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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,

Any thoughts on the news regarding BEK.B retaining PWC for the possible sale of the company? I know this has happened in the past with no success, do you think market conditions are better now for the sale?

Also, is there any additional news other than the press release that you may have access to that we don't?

Thanks

Alex
Read Answer Asked by Alexander on August 06, 2013
Q: Hi, I'm looking to consolidate some US holdings. In my RRSP I'm considering selling either Electronics For Imaging (EFII) or Qualcomm (QCOM) and buy more Celgene (CELG). In my LIRA I'm considering taking my losses on Mosaic (MOS) and buy more of either Apple (AAPL) or Cooper (COO). What do you think of these trades? Thanks again!
Read Answer Asked by Ian on August 06, 2013
Q: Can you explain the lack of interest in TXF.A.
Their holdings are OK. Their largest FB recently came to life.
Yield 7.7%
Thanks
John
Read Answer Asked by John on August 06, 2013
Q: Hi, Peter
I have a question on the VIX. I trade the Canadian VXX. I am surprised to see the significant difference between the VXX (Can) and the VXX (Us). the drop of the Can dollar does not explain the difference : VXX can -1.74% VXX us +1% and $CAN -.21%.
Any reason and also is The VXX a good way of playing a potential disruption in the markets?
Thanks in advance
CDJ
Read Answer Asked by claude on August 06, 2013
Q: Further to my earlier question about First National Financial (FN-T), I note that your previous analyses about FN said that the dividend payout ratio in the first quarter of 2013 was 132% up from 103% the previous year. The most recent RBC Capital Market foundation report on FN indicates that it was 68.6% in 2012 and estimates it to be 54.2% in 2013. Why such a discrepancy? As always, I look forward to your views.
Read Answer Asked by richard on August 06, 2013
Q: Hi Peter! Many thanks for your outstanding services. Question:
Is Canadian tire (CTC) flying under everybody's radar?

Read Answer Asked by Ray on August 06, 2013
Q: I would appreciate your assessment of the impact of the proposed restriction in mortgage guarantees from CMHC on First National Financial (FN-T). Thank you.
Read Answer Asked by richard on August 06, 2013
Q: KBL is down 7.75% over the last 5 days. I haven't seen any news to cause the drop. Can you shed any light. I may want buy some.
Thanks
Dave
Read Answer Asked by Dave on August 06, 2013
Q: Hi team

Thoughts on MFR.UN and ISL.UN as a long term investment.
Read Answer Asked by Karl on August 05, 2013
Q: please give me your up to date opinion of glentel sym gln
Read Answer Asked by Charles on August 05, 2013
Q: Hi Peter, What are your thoughts in GII.un? On a risk scale of 1 to 10 with 10 being off-the-scale risky, where would you place it. The dividend looks to good to be true. Thanks. Barry
Read Answer Asked by R Barry on August 05, 2013
Q: Hello Peter and the 5i Team,

For a $21,000 RRSP, would you recommend only ETF's, and if so, which ones that would reflect the kind of holdings in the Model Portfolio?

Or alternatively, if trading costs through a discount broker are $10 per stock, and I wanted to purchase at least 15 names from the model portfolio, which 5 of the 20 names could I neglect? My thinking is that while some ETF purchases could be commission-free through Scotia iTrade, the on-going MER's of the ETFs would cut into the returns. In this scenario, the $150 trading costs don't seem excessive over time.

As usual, thanks for your thoughtful answers. Your service is first-rate!
Read Answer Asked by Jerry on August 05, 2013
Q: Hi Peter,

What are your thoughts on the JP Morgan Tarp Warrants, JPM.WS currently at $17.43/share. The exercise price is $42 until October 2018. Currently JPM is at 56.00, say 57, therefore my break even is 17.43+42 = $59.43/share until October 2018. One could with some degree of confidence say that JPM should be higher than 60.00/share by October 2018 even assuming their current 6.00 EPS for the next 5 years.
Read Answer Asked by Graham on August 05, 2013
Q: Hi Peter and company
I was wondering whether you could comment on an ETF which holds water-related companies. The ticker is CWW. It has done very well over the last few years but is fairly thinly traded and I would appreciate your opinion on water as a long-term investing theme.

Many thanks,
Joanne
Read Answer Asked by Joanne on August 05, 2013
Q: bHi Peter and team

Could you comment on the the First National preferred share, FN.PR.A. At the current price of 16.00 it yields 7.27% which seems high. It is a rate reset and converts to Floating Rate at 207 bps over the GOC 5 year index in 2016. So it has some inflation protection. Is there a risk here that I don't see. Thanks

Ross
Read Answer Asked by Ross on August 05, 2013
Q: Your answer to Bill July 31 was to have 15 stocks for $25,000.00 At that rate it works out to $1,666.00 a stock. Is that so when your up you make alittle But when your stock gos down you don't lose a lot.I've only been playing the stocks about 6 months so everything is quite new to me. If I could show you what I own hopefully you could help with some changes. i'm hoping this is not to long of a question. I have DHX-$2.45x1000s. SYZ-$5.35x2000s DND-$4.25x750s CMI-$1.60x4000s AYA-$5.99x1000s CXS-$2.22x2000s Iput in $35,000.00 Should I be selling part of the shares off to get it to aprox. $1.666.00 a stock. I don't mind taking a bit of a chance. Thanks for all your help. Andy
Read Answer Asked by Andy on August 05, 2013
Q: Hello,

Do you have any thoughts on Clovis Oncology (CLVS)

Thank you
Read Answer Asked by Sunita on August 05, 2013
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