Investment Q&A

Q: Greetings Peter and 5I team:
I'm thinking of buying more Royal Nickel. Any suggestions of other small cap mining stocks. But I'm curious what your take is on Royal Nickel and buying now.
Thank you,
Hugh

Q: Good Morning,
Any thoughts on Eric Sprott taking at least a 10% equity interest in RNX? I know they have been diversifying away from nickel into gold, the market seems to like the news right now up 13%.
Thank-you.

Q: Greetings: In one of your recent answers you indicated that best current GIC rates are in the 2.75% range. The best rates I see in Vancouver (2% one year, 2.5% fiver year) are with Oaken Capital, part of the Home Capital Group (Home Trust, Home Bank). Is Oaken Capital a pretty good provider? Are those rates in line with what I should expect? I intend to set up a laddered series with about $100K
Thank you

Q: In 2016 I had significant realized capital gains as I sold off shares to re-balance my portfolio. Currently I am in a loss position with the above mentioned companies. I was thinking of selling shares in these six companies to help offset the realized capital gains. Which of these shares do you think I should buy back after 30 days to avoid the superficial capital loss? Normally I would not be selling them, but for tax purposes I am contemplating doing so. AAPL makes up a significant part of my Info Technology sector and GILD is my only exposure to the health care sector. If I do not buy back the other four companies it will not impact my asset mix in my portfolio significantly. Is this the right time of year to do tax loss selling for these companies?

Thank you

Q: Hi 5i team
A friend sent me a note on binary trading. I had never heard of it before but when I googled it I got mixed reactions. Is it a scam, are there questionable people involved or can you in fact make money. I am a little suspicious. Appreciate your thoughts.

Wayne

Q: my rrsp account is as follows IT 24% FINANCIALS 20% ENERGY 17% MATERIALS 7.5% INDUSTRIALS 7.3% CONS. DISC. 5.7% HEALTH CARE4.7 %TELCO 2.6% UTILITIES 2.5% OTHER 8.5 %. WHAT CHANGES WOULD YOU MAKE IF ANY PERCENTAGE WISE. THANK YOU

Q: Hi Peter and Team,
I was asked to resubmit due to name of company was dropped off.

My question was about Cambrex Corp in US which you recommended before, do you still like it, share price dropped after qtr earning report, pls give your update, is it buyable?
Thank you as always.

Q: Telus has been losing some ground lately. Do you know why and is it still good to hold for both income and some appreciation?
Regards and many thanks for your service.
Peggy

Q: The performance of the 5i Balanced equity YTD is +13l3%. Does that include dividends?

Q: A changing of the guard at Aston Hill: your views?

Q: Greetings,

What are your thoughts on TXT:NYSE? I find the diversification of their products interesting.

Cheers!

Q: Bankers trading very close to 2.20 level that they have sold the company to a Chinese buyer. Yet there is no public disclosure of the sale being finalized. Are you aware of why this is occurring today?
Don

Q: Could I have your view on ARZ going forward. They are awaiting to get their drug yosprala approved. Also could you tell me their cash poition and inside ownership. Thanks

Q: Being a victim of success, for which 5 I is to blame, I have a question about allocation. I'm sure you've been accused of worse things than making people money!

I started a 3% position with Savaria, which has now grown to 4.5%. I started a 2.5% position in Shopify (the US equivalent) which has also grown to just under 4.5%.

The question is, do you suggest trimming these back, or are they strong enough to continue unchecked for a while? I have a portfolio that is just under 500K and don't know if it's a wise bet to place an almost full position in two relatively newer entities in a portfolio of this size. Thanks, as ever, for your help.

Q: Hi there,

What's your suggestion to a retiree who needs guaranteed income over 4%/yr and protection of capital. Doesn't wanna capital be in bonds maturing 10+ years.

Q: Hello 5i team,
I have been following Pure for awhile and have been tempted. What causes hesitation is the size. you mentionned in one of the comments that there are some companies that a relatively conservative, retired investor should not own, as they are too risky. I make more than I need to live and so I am not adverse to a little risk. But, I was wondering how you see a company like Pure under this perspective? It would be great to have your comments on that subject in general, if you have time.
thanks

Q: What are your thoughts on ESL earnings. Would you consider hold, Buy or Sell

Thanks

Q: Good afternoon,
In your opinion is HD too expensive to buy now?
Thank you.

Q: I would like to have a decent return but preservation of capital is a priority. Please provide your opinion on CIBC Canadian Bond Index Fund – Premium Class CIB585. I am aware that you recommend the ETF CBO so would appreciate your comparison. This would be in a non registered account.
https://www.cibc.com/ca/mutual-funds/no-load-income/can-bond-indx-fund-premium.html

Thank you,

Q: 2nd try:

Peter, I read your answer to Richard, September 8, 2016, about the slow-and-steady value creators and for the Industrial sector you gave PBH. TMXmoney.com and 5i Coverage summary in their classifications put PBH in Consumer staples (defensive) non-cyclical sector. And now, you have 2 problems: find a favorite for the Industrial and is ATD.B still the one for the Consumer staples sector?

Thanks for all you do for us.