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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: BEP.un is holding up well in the current market onslaught, while RNW not so much. From your comments you seem to like RNW but prefer BEP.un. Could you comment on these two please: Why does the market (and you) prefer BEP.un? How do they compare in terms of future growth prospects? Payout ratio? Price-to-cash flow? Which would you buy today? Would you sell RNW? What do you think of the two management teams? Thanks for your comments.
Read Answer Asked by Noel on August 24, 2015
Q: Please give me your opinion on ocs.un. I bought some at 10.00 and some at $ 9.65. As you well know it pays .175 cents a quarter. When they called suckers for this closed end IPO, I answered the call. and now it is $ 7.43. Basically, they tax the payout as a capital gain so I have paid to get my capital back. Any chance of appreciation in the future?, or dump it. When I phoned to talk to them about the fund everything is top secret thanks to MR SCHWARTZ. THANKS
Read Answer Asked by BEN on August 24, 2015
Q: Hi, my holdings in basic materials is presently below my target of 5% for the group (Stella Jones, Goldcorp and First Quantum). I was thinking of purchasing more First Quantum hoping to take part in the eventual recovery in this sector. Just curious of your thoughts. What is the likelyhood that FM will not survive? Are they holding too much debt? Would you recommend a different move? Thanks. Mario.
Read Answer Asked by Mario on August 24, 2015
Q: Our weight in VET has now dropped to 1.9% so I think I should either sell it or buy another $15,000 to increase the weighting back up to 3%. The only other energy stocks we own are CMG and PEY with a 2.5% weighting each. We have 27 separate stocks & ETF's and I believe you think 20 is the right number so selling VET may make some sense. Do you still feel VET's dividend is secure? Maybe I should just do nothing - any suggestions?
Read Answer Asked by James on August 24, 2015
Q: Hello Peter
What is your recommendation with these market condition ?
I have almost all of the stocks in the 5i Balance and Growth model portfolios ,should i do nothing and ride the market and wait for the market to rebound ?
Please advise.

Kindest Regards

Claudio
Read Answer Asked by claudio on August 24, 2015
Q: This is a follow-up for Terry's questions regarding DFN. The most up-to-date NAV is posted mid-month by Quadravest (the managers of Dividend 15) on their website:

http://www.quadravest.com/#!dfn-fund-features/c1rr2

The current NAV is $19.19 as of August 14, 2015.
Read Answer Asked by Arneh on August 24, 2015
Q: Could you please tell me where I could get an up to date (daily) NAV for this stock and DFN.pr.a.I believe when the NAV falls below $15,the common stock dividend isn't paid.Thanks guys.
Read Answer Asked by terry on August 23, 2015
Q: HI Peter
Buying a Canada/US Inter-listed stock in CAD your Canadian account, asking your broker to transfer it to your US account, then selling it in your US account to now receive the proceeds in USD, is called NORBERT'S GAMBIT, I believe. Justin Bender or Dan Bartolotti has written a detailed article about how to do this in TD, BMO, CIBC, Royal or Scotia accounts. This article can probably be accessed if one googles Norbert's Gambit, I believe. sarah
Read Answer Asked by sarah on August 23, 2015
Q: Hi teanm. I have tried to find an answer in the Q and A's but can only find a bit. I have about 13% direct US holdings with US$. I have most of your 3 PFs (just a few of the Growth though). Can you list the holdings/stocks which have US exposure from all 3 PFs please. And do they count as some US exposure or do you suggest I have more direct? I prefer to try and not buy more US$ at this rate. I bought just before it dropped for Canada. I am semi retired with some fixed income. Thanks by the way for helping us keep calm....you're the BEST!

.....sorry..meant to ask for International as well within our PFS??
Read Answer Asked by El-ann on August 23, 2015
Q: With regards to your earlier response to a question on ENF closing the asset transfer deal, yesterday they announced shareholder approval and expect closing of the transaction to occur on in 10 days. At this point, is there really much risk of the deal not closing?

http://www.marketwatch.com/story/enbridge-income-fund-holdings-inc-shareholders-approve-acquisition-of-canadian-liquids-pipelines-business-and-renewable-energy-assets-from-enbridge-inc-2015-08-20-181732718
Read Answer Asked by Darcy on August 22, 2015
Q: Peter, it is my understanding that the Enbridge deal passed Aug 20 and is to close Sept 1. Do you think that may not happen? There web site says it will. I phoned them and they said it will? Ken
Read Answer Asked by Ken on August 22, 2015
Q: I know you mainly look at Canadian companies...but could you have a look at this one. LL just released what I would view as critical results. The laminate flooring in question which has caused much of it's decrease in share price was just announced "Well within the normal range." That being said could you have a look at the balance sheet and what your thoughts of revenue could be with this behind them going forward. Also if you might know the cash on the balance sheet and any issue from this perspective going forward. Thank you for your great work. Jason N
Read Answer Asked by JASON on August 21, 2015
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