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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: Good morning,

I have been considering adding to a holding in Exco and wonder if the dip yesterday was the result of something worrisome or just profit taking and a possible buying opportunity. Any insight?
Read Answer Asked by Tim on July 21, 2015
Q: Hi there,

GIB.A seems to be a favorite among analysts on BNN with numerous "Top Pick" designations in the past month. ESL looks pretty nice on it's chart but is less talked about. Would you recommend one over the other for someone needing exposure to this sector? If you could answer which is your preferred and why it would be a big help.
Read Answer Asked by Tim on July 21, 2015
Q: What 3 sectors would you avoid in an increasing interest rate environment? Which 3 sectors would perform best in an increasing interest rate environment?
Read Answer Asked by Robert on July 21, 2015
Q: Can I get your thoughts on yieldcos, Pattern in particular? It seems to be an unsustainable business model to me. They get capital which will accept low returns so long as they keep growing the distribution but they have to keep paying higher prices to keep the rate of growth going. Eventually the growth rate has to run out of steam and then their cost of capital would rise and there would be a world of hurt. Am I missing anything?
Read Answer Asked by Rob on July 21, 2015
Q: Hi 5i team,
I've read back to the previous questions about the CSU rights and am still confused. Here are some more questions:
- when does the interest start accumulating?
- why do I get the privilege of using 10.596 rights to pay $115 for a debenture worth $100 (obviously I'm missing something)
- will the debentures be less attractive if I don't hold them until maturity?
- do the rights transfer with the stock? (ex., if I sell my CSU today, do I lose the rights? if I purchase more CSU today, do I get more rights?)
- how safe is the yield and/or principal?

I can't be the only Confused Canuck on this one!
As always, thanks for all your help.
Read Answer Asked by Brenda on July 21, 2015
Q: For several years I have held a small position (approx 1.5% of my portfolio) in Central Fund. I have held this out of an idea that I should have something of intrinsic value in my portfolio. I am still up on CEF by around 70%.

Given recent events in Greece and China I would have expected Gold, and precious metals in general, to have rallied a bit. They didn't seem to move very much if at all.

I don't believe inflation will be a concern for a few years.

Is it worth keeping my position in CEF ? I still will have some exposure to Gold through Goldcorp (which has the benefit of a dividend).
Read Answer Asked by Jim on July 21, 2015
Q: I've been watching this slide down over the past couple of months then some big volume to the downside. I haven't seen any news releases. I own a fair bit around $12.75. Can you give me your thoughts....buy more or bail? I'm using it as straight US income.
Thanks and you guys are doing a great job!
Read Answer Asked by Robert on July 21, 2015
Q: Can you provide an update on EFH? Do you think it is a buy at his time?
Read Answer Asked by Robert on July 21, 2015
Q: This convertible debenture's yield to maturity is over 34%. I realize that this is risky company to invest in, but do you think the reward may offset the risk considering the debentures will mature in 17 months on December 31, 2016?
Read Answer Asked by Robert on July 21, 2015
Q: I have had significant realized capital gains this year in my non-registered portfolio. To help offset the gains I would like to sell and rebuy in 30 days shares that I have a significant unrealized capital loss. SDY is one of these companies. I know it is difficult to predict but would I be better selling now or waiting to the end of the year?
Read Answer Asked by Robert on July 21, 2015
Q: If the Canadian loonie were to maintain it's low level or go even lower in the future should Ms.Yellen decide to raise rates. Could you give a short list of Canadian companies that will benefit from a lower Canadian dollar that make a significant part of their earnings in US dollars ? MCB comes to mind as it does 49% of it's business in the US ?
Thanks Garth
Read Answer Asked by Garth on July 21, 2015
Q: Hello,

in order to diversify my investment I would like to buy some Alibaba stock... After the recent jumps at Chinese market it went down significantly and I trust it may be a good time. At the same time I know that YHOO is going to spin off it's part in Alibaba. And here is the question (or even two questions):

1)what do you think about BABA perspective for the next 12 months?

2) how this YHOO spin of their Alibaba shares will affect both parties: YHOO and BABA?

Thank you for sharing your opinion!
Read Answer Asked by Galina on July 21, 2015
Q: You mentioned recently to someone question on this stock that you prefer other companies . Can you list the other companies that you prefer? I do currently own CCL . B
Thanks
Read Answer Asked on July 21, 2015
Q: We currently hold TD, BNS and BMO. Is there any advantage to holding ZWB instead of individual Canadian banks in the current market environment? Would the covered-call overlay produce additional returns over holding the individual banks?
Read Answer Asked by Allen on July 21, 2015
Q: Canadian wholesale sales fell over 50 billion dollars in May according to statistic Canada. Since all the analyst's were expecting it to hold steady I would think this is the cause for the poor market conditions today?
Read Answer Asked by ron on July 21, 2015
Q: Which 3 companies would you recommend to buy with our weak dollar?

Thanks
Read Answer Asked by thomas p on July 21, 2015
Q: Do gold-producer stock-price declines suggest sector capitulation? Understanding that gold itself may be range-bound for some time, is there bounce potential for the producer stocks? Wrt FNV, how does one assess the relative contributions of gold vs. oil+gas? Please feel free to suggest an alternate vehicle for this sector; I never expected to see so many 'blue-chip' producers so far down.
Read Answer Asked by John on July 21, 2015
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