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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: Hi Peter and 5i: I am looking at including a selection of convertible debentures in a reasonably diversified RESP that will likely not be used for education funding until at least 2022. I'd like to get the principal back, eventually, and to collect a decent interest rate within the tax-deferred RESP. I am more interested in using them to offset common equity risk from the stocks' side of the portfolio and less interested in their potential upside from the convertability aspect. Converts that seem unlikely to be converted sometimes appear to offer a decent deal on the yield side. But of course I don't want to enter any situations where there is a substantial chance of default by the issuer. With all that in mind, could you please give me your comments on Firm Capital's FC.DB.D? Thanks very much!
Read Answer Asked by Lance on March 19, 2014
Q: Hi 5i team, what is the risk , reward ratio and market cap before you recommend a stock? Any potential of CTH, small in a hot sector ?
Read Answer Asked by victor on March 19, 2014
Q: I would like to know which companies you really like for long term holds are presently richly valued and likely to tread water for a while barring radical market moves one way or the other. I am tempted to ask for a number of companies in this situation--say 5-- but am reluctant to force you to put a company in which really doesn't fit the parameters just to make up the number nor to limit you should there be more than 5.
Bryon in Elmira
Read Answer Asked by Bryon on March 19, 2014
Q: Hi Team, I have heard more than one commentary about a coming market correction. I own a wide spectrum of sectors, about 65% large cap, and 25% in mid-cap. and 10% small cap I have gains in all sectors (not all stocks) and I'm thinking about taking some gains to move into some cash for the next couple of months. What are your thoughts about the following sectors in small, mid and large cap , and how they might be affected if the market corrects. (all Canadian stocks)
Oil and gas
Pipelines
Financial
Industrial (eg. BGI.UN, WEF)
REITS
Tech
Consumer (DH)
Thanks so much.
Read Answer Asked by Kim on March 19, 2014
Q: Hi,
I am trying to understand currency hedging. This is from FFI.UN's description:
"Currency Hedge
The portfolio's US dollar exposure is hedged back to Canadian dollars to protect against currency risk."
Does this protect me against the CND dropping or USD dropping?
Thanks!
Read Answer Asked by Paul on March 19, 2014
Q: My question is on Directv (DTV). I noticed you commented on this about a year ago. It went to 80 but has been under pressure lately. Do you still like this holding?
Read Answer Asked by michael on March 19, 2014
Q: Peter BPF.UN has been on a slide since the founders discounted their stock .Is it time to get out of Dodge
Stan
Read Answer Asked by Stan on March 19, 2014
Q: A response to question on Donville and DHX in which you pointed out your disagreement with him.
One specific point is this---5i "We like its timeless content library" Donville sees much less value in the library after it has been shown.

Bryon in Elmira
Read Answer Asked by Bryon on March 19, 2014
Q: Maxim Power Corp MXG reported results. Year end is improved but quarterly results look quite bad. Would appreciate your thoughts and what this means for the company going forward.
Thanks
John
Read Answer Asked by John on March 19, 2014
Q: Good morning
I love this newsletter
What are your thoughts on HWO?????
Read Answer Asked by Juri on March 19, 2014
Q: I have been watching TAO.TO (Tag oil), it has declined from 10.00 to 3.00, yet headlines identify that they have found lots of oil and gas in NZ. What are your recommendations, considering this low price?
Read Answer Asked by Frank on March 19, 2014
Q: BMO has a new bond fund ZTH floating rate bond fund. It holds treasuries, but uses credit default swaps and other things to get the high interest. What are the risks relative to the more common high yield funds, that holds the bonds directly?
Read Answer Asked by Richard on March 19, 2014
Q: Peter and Co.
I tuned into BNN about 6:30 last night to hear Jason Donville commenting on DHX Media. As I missed some of his commentary, I want to be fair, but I heard him say that he saw nothing worthwhile in DHX. Would you care to comment on that?

A 2nd question, I seem to be seeing more interest in pharma and
health care. Would it be worth adding that sector to the list in the right side bar?
Gary
Read Answer Asked by Gary on March 19, 2014
Q: Hi: can you comment on SUM results- they look impressive but is the stock fully/ overvalued here? What is their ROE ? thanks


Read Answer Asked by Scott on March 19, 2014
Q: Could you please comment on Solium (SUM) results.

Thanks,
Milan
Read Answer Asked by Milan on March 19, 2014
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