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5i Research Blog

Dec 09, 2016 5 from 5i: What's the Worst Case for 2017?

By Michael

On Wednesday the Bank of Canada held its benchmark interest rate at 0.5%, as economic conditions move along largely in line with its expectations. The S&P/TSX Composite pushed a 19-month high on Thursday, helped by gains for heavyweight energy and financial stocks as commodity prices rose and data showed a surge in building permits. Crescent Point Energy (CPG) said it will increase its 2017 capital budget 31% from this year to $1.45B and boost production by 10%. Cenovus Energy (CVE) is moving forward with another expansion at its Christina Lake oil-sands complex in Alberta. Dollarama (DOL),  posted fiscal Q3 profit that beat analysts’ estimates as the retailer kept expenses in check while adding new stores. DH Corp. (DH) surged after it said it had formed a committee to evaluate acquisition inquiries from other firms. Here's five links we found interesting this week:

  1. Hypothesizing how some headline events could unfold in 2017.
  2. When tactical investing looks like market timing.
  3. A look at US housing: do higher rates matter when forming a household?
  4. Small-cap active management may be your best 'bang for buck'.
  5. Learn from Snow White and approach structured products with caution. 

ICYMI, Peter Hodson looked at how to pick a stock in a webinar recently. 

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