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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: If banks use CXI for currency exchange, and the company has good earnings & growth potential, do you think one of the big banks will simply buy them out? $220M market cap seems like peanuts for a bank looking for a competitive advantage.
Read Answer Asked by Mike on June 02, 2015
Q: Hi Peter,

I am looking for some global and US Specific (ex. Canada) diversification.
Can you please suggest some ETFS or Funds that would provide growth and some that would also provide some dividends for both global and US sectors. Please advise which would be suitable for a TFSA, for RRSP and for a cash account. US dividends in a TFSA are exposed to tax withholding, is it the same with dividends from the rest world.? Please advise if it still makes sense to hold US investments in a TFSA given that dividend taxes are withheld and not credited.

Joseph
Read Answer Asked by Joseph on June 02, 2015
Q: The ticker on BNN just flashed that AMAYA has confirmed that the CEO and CFO of the company are now under investigation. If this is confirmed, I expect the stock would take a major hit. If they are found guilty of illegal action would the company be subject to class actions? Do you see the stock to be a buy if it tanks over the next couple of days? Should I sell my existing shares?
Your insight and opinion would be greatly appreciated.
Ed
Read Answer Asked by Ed on June 02, 2015
Q: Hello Peter and Co:
Great job on BNN yesterday. I have 2 questions so charge me for 2 no problem.

I own PEY in the Oil & Gas sector, total sector exposure (including sector exposure in my US ETFs) is 4.5%.

I own ALA, IPL and PPL also Oil & Gas but I consider them utilities, total sector exposure (including sector exposure in my US ETFs) is 7.2%.

Question 1: Is replacing PEY with WCP a good trade?

Question 2: Between ALA, IPL and PPL which one is worth keeping?

Thanks for everything, I've learned a ton of stuff from you over the last 2 years. cheers
Read Answer Asked by Andrew on June 02, 2015
Q: Investigation is resurfacing again with ceo and cfo being investigated. Were they ever part of the investigation or is this the same old same old. Globe and Mail reporting on this issue again today. Will this take years before someone is charged or not? It would be nice to get this whole issue out of the way. How big of an overhang on the stock do you think this creates. I imagine the stock will tank if high level executives are charged even if they are innocent until proven guilty.
Read Answer Asked by Helen on June 02, 2015
Q: http://affaires.lapresse.ca/economie/quebec/201506/01/01-4874244-le-pdg-damaya-fait-partie-de-lenquete-de-lamf.php

Mr. Hodson, what do you make of the above article ? To my knowledge, the CEO has done nothing wrong and is acting in full cooperation with AMF, and with the support of its BOD. It would be unfortunate if this affected the impending coming on NASDAQ.
Read Answer Asked by Serge on June 02, 2015
Q: Hello 5i Team,

I have had this fund for about a year now in a non-registered account. I bought it for world wide exposure and at present my exposure to this fund and world wide exposure is small. I'm wondering what your thoughts are on the fund and if it would be prudent for me, retired, to increase my exposure here? I like the monthly dividend.

I am slowly working toward more balance in my portfolio but am satisfied with my progress in that area. I review my allocations quarterly and ponder making allocation changes, but do not necessarily make any.

Thanks
Read Answer Asked by Ronald on June 01, 2015
Q: Good morning,i own in my income acc.cnr/ipl/npi/ppl/ala;7% respectively.With the potential interest increase coming,i m thinking of reducing my position(sell)1/2(50%)of each holding.Do you think I am rushing for no good reason?
Thank you kindly.
PS:Great job 5i.
Read Answer Asked by Sergio on June 01, 2015
Q: I am holding Transalta since long.I bought for dividend and now I am loosing a lot. on sherrite , thought about relations between US and Cuba will get better but here also I am wrong. and on RNW.to I am looking for your comments.
Your advise will be appreciated on above given stocks.
Read Answer Asked by kaushikbhai on June 01, 2015
Q: Is che.un considered 'materials' or 'industrials'? I'm thinking of selling it to buy some HLF? Does HLF have better growth potential? It's for a registered account, so growth is key.

Thanks in advance!
Read Answer Asked by Wayne on June 01, 2015
Q: Good Morning, KLS is taking it on the chin today with larger than average volume. Is there news? What's your take on this stock from here?
Rob
Read Answer Asked by Robert on June 01, 2015
Q: Dear Peter and team:
Thanks for your update and report on H&R REIT. If I want to construct a safe, predictable income oriented portfolio based on just REITs and Utilities, what are the companies you will suggest? Say between 5 to 10 stocks? I am acutely aware of the interest rate risk, vacancy rate risk and potential recession risk. I ask this question b/c both Mr. David Stanley and Mr. Ross Grant avoid REITs and all the previous Income Trusts in their BTSX portfolio construction. BTSX is my all time favourite portfolio.
We are seniors and hence safety and income are important.
Great work by you and your team here and at CMS. Always enjoy your comments, answers and editorials.
Mano.
Read Answer Asked by Savalai on June 01, 2015
Q: Good Morning Team,

Would you please provide a recommendation for a European ETF that could be purchased in Canadian dollars? The funds would not be accessed for at least six years. The ETF would form a 15% position within an RESP.
Thanks,
Richard
Read Answer Asked by Richard on June 01, 2015
Q: I just started to buy walmart via a drip I have over 33% in U.S. stocks. I am low with consumer cyclical (only have AYA). That's why Wmt interested me. Should I refocus purchases on Cdn consumer cyclical since I've got enough U.S. stocks? If so which stock would you recommend? Hopefully one with a share purchase plan that allows me to buy over time.
Read Answer Asked by Jason on June 01, 2015
Q: Could I get your opinion on these types of products? The idea is to prepare for the next correction or bear market, or is it better to just buy GICs? These ETF products seem very complicated and returns have not been that great.
Read Answer Asked by Ronald on June 01, 2015
Q: Hi Peter
Can you give an update on Melcor
Thanks
Greg
Read Answer Asked by Greg on June 01, 2015
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