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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: What is your opinion of split corp preferreds as a medium term income investment? LBS.A yields 4.75%, matures in 3 years or so at par and appears to be protected in value by the Class A shares. There aren't many other 3 year investments that offer anywhere near this sort of return. What are the downsides? Thanks.
Read Answer Asked by David on June 25, 2015
Q: I am wondering if it is time to sell ET and move. The volume is so low. Is it a value trap or would you advise patience ?
Read Answer Asked by Ken on June 25, 2015
Q: I am planning to add international equity exposure via US ETFs. Could you please recommend US-based ETFs for the following:

Broad US exposure (is there one that covers small and large cap or do I need two, like IWO and VFV?)
Broad world exposure (VXUS?)
Additional weight in China (FXI?)
Additional weight in India (?)
Additional weight in Japan (?)

If you see any concerns with this approach I'd would be interested to know. Also would be interested to know if you think Latin America would be underweighted in the above and if so, your recommendation on a US ETF. Thanks as always.
Read Answer Asked by Chris on June 25, 2015
Q: Hello 5i: I am slowly building the Model Growth portfolio. I now own AVO, DHX.B, EFN, and GUD. I have enough money to add either 3 small positions or 2 full positions. Can you help me decide which stocks to pick next.

I will then probably add 2 per month until portfolio is complete. I realize this is a tough question because it should be viewed as a portfolio, but unfortunately I must go according to cash available. Thanks for all the good work you do.
Read Answer Asked by Gordon on June 25, 2015
Q: Good Morning
How do you think the following announcement by Brookfield Renewable Energy Partners will affect the price of their preferrd shares?
I am currently holding two issues:BRF.PR.B (rate reset) and BRF.PR.E.(perpetual). Although I am making some money on BRF.PR.E , BRF.PR.B is down from $20 to $17. Can Brookfield Renewable Energy Partners force a holder of BRF.PR.B to sell at $17??


Brookfield Renewable Energy Partners L.P., proud (indirect) issuer of BRF.PR.A, BRF.PR.B, BRF.PR.C, BRF.PR.E and BRF.PR.F, has announced:
that the Toronto Stock Exchange (the “TSX”) accepted notice of Brookfield Renewable Power Preferred Equity Inc.’s (“BRP Equity”) intention to commence a normal course issuer bid for its outstanding Class A Preference Shares (“Preferred Shares”). BRP Equity is a wholly-owned subsidiary of Brookfield Renewable. Brookfield Renewable believes that in the event that the Preferred Shares trade in a price range that does not fully reflect their value, the acquisition of Preferred Shares may represent an attractive use of available funds. There are currently five series of Preferred Shares outstanding.
Read Answer Asked by Terry on June 25, 2015
Q: I am wondering what you think of the news today on Tweed's acquisition of Bedrocan? Also, what do you know about the management of Tweed and are they making profits or just revenue at this point?
Read Answer Asked by Maria on June 24, 2015
Q: Curious if you have any comments on the upcoming Sleep Country Canada IPO. At first glance they seem to have had success with the strategic initiatives they put in place in 2012. Thanks for your insights,
Read Answer Asked by Stephen on June 24, 2015
Q: Hi! Any plans to update your report on Richards? Would you still rate the company C+?
Thank you.
David
Read Answer Asked by David on June 24, 2015
Q: Has your opinion of this company improved since your comment early June 2015?
Read Answer Asked by Dennis on June 24, 2015
Q: Is this stock coming back with the renewed diamond interest?
Read Answer Asked by Garnet on June 24, 2015
Q: Greetings! What do you think of Helen of Troy as a growth stock? Ford Equity Research rates it as a "BUY". Is it over=priced? And, can you suggest a couple of other US stocks for fairly rapid growth?
Read Answer Asked by Helen on June 24, 2015
Q: Hi 5i:
I have not specifically bought any stocks as a play on US housing, but I'm thinking it may be time to do so. For possibilities I'm looking at Canadian lumber stocks, US home builders and US banks as sectors from which to chose. Do you have any advice? Of the US banks I've heard WFC suggested as the best housing play. Would you agree?
Read Answer Asked by Roland on June 24, 2015
Q: Would this be a good time to initiate a position in GE now that they are refocusing the company and dispensing of a variety of divisions. Thanks as ever
Read Answer Asked by michael on June 24, 2015