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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: I have three td mutual funds from my wife's estate. Can blue chip,can mo.inc and. Div. inc. These have considerable duplication in their large holdings.all have increased by 50%+since the sell off in 2008/9. I realize that a diversified hold ing of efts might give me a better return at lower fees .However at my age 89I am reluctant to pay the capital gains tax about $15,000. These I investments and others are a supplement to my defined pension plan. Is there a formula for considering tax in relation to potential gain?
Read Answer Asked by G Robert on January 23, 2014
Q: holding DGS - they just announced a Treasury offering - there was a significant increase in volume to the downside. Should I have any concerns about dilution, even though it is noted that dilution should not occur

Thanks
Read Answer Asked by Dave on January 23, 2014
Q: I am unable to open your Jan. 4th and Jan. 3rd Reports as I do not have MS Office. Can you do it in another format i.e. PDF? Thanks.
Read Answer Asked by VICKI on January 23, 2014
Q: Good morning,

I would like to add some gold to my portfolio, about 15k in holdings. There have been some positive results from rio alto and b2 gold of late, but my stomach aches when thinking of reinvesting in them given the losses suffered when gold imploded last year. Could you comment on the two, recommend a good alternative or ETF for gold exposure as a hedge against market capitulation, and lend comment to gold in 2014.

Thanks as always,

Eric
Read Answer Asked by Erichsen on January 23, 2014
Q: please comment if possible on TN.UN re dividend and possible capital gains
Read Answer Asked by george on January 23, 2014
Q: For resource exposure, I am concentrated only in oil & gas (likely because I live in Calgary). I have full positions in Cenovus, Suncor, and am overweight in Crescent Point. Since last fall, I have also purchased half positions in VET, WCP, TOU, Surge, and Bellatrix (based on 5i responses). I am looking to unload my Suncor, Cenovus, and Crescent Point positions in favour of adding full positions to the others. Does that sound like a reasonable plan to you and why are the analysts so bullish on CPG when I know that you are not enamoured with it?
Read Answer Asked by Robert on January 23, 2014
Q: Good morning, Peter.
I can find no news that might explain the drop in Horizon North Logistics' share price. I tried to contact the company but the voice mailbox was full. My email remains unanswered. I am perplexed.
If there is no fundamental reason for the drop in share price, I would substantially increase my position. Can you shed any light on this peculiar situation?
With appreciation.
Ed
Read Answer Asked by Ed on January 23, 2014
Q: Would appreciate an update on PMT with the higher gas price recently and better balance sheet
Read Answer Asked by george on January 23, 2014
Q: This may not be within your scope, but I would appreciate your opinion on the general reputation (for delivery of results) and past performance of issuers of Flow-Through LP's. I.E. their NAV at the time of the Mutual Fund Rollover approx 2 years down the road. In checking the 'New Issues' available from TD/Waterhouse for instance the following are listed right now...
Brompton,CMP,Front Street,MRF,NCE,NORREP & Sprott.

I welcome your insight!

Thanks
Read Answer Asked by Scot on January 23, 2014
Q: After years of consolidation, do you think Canadian Oil Sands is due for a revaluation by the investment community? Looking at their capex programme, their big expenditures are out of the way in 2015. With the past CEO stating that their objective is to pay out free cash flow to shareholders, I think COS could increase the current dividend from $1.40 to $2+ if synthetic oil prices stay $90+ and production volumes stabilize.

Looking forward to your views. Thank-you for efforts.
Read Answer Asked by malcolm on January 23, 2014
Q: I sold half my position in Exchange (EIF) last fall to claim a loss. It has gone down further, and I am now debating buying back the portion sold. It is held for income, and currently represents 1% of portfolio, and my purchase would bring it back to 2%. Do you think this is a reasonable idea, or should I just sit tight? Or even sell the remainder? Is the dividend safe, and do you have any concerns relating to the new debenture offering? Thank-you for your consideration.
Read Answer Asked by grant on January 23, 2014
Q: Could you give as crisp as possible definition of the "industrial sector"?
Read Answer Asked by Jerry on January 23, 2014
Q: Hello, Peter
You provide a Great service, your no conflict approach is really one of a kind, and really appreciated. I wanted to know if you have any opinion on this small company i came across, automodular symbol AM. they seem to have no debt high return on equity do you know anything about this company thanks
Read Answer Asked by mike on January 23, 2014
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