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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: Thoughts on earnings release? Still like them? Many thanks
Read Answer Asked by Mark on March 01, 2016
Q: Hi Team,

Currently rate reset prefs have been completely hammered (for obvious reasons). However, at this point should they be considered more compelling over the long term? Even though interest rates could certainly go lower, over the next 5 years I would expect the average interest rate to either be at or above where we are today. If that is a realistic expectation, then should there not also be some capital gain potential with these type of prefs?
Read Answer Asked by Brent on March 01, 2016
Q: i understand why reset preferreds have generally taken a beating for the last year or so but I don't understand why those with generous reset rates such as Efn.pr. at 4.71 points above the bank rate also get dragged down. I would have thought this would have lessened the blow somewhat. Can you educate me on this?
Read Answer Asked by Mark on March 01, 2016
Q: For fixed income, 5i often recommends CBO but rarely CLF. For example, there have been 6 questions this February for CBO but none since last November for CLF. And yet, it strikes me that CLF is a better value. Over the last year, when you consider the decline in NAVs and average the distribution yields, CBO has returned about 0.6% to CLF's 1.4%. When you consider the better quality holdings (only AAA in CLF), isn't CLF a better choice for fixed income?
Read Answer Asked by richard on March 01, 2016
Q: I do not understand-to buy Enbridge now or wait? Thank you.
Read Answer Asked by M Anne on March 01, 2016
Q: Do you think this is a good time to take a position in TSO3? The share price is up since the recent press release. Thanks.
Read Answer Asked by Gerald on March 01, 2016
Q: In a response to a recent question, you said that you could see Cannacord increasing by 50% or more in value with better capital markets. My question is this. Do capital markets usually improve before the price of oil increases (as I assume CF is largely dependent on activity in the oil patch) or after an increase or could a continued lower price also stimulate activity as the strong take out the weak? Guess I am wondering what type of catalysts to look for when deciding whether to continue to hold this.

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on March 01, 2016
Q: Any thoughts on today's decline? And would you initiate a position in this company today? Thanks as usual.
Read Answer Asked by Curtis on March 01, 2016
Q: Hi Peter and Team,

I enjoyed Sylvia's question and your answer about Constellation CSU and other "high-tech" stocks. I realize that Sylvia didn't include Kinaxis KXS in her question, but I found a link to a Canadian Business article that describes the type of technology that KXS is involved with, and lists some of their high-profile clients. Perhaps Sylvia and other readers may benefit from the article.

http://www.canadianbusiness.com/lists-and-rankings/most-innovative-companies/kinaxis/
Read Answer Asked by Jerry on March 01, 2016
Q: Hello 5i team,
It was very thoughtful of you to send us your special report on the above securities; however, I fail to understand your rationale for doing so, as per your quote: "we wanted to notify members of an interesting and potentially time sensitive analysis on Canexus, Superior Plus and Amaya. It is currently only for members (so logging in may be required) but we will be making it public in due course".
I thought 5i Research's research and analysis was for the exclusive use of the members and not to be disseminated to the public at large.
Please clarify,
Antoine
Read Answer Asked by Antoine on February 29, 2016
Q: Were Endo's earnings THAT bad. I see mixed reports. It is my only health care stock, which I own only because I owned Paladin. Perhaps I should have switched to Concordia when you put it in the Growth Portfolio. Is it too late to do that, or would you recommend that I just hang on. Endo's one-year chart looks absolutely brutal, and seems to be getting worse. Need guidance. Cheers
Read Answer Asked by Gordon on February 29, 2016
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