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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: Please let us know your thoughts on "Principal At Risk" notes, specifically the CIBC Cdn. Banks Auto Callable notes recently offered.
The offering documents make them look very attractive with the potential for high single digit returns appearing to be almost a certainty.
Also any general comments on PPNs and "Principal at Risk" notes would be most appreciated.

Read Answer Asked by Dave on December 28, 2015
Q: Merry Christmas and happy new years.Thanks for sharing your knowledge with all of us. I just read a book by Marin Katusa titled The Colder War about world oil market. What is your view on the future of petrodollar ?
Read Answer Asked by victor on December 28, 2015
Q: In a portfolio it is generally recommended that you avoid a weighting of more than 5% per equity. My question is as follows. Assuming your total portfolio is 1M. The split 60% equities and 40% fixed income. On the equity side this would imply 20 stocks at an average value of 30K per stock to meet the 5% guideline. On the fixed income side does the same rule apply or can you say 2 ETF's at 200K each. Say 200K of CBO and 200K of ZSU as an example . It brings the weighting to 20% each. Notwithstanding one could probably go to a product that gives you the entire bond spectrum and put 400K in one ETF. What is your opinion and recommendation.

Always appreciate your incite and all the best in the new year.
Read Answer Asked by roland on December 28, 2015
Q: Since your last review the CEO has bought a lot more shares. Could you please update your analyses of this co. Harry
Read Answer Asked by Harry on December 28, 2015
Q: If I sell an equity when the market opens on Dec 29th would it qualify for tax loss selling?
Read Answer Asked by Harry on December 28, 2015
Q: Hi team, I have to sell about half of position of one of these stocks to liberate some emergency cash. Do you have advice about which one I should let go of? All the best for a restful, happy Christmas to everyone at 5-i !
Read Answer Asked by Kate on December 28, 2015
Q: If Oldford group is the last in line as to responsibility and there is already $ 300 million in escrow it would seem to me that Amaya should come out of this whole. They are required to lead the fight for Oldford and then collect from them. Does it follow that the market needs to determine if there is a collection issue with Oldford and discount that risk and not be discounting against the size of the lawsuit. Do you agree and is there any information as to the risk of collecting in full from Olford if the costs exceed the amount in escrow.
Read Answer Asked by Doug on December 28, 2015
Q: Happy Holidays,

Agree with others who compliment your service. I feel it fills a nice niche for DIY investors who are looking for more information on investment decisions.

My question, having gone through the short report on IT, I am amazed at how "amateurish" it is in many ways (use of language, graphics, etc…) I still do not fully understand how it is legal for companies to release reports like this with no accountability. With the rash of these types of reports lately, do you feel we are getting near an inflection point where regulators will attempt to do something about this behaviour?

Regards,

Robert
Read Answer Asked by Robert on December 28, 2015
Q: Hello,

This is general question based on the response you gave R Warren on Dec 25 regarding the accuracy of analysts opinions and estimates.
Your response (that I totally agree) was that analysts pretty much cherry pick based on how much it heps their (brokerage) case and that's the reason why you don't endorse them.

So my question is: Do you think a proper (not biased) analysis can give an accurate future price target?
Because if it can, I think 5iResearch should be in the perfect position to offer it, because you non affiliation with companies, brokerages and your independent status.

Thank you
Happy New Year!

Marious
Read Answer Asked by Marios on December 28, 2015
Q: In 2015 All of these companies have been punished a lot, deeper loses came with tax-loss selling.[unfortunately I was one of the losers]. Technically the charts, in my analysis, show modest recovery. I would appreciate your opinion and ranking. Is it time to start nibbling at them? Many thanks, J.A.P. Burlington
Read Answer Asked by Joseph on December 28, 2015
Q: The Financial Post recently ran a complimentary piece on DHX and their latest activities:
http://business.financialpost.com/executive/halifax-based-dhx-media-grows-up-and-takes-things-to-the-next-global-level

It's good to know they're not standing still in terms of dealmaking; perhaps it's the time of year but the market doesn't seem to be paying attention and we'll have to wait for analysts to come back from vacation for the stock to move or do you think the stalled equity raise is creating an overhang?

Your Sept. report states rating maintained at B implying there is an earlier report but I show this as the only one. What am I missing? Thanks, J.
Read Answer Asked by Jeff on December 28, 2015
Q: Will you be reviewing and manicuring your portfolios for 2016 In view of the ever changing market scenario? If so what would be your general approach? Happy New Year guys.
Read Answer Asked by Arthur on December 28, 2015
Q: Your last question on DHX was in March 2015. Would you please provide your current assessment. Would you recommend oit as a buy at present time?
Many thanks
Guy R
Read Answer Asked by Guy R. on December 27, 2015
Q: merry xmas everyone.. Am I allowed to deposit my $5500. today for year 2016 rather than wait till after Jan, 1st, Thanks Cliff
Read Answer Asked by cliff on December 25, 2015
Q: I no longer have a position in Amaya as of now; but today's news makes it an interesting consideration. From the highs of $35 it is now trading at $17. The business seems to be growing nicely but there will be an overhang as well; maybe even for a couple of years. I was wondering if it is prudent to step in right now, wait until the market settles down January or wait to see what the next quarter results look like.
A merry christmas to you and the team at 5I.
Regards
Read Answer Asked by Rajiv on December 25, 2015
Q: Based on your answer to the question about the lawsuit, do you feel the market has over corrected the stock? Would you buy more
Read Answer Asked by Susan on December 25, 2015
Q: Earlier today Michel asked how much weight he should give to analysts' opinions. You replied that studies have shown that predictions are not very accurate. Today's Market watch (WSJ) wrote:

According to data provided by Thomson Reuters and FactSet, the 10 stocks that Wall Street analysts rated most highly last January collectively have lost 7% so far this year, even including dividends.

Meanwhile the 10 stocks those analysts rated worst have actually gained 3%, beating the S&P 500
Read Answer Asked by Curtis on December 25, 2015
Q: Not a question, but a great thank you Peter, Ryan, and all of the 5i team. I like others, have learned so much from you and have profited by it.
Merry Christmas and a very happy New Year. Lets all hope it will be less strenuous for all.
Hal
Read Answer Asked by Harold on December 25, 2015
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