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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: The safest of financials have rallied a lot (big banks). I assume that investors will start going into the riskier financials. What do you think about buying a 1/2 position in a broker? Gluskin Sheff pays a 5% dividend, however there is that lawsuit overhang, so, I'm tilting towards Canacord Genuity. With the strength in the materials sector, do you expect $CF to start getting more contracts from that industry? I believe that's the core of their business? I could wait a quarter or two, but those stocks move very fast and my error in the past has been buying when everyone likes a stock (2014), rather than the other way around (summer 2016). Trying to change this, but as safely as possible. Thank you!
Read Answer Asked by Matt on December 01, 2016
Q: Peter and Team, I want to choose some ETFs for my mother in-laws RRIF and LIF. My approach is to be well diversified, looking for some dividend and a little growth to achieve btwn 5 to 10% annually. I plan to select Equal weights using ZLB,ZWB, ZDV FOR Canadian content and ZLH, ZWH, ZHY, and ZGI FOR US Content. Your opinion and any pitfalls or suggestions would be apprecuated.
Thanks, Steve.
Read Answer Asked by Stephen on December 01, 2016
Q: Dear 5i
I currently do not have any stocks in the banking /financial sector .
I`m considering cxi , bns and slf . I was not sure either if cxi fit into this category.
Of these 3 which would be the better investment over the next 2 years ?
Thanks
Bill C
Read Answer Asked by Bill on November 30, 2016
Q: I have a modest position in this company in my margin acct, what are your thoughts as to their future prospects..I purchased it at lower levels a little over a year ago so am doing ok as far as the dividend goes.
If I was to sell ( 2017 ) I would be looking to reinvest in a Canadian stock.
Read Answer Asked by Warren on November 28, 2016
Q: I am considering adding to my positions in SLF and TD. Given murmers that Poloz is considering a cut in interest rates on Dec 7, I'm wondering if it's wise to wait until a decision is announced.
Further, could you comment on the implications for these 2 companies in an environment where we see Canadian rates staying the same or going lower while American rates are trending upward.
Thanks for the great service!
Read Answer Asked by Warren on November 27, 2016
Q: I have a number of CBL shares and have received a must respond letter from my online brokerage. The offer is for CBL shares at $16.50 but the current price is above $18. The literature is slightly confusing in that it implies unless I tender the shares I might miss this opportunity and generally the company may become private. The tone is my shares would then be worthless. Can you comment? I really have no intention of surrendering my shares for below what the stock trades at currently. Thanks so much. Dave T.
Read Answer Asked by David on November 23, 2016
Q: Hello 5i,

I'd like to add some financial exposure to my holdings on the assumption of longer term rising interest rates and new political realities in America. Which of the three noted companies would be your preference for both growth and income.

Thanks
Read Answer Asked by Greg on November 23, 2016
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