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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 for long term hold on the following:
IPL, SJR.B and CGX
Jay
Read Answer Asked by Saroj on May 21, 2014
Q: The question on CBO was interesting and as a result I went to the CBO web site to look at the bond holdings. I hold CBO and assumed that CBO was a laddered bong portfolio with maturities ranging from 1 to 5 years. If I was to build a laddered bond portfolio I would have 20% of the capital in one year maturities, 20% in 2 year maturities and so forth up to 5 years. And as bonds matured each year I would roll the proceeds into a new 5 year bond. What I fail to understand, however, is why CBO has bonds that mature in 2036, 2049 and even 2068. How can I-shares rationalize the objective of the fund while holding bonds with these type of maturities. I am baffled and would appreciate your thoughts. Thanks.
Read Answer Asked by John on May 21, 2014
Q: Hi Peter and all,
I have been purchasing flow through shares for a few years and overall, I don't think I am ahead. Have been letting some roll over into the associated mutual fund which have zero cost base and like the idea of temporarily using the 1/2 that is otherwise taxable for my own account. Do you have any advice on what to look for when selecting the best issuer of flow throughs and secondly is there any good way to decide if the shares should be allowed to roll over at the end of the holding period or should the flow through be sold immediately? Thanks Will
Read Answer Asked by WILLIAM on May 21, 2014
Q: My wife and I are looking to retire in 6 to 7 years and are setting up our portfolio so that we will have investments paying approximately 7% dividends in 7 years relative to the current purchase price. Could you suggest five stocks that have the best chance of growing to a 7% yield relative to initial purchase price in 7 years and continuing to rise with inflation over time? We look forward to your response.
Read Answer Asked by Irwin and Karyle on May 21, 2014
Q: Hi 5i,
I was hoping you could comment on LSI's latest quarter?
The commentary seems very positive for the first time in a long while.
I know they didn't give a lot of info, but did you have any issue with how they are structuring the potential acquisition? I would suspect the market will like what they reported.

Thanks in advance,
J.
Read Answer Asked by JAIME on May 21, 2014
Q: hello 5i:
I haven't been able to find any news on DTXs latest quarterly report, which were out on the 15th of May. I'm quite surprised no ones asked, as it seemed to be a popular stock. Can I have your take on it please? And what do you see in the future for this company?
thanks again
Paul
Read Answer Asked by Paul on May 21, 2014
Q: Hi,
I'm following your new Income portfolio and I would like to add a company in the Health sector, Consumer discretionary and Consumer staples (other than Loblaws.) Do you have any recommendations in those sectors? Thank you.
p.s. It was tough to find a web site that broke down the TSX into 10 sectors and tougher to find a site with the constituents of each individual sector.
Really enjoy reading your articles and listening to the webinars.
Read Answer Asked by Frank on May 21, 2014
Q: Good morning
I would appreciate your thoughts on. VSN. and. TMC

Thanks

Read Answer Asked by Ray on May 21, 2014
Q: What do you think about LinkedIn (LNKD) now? Technology stocks have fallen, but is this a good time to hold or sell?
Read Answer Asked by Eugene on May 21, 2014
Q: Hi Peter &team, Could you explain what is Subscription Receipt Offering? Is it offering of new shares with favorable term to the debt holders of the company? I am referring to here is financing of SWY's diamond mining construction. MN
Read Answer Asked by Motoi on May 21, 2014
Q: Peter; I read with interest the article by Peter Lantos . But I don't see it in your income portfolio. I realize it
is only a three year term- but it is AAA. I'm not sure why investors , at 8%, wouldn't be flocking to it? Am
I missing something ? Thanks. Rod
Read Answer Asked by Rodney on May 21, 2014
Q: Hi Peter: My husband and I who are both in our mid 70's have sold our house and so have a lump sum to invest. We are retired so looking at fairly conservative investing. We are considering investing in ETF's and would appreciate your guidance as to the percentage diversification between Equity ETF's, Bond ETF's and cash equivalents. Thanks Judy
Read Answer Asked by judy on May 21, 2014
Q: Peter and Crew,

Yet another question about Amaya (AYA).

I listened to the quarter report and was not impressed. Managemnet seemed to avoid many of the questions and did not provide much information.

My main concern is with the financing they have arranged at 13% plus 4 million options. This seems like a very steep interest rate for a "good" quality company. I trust the bond guys more than the equity people so I am greatly concernied that AYA is a very, very speculative investment. I have seen many other companies that I consider to be speculative with rates much lower than 13%.

Your comments would be appreciated.

Regards
John
Read Answer Asked by John on May 21, 2014
Q: Morning Peter and All,

I am planing to establish a position of a lumber stock in my long term holding portfolio. My preferred screening result is WEF:TSX for its low valuation, good geo-location of its reserves, export to Chinese market and reasonable dividend yield. Normally, I can bear 30% price correction for a stock in my long term holding portfolio, provided my buying conditions are still kept well.

Looking for your comments? If my choice is fine, what is your suggestion about the buy prices?

Thank you.
Read Answer Asked by Eric on May 21, 2014
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