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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: About Patrick's question on HomeCapital... in case it helps members, I couldn't help but share my experience with investing in GoEasy. It was a wild ride after buying it about a year ago. When the shares hit 17, I sold 1/2. I thought "5i said it's cheap and growing but there must be a problem with the company!". Then, GoEasy, broke-out and shares hit 25.00, a 45% increase from my sell point. It's harder than expected to hold-on to positions that we buy with the *intention* of holding for a long time. However, much more painful than holding a weak stock is to see it recover massively after selling. Since this is not a growth by acquisition story like CXR and VRX, and unlike those, HCG has a 10 years+ history, a non-trader will probably do best by no longer watching the daily ticker/news. Don't do what I did with GoEasy. Wait a year. The 5% buyback should help.
Read Answer Asked by Matt on September 30, 2016
Q: I have opened an in trust investment account for my two children aged 9 and 10. At this time I have $5000 for each. This money is not intended for their education as I a saving for this separately. I would like for this money to sit for them long term and grow. I would like to buy one or two stocks for long term growth and a decent dividend is a bonus. Can you suggest one or two stocks that fit this category. I do plan to add small amounts over time for them.
Read Answer Asked by Sarah on September 30, 2016
Q: I have had an 8% weighting in INO for more than 2 years with no growth but with a steady 8+% dividend. As my income portfolio is primarily in Canadian ETFs and stocks, I saw INO as a form of diversification into Europe. Can you suggest a Canadian ETF that invests outside Canada with some growth prospects and a decent yield?
Read Answer Asked by Jean on September 30, 2016
Q: I have these prefs in my rrsp,they are down a lot,paying between 5.5 and 6.4%,would I be better off holding them and hope they recover or selling them and buying etfs such as cdp,zdv or cdz.Any suggestion you guys have would be greatly appreciated.
Read Answer Asked by terry on September 30, 2016
Q: Hi Peter & Team,

Your latest report on MDA ends with "We believe the lack of cooperation in the shares needs to be reflected with a downgrade in the rating."

Given that your last report for KBL gave it an A- rating, and it isn't performing as well as in the past, if you were writing a new report for KBL, would it also be downgraded a notch or two?

We hold KBL in several accounts, and I'm contemplating a switch in at least one account, but welcome your valued advice, as always, before making any moves.
Read Answer Asked by Jerry on September 30, 2016
Q: Peter and His Wonder Team
I will not be offended if you choose not to answer this question...firstly it is a USA company and secondly it is a contrarian play. In having owned oil stocks during this downturn I am painfully aware of the risks involved. I am analyzing this company which has hugh upside if it can survive another year or two. They are being kicked out of the S&P600 on Oct. 3rd to be replaced by a healthier company. Since they are owned by mutual funds I expect there will be a further sell off. So how would you rate there survivability...there balance sheet, management strength and overall impression of this company within there sector.
Thanks for tackling this out of bounds company...
Respectfully yours...
Dr.Ernest Rivait
Read Answer Asked by Ernest on September 30, 2016
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