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 Peter,
I have accumulated a large position in Helio Resource at 2.50 cents average cost. Brad Mills (CE Mining) has been "keeping the lights on" by exercising his warrants at 5 cents even though HRC bid at 2.5 cents at the time!! I've spoken to HRC management about my concern of a share consolidation (and subsequent drop in HRC share price). They assure me that any share consolidation would be part of a "transaction" and won't hurt the share price. Any idea what they mean by that ???
Neighbour Shanta Gold is performing really well under its new CEO and they would be an obvious candidate for a "transaction" with HRC. Also... Amy Freedman of Kingsdale here in Toronto become a Director of Mandalay in May 2016. This makes me think MND is thinking of a "transaction" sometime in the future. Comments?? Thanks, Ralph.
BTW, Amy Freedman bought 20,000 shares of MND at $0.59 on March 31/17.
Read Answer Asked by Ralph on April 04, 2017
Q: I am holding smaller positions in all three in a fairly well balanced RSP but I need to convert to a RIF in a couple of years.
Is it time to let these go into some more conservative dividend growers or would you suggest I maintain a balance in my RIF similar to your income and balanced portfolios??
Thanks as always,
Peter
Read Answer Asked by Linda on April 04, 2017
Q: Your updated report on Knight Therapeutics gives six A+ ratings and one A. Did you arrive at an A- overall rating due to management risk concerning CEO Goodman's possible health issues? With the present management team, is there eventually a possibility that his departure, for whatever reason, would not diminish the company due to existing talent?
How likely is it that Endo would sell Paladin to Knight? Is that not the ultimate embarrassment - selling a company for which you paid a fortune - for a song?
Thanks.
Read Answer Asked by Steven on April 04, 2017
Q: What are your thoughts on Crown Castle International (CCI in the US) as a long term stable force in a portfolio? I'm looking for stability and some growth in Communications in the US. Would this also double as a REIT?

In terms of its competition, how would you rank CCI against American Tower and SBA Communications? ... and here's the naive part of the question, but ... do these tower companies hold footing in Canada as well, or what would be the equivalent for a Canadian holding?

Thanks!
Read Answer Asked by Sylvia on April 04, 2017
Q: I currently hold BPY, but am considering selling it for a small
profit and buying BIP for more growth.
Or would I do better to sell AD at a substantial loss, put the proceeds to work in BIP and hang on to BPY
Your thoughts please.
Thank you very much
Read Answer Asked by george on April 04, 2017
Q: With the trillions of dollars held offshore by US Corporations what would be the impact to European Banks when Trump approves the repatriation of these funds back to USA at a low tax rate. Would monies out of the USA be on deposit or held in government short term investments or US Treasuries. Would there be any negative impact to European Banks or local currencies ie Euro or pound etc when money is brought back to USA ? Bob
Read Answer Asked by bob on April 04, 2017
Q: Hi Peter and group as always I value your opinion. I am getting increasingly nervous about world affairs (Trump)- do you have an opinion on taking some risk off the table?If I decide to take some profits on my cash trading account do you know any way that can off set the Capitol gain?. Just to confirm my understanding is that the Capitol gain is due and payable immediately. Does leaving the cash in the account make any difference as to when the tax is due and payable. Thanks PS I understand this is 2 questions
Read Answer Asked by Terence on April 04, 2017
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!