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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: What is your view on the announcement by EIF regarding the loss of North West as a client? The announcement said the effect on the bottom line is only about $1 million, which is so immaterial.

Also, is this piece of business development what the shorts are basing their recent incessant attack of the EIF SP? If so, can we expect a much appreciated short squeeze on Monday?

You insight is much appreciated as always.
Read Answer Asked by Victor on May 01, 2017
Q: Not worrying about sector, which 5 stocks in the balanced portfolio have the most growth potential for the next twelve months from the price they currently trade at.
Read Answer Asked by Paul on May 01, 2017
Q: I would like to use GRT.UN, CM,ENF,PZA,TD,SMU.UN,T,AX,BCE,AND FC in a retirement income portfolios what do you think. Are there any I should not use.

Jim
Read Answer Asked by Jim on May 01, 2017
Q: April 29/17 ? asked by david:

Jerome Haas of Lightwater Partners has been shorting HCG successfully for several years
using public info. He points out below that the loan originations were robust concurrently with the loan book decreasing, amongst others.

http://www.bnn.ca/investing/video/home-capital-short-seller-warns-on-the-whole-sector%7E1109205
Read Answer Asked by Russ on May 01, 2017
Q: This is basically just an opinion but I think that last week the action with CRH was an example of what you really mean by volatility. The the 5 to 10% that happens some days for no good, obvious reason are to be expected in a growth portfolio and are just a healthy fluctuation in a share price. Such fluctuations actually strengthen the stock. Comment ?
Thanks for your support
Clarence
Read Answer Asked by Clarence on May 01, 2017
Q: The authorities knew if they dd anything home capital would have issues. I thought it would skate through with a fine and a few firings. Why bring down the whole company? Check the mortgages determine the default rate and then decide what to do.Announce action everyone deserts Home Capital gics and the company swirls into the bowl. Hoop insider probably knows the default rate ponies up the money.Please explain.
Read Answer Asked by ian on May 01, 2017
Q: Very interesting article. I don't know if you have read it. The World According to a Free-Range Short Seller With Nothing to Lose.

https://www.bloomberg.com/news/features/2017-02-09/the-world-according-to-free-range-short-seller-mark-cohodes

Publish if you wish.
Read Answer Asked by Peter on May 01, 2017
Q: i have sometimes been critical of 5i, i have never owned home capital but have read everything about hcg, i suggest your subscribers read reflections of a fund manager by michael mccloskey on hcg, this was/is a great company brought down by circumstance a lot of which were beyond their control, 5i did nothing wrong in having this stock in its portfolio or recommending it to its members.dave
Read Answer Asked by david on April 29, 2017
Q: In March and February your comments about this company were generally positive. Yet just recently you said that this company was the most likely candidate to be booted out of the balanced equity portfolio. Sounds like you views have changed in the past four weeks. Can you explain the apparent shift in your position please. Thx.
Read Answer Asked by John on April 29, 2017
Q: I would like to buy some preferred shares of the canadian banks.
Would you recommend one bank over the other and which series.

thanks,
Read Answer Asked by Kosta on April 28, 2017