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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: A Donald Trump victory on Tuesday is now no longer a hail mary based on recent polls and commentary (and regardless as to Canadians imploring Americans to not vote for Trump). It is truly scary for so many reasons. How would you hedge the balanced portfolio against what is likely to be a general market meltdown if Trump wins? And just a clarification on the balanced portfolio to end of October - have absolute returns been 19.6% to date (or vs. benchmark) and 125.9% cumulative since December 2014?
Read Answer Asked by Michael on November 04, 2016
Q: I noticed that ZCL price fell from 11.50 to 11 late yesterday afternoon on a large trade volume just a couple of hours before the quarterly report was released. Seems a bit fishy.Is it possible that there was some "leakage" of information. Is this something that securities commission would look into, or is it just too small for them to bother?
It is now down some more to 10.75.
On a related matter, what is your opinion of the quarterly results and the resultant drop in share price - is it overblown? Is it a buying opportunity?
Read Answer Asked by David on November 03, 2016
Q: As a newer subscriber to 5i, i am interested in purchasing your BE portfolio. The above names have had huge run ups and I don't know how to approach them. Which ones are buyable at these levels?
Of the ones you deem buyable, can you comment, for each, as to whether a half position or full position should be taken.
And can you rank these in terms in terms of your preferences at current levels?

Thank you for your excellent service, as always.

KR
Read Answer Asked by Karim on November 03, 2016
Q: Hi Peter and Staff
Your email this morning contemplates that EFN/ECN split is reflected in the portfolio.As the portfolio is not yet posted(I am sure it will be soon), my question I have been wondering is that for those of us who got equal number of shares in both ECN and EFN on split,we now have a lot less $ tied up in ECN than EFN. Should we continue that ratio or if we are going to continue to support both companies,should we been evening up our $ invested in each?
Thanks for all you do
Dennis
Read Answer Asked by Dennis on November 01, 2016
Q: In your Portfolio Update this morning you said "Rationale - With a US rate increase looking likely in December and a nice run in the US dollar thus far, we think it is time to repatriate the cash and and hold a bit of extra cash to allow us to take advantage of any new opportunities that may occur with a rate increase. Now that the rate of future rate increases has slowed, we think we can move funds into an area that may pay a bit better yield while continuing to provide stability."

Does that mean bring US cash back to Canada or send CDN $ to US?

Thank You
Craig
Read Answer Asked by Craig on November 01, 2016
Q: Peter and team:

I am down 20 to 45 % in these four names and am thinking of consolidating my portfolio and realising some capital losses. Of the four at his time, which would you hold, sell for capital loss and potential buy back, or ditch altogether.

In particular I was wondering about DRT and if I should sell now or wait until after the quarterly report which I believe is Nov. 04th.

Thank you as always for an excellent service!

Phil
Read Answer Asked by Phil on October 31, 2016
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