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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
could you give me your opinion on ZAR why it goes up 10% today
Read Answer Asked by paul on December 13, 2013
Q: TA.pr.D
I read your recent comment on TA common shares, but does the same opinion apply to their reset prefs, this one trading at a very attractive price and yield. More broadly, so many rate reset prefs are off, in particular the past 2 weeks. While part of an income portfolio (the lower current costs seemingly protecting against rate increases), are they possibly still a bit of a value trap, even at these reduced prices? Thank-you as always...
Read Answer Asked by Warren on December 13, 2013
Q: Hi Peter and Team,

Thanks for the on-going terrific insights and stock suggestions.

Given the aging infrastructure issues (pipes,electricity etc) that seems to be facing all governments and in particular the Ontario government can you suggest some ideas (which stocks are best positioned to profit over the next many many years)

Happy Holidays to everybody at 5iresearch and keep up the great work in 2014!
Read Answer Asked by Thomas on December 13, 2013
Q: I am looking for a lower risk income product for short term holding. Hoping for more than 1%. I came across BBO.PR.A which is a closed end Blackrock split corp pref share product holding Big Bank and Oil. Seems to stay just above it's NAV of $10 except back in 2008. Seems like a pretty safe 5% yield holding. Volume is low though. I can't really get a handle on the split corp structure and risks etc. Any guidance or comments would be appreciated. Anything that would be better? I am also considering BMO Covered Call products. Thanks!
Read Answer Asked by Dathan on December 13, 2013
Q: I have held ZEDi for many years.I am now above water a little
Should I sell or hold to see if they find a buyer? What does the
Telus situation mean (if anything)?
Ross Sinclair
Read Answer Asked by Ross on December 13, 2013
Q: Please comment on the conbination of Mercator and Intergeo. Is this a good time to buy? Thanks for your advise.
Read Answer Asked by CONNIE on December 13, 2013
Q: A rare startup success story: Shopify hits $1-billion milestone

"For Mr. Lütke, having a Canadian investor lead the latest fundraising was key; he had sought domestic money in previous fundraising efforts but was disappointed by an unwilling and risk-averse venture community that was still shell-shocked by the dot-com bust.

Silicon Valley funds were eager to invest early on but only on condition he move the company to the Bay area, something he resisted before teaming up with Bessemer, which imposed no such constraints. “I had an almost unreasonable desire to make this succeed in Canada,” said Mr. Lütke, who is married to a Canadian, has two children, and is a citizen of his adopted country. “Now I have a bit more of a mission: I want to show how much of a company I can build here.”


May be money managers, brokers and financial educators will use this remarkable story to stop considering that selling out is the ultimate game of success for any company in Canada. I am also an immigrant and a very proud Canadian, wishing out loud that we all together build more and grow more this dear Country of ours rather than using it for a short term gain. Congratulations, Shopify!
Publish or not as you see fit as this is a personal comment.
Read Answer Asked by claude on December 13, 2013
Q: a fellow on bnn mentioned JBSS,said they were moving into the china market. your thoughts if any would help.looks like it might be a pretty good growth name.tkx pat
Read Answer Asked by patrick on December 13, 2013
Q: Hi Peter and Team
I really liked your recent suggestion about 2 large caps and a junior in the gold sector...realizing of course that the whole sector is totally out of favor. What is your assessment of the merits between MND and ASR? What would be your preference ...which one is best to survive until gold shines again or at least returns between 1350-1400?
I thank you in advance for your time and effort!
Dr.Ernest Rivait
Read Answer Asked by Ernest on December 13, 2013
Q: After the Grinch results from Redknee (rkn ) would you now consider the company a sell or accumulate ?
Read Answer Asked by michael on December 13, 2013
Q: My question is about bep.un. Another member has also asked you a question about it today.

The National Bank Market Q internet site indicates also weak earning P/E of 244 and 669 for the Dividend/Earning ratio.

BRF preferred shares are getting hammered. The BRF/PF offered April 24,2013 are now yieldind 6.68% and their earning coverage ratio is only 0.7 time.

Same situation for BAM/PN and BAM/PM while those of Brookfield Office such as BPO/PH have remained relatively stable during the same time period.

Would it be safe to buy the BRF and BAM preferred shares for their high yield?

Regards
Read Answer Asked by Claude on December 13, 2013
Q: Your thoughts on a@w income fund, should I continue to hold or sell.
Read Answer Asked by Joseph on December 13, 2013
Q: DHX Media announces $133 million secondary offering of common shares... DHX WILL NOT receive any of the net proceeds from the Offering. http://www.newswire.ca/en/story/1279377/dhx-media-announces-133-million-secondary-offering-of-common-shares I'm confused... Why would a company do this and not receive any proceeds? - please help me to understand how this practice benefits me as a shareholder. - Cheers.
Read Answer Asked by Philip on December 13, 2013
Q: In a recent answer you mentioned the concept buying SLF as interest rate protection, Could you please elaborate. I assume you mean the insurers will do well when interest rates go up despite their recent run. Can you clarify why. Do you think the same would be true for the banks? I hold lots of bank stocks and this would please me very much. I hold few insurers an asking should consider holding my nose and buying more.
Thanks, Manfred
Read Answer Asked by MANFRED on December 13, 2013