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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: As a follow-up to CXR, I believe the uncertainty of the Brexit vote is also impacting share price, since AMCO is based out of the UK. Word on the street is any offer from Apollo Global Management is depenent on Brexit not going through. We may not see any recovery in share price until after the vote.

Regardless of the above, the uncertainty offers yet another opportunity to acquire CXR shares at a very attractive valuation (considering management offered good guidance at the last earnings call).
Read Answer Asked by Arneh on June 14, 2016
Q: Any thoughts on why BAM.A is down so much lately (especially today). BAM.A seems more volatile than it's holdings (BIP, BPY, etc.). Am I correct on this, and if so, can you explain why it is more volatile. Thanks.
Read Answer Asked by Darcy on June 13, 2016
Q: Please provide your thoughts on the following announced Friday: Penn West Announces $1.1 Billion In Asset Sales, Including The Sale Of Its Saskatchewan Assets For $975 Million.
I am a long suffering shareholder with a position in a registered plan. What action if any should I take based on this transaction?
Read Answer Asked by Chris on June 13, 2016
Q: Could you give me a break down on the recent filing. How will this impact the overall balance sheet? (Notification according to chapter 9, section 5 and 6 of the Securities Market Act: BlackRock Inc.'s holding in Metso.) Could you also comment on a fair entry point based on the total exposure of this investment. Last... Do you see this affecting the dividend at all? Thank you Jason
Read Answer Asked by JASON on June 13, 2016
Q: Where do you see the greatest risk to equity and bond investments?
1. High inflation caused by economic growth finally putting to work all the money that was printed by central bank quantitive easing around the world; or,
2. Deflation caused by slow growth due to unfavourable demographics and financial deleveraging by consumers.

What would you recommend as the best defense in each of these scenarios?
Thanks,
Read Answer Asked by Hans on June 13, 2016
Q: Mega Uranium seems to have some good potential especially with its $55 million holding in Nexgen. However it has 290 million outstanding shares. Do you consider this number of shares to be a concern for a company with a market cap of $45 million and could you provide information re the issuing of new shares over the past two or three years. Although there has been recent insider buying the overall insider holdings appear to be quite low. Could you give the actual insider ownership at this point. Also do you have an opinion on the management of this company. Thanks.
Read Answer Asked by Rob on June 13, 2016
Q: My question is companies that will benefit from rising interest rates. I was wondering if you could give me a top three that trades in Canada and a top three that trades in the US...May one ETF too if possible. I understand that rates wont go up over night. I just want to start accumulating now for a 5-7 year hold to wait for rates to rise. I would prefer it if they paid a dividend as well.

Thanks so much
Jimmy
Read Answer Asked by Jimmy on June 13, 2016
Q: Could I get your opinion of WPX. Followed this for a long time and have a difficult time understanding what is going on. Buying back a lot of shares and directors hold a lot of shares and Belling capital a big holding along with CBC and 5 individuals. Very big Chinese holdings.
Thanks your service is terrific
Read Answer Asked by Doug on June 13, 2016
Q: Are there any companies/organizations in the Artificial Intelligence sector that 5i believes are good long-term investment opportunities; perhaps focusing application to diagnostic medicine. (Not so interested in driver-less cars, but believe that there must be tremendous long-term plays for companies perfecting diagnostic tools, for example.)
Thanks for your excellent investment analysis.
Read Answer Asked by Brad on June 13, 2016
Q: Dear Sirs,

I would appreciate any insights you may have into "Thorium" as an investment, as well as any specific recommendations.
With thanks,

Brad
Read Answer Asked by Brad on June 13, 2016
Q: I have made some good gains on XCS(24%) and XIC (10.5%) from the market runup from January. Thanks to your article about small caps stocks from last year. Now I am wondering if I should take the gains, wait for a sell off and buy in again. With most of my stocks I never time the market and its all buy and hold but with XCS and perhaps XIC I am considering taking profits. Or mayble I should just take profits from XCS..Note that the holdings are in a registerd account so tax is not an issue. Your opinion is most valued. cheers, Shyam
Read Answer Asked by Shyam on June 13, 2016
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