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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 team,
I am considering selling some of my BX (Blackstone) holdings and buying KKR. The low P/E ratio and high dividend combination seems very attractive. What is your opinion of of this company (with 2-3 year term in mind)?
Thanks.
Read Answer Asked by Michael on October 31, 2014
Q: Hello Peter- I have a lot of US dollars earmarked for the fixed income portion of my portfolio. I realize that 'safe' investments pay less than two percent (if that). I am trying to get 4-5%. I realize that I will have to take a little bit of risk to do this. My two choices are IShares Emerging Market Bonds EMB-N (this pays 4.4%)or the other option is to buy individual rate reset preferred shares. I believe that they work pretty well the same as the Canadian ones and they reset at Libor + 3 to 3.5%. BAC and C both issue these shares. I think that it is better to buy the resets as opposed to the perpetuals. Do you have any comments on this or any alternative suggestions?
Read Answer Asked by RANDY on October 31, 2014
Q: Hello, your service is great. I have a diversified Can. portfolio. I want to invest $120,000. in US stocks. What US stocks would be best for growth ? Bac, BBT, KKR, AIG, Hal, Qcom or other suggestions? Thanks very much . Helen
Read Answer Asked by Helen on October 31, 2014
Q: Hi. your response to Gervais re United Health Group versus the etf VHT, indicated that VHT held only 21 securities. Vanguard's
website indicates 307 companies. Pls clarify.Thanks T.
Read Answer Asked by Terrance on October 31, 2014
Q: Good Afternoon 5i Team

I have a small position in NRG. Have noticed over the past month very little movement on the stock price and, for the past 8 days, it has stayed at $2.25 with very little volume.

Last you reported there is risk but potential. is there anything you can add to that today that might speak towards what you see moving forward and what reasons if any for the stagnant price and minimal trading?

Thanks for all you do

Gord
Read Answer Asked by Gord on October 31, 2014
Q: Peter,
I have a mixed bag of CDN and US stocks in my RRSP. I like Blackstone, especially for its dividend. However unlike many of my US holdings, the dividends are reduced by a withholding tax. Does this have something to do with being an LP?
Read Answer Asked by Barry on October 31, 2014
Q: For those worrying about large capital gains, a stock donation to charity, if you are planning to donate to charity anyway, means you don't pay gains and your charity receives the full value of your stocks when they sell, plus you get a tax benefit. It's a win/win/win way to rebalance, it seems to me. (5i team, please say if there's something wrong with this theory)
Read Answer Asked by M.S. on October 31, 2014
Q: Peter, just a comment not a question. I view the departure of Bitove as a strong positive rather than as a negative.
Read Answer Asked by Donald on October 31, 2014
Q: Hi Peter and Team,

Can you comment on Chinook Energy's capital program announcement today? Does this shift the company into more of a growth company? What is your outlook for CKE at today's price?

Thanks,

Jordan
Read Answer Asked by Jordan on October 31, 2014
Q: what are the growth prospects of each of these for the next 1-3 years - please explain - thanks as always
Read Answer Asked by don on October 31, 2014
Q: Just wanted to get your take on Master Limited Partnerships and are there any in Canada? Do you feel it would be worthwhile to buy some US MLPs seeing as they would incur the double taxation?
Read Answer Asked by pietro on October 31, 2014
Q: hi
We have a corporate bond with allied nevada gold due 2019 8 1/2%
what are the risks in a default .i`am under water with it right now ,should i try and sell or ride it out .
tks
Read Answer Asked by Sam on October 31, 2014
Q: Could you give us your opinion on XSR given their latest results. I've owned a small "starter position" (about 1% of my income portfolio) for about a year now and am trying to decided whether to drop it or add to my holdings. Thanks for everything.
Read Answer Asked by Peter on October 31, 2014
Q: In regard to Jason question about information for stock,Globe an mail,free service is also useful.You can have a list of stocks for every min. information.Globe investor/my list.ebrahim
Read Answer Asked by ebrahim on October 31, 2014
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