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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: RESP question for infant
Finally after 2 months of red tape , we have an RESP set up for our infant grandson. In November 5I suggested Avigilon[up 24%], Great Canadian [up a bit[, Exco[up 18 %], Easyhome[up 14%], and Amaya[down marginally]. We would like to take a position in 2 companies. Has your opinion changed since November as 3 out of 5 have performed so well?
Happy new year and thanks again for all your research.
Read Answer Asked by john on December 27, 2013
Q: Hope you had a good holiday. My wife wants to inquire about etf YXM. We would appreciate your comments. TIA,
Gary
Read Answer Asked by Gary on December 27, 2013
Q: Hi Peter & Team :
Enbridge Income Fund ENF had bounced from about $22.50 to $23.76 in the last 5 days. I intend to take a full position for income for the long term and wonder why it has popped up so much. I also own PPL TRP and BTE. Is there any company specific reason other than market buoyancy? Could I reasonably expect a pullback below $23 in the next few days or should I just go ahead and buy now?
Many thanks......... Paul
Read Answer Asked by Paul on December 27, 2013
Q: Fiera is a money manager, has grown by acquisition, which is the only way to grow in the pension management business. What do they do when they run out of new operations to acquire? I would like for long term hold for the dividend and growth, I would appreciate your view on weather Fiera Capital would work for me? Thanks Barry love your site
Read Answer Asked by BARRY on December 27, 2013
Q: Good evening.
In responding to Walter's question about tax deductibility of 5i membership, my understanding is that newsletter subscriptions are questionable and advice is acceptable. To support my claimed expense I always print off at least one of my questions and the 5i response to demonstrate that specific advice has been given to me. I do the same for my Keystone Small Cap Report.
Hope that helps.
Ed
Read Answer Asked by Ed on December 27, 2013
Q: Happy holidays to all.

1) I just renewed my service for 2 years and I am wondering if the cost of the subscription can be used as a tax deduction?

2) Suggestion. I was hoping to search your site for the above question (as somebody else may have asked it - to avoid disturbing you), however I realized that I could only search by symbol. Maybe at some future time (a low priority at this time), it may be nice to search by symbol and by other search criteria as well.

Thanks again.
Read Answer Asked by Walter on December 26, 2013
Q: what are your thoughts on investing in brookfield asset management tsx:bama.a and at what percentage of my portfolio. thanku
Read Answer Asked by dale on December 26, 2013
Q: Hi Peter,

can you recommend a good retirement planning software either PC or web based? I would be willing to pay for it if it is very good. Ideally it will be able to plan for a married couple. I am currently using a free planner provided by BMO Investorline which is quite good but, would like a second opinion to check the results. thanks
Read Answer Asked by Ian on December 26, 2013
Q: Hello, Peter @ Co.
I am looking at World Point Terminals, a Limited Partnership in the USA. The infrastructure for light crude appears to be a decent sector within the energy investment space. Although your focus is Canada I was hoping you might have some insight into this company and US LP's in general.
Thanks,
Ed
Read Answer Asked by Ed on December 26, 2013
Q: BEP.un What little I know about stocks is from reading Ben Graham type of stuff- so when I look at the balance sheet of Brookfield- it looks perilous. And then to look at WPK as you note it as no debt at all. BEP.un is an A and Wpk is a B. I don't get it?
Read Answer Asked by Warren on December 26, 2013
Q: Hi Peter and team, my question is about Morningstar rating system. There is something I do not understand, when I look at their latest report (December 13th)on Iamgold, I see a 5-star rating for that stock. On the other hand, 5iResearch is negative on the same stock. Is there something wrong with Morningstar rating system? Merry Christmas and a Happy New Year! Thanks, Gervais
Read Answer Asked by Gervais on December 26, 2013
Q: Peter, Merry Christmas to you and the rest of the staff. I am up 57% on Davis & Henderson and 50% on Genevar. I read your previous comments on these companies. Considering that they both have hit new highs, would you consider these as holds or even as buys. Thanks in advance. Gary
Read Answer Asked by Gary on December 26, 2013
Q: Hi Peter
You do not to answer this till after the holidays . Di.un. Dundee international . I am down 22% . If Europe is picking up am I justified in continuing to hold .or are there better places to put my money ? CNQ....my next stock... Do I also continue to hold this stock . As with all resources this has been dormant for a while. Is it also a hold ?

Candi
Read Answer Asked by Candi on December 26, 2013
Q: Peter and Team,

With tapering beginning and possibly progressing, what are your thoughts on buying an ETF that is the reverse of the Thirty Year Bond in the US... something like HTD? It seems like interest rates are basically as low as they can go and will rise - its just a question of when.

Thoughts?
Read Answer Asked by Marc on December 26, 2013
Q: Merry Christmas. Regarding John's question re percentage of stocks trading above their 200 day moving averages, Stockcharts.com has the charts for the TSX and S&P 500 indices. The Stockcharts symbols are $TSXA200R and $SPXA200R.
Best wishes for the new year to everyone at 5i.
Tim.
Read Answer Asked by tim on December 26, 2013