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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 5I,
I own JDS Uniphase (50 shares). I just received notice of the board 'resolved to redeem all of its outstanding Exchangeable Shares on March 31, 2014 (the "Redemption Date")'. It continues to advise of receiving one common share of "JDSU Uniphase" plus declared and unpaid dividends. It asks for a letter of transmittal of such shares to the trust company involved. What are my best options to deal with this request? Thanks a lot. Keith
Read Answer Asked by Keith on February 05, 2014
Q: I read an article this morning about retailers being urged to increase their cyber security. What technology companies would best benefit from this increase in security spending? Thanks.
Read Answer Asked by Ken on February 05, 2014
Q: Good Morning Crew
Interested in analyst expectations with upcoming Q4/Year reporting of Avigilon AVO & Fireeye FEYE. Thanks for you help - as always appreciated.
Read Answer Asked by Randy on February 05, 2014
Q: I have come upon an 11% dividend payer, Prospect Capital on Nasdaq, PSEC,It is a US "Business Development Corp" I would appreciate your comments.
Thank you
L
Read Answer Asked by Lloyd on February 04, 2014
Q: Hi Peter and team, could you recommend a good technology ETF. Thanks in advance
Phil
Read Answer Asked by Philip on February 04, 2014
Q: Hello 5i

I am planning to switch my RRIFs from Corp Bonds held during contribution yrs to US index ETFs now that I am well into compulsory payout phase. I am looking at VUN or VFV. VUN is only 6mo old with a much smaller subscription and a more diverse index, and better current trading volume despite its smaller size. (you made some comments on why size matters which don’t seem to apply to these 2 funds given that they hold only the US$ equivalent Vanguard funds).

The only reason I am considering the C$ unhedged funds is to avoid the 2-2.5% charges BMO levies for both Buy & Sell transactions. So Vanguard is providing these currency transactions at no cost. Is there some trick of the light here here that I am missing

Your comment appreciated.
Read Answer Asked by Ernie on February 03, 2014
Q: Hello 5i,
I’m raising cash by selling US stocks and looking for a few good buys in the US small/mid cap area, sector isn’t a priority with the exception of REITs/oil/gas/pipelines, but I would like a 4% div. minimum. I know you folks like technology and healthcare anything there? Please help with some ideas.
Read Answer Asked by Mark on February 03, 2014
Q: Hi Team:

In my RRSP, I have about 25 to 30% in bonds, mostly in short term
and one of the mutual funds where the bonds are, MD Bond funds is well managed; the bonds have taken a hit due to the impending rise of interest rates, I have some in Mawer Balance fund in the RRSP as well
I have taken a small position in MFC recently. I wonder if moving another 5% of the bonds to US equity like SPY VIG would be appropriate, I have already have 10% of the RRSP portfolio in XTR, a monthly income fund yielding about 5%; thanks team; I hope that I am not confusing you, let me know if you need more information
Read Answer Asked by Michael on February 03, 2014
Q: HAWK, NYSE: FPE=24, ROE=63% -business to do with digital transactions. What are your thoughts on this one for my USD portfolio??
Have a great weekend..JP
Read Answer Asked by James on February 03, 2014
Q: I bought this stock on a recommendation a couple of years ago
OSGIQ - Overseas Shipholding Group Inc. What are your thoughts
Buy, sell or hold; seams to be coming back to life??
Read Answer Asked by Lorraine on February 03, 2014
Q: I just sold my Boston Properties and my Union Pacific in my panic to lock in some profit. With the fall of Boeing I am seeing some opportunity but also some danger . Meantime I am now under-invested. What would be your fave for Growth in the US ?
Read Answer Asked by Thomas on January 31, 2014
Q: Hi Peter and Team,

thoughts on Galena Biopharma, Inc, GALE
Read Answer Asked by Graham on January 30, 2014