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5i Research Blog

Jan 27, 2017 5 from 5i: Changing Investment Expectations

By Michael

It finally happened: the DJIA has hit 20,000. Investors are now turning their attention to the latest round of earnings. Caterpillar (CAT), the world’s largest construction and equipment maker, forecast 2017 profit sharply below analysts’ estimates, hurt by sluggish demand in the construction and energy industries. AT&T (T) said it was confident its deal to buy Time Warner (TWX) would be approved. Potash Corp. (POT), the crop-nutrient producer planning to merge with Agrium (AGU), forecast lower-than-expected earnings for 2017 as it warned that new nitrogen-fertilizer plants in the U.S. will weigh on prices. OpenText Corp. (OTC) has completed its US$1.6B acquisition of Dell EMC's enterprise content management business. OTC also completed the previously announced 2:1 stock split. Freshii Inc., the health-food restaurant chain, raised $125.4-million in the biggest initial public offering in Canada in four months. Here are five stories that we found interesting this week:

  1. How shifting Millennial expectations will affect their $30B inheritance
  2. Money Manager reactions to a 20,000 DJIA.
  3. Good investors understand why the markets are where they are, and not whether the markets are wrong.
  4. The world's biggest wealth fund trades as little as possible.
  5. What is blockchain and where will be applied?

ICYMI, we posted a stock filter recently outlining stocks with exposure to the US. 

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Post a New Comment 2 comments
Jan 28, 2017
By Francis
I follow your posts every day and wonder if there is a way to sell or transfer stocks that have made huge gains into a trust without triggering gains taxes on them----thanks--Francis
Jan 28, 2017
By Phyllis
I have spent considerable hours reading your recent reports. Thank you. I find all of the information helpful and valuable and am considering a portfolio review. Can you tell me how long it would take please. Perhaps I missed that information . Thank you.Phyllis Greenaway

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