Investment Q&A

Q: iShares Oil Sands Sector Common (CLO.TO) -Toronto - Easy to replicate and save the fees. - See more at: https://www.5iresearch.ca/questions/symbol/clo#sthash.tMQxSzse.dpuf

Can you elaborate? My discount broker charges no commission for this one - I guess that's why the fee is so high. With pickings from
iShares Oil Sands Sector Common (CLO.TO) -Toronto
Vanguard Energy ETF (VDE) -NYSEArca
... do you think one could build a decent energy portfolio at lower cost? What metrics are most important for researching these cos?

Q: Thoughts on xgb at this time? Risk of deflation in Canada?

Q: ISHARES GOLD TRUST (IGT.TO) -Toronto vs
Central Fund of Canada Limited (CEF-A.TO) -Toronto?

Q: I hold a position in General Motors (GMM.U) that trades on the TSX in US funds. Several questions:
- is it possible for a company to trade in US funds on the TSX?
- would the dividends declared by GMM.U be deemed "eligible" dividends for Canadian tax purposes?
- What are your thoughts on GMM.U? Definitely tumultuous times given the recalls etc..

Thanks!

Q: Hi Peter and Team,

Stantec's (STN) quarterly results seemed pretty solid to me (May 15). Did they meet expectations and do you have any comments on this quarter's report? I'm in for the long haul but would appreciate any comments you have at this point in time.

Thanks very much. Michael

Q: Not sure if anyone else raised this point. With full respect I believe your May 15th comment on CHR.B changing the monthly payout to quarterly, should be the other way around (quarterly to monthly). If I have my wires crossed please count this as one of my questions.

Great Q&A , it is a pleasure to review at the end of each evening

Q: Peter; re " Market Proxies" - this is the kind of research you would need a Bloomberg connection for - as members we get the connection all rolled into one membership. Thanks.Rod

Q: National Bank of Greece ( NBG-U.S.)
Big drop today.
Issuing more shares.
No Dividend
A lot of Government ownership.
Is this a viable investment for a long term hold?
Do you think Europe would allow it to 'fail'?
Thank-you, Robert

Q: Going forward, and all things considered, if you had to sell one of these three...RCI.B or T or BCE
Which one would it be and why?

Thank you for your great service

Stephen

Q: Hi Peter & Co.
I noticed that the stock price of Genesis Land Development of Calgary had a substantial rise in April then fell off a bit and is now approaching the highs again. Can you shed some light on this recent positive market action and would GDC be a buy now?

Q: I am seeking your comments on Dream Global REIT, DRG.UN.
I came across this stock in my browsing. It has a tempting dividend. It is international exposure through a Canadian vehicle. Can this be held in an RRSP? What risks do you see?
Thank you

Q: There have been exchanges of information on BCE floating rate pfd's and D was suggested as a pure floater, suitable for one of my needs. BCE has information on their pfds in chart form. In that form, under pfd D, the following appears under "Divedend Terms". (D is under the AD heading)

Until March 1, 2018, series AD shareholders are entitled to receive monthly, floating adjustable cash dividends computed in accordance with the terms and conditions attached to such shares.

With this wealth of information in mind, I went to the 2013 annual report for enlightenment. Here's the clarifying quote.

Holders of series S,Y,AB,AD,AE,AN and AT are entitled to floating, adjustable cumulative monthly dividends. The floating dividend on these shares is calculated every month, as set out in BCE's articles of amalgamation, as amended.

Well, that's certainly worth knowing. I wouldn't want to receive a dividend which was calculated under any old terms.

Perhaps you folks could help. I only want to know what happens to the BCE D's on March 1, 2018 and subsequently, if mentioned.

Thanks. Tim......

Q: ANS - I am holding shares in Ainsworth Lumber which is steadily going down since the deal with LP tanked. What is your outlook on ANS for the future.. is it worth holding?

Q: Do you see any further capital gains in FSZ, Scotiabank has a 12 month target at the current price, perhaps another stock in either of the portfolios has more potential.
Great service and it has been very helpful, made money
cheers, cacook

Q: Peter and Co.
Wayne asked about CI financial(CIX) today 15 May. In your reply you mentioned that Scotiabank (BNS) had bought Dundee of which I was not aware. I also read approximately 3 weeks ago that the Dundee companies were hard to analyse/understand. I wonder if you could give me your opinion of Dundee. I have DI and D. Thanks in advance. Your work is very much appreciated.
Gary

Q: Hi
Please comment on the results from medical facilities (dr)
Thankyou.

Q: Please comment on GH's record Q1 earnings and payout ratio. Thank-you

Q: What are your thoughts on Just Energy's Q4 2014 report?

Thanks, David

Q: I have a question about Bank of Nova Scotia:
Given your last report was published Jun 2013, has anything changed since then? What are your thoughts on the planned divestiture of CI which was factored into your "Growth Plans" section.

Q: REITS
Hi There
Leaving aside sector type and geography, which are the three or four most important financial parameters in assessing a REIT for sustained income and a little growth and what would be the limiting min or max values?
Thanks as always.