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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: I've been following Eric Nuttall for quite a while, as he seems like the go to guy for Energy Stocks. His Fund is up 38% as of May/31. I'm thinking of buying into his Fund SPR 006 (A), but in addition to the Mer of 2.5%, there is also a Performance Fee of 10% of excess over S&P/TSX Capped Energy Total return Index. This is confusing!

Would you kindly explain exactly what would be my Total Fees would be on an investment of $1,000?

Many Thanks!
Read Answer Asked by Austin on June 27, 2016
Q: Per BNN,it is a frustrated reaction to slow economic despite stimulus in the form oflow interest rate.People are angry over rising inequality & are anti-globalization,anti-immigrant & anti- elite. There are 4 last ditch efforts that could stop Brexit.the referendum is not legal binding & UK parliament(majority of MPs are on remain side) can vote against Brexit.3mil had signed a re-do referendum which will required Parliament to debate.Eu concessions as to immigration.Unlikely.Scotland & N.Ireland will veto decision of Brexit. As of today Parliament still has not triggered the process, Appreciate 5I blog of 6/24.Positive reaction from Asian markets,US futures,Oil & British pound tonight.Hopefully,N American & Euopean markets will be ok tomorrow
Read Answer Asked by Peter on June 27, 2016
Q: Hello I just read your comments on the Brit exit I agree with what you say and selling into this kind of created market turmoil is suicidal .This is a classic example of the Pigmailia effect the remain side said the market would fall as vote getting strategy and when they lost investors panic but nothing changed Boston pizza is still the same
Stan
Read Answer Asked by Stan on June 26, 2016
Q: Priceline is getting murdered today (down over 11%), because of their exposure to Europe - both in terms of revenues and currency exchange - which are assumed to be negatively impacted by the BREXIT vote. At the same time, it is on a growth path, its PE is really not that high for such a solid company, and I can't help but wonder if the sell-off today is overdone. Do you think this is a good entry point into PCLN?

Arnie
Read Answer Asked by arnold on June 24, 2016
Q: Could you give me your opinion of the Linde Equity Fund from Vancouver?? Thanks so much. JACK
Read Answer Asked by Jack on June 24, 2016
Q: Thoughts on deal risk here? This is an all cash deal, correct?
Read Answer Asked by David on June 24, 2016
Q: Could you please provide your candid opinion of Patrick McKeough and his Successful Investor franchise ? Thanx Robbie
Read Answer Asked by Robert on June 24, 2016
Q: Hi I see IT has a currency hedge till March 2017 (details included)
Regardless I imagine exposure will result in a big sell off. Would you agree?
Cross Currency Swap On November 23, 2015, the Company entered into a cross currency swap agreement (the Currency Swap) in order to minimize the Companys exposure to exchange rate fluctuations between the Great British Pound (GBP) and the US Dollar (USD) as cash generated from the Companys operations is largely in GBP while principal and interest payments on the Companys Term Facility is in USD. Under the Currency Swap, 90% of the Companys USD Term Facilitys interest and principal payments will be swapped into GBP. Intertain will pay a fixed 7.81% interest in place of floating USD interest payments of Libor plus 6.5% (Libor floor of 1%). The interest and principal payments will be made at a GBP/USD FX rate of 1.5135 on USD notional amount of $293,962,500. The Currency Swap terminates on March 31, 2017.


Read Answer Asked by David on June 24, 2016
Q: My first reaction to the Brexit news was to buy the SP500 dip this morning, but now I recall that in 2011, the market fell 17% over two weeks. This was triggered by the debt ceiling fears. With Britain leaving the European union and possibly more countries following, it seems that this event is FAR MORE important than the debt ceiling, so a 15% correction seems very probable. Usually, when an investor has cash, it's better not to wait for a pullback, but now we do an have an "event" on our hands. The media will surely go on a fear mongering campaign. Would you recommend waiting a week to start buying, or, giving it a few more weeks?
Read Answer Asked by Matt on June 24, 2016
Q: Looking at a market downturn for the next several days or weeks,would you have any suggestions as to put a "stinking" bid in in certain companies?
Could you suggest some stocks?
And what would be the "stinking" bids be?at what point?
Can you see something on you computer screens?

Read Answer Asked by Josh on June 24, 2016
Q: to 5i team hello

US stocks:
I am looking to invest 10k in US$ with the following criteria:

-low downside risk
-good div. preferably from Canadian companies
-reasonable sustainable companies
-no banks or telecoms

I own full positions in :
BAC. GE, GM, JPM ,MSFT.

Canadian:
MFCSF - FULL POSITION DOING WELL
WPG.US - 0.5 POSITION
WPTIF.US 0.5 POSITION

1.THINKING OF INCREASING WPG.US OR AND WPTIF, or adding STD.US
2.GETTING SMALL POSITIONS IN BP,RDS.A, CAT
3.might also consider magna MGA:NYSE, as it seems very good value ?
4.WHICH COMPANIES MIGHT YOU RECOMMEND IN LIGHT OF THE ABOVE

Please comment on 1 to 4

thanks as usual
Yossi

Read Answer Asked by JOSEPH on June 24, 2016
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