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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 Team, What is wrong with EDR?? It is floating below 200 MA and is down by 20% in last few months. Should i just book my loss and move on or hold or avg?? Thanks for your help.
Read Answer Asked by S on January 28, 2013
Q: This is a follow-up to your answer on DGI indicating you thought it was improving but still risky due to debt largely. They have a convertible debenture with a fair yield that is trading between 70-75. Would this be reasonable for a good yield to maturity?
Read Answer Asked by Bryon on January 28, 2013
Q: Good Morning 5i Team

My question concerns fees I pay for my RRSP and RESP accounts. I am currently with a large Canadian Bank and have approximately 250k invested. Although I get 90 free trades per year ( exercising maybe 30 of those) and have access to a personal advisor I find the advice stale and generic. I am making all the investment choices on my own aside from a few bond investments my advisor has made for me.

I currently pay about $3500 in fees. Is this reasonable? Especially in light of what I'm getting in return. I find over the course of my membership with 5i I have benefitted much more than my entire relationship with my bank.

Thank you
Read Answer Asked by Marty on January 28, 2013
Q: Hi Peter - just joined - have seen u on BNN. Do u have a current REIT in the space you like and if not would XRE or ZRE be a good choice at this time?
Thanks
Jorge
Read Answer Asked by George on January 28, 2013
Q: Peter, with the growth we have had in Cr Point over the years I feel it is time to lower our holdings in it by about 23%.In order to replace the income from this 23% I am thinking of putting it into Baytex 63% Eagle energy 24% and Parrallel energy 13%. We need the extra yield from Eagle and or Parralel to get the same income we had from it being in Cr, Point. Your opinion please? I feel Baytex is very good. Eagle or Parralel? Thanks Ken
Read Answer Asked by Ken on January 28, 2013
Q: Hi, on a Jan 20th comment you said U.S. dividends are subject to a 15% withholding tax, which can be partly recoverable? What do you mean by that? Is there a form we would have to fill out for tax filing? Or is it already calculated in our T forms? My 2nd question is how do we claim a tax loss on bankrupt companies that are not tradable anymore and is just unfortunately sitting there in our accounts?
Read Answer Asked by Michael on January 28, 2013
Q: Peter, would you comment on the restructuring of ShawCor?

Steve
Read Answer Asked by steve on January 27, 2013
Q: Peter; When possible could you update comments on PBH? It just did a small acquisitions and is commissioning a new processing plant.Do you feel the dividend is safe and the debt level manageable ?Thanks.

Rod
Read Answer Asked by Rodney on January 27, 2013
Q: Wonderful concept and information. As Canada is a small market, with little exposure to some sectors, will you ever be reporting on foreign investments? (assuming geographic diversification is a good thing, especially when the CAD$ is high?)
Read Answer Asked by David on January 27, 2013
Q: hello,with recent drop in gold price do you think its good entry level at this time for GDXJ
( Market Vectors Junior Gold Miners ETF)
thanks
Read Answer Asked by mahdyar on January 27, 2013
Q: Peter; No rush but would owning a major Canadian bank plus the ZWB be effectively doubling up and increasing your risk ? Thanks. Rod
Read Answer Asked by Rodney on January 26, 2013
Q: Low volume has always been a concern for me when choosing a company, yet 13 of the companies on this site regularly trade below 30,000 shares a day and 7 trade below 10,000. Could you share your thoughts on low volume and how that affects your choice of companies? Thank you.
Read Answer Asked by Thea on January 26, 2013
Q: Hello 5i I would like your opinion on Petrobakken PBN-T and have they cut there dividend recently.
Read Answer Asked by Michael on January 26, 2013
Q: Hello - I am looking at taking a position in Trevali (TV) I realize Peru can be a concern for miners but I understand the location of their mine is now in the area where the main issues have occurred. They are just going into production and there are a lot of analysts with buys on this stock. I think they are fully funded going forward but am not positive on this. They are supposed to be ramping up 1st quarter. You perspective and insight would be helpful. Thanks
Read Answer Asked by Robert on January 26, 2013