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 5i: I own some of Student Transportation’s US$ convertible debentures (STB.DB.U: 6.25%, 30 June 2018). The company has just announced they are redeeming them as of September 19, 2016. Is there any downside to waiting for them to be redeemed and being paid out by the company, as opposed to selling them into the market in the meantime? If it is all cash I’d be inclined to wait and accumulate as much of the interest as I can and save the transaction fee. But I wouldn’t want to wait if there is any potential for the company to pay up the debentures in STB common shares instead of cash. Thanks!
Read Answer Asked by Lance on August 25, 2016
Q: What do you think of Clairvest? http://www.clairvest.com/wp-content/uploads/bsk-pdf-manager/Q4_2016_Press_Release_FINAL_53.pdf

It looks like their net income is down about 25% from 2015 yet their book value keeps rising. How do you assess book value on a bunch of privately owned companies? Is it a somewhat subjective?
Just wondering about an investment at some point but since the stock has gone up while net income is down, wondering if it is a good idea.
Or am I reading this wrong?
Thanks
Read Answer Asked by Pat on August 25, 2016
Q: What is your perspective on Agt for a dividend growth portfolio either full or Half position. I had heard they have an investment in Ukraine which has me concerned. Is this significant and which area of Ukraine are they invested if at all.
Ps was there an email that went out on Cxr. I didn't see it so I was wondering if there was another type of notification or did I miss it? Mike
Read Answer Asked by Mike on August 24, 2016
Q: Hi Peter and Associates!

I hold some shares in Roca Mines and it looks like the shares have lost all value? Do the shares hold any sort of residual value or should I erase them from my statement?

Ian
Read Answer Asked by Ian on August 24, 2016
Q: Hi Peter,

I am 43 years old and my portfolio closely tracks your balanced portfolio. I also have exposure to the us and international stock market. I am at a point that I have enough contribution and exposure to the stock market and I do not plan to contribute more. I also have real estate exposure by owning my own home in Toronto. Now, I am looking for new investment vehicles to invest my disposable income. I have 10 year time horizon. Any general suggestion? I am willing to consider alternative ideas ( e.g. willing to buy a property in the US). Thanks for the great service.
Read Answer Asked by Ron on August 23, 2016
Q: Just a follow up comment to your reply. If you think autonomous driving is going to be high growth then you may want to consider International Road Dynamics IRD, on tsx. I know they are tiny but they are seeing an acceleration ( pun intended) of business from public and private concerns. Autonomous driving needs lots of data, monitoring and infrastructure and IRD supplies those products. Recurring revenues as a percentage of business is growing.
Read Answer Asked by Murray on August 22, 2016
Q: Peter and Ryan,
I read recently that you feel the consumer discretionary and consumer staples sectors should be top priorities in a conservative income investor's portfolio. Would you please suggest 3-4 companies in each sector that you currently think would provide well balanced sector representation. Understanding your focus is Canadian companies, if possible, I would appreciate 1-2 American companies be included as well. As always, thanks for your most appreciated guidance.
Read Answer Asked by Les on August 22, 2016
Q: Cleaning up a portfolio: I want to know where I could have ideas on how I go about to clean my portfolio. I have too many stocks (losers and winners) in both registered and non-registered accounts. Obviously, I could sell the less promising losers and winners. But I was wondering what are, if any, some of the guidelines as to how to proceed, how many stocks is optimal for a portfolio (around 20 from what I gather so far). Moreover, I have some losers that amount to few hundreds of dollars and would be costly to sell with the commission of 9,99$ per transaction. So I would appreciate pointers and references (books or website) to help me sort things out.

Thanks to you and to the members that would be kind enough to help.

Jean
Read Answer Asked by Jean on August 22, 2016
Q: Patient Home Monitoring announced they will hold a conference call on Aug 24th to review the Qtr results and update the market (not shareholders) on plans for 2016 and beyond. Participants will be the CEO and CSO. No mention of the new CFO they announced on June 29th. What's your read on why they wouldn't take this opportunity to formerly introduce the CFO to the market? Do you think this is because the results may be okay and the forward strategy is what they want the market to focus on?
Read Answer Asked by Gordon on August 22, 2016
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!