Investment Q&A

Q: Good morning 5I staff.

What effects would higher interest rates have on this closed end fund.

Thanks

Vince

Q: Would you be a buyer into this selloff today? Or wait for the dust to settle?

Q: May I have your opinion on Callidus Capital's announcement about it's plan to privatize?

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.

Q: Hi your opinion on IT firm called nutanix IPO please?

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.

Q: I believe I am done with this stock. For whatever reason, warranted or not, it goes nowhere. Can you provide an alternative that performs. Thx

Q: Good Day 5i Team,

What do you think of EGT? It is involved in the electricity storage busines. Is this small cap stock buyable?

Thanks!

Q: Could I have your overview of PEO. I have noticed you have been recommending it in questions when it is grouped with other stocks. Thanks

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?

Q: Looking for "blood on the street" stocks, with some dividend, have little chance of going bankrupt, and that have a good chance of doubling over 7 years. what would you suggest? sector diversification not a concern.

Q: Hi , I am contemplating a position in Loblaw
My understanding is the pullback in the sector is based of food price deflation (?) Can you clarify how this effects the sector , or correct me if that is not the reason .

Thanks

Q: Is this a bad time to buy Canadian banks due to DB:N issuses.

Q: Any thoughts on this one?

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.

Q: Current thoughts on FTG please,
Thanks,
Ted

Q: Hi Peter and Staff

Have your thoughts changed about holding on hoping for better offer versus taking what the market is offering now which is close to the offer from Loblaws?
Thanks for all you do
Dennis

Q: Hi,

I read the IMF has warned about the system risk posed to the financial system, including insurance companies, by Deutsche Bank. I own shares in GWO. Should I sell the shares and allocate the money into a safer company. If yes, which company would you recommend?

Thank you!

Q: OK, I will try this again (please disregard my previous attempts (2) (uncompleted questions). With all the ganging up on Wells Fargo is this a good time to buy? It is wery near a 52 week low as I write this. Also should this not be in your database as WFC.US?

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.