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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 Team,
just looked up the value of the warrants at $0.35. Since the stock is highly speculative, as are the warrants, wouldn't it make sense to buy warrants instead of the stock? Expiry of warrants is in thee years which can be shortened if certain conditions are met based on incremental stock price.
Read Answer Asked by Sigrid on April 17, 2015
Q: ComDev announced a share buyback plan for one-year starting in March 2015. I am a novice invstor just getting started with this company. What are possible implications of this buyback plan for my position?
Read Answer Asked by Alvaro on April 17, 2015
Q: Great service! Just a thought, I know your Coverage Summary is crowded, but it would be good to see where the company falls within your Portfolios. In other words, create a heading called Portfolio and in the company's corresponding cell, put the Portfolio name in which it resides.
Read Answer Asked by Gregory on April 16, 2015
Q: Hi Mr. Hodson and Team:
We keep hearing about the end of the Commodity Supercycle and China slowing down, and we keep sweating.
Maybe we ought to trim our Canadian Resource exposure.

We hold the following (post recent sell-offs):
Can. Energy Producers: 10.7%.
(Cpg 3%. Arx 3.1%. Vet 2.4%. Bte 0.6%. Eca 0.9%. Bnp 0.3%. Su 0.2%. Cnq 0.2%.)
Can. Energy storage/ Pipeline: 4.5%.
You said these are Hybrids, so would count as 2% of Energy.
Makes my Total Can. Energy = 11.7%.

Materials: 7.2%.
(Tck 1.8% + Can. Agri/Lumber 5.4% )

Can. Gold: 3.4%.
G 1.5% + CGL 1.1% + ELD 0.4% + K 0.4%.

Makes- Total Can. Resource exposure: 22.3%.
(Above Energy 11.7% + Materials 7.2% + Gold 3.4%).
Too much in a volatile, cyclical and perhaps SunSet (post-China), Sector?

Perhaps, we should trim Total Resource down to 12%?
Keeping Energy 4% + Materials/Agri/Lumber etc 8%?
What is your opinion of this trimming/ allocation/ %age?

What Percentage would you suggest? Please comment. Thanks so much. sarah.
Read Answer Asked by sarah on April 16, 2015
Q: I have a full position on Corus and while it's the type of company I generally hold (high and steady income), I'm weary now that there doesn't seem any end in sight after the Q2 loss and the negative regulatory ruling on unbundling.

I know there is still time (end of 2016) before the unbundling rule takes effect and it's not the end of the world for Corus, but how safe is the dividend? If it is safe, should I adding to my position now because these the stock is now undervalued?
Read Answer Asked by Eugene on April 15, 2015
Q: Hi Peter and 5i team, your preference of fsv, tcn, efn and peo. Your advice is super. thanks.
Read Answer Asked by victor on April 15, 2015
Q: I bought 4 different CIBC mutual funds on Oct 1 last year. The Dec 31 results were 2 had small gains, 2 had small losses and the net change for the 4 funds was +$256.47 for the 3 month period. I received a T3 slip that showed a capital gain of $808.17. How Is it possible to have a capital gain on a return like this? Art
Read Answer Asked by Arthur on April 15, 2015
Q: Hello,

I am looking for member questions on "Wealthsimple". However the searchbox is limited to 10 characters even when I use the "search all text" option. I therefore cannot find the question(s) on Wealthsimple using the search function, although I recall seeing them.

Could you direct me to where I can find them?

Thanks
Read Answer Asked by Vee on April 15, 2015
Q: In your excel spread sheet, for the portfolios can you add a column with start date after the symbol column? This will really help..
Read Answer Asked by Minesh on April 14, 2015
Q: In follow-up to Friday's question on STZ (expensive in your mind), if I like the theme, where should I look from a value perspective? US (DEO) or Canadian (perhaps ADW.A or CSW)?

Thanks for the great service!
Read Answer Asked by David on April 14, 2015
Q: Dear Gentlemen,
These two companies ATB.a & L, are in Consumer Defensive sector, together they are weighting 9 % of total PF.
For re-balancing my PF, do I classified them with Consumer disc or Consumer Staples sector ?
Thank You.
Best Regards.
Read Answer Asked by Djamel on April 14, 2015
Q: Howdy,

How do these two great companies compare with respect to IRR, top line growth and valuation? Which would you consider a better buy for long term growth?

Thanks.
Read Answer Asked by Joel on April 14, 2015
Q: Due to funds constrain,Peter please choose 10 stocks.one from each sector from each of your 3 portfolios( i.e. total 30 stocks).My daughter(26 yrs old),spouse & I are basically conservative,but I like to invest a small sum in the growth portfolio.Really appreciate your normal great services & opinions.
Read Answer Asked by Peter on April 14, 2015
Q: This is a follow up to my question regarding the upcoming IPO for David's Tea on the NASDAQ. Thanks for the question and looking through the S-1 Form.

My question is this: as a Canadian, what is the best way for us to participate in a U.S. listed IPO (like David's Tea) for example?
Read Answer Asked by Eugene on April 13, 2015
Q: It seems that I have missed the spike by Western Fraser and Canfor today . Is there a reason why Western Forest, Hardwoods, and Acadian didn't participate. Are you bullish on lumber ? Is it a good place to be over the summer ?... You don't seem to follow wood outside of ADN which has been quietly good to me... Thanks.
Read Answer Asked by Thomas on April 13, 2015
Q: In reply to the question of cdn companies that design mobile apps, you could also consider prontoform. These companies always seem way overpriced to me, but what do I know?
Read Answer Asked by Murray on April 13, 2015
Q: Hi Peter and Team,

Please advise where to get information on Canadian companies that design mobile apps.

Thank you.
Read Answer Asked by CONNIE on April 13, 2015