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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: what are your thoughts on the Disney Downgrade last week? Especially with what looks to be a big success in star wars so far. Is there alot to be concerned about with weakness in espn subscribers?
Read Answer Asked by Mike on December 21, 2015
Q: At this point in the year do you prefer XTC or MRE for value and growth?Please explain. Many thanks
Read Answer Asked by Michael on December 21, 2015
Q: Good morning,

Could you please comment on the press release from HR today and advise if the stock is a buy here.

Thanks,

Eric
Read Answer Asked by Erichsen on December 21, 2015
Q: Chinese buyers announced at $0.52 but currently selling at only $0.38. What's unlike or untrusted about this sale?
Read Answer Asked by Lloyd on December 21, 2015
Q: bep.un is down 2.5% which is a fair size drop a company of its size and type. The only news I see is: Brookfield Renewable Announces Extension of Exchange Offer for Outstanding Class A Preference Shares, Series 5 of Brookfield Renewable Power Preferred Equity Inc.

Do you think this accounts fore the drop? would you be a buyer at this price?

Read Answer Asked by Douglas on December 21, 2015
Q: Thanks to 5i I have significant large gains in CSU and ESL which I have owned for many years. Is it possible to protect those gains through put options or some other strategy? I do not want to sell CSU or ESL shares as they are such great companies. Thank you, Peter
Read Answer Asked by Peter on December 21, 2015
Q: Hi 5i: There are actually two questions, which for me are linked. First, could I have your opinion on Adobe Systems. It seems expensive (not surprising) but maybe not so much given good growth. Second, how do you think Disney will fare with respect to the ESPN issue - I have heard differing opinions on the likely impact. I am considering at least a partial switch from DI to ADBE and would value your opinion. Roland

Merry Xmas to all, and thanks for the great help over the last year.
Read Answer Asked by Roland on December 21, 2015
Q: Now that they have started phase 1 trials with md Anderson, do you have any change to your view on the company??
Read Answer Asked by Bill on December 21, 2015
Q: Do you see this company as a good long term hold.
Thanks
Brian
Read Answer Asked by Brian on December 21, 2015
Q: I want to add another dividend stock to my reits and, after checking out over half a dozen, have been considering dipping a $15G toe into Dream Global. TD has a buy on it and BMO rates it at 3X. Your thoughts? Thanks, as always, and have a Merry Christmas. -Ted
Read Answer Asked by Edward on December 21, 2015
Q: In your response to Marc about the C$, you state ... "If the Canadian dollar rises, you will want to have a C$ hedged ETF". Can you pick a couple of ETF's that could benefit with a bottoming out C$.
Read Answer Asked on December 21, 2015
Q: Seasons Greetings Peter and 5I team!

I am looking to identify the proverbial “baby(s) that got thrown out with the bathwater” in the Canadian mining sector. It feels like this sector is “washed out” and that there may be oversold equities that are beginning to turn-around. What is your opinion?

On reading through your recent history answering questions on Lundin Mining, I sense that you have had some comfort with this company’s turn-around prospects. Would you kindly offer your comments on LUN’s current outlook.

Is LUN’s cash flow is expected to pick-up in the near term. Is it expensive based on current earnings? If so, are there any catalysts for organic growth to spur their earnings?

Are you able to identify which base metals are expected to be in shortage in the next year or two, and for which of these does LUN have capacity to meet market demand?

With respect to the base metals producers, what are the key factors to guide whether it is timely to wade back into this sector?

In your opinion, what companies in this sector appear to be poised to be recognized by the market to lead the turn-around in this sector? For example, although FM and HBM are debt laden, despite the likely impact of increasing interest rates negatively impacting their debt, what metals do they primarily produce that you think will sufficiently help them to handle to offset their debt burden?

If necessary, please feel free to deduct more than one credit for this inquiry. My thanks for your help.

SGR
Read Answer Asked by SG on December 21, 2015
Q: BPF.Un is per forming very poorly especially compared to A&W in more or less the same business. Their reported Q3 loss was related to "fair value adjustments" - which I do not understand. Is there more to this than just the pizza business?? I am showing a significant loss. Your suggestions, please.
Read Answer Asked by jim on December 21, 2015
Q: Hello Peter and 5i team members,

I have CGI group in my portfolio representing about 4% of my RRSP account.Now I would like to add 1 or 2 names in IT sector to bring up my sector weighting to about 10 to 15%. Could you please provide some recommendations for a long time holding (say 5 to 10 years)? Thanks.

Wish you and every one of your team a very merry Christmas and a happy new year!

Lin
Read Answer Asked by Lin on December 21, 2015
Q: Hi 5i Team
I note your last comment was on 11/03 for this stock. I bought it in 03/14 and am down 46% [av 1.71].It just bounced off a .90 low.

On 09/29/15 it entered into a MoU with China Communications for Auto deploying satellite systems.
1] will anything develop from this in the near future

On 12/20/15 they issued 550,000 grant options to D/O exercisable @$1.14. Earlier in the year Oak Financial was granted 400,000 exercisable @$1.25 & 1.75 over the next 2 yrs.
2] your comments on these grants.

3] is it worth waiting for any potential or significant growth in the next 2-4 years

4] any other observations or comments.

All the best of the season to all!
Cheers
Hank
Read Answer Asked by Henry on December 21, 2015