Investment Q&A

Q: Hi I see IT has a currency hedge till March 2017 (details included)
Regardless I imagine exposure will result in a big sell off. Would you agree?
Cross Currency Swap On November 23, 2015, the Company entered into a cross currency swap agreement (the Currency Swap) in order to minimize the Companys exposure to exchange rate fluctuations between the Great British Pound (GBP) and the US Dollar (USD) as cash generated from the Companys operations is largely in GBP while principal and interest payments on the Companys Term Facility is in USD. Under the Currency Swap, 90% of the Companys USD Term Facilitys interest and principal payments will be swapped into GBP. Intertain will pay a fixed 7.81% interest in place of floating USD interest payments of Libor plus 6.5% (Libor floor of 1%). The interest and principal payments will be made at a GBP/USD FX rate of 1.5135 on USD notional amount of $293,962,500. The Currency Swap terminates on March 31, 2017.

Q: In light of the Brexit vote do you think that today or early next week would be a good time to add to my position in this security or do you feel that it has too much European exposure? Thank You. Brian

Q: My first reaction to the Brexit news was to buy the SP500 dip this morning, but now I recall that in 2011, the market fell 17% over two weeks. This was triggered by the debt ceiling fears. With Britain leaving the European union and possibly more countries following, it seems that this event is FAR MORE important than the debt ceiling, so a 15% correction seems very probable. Usually, when an investor has cash, it's better not to wait for a pullback, but now we do an have an "event" on our hands. The media will surely go on a fear mongering campaign. Would you recommend waiting a week to start buying, or, giving it a few more weeks?

Q: The steep drop in the British pound will have a large impact on Concordia's earnings? Do you know if any of their debt is in the same currency? What would be your assessment of Concordia over the next few quarters?

Q: Looking at a market downturn for the next several days or weeks,would you have any suggestions as to put a "stinking" bid in in certain companies?
Could you suggest some stocks?
And what would be the "stinking" bids be?at what point?
Can you see something on you computer screens?

Q: Could you comment on bonds etc affect of UK's Brexit move ?

Q: I bought some HVU yesterday and of course it is up this mourning should I hang on for awhile or sell on the jump today. I realize no matter what this ETF is a short term trade. Also your short term on gold (which I am also holding)
Thanks

Q: Because AMCo resides in UK, should that have any bearing on CXR's future performance? Down 10% in early trading today. Or is this a good excuse for the uncommited to bail out of CXR.

Carl

Q: Good Morning. Another election result surprise though the polls were closer than Alberta and our Federal. What company stocks are on the shopping list today? The US market seems to be lower than Canada, should we be looking there, or a Euro ETF? Thanks for your advice!

Q: Re: Persues Mining
unable to find info on recent halt...
now the price (as of june 23rd) has fallen over 15%...
would appreciate any info you can provide on what is happening with this company
ed

Q: to 5i team hello

US stocks:
I am looking to invest 10k in US$ with the following criteria:

-low downside risk
-good div. preferably from Canadian companies
-reasonable sustainable companies
-no banks or telecoms

I own full positions in :
BAC. GE, GM, JPM ,MSFT.

Canadian:
MFCSF - FULL POSITION DOING WELL
WPG.US - 0.5 POSITION
WPTIF.US 0.5 POSITION

1.THINKING OF INCREASING WPG.US OR AND WPTIF, or adding STD.US
2.GETTING SMALL POSITIONS IN BP,RDS.A, CAT
3.might also consider magna MGA:NYSE, as it seems very good value ?
4.WHICH COMPANIES MIGHT YOU RECOMMEND IN LIGHT OF THE ABOVE

Please comment on 1 to 4

thanks as usual
Yossi

Q: I'm thinking about buying PTG. Is today's price (0.39) a good entry point ? As always, thanks for your great advise.

Q: The fixed income portion of my portfolio has been suffering for the last few years, what do you think of the above and what recommendations would you have, thanks, Jean

Q: Curious! This the second time that I entered a company name and symbol in the upper box and it doesn't register.
Stornoway Diamond SWY seems to be moving forward on all fronts to becoming a viable concern. I'd like your polished view on the short, medium and long term prospect$.
Thank you

Q: reviewing your existing M macy's questions it appears many are mislabeled to M Mosaic and answered as such

can you pls review and correctly identify the macy/mosaic questions/answers

my question: is macy's a solid well run long term hold with a relatively safe dividend?

if not, what concerns do you have

thanks

Q: Good morning, ok brexit happened and the world is falling apart. I have 50% in cash. Can you recommend 4 or 5 stocks for my watch list. I'm 58 well diversified but have no bonds, golds or us stocks

Q: Hello folks:
Month of May has come and gone. Some seasonal investing gurus said, it is nowadays in June that we should see a seasonal correction. June is almost gone along with Brexit!
I know you are not fans of Technical analysis.
But is there going to be a correction. seasonal or not?
What does your crystal ball gazing say!!
Looking at employing cash IF and WHEN the correction takes place.
Thanks in advance.

Q: I am looking for a stock that will benefit from the pending infrastructure spending. I have a several year horizon. Would you recommend one of these, or something else. Many thanks.

Q: As it's about a year and one half since your last evaluation of DH, what's your take on it now? Do you see any impediments to share valuation going forward? Is this perhaps a good time to add to portfolio?

Q: Hi there, I know the two names have very little in common, but which of the two would you own if you had to pick one as being the overall better of the two - which would it be?

Thanks!