Investment Q&A

Q: hi peter

this new issue perpetual preferred is coming out at 5.25% this month... do you think this will be a good preferred share, many have been beaten up lately as their rates reset, do you think this will be different as the rate is fixed? the yield and safety seems enticing... thanks

Q: Good day, may I have your opinion on paragon offshore please?
Thanks
Seamus

Q: Given the tight Federal election race, in the event of a NDP or Liberal win, are you aware of any major changes they are proposing to the taxation of dividend or capital gains income? Thanks.

Q: Hi Peter.

Came across this useful article on TFSAs. I wasn't aware of the difference between "successor-holder" and "beneficiary" designations and thought other 5i members might find this of interest.

http://www.advisor.ca/tax/tax-news/tfsa-designations-may-cause-estate-planning-problems-183045?utm_source=EmailMarketing&utm_medium=email&utm_campaign=Brokers_Newsletter?utm_medium=Newsletter&utm_source=Personal%20Finance%20Reader&utm_type=text&utm_content=PersonalFinanceReader&utm_campaign=129908129

Cheers,

Scott

Q: ok the issue has been priced 65.00 us which translates into about 86.50 cdn, cxr is trading a 2 dollars below issue price, what i am having trouble understanding if the ebita increase is going to be that much greater than the stock dilution when the deal closes, why did the stock go down so much and why did cxr price it here. secondly i know you like cxr and think the selloff is a bit overdone, would you buy more at 84.50.it seems most analysts see this stock going to 125 in short order. dave

Q: What do you think of CXR at this level. What would you suggest as a good entry point. By my math it's now trading around 12 times 2016 earnings? Thx Scott

Q: Hi Peter I hold a large position in dh I did almost a double on it .My thinking is to sell half of dh and buy a position in pot to capitalize on the uS div.which I need .
Can I have your thoughts on this.
Regards Stan

Q: NMI has a P/E of less than 4 or an earnings yield of almost 30%.
It must have some kind of non-recurring earnings, I think. I would be grateful for your opinion.

Q: What is your opinion of this Reit which I own , and the advisability of taking up the proposed share rights offering ? Thank you

Q: I hold Ing Floating Rate Sr Loan Fund, Symphony Floating Rate Trust Units,& Mint Income Fund Trust Units in a varied portfolio, and would value your opinion as to buy , sell , or hold in the present climate. Thank you.

Q: Can I have your opinion on this Chinese online retailer.Also do you think there is much downside risk at this price.
Would you purchase this stock at this price?
Thanks Gord

Q: Hi 5i,
Subject to the usual reservations about it not being a stock that you cover and being a US stock as well, what do you think of Western Digital’s situation at present? I’ve held it for a long time because I like data storage as a longer term theme but, if you look at a multi-year chart on it, it seems to have run all the way to the top of the mountain and nearly half-way back down. The result appears to be an increasingly significant dividend yield (2.8%) and an increasingly attractive P/E (11.6x according to my online broker). But are they likely to run into shrinking earnings that would call both of those measures into question? Are there other measures that may indicate I should be re-examining the investment thesis at this point? Thanks!

Q: The stock has been dropping everyday? What are you current view about this company. Should I sell, hold or add more. I have very small position.
Thanks

Q: Please give your opinion on Chr and how safe is the dividend. Thank you

Q: Could you give me your outlook on this stock, their payout ratio...the dividend was recently increased.

Thanks for your service

Q: Hi, This is a question which I would open up to members..Is there any portfolio website or tool out there which generates the past performance, p/e and other statistics of a hypothetical portfolio which is a mix of stocks, bonds and etfs? Various combinations of stocks and ETF and bonds may be in this portfolio each with a different percentage?Thanks. Shyam

Q: I have been following news releases from this company for about six months and noticed that the last question posed to, and response from, 5i was back on Feb 11, 2014. Things appear to be looking up (pun) since then in terms of landing (another pun) a couple of orders, one from Lockheed Martin (aircraft mfger). Is it time to re-consider this speculative investment? The sky would appear to be the limit. Your thoughts please.

Q: Good Afternoon.

I am more than confused about this fund. Could you shed any light on why it would trade so much lower than its NAV? Based on earlier comments by you, I have a better understanding why it would be recommended by an IA but am pleased to hear that you like the managers. Could you also let me know if the fund is redeemable once a year or once a month? It looks like I may be holding it for the long term now and should enjoy the dividend, which hopefully continues.

Q: What 3 or 4 small to mid cap natural gas stocks would be at the top of your list?Thanks.

Q: Hi team.
I have been following the recent debacle in this company and am aware that market sentiment is negative.However,looks like the fundamentals are strong ,management has proven itself in the past,and the company is poised to grow and turn a profit in 2016.Is this a value trap at these levels or a great buy due to "irrational" behaviour from sellers.When would be a strong signal to BUY?
many thanks,
Jean C.