hi team,
With today price of 89.00 on THI, is it still a good buy for investment?
Thanks.
Cynthia
Read Answer Asked by CYNTHIA on August 26, 2014
Q: Your answer to Paul: Re CSS transforce may be playing some brinkmanship games here. What does that mean? I am with TD Waterhouse and have received nothing from my broker. Has other subscribers with TD received information on voting? I will call them today.
Read Answer Asked by Helen on August 26, 2014
Q: CSS Contrans Aug 25/14 question asked by Gerald:

I recently voted a control number from a CIBC proxy package at
proxyvote.com where the choice was clearly For or Against.
Proxyholders can vote again before the deadline with only the last vote counting. 'Take no Action' could result in voting for the management recommendation by default.
Publish at your discretion.
Read Answer Asked by Russ on August 26, 2014
Q: Hello 5i team,
I bought shares of THI at $59; how long would I have to wait in order to make a 40% capital appreciation.
Do I wait? Do I sell? do I take some profit?
What a quandary!
Tony
Read Answer Asked by Antoine on August 25, 2014
Q: CSS Contrans I voted my shares today at CIBC. Actually, it was a choice between a 'take no action' vote or a 'tender your shares' so the call in seems superfluous as I took no action.
Read Answer Asked by Gerald on August 25, 2014
Q: With the merger/takeover news about THI (Tim Hortons) and BKW (Burger King) do you expect to keep the newly formed company in the model portfolio? Or would you re-deploy the capital? And if the latter, into what?
Read Answer Asked by CAMERON on August 25, 2014
Q: Good morning Peter and Team,

This is more of a comment than a question. As per your advice, I'm voting to reject the Transforce offer to purchase Contrans. I recently received the "Director's Circular Recommending Acceptance of the Offer.....". As a Scotia iTrade client, I am being told to contact an agent at iTrade with my voting instructions. Strangely, when I phoned, the agent had no information on his system about the vote, and told me to call them back in a week. I was surprised that the all the info was received in the mail but that they're not yet ready to take my vote! I'm wondering if other brokers aren't yet ready to take the vote.

Read Answer Asked by Jerry on August 25, 2014
Q: I have a small position in constellation software. What would you think of acquiring some more rights and invest in the debentures by borrowing against the home line of credit? Maybe even convert it to a mortgage amount at a lower floating rate?
The interest rate on the borrowing is a floating rate as is with the debenture and the premium offered with the rate reset would more than justify the risk?
Read Answer Asked by Rajiv on August 24, 2014
Q: Thanks for creating 5I we have followed you for many years before 5I. My question is simple we follow insider trading reports a lot and always check them before purchasing a stock, recently we looked at purchasing DHX but its insider selling report didn't look that good. I have owned DHX before but am bothered by the insider selling. Are we reading too much into these reports as we also own Google and its insider reopt is not the greatest either?
Read Answer Asked by lynn on August 24, 2014