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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: Callidus Capital reported earnings lately...stock price seems to have nice upward momentum. Thoughts on this recently listed company? Still more advisable to watch or can someone start to nibble with a small position? Thanks for your excellent service...Mike
Read Answer Asked by Mike on August 20, 2014
Q: Hi Peter,

What is your opinion on COM DEV (CDV-TSE), especially after the canadian export ban to Russia ?

Thank you.
Read Answer Asked by L J on August 20, 2014
Q: My wife has a portfolio that is structured for income and growth. It currently consists of 30% fixed income, 16% utilities and Canadian Banks, 10% REITS and the following ETF's: ZUB 5%, CDZ 6%,CUD 6%, XLK 2%, DIA 6% and TTFS 6%. There is a 6% cash balance that we would like to invest in an ETF. Would you add to one of the existing ETF's or is there another that would prefer to add? Thank you.
Read Answer Asked by John on August 20, 2014
Q: Hi Guys,
I would like your opinion on Western Energy Services (WRG). It has been getting slapped around lately. It is near its 50 DMA. I am thinking of taking a position in this stock. Would it be wise to wait for it to form a base or just buy it right here or do you prfer another driller? Thanks, Mike
Read Answer Asked by Michael on August 20, 2014
Q: Hi 5i Team, I'm currently considering investments in the following securities/ETF's >> ZRE, LW, HR.UN, BEP.UN, AQN. Considering our current economic environment,would you please rank them in order of greatest gains over the next 5 years. (please include dividend returns plus capital gains). As always, thanks for the much appreciated guidance. Peter-All the best regarding the bike ride.
Read Answer Asked by Les on August 20, 2014
Q: Hello can you please give me some insight on these companies. I heard the CEO speak from CNE CANACOL ENERGY and he sees growth into the next few years. BNS has a target of $9.50 and thinks the dividend is safe... is this realistic? My average is $7.52 I am thinking of averaging down??? The other is SAVANNA ENERGY SERVICES..BNS has a $10.00 target on this and thinks the dividend is safe as well. Although they downgraded this one to a Sector Perform... My average is $8.49.. Should I sell these and switch into something else. Your insight is always helpful thank you. Jason
Read Answer Asked by JASON on August 20, 2014
Q: DHX shares have moved up nicely from the time of your report this spring; my broker lists upcoming Q4 earnings estimate as 1 cent (4 analysts) and revenues of $30.7 mm (almost unchanged from last Q) with the big jump in earnings and revenue projected for next Q1. Do you agree with these numbers and what is the short position?

Also who are its peers (broker lists only tiny ones such as ZUM) and does a lot of the potential growth come from the foreign operations where it gets 30% of revenue and what countries does DHX operate in? Thanks, J.
Read Answer Asked by Jeff on August 20, 2014
Q: Sold some of my TRP to do some re-balancing and looking to buy similar quality and yield.Do not need energy,telcos or financials.Would appreciate some ideas.I was thinking Corby but maybe this is dead money.Thanks for your suggrstions.
Read Answer Asked by Maurice on August 20, 2014
Q: With regards to Henrys question on USA legislation and having over 100000$ in USA stocks -does that apply to RIFS,LIFS,RRSP also-first i heard of it really being a CIBC self investor.
Read Answer Asked by terrance on August 20, 2014
Q: Re: FLOT (US) - Floating Rate Bond
I currently have a large US$ cash balance in my US Trading Acc't which I put into TD's Investment Saving Account (TDB8152) to get at least a little bit of interest while the money sits idle between trades. Would FLOT be a suitable alternative to TDB8152? For instance, how would it compare in safety and yield, and are there any other alternatives to these that you might recommend for idle US$?
Thank you.
Read Answer Asked by Alan on August 20, 2014
Q: Peter; Just further to Henry's US tax question does this include RRSP's/RRIF's also? And if so if your US holdings increased to over $100m then you would have to sell something to bring it back below that level? Is our government going to send a list of our total US holdings to the IRS? How would they track all of this- maybe I am missing something about this will work in reality. Thanks.Rod
Read Answer Asked by Rodney on August 20, 2014
Q: Regarding today's question about form t1135, I've read elsewhere that you do NOT have to fill this out if the foreign stocks/ETF's are in a registered account, such as an RRSP or TFSA. You would need to do it if they are in a cash account. Is this correct? Thanks for clarifying.

Alan
Read Answer Asked by Alan on August 20, 2014
Q: Hi 5i team, Am I right in thinking that with new US legislation, a Canadian citizen will have to file a form if owing more than 100K's or more's worth of US stocks; even if this is held in a Canadian account, indeed, in Canadian $?
Thanks as always. Henry
Read Answer Asked by Henry on August 19, 2014
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