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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 am selling a real estate property and want to put those funds into real estate and infrastructure investments.my question is in your opinion what is the better 10 year investment between a private limited partnership fund or diversifying between reits and public infrastructure companies on the open market.I understand about liquidity issues with the former and market sentiment on the latter.I would just like to hear your opinion on what direction you would think is best to take in this case?
Read Answer Asked by Brad on November 03, 2015
Q: HI Ri , my question is regarding KSK (KIska). I know it is a very risky stock in a very hated sector. But i would like to know your thoughts on their business plan going forward. What do you think of the agreements with Teck and First Quantum ? Will KSK survive this trough ? Is management competent or would like to see them doing things differently ? thanx Norm
Read Answer Asked by NORM on November 03, 2015
Q: I have owned this company's shares for some time but am now questioning the rationale for keeping in my portfolio. Earnings growth appears to be slowing and below the industry average and it has one of the higher PE ratios in the investment services industry. Technically the shares have been an a steady decline since mid year. Expectations of getting a banking license may have moved the stock up but the apparent market consensus seems to indicate otherwise. The company is in your model portfolio. Why? Is it speculation that the licence will be approved because fundamentals may not be supporting the current price. As you review the companies in your model portfolio is this a keeper or one that could be replaced with another more attractive holding?

Read Answer Asked by John on November 03, 2015
Q: Re Peter's Tsx.Switch to any discount brokers of the big 5 can.banks for real time quotes.I use CM---$6.95 per trade,detailed reports on companies including consensus target price,daily technical analysis etc.Search & you may find that a promotion by 1 of the big 5,which pays cash or some free trades for a certain period.All the best
Read Answer Asked by Peter on November 03, 2015
Q: If an investor is comfortable with owning a stock at it's current price but wants to utilize a tax loss, they can sell the stock and then write a January put option on the sold holding. They collect the premium and if put the stock, have a lower adjusted cost base. If they are not put the stock, they can choose to buy it back or not.

Read Answer Asked by Gregory on November 03, 2015
Q: What does it take for a stock to split, i.e. BCE? Has it split in the past, and do you think there is a possibility it will split again in the near future? Thank you.
Read Answer Asked by Denis on November 03, 2015
Q: Which stocks do you consider most to benefit by the " proposed " huge Federal spending on infrastructure? I thought SNC, STN, WSP, ARE, might be good candidates . Do you think ARE and WSP already have had their run( ?)
Please give plus/minus assessment in term of promise and quality; and commnet on any other that might compete with these.... Thank-you
Read Answer Asked by lyle on November 03, 2015
Q: BNN said today the stock which is yielding more than 7.5% at $26 may drop to $13. Barron's is forecasting a price of $20.
What is your opinion going forward? Is it a sell or hold at about $26?
Is the dividend safe?
Thanks
Read Answer Asked by Terry on November 03, 2015
Q: May I have your views on this company as to it's growth.Tks
Read Answer Asked by Albert on November 03, 2015
Q: Do you think these small cap health care can bounce back in a 3-6 month period or do you think there is a possibility they could drift sideways and down for a longer period of time,is part of their problems the headwinds of valiant and Concordia thank you.They make up about 15% of my portfolio.
Read Answer Asked by Greg on November 03, 2015
Q: Hi there

I have a fairly low weighting in material and oil stocks (4%) in part because of the lack of control most companies have over the commodity. I hold CNQ, am down about 10%, and was thinking of selling that and buying EFX (Enerflex) with the thesis that over the next 3 years this is just a likely to go backup in value plus is a bit more stable in terms of reoccurring revenues.

Your thoughts on EFX and teh switch - I am mainly an income type investor.

Stuart
Read Answer Asked by Stuart on November 03, 2015
Q: I am down somewhat on this Bond fund ... should I bail and try to recover some losses on a forecasted year end surge.Thanks as always.
Read Answer Asked by Alan on November 03, 2015
Q: i am sitting on some usa cash as i don't think as a bad thing, but seeing some recommendations coming out on halliberton, and actually got stopped out of kroerger foods, maybe getting back some(canadian) tourmaline, your thoughts or recommendations would be appreciated, or is just having the cash a good thing now
Read Answer Asked by eddie on November 03, 2015
Q: Hello,
I have 40k in a US cash account. I would like to invest the money to generate cash to use for my vacation property in the Florida. At this time, what you recommend for an income investment in the US.
Thanks
Rick
Read Answer Asked by Rick on November 03, 2015
Q: I appreciate your response to this question
Nobles health in Canada is NHC-T and in US HLTH-N
Is it better to buy in US account or CAN account?-The pro and con.Thank you.ebrahim
Read Answer Asked by ebrahim on November 03, 2015
Q: For income purposes, is this a good etf to own? What is the downside risk to the unit price - Fed rate hike? Please advise the pros and cons.

Thanks
Read Answer Asked by Michael on November 02, 2015
Q: Hello Peter & 5i team,
In my Health Care exposure (6% of portfolio), I hold CRH,CXR,GUD,PLI that I plan to keep. I also own PHM and RX. RX is profitable and has a whopping ROE of 48% and its forward PE of 20 is amply covered by the ROE with a ratio of 2.4 whereas PHM is not profitable (ROE of -20%); I don't have any info on their debt level and presume RX's is higher.
Given this cursory comparison + your insight, which would you keep if you had to chose one?
Thanks,
Antoine
Read Answer Asked by Antoine on November 02, 2015