skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi Peter and Team - Your response to today's question on the Exchangeable shares has really helped to clarify the situation. I too have opted for the exchangeable shares and would like to convert back to the regular ones in order to sell but TD Waterhouse was very doubtful that I could do this. Before I pursue this further do you know when the deal for exchangeable shares will close. Also do you think there is a chance the shares in Intertain or the new company will go to zero. Are the fundamentals still reasonably sound and particularly is the debt load manageable. Thanks.
Read Answer Asked by Rob on November 04, 2016
Q: As suggested, I tendered my shares for the exchangeable shares through my discount broker.

I have been wanting to sell the shares before they go to zero and have not been able to do so.

It is too late to cancel my conversion request and when I called Kingsdale they said the shares won't be at the brokers for another 7 to 10 days and I'm therefore in limbo.

I don't even think I can short sell my shares and cover with the exchangeable as they are different shares. Putting yourselves in this situation, any thoughts on how to liquidate the shares, or am I stuck?

Thanks

Sheldon
Read Answer Asked by Sheldon on November 04, 2016
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
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!