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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: I hold shares in Rockwell Collins. Recently the company agreed to a friendly takeover by United Technologies . The takeover is worth $140 to COL shareholders via a combination of cash and UTX shares. There is a 7.5% collar in place. Since the deal was announced the shares in COL jumped to the $130 range and have remained there. Is the $10 discrepancy due to the collar ,or is there a good opportunity here to make $10/share on an additional purchase of COL.?
Read Answer Asked by Philip on September 21, 2017
Q: Hi Peter and associates,

I have a position on NOC for a couple of years. It's spare price has gone up by about 75% since and now accounts for about 4% of my portfolio.

Morning Star just downgraded NOC to 3 stars today. Just wondering whether is it time for me to bail on NOC or at least take some money off the . Also how much stock should an investor put in such rating changes (whether up or down) in general.

Best Regards,
Read Answer Asked by Harry on September 21, 2017
Q: Can you account for the underperformance of this mutual fund which hit a high for the year on May 4 of $19.35 and now rests at $18.59?
The mandate is try to match the DJ index by holding the components but the index is some 10% higher now than May which makes the poor performance since then even more glaring. Can you suggest a fund or ETF that would truly mirror the DJ Index? Thanks, J.
Read Answer Asked by Jeff on September 21, 2017
Q: Just looking to perhaps enter a 1% position in a well diversified portfolio of 1 of the above based on current weakness. Would you rank best growth potential and which to enter into?
Read Answer Asked by Craig on September 21, 2017
Q: Does the price of this debenture rise and fall with demand only. What are the other factors that would negatively affect this bond. When you say it can be redeemed in 2020 I assume this is by the company. (What are the terms of redemption) If you redeem at any other period I assume it is traded as any other security. I called TD but they were not able to provide me with any real info. The current price is $117.00 does that include paying the seller the interest payment since inception and the rest represents supply and demand? How could this debenture be seriously negatively affected? Thanks so much.
Read Answer Asked by Maureen on September 21, 2017
Q: Following your balanced portfolio. Do not have above stocks. Can purchase 1 or 2 after selling engh. Which should I buy?
T Steve
Read Answer Asked by Stephen on September 21, 2017
Q: Hi 5i team,

Based on current valuations what are your favorite canadian tech names for the long term?

Thanks
Read Answer Asked by Keith on September 21, 2017
Q: I sold out of a position and have some cash to work with. I have narrowed it down to three stocks and I'm struggling to pick which one is better at this time. Which of the above would you pick as the long term holding that you feel would have the best return if bought today? Disregard sector allocation. Thanks
Read Answer Asked by Adam on September 21, 2017
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