Investment Q&A

Q: Hello Peter & Co,
A follow-up on a fellow member's question on the subject. I too own BEP.UN and have noted your reference to NPI and RNW; but I am wondering if you had also considered Boralex BLX and Innergex INE.
Thanks,
Antoine

Q: Can I get 5i's updated view on Element Financial? Earnings were released on Wednesday and they seemed to match guidance and street expectations. I also noticed it has been doing quite well over the past few months compared to banks (although bank earnings see to be giving banks some catch up). How do you think EFN will do versus the rest of the financial sector?

Q: Just wondering if I should hold Vee, fez, and vxus inside a registered or non registered account. I thought I read somewhere that if held in a registered account, the withholding tax of 15% would apply (unlike us equities in a registered account), and there is no way to recoupe since it is in a registered account. What are your thoughts on this?
Thanks again for the great service.

Q: On a morning just FULL of dividend increases for picks that are highly regarded by 5i, I just have to say, again, THANK you all! Great service.

Q: tfsa I have approx $12,000 to be put to work- right now I have some rsi 1,100 shares and 35 ffh. A couple of suggestions would be appreciated. I am 60 years of age and in no need of the money.

Q: I own some stocks and ETF's in U.S. dollars. Are there any reasonable methods the retail investor can use to insure himself from a possible decline in the value of the U.S. dollar. This may involve options, hedging or possibly an ETF that tracks the U.S. dollar or other suggestions ?

Many Thanks

Paul

Q: First question from an old mining guy. If you assume,as I do,that the next situation faced (after dividend and capex cuts) for Canadian oil producers will be re-statements of reserves and resources,who's on the casualty list? In other words, have you done a sensitivity analysis to see who's reserves drop from "14 years" to "5 years" at $50 oil?

Q: Extendicare and leisure world reported today, what do you think of their results.

Q: Several months ago I bought TVA.B on a recommendation from an analyst. The holding company was Quebecor, Brian Mulroney was on the board of Quebecor and Desjardins group owned shares in TVA. The book value was $12.50 and I bought in at $9.00. I figured this was good however I made a classic mistake and didn't research the details. When the price declined (I sold at $8.50) I decided to do some research. This structure was so complicated that the more I analysed the more I was confused. I made a classic mistake and confirms the old Ben Graham adage "never buy anything you don,t understand. At any rate, I noticed that they have now announced a distribution of rights at $5.66 and from what I see essentially folding the company. In terms of education can you give me, and members, a brief synopsis of what happened. Who are the winners? Obviously from what I can tell, the common shareholders are the victims.
Thank You

Q: Good Morning, Peter and Team,
I have ventured into the US with MU and GILD. MU lost its contract bid to Samsung recently to provide chips for Apple. GILD is facing more competition for its HIV drug than anticipated. Both stocks are still slightly up but the profit has declined over the past week or so.
In October, you stated that MU runs quickly when it hits a downturn. I am torn about selling on the news for these two companies, and would appreciate your advice on whether to hold or sell right now.
Thank you.
Gail

Q: 50yr old looking to start investing with an advisor who would be an active manager. (Not just follow the herd or stick me in a fund for 10 years and collect his fees). How do I go about picking a financial adviser? Is there a book or website where I can research this? For example, is it safer to pick an adviser at one of our Canadian banks or the larger investment firms vs smaller firms? Which qualities should I look for and which to be cautious of? What would you suggest? Any information or direction you can provide would be great.
Thanks

Q: AIF has popped after reporting earnings and has been trading sideways for a year. Could you characterize this company (is it a stretch to call this REOC alternative)? Is it value here and could you give your opinion? Thank You.

Q: Hi Peter, can you please comment on Altus Group just announced Q4 results. Do you consider this a good entry point for 3-5 year hold?
Rob

Q: Could you please give your opinion on their latest 1/4ly report and would you buy/hold/or sell.

Thanks

Q: What is your evaluation of this company ? In your estimation would it be a buy at this time. Thanks

Q: Hi Helpful people:
Re: alan's question today Feb 25. Heading- Concordia. Could you please advise what rxx is the ticker for. I can't find any such company using my sources. I hope I don't lose a credit for this.

THANKS
BEN

Q: Hi Peter,

I am wondering if you could recommend a safe financial insitution that maybe you would use to save on trading fees. Places like CIBC, RBC Dominion Sec, National Bank all want to charge around 2 - 2.50% to buy or sell shares for us. We are using our own research and your research to choose our long term stocks. I don't like to pay institutions for work they are not doing.

Thank you for being able to ask these types of questions.

Charlie

Q: I recently purchased Tesla in my TFSA with the intention of keeping it as a long term hold. I fully understand that it is richly priced and would likely be quite volatile, but the recent report from Bank of America forecasting a huge collapse in the share price has spooked me. It has me second guessing if I can stomach what could be a very wild ride. The shares are trading about where I purchased them and I am considering exiting even though it is only a very small portion of my overall portfolio. What is your view on Tesla today and what do think of the recent Bank of America report?

Q: Could I please have an update on First National, post earnings release. Thanks!

Q: Hi - we're about to add a second child to our family RESP, and have the following etf holdings:

ZDI (21%)
ZPR (21%)
ZWH (25%)
XEI (33%)

Any advice on this mix, and the weightings before making my 2015 contributions?

Many thanks.