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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: Hello 5i team,
Your article on hedging for a market downturn is quite timely; thank you.
A 5% or 10% correction is not too worrisome as it could be recovered in a relatively short period of time.
I do not foresee a "black swan" event; do you? In my opinion, the current steepness of the yield curve does not signal the eventuality of such an event.
Regards,
Antoine
Read Answer Asked by Antoine on March 01, 2017
Q: Hi,
I have a few thousand dollars to put into something looking for high potential growth. I have many years I can wait, don't need income (but all drips available are being utilized). Without considering portfolio weightings which of these would you consider to have the most upside? I'm totally ok with risk, as I have the well balanced, safer part of my portfolio in place. If not any of these could you offer a few other names please. If you like the names I've listed could you rank them in order of preference for high growth?

Thanks!
Read Answer Asked by david on March 01, 2017
Q: Please dock two questions for this:

1. Would EIF be best held in a TFSA or non-registered account?
2. What would you recommend for a high divdiend paying stock in the consumer space for a non-registered account. Would BPF.UN be a good choice?
Read Answer Asked by Carla on February 28, 2017
Q: Comment on this question:
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February 28, 2017 - Asked by Sal

Q: Hello 5i
About a month in and wanted to say great service and looking forward to the future. In looking at the companies you cover it seems like your B and higher ratings have been very successful while protecting and growing capital. Curious to know if you have a report on the total returns based on ratings. For example all B rated reports have returned x%, C x% etc.?For me screening by ratings of B and better will be the starting point of my investment selections to be further investigated

Thanks
Sal

5i Research Answer:
We have not done this screening, and historically it may be difficult because of course some ratings will have changed over time, which would mess up the data set.
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Very interesting idea! It should not really mater if your rating for a stock changed. 'Just' calculate the return from your rating date to when the rating changed (or to now if the rating has not changed). Monthly.

I believe the dataset could be normalized in some fashion (statistician?) to account for the number and age of ratings in each category, etc.
Read Answer Asked by J Carl on February 28, 2017
Q: Last year CM agreed to buy Private Bancorp in the US at a price which is now about 20% less than the current market price of the PB. It appears highly unlikely PB's shareholders would vote to approve the deal. Of course CM could raise their offer. Today's GAM article discusses this deal and a confusing ( to me ) comment about CM having an option to buy 2% of its stock should the deal fail and therefore supporting CM's stock price. I would appreciate your thoughts on this deal as I am currently considering selling the stock at today's levels given the uncertainty about where this stock is going.
Read Answer Asked by angus on February 28, 2017
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