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: Happy Holidays,

Agree with others who compliment your service. I feel it fills a nice niche for DIY investors who are looking for more information on investment decisions.

My question, having gone through the short report on IT, I am amazed at how "amateurish" it is in many ways (use of language, graphics, etc…) I still do not fully understand how it is legal for companies to release reports like this with no accountability. With the rash of these types of reports lately, do you feel we are getting near an inflection point where regulators will attempt to do something about this behaviour?

Regards,

Robert
Read Answer Asked by Robert on December 28, 2015
Q: Hello,

This is general question based on the response you gave R Warren on Dec 25 regarding the accuracy of analysts opinions and estimates.
Your response (that I totally agree) was that analysts pretty much cherry pick based on how much it heps their (brokerage) case and that's the reason why you don't endorse them.

So my question is: Do you think a proper (not biased) analysis can give an accurate future price target?
Because if it can, I think 5iResearch should be in the perfect position to offer it, because you non affiliation with companies, brokerages and your independent status.

Thank you
Happy New Year!

Marious
Read Answer Asked by Marios on December 28, 2015
Q: In 2015 All of these companies have been punished a lot, deeper loses came with tax-loss selling.[unfortunately I was one of the losers]. Technically the charts, in my analysis, show modest recovery. I would appreciate your opinion and ranking. Is it time to start nibbling at them? Many thanks, J.A.P. Burlington
Read Answer Asked by Joseph on December 28, 2015
Q: The Financial Post recently ran a complimentary piece on DHX and their latest activities:
http://business.financialpost.com/executive/halifax-based-dhx-media-grows-up-and-takes-things-to-the-next-global-level

It's good to know they're not standing still in terms of dealmaking; perhaps it's the time of year but the market doesn't seem to be paying attention and we'll have to wait for analysts to come back from vacation for the stock to move or do you think the stalled equity raise is creating an overhang?

Your Sept. report states rating maintained at B implying there is an earlier report but I show this as the only one. What am I missing? Thanks, J.
Read Answer Asked by Jeff on December 28, 2015
Q: Will you be reviewing and manicuring your portfolios for 2016 In view of the ever changing market scenario? If so what would be your general approach? Happy New Year guys.
Read Answer Asked by Arthur on December 28, 2015
Q: Your last question on DHX was in March 2015. Would you please provide your current assessment. Would you recommend oit as a buy at present time?
Many thanks
Guy R
Read Answer Asked by Guy R. on December 27, 2015
Q: merry xmas everyone.. Am I allowed to deposit my $5500. today for year 2016 rather than wait till after Jan, 1st, Thanks Cliff
Read Answer Asked by cliff on December 25, 2015
Q: I no longer have a position in Amaya as of now; but today's news makes it an interesting consideration. From the highs of $35 it is now trading at $17. The business seems to be growing nicely but there will be an overhang as well; maybe even for a couple of years. I was wondering if it is prudent to step in right now, wait until the market settles down January or wait to see what the next quarter results look like.
A merry christmas to you and the team at 5I.
Regards
Read Answer Asked by Rajiv on December 25, 2015
Q: Based on your answer to the question about the lawsuit, do you feel the market has over corrected the stock? Would you buy more
Read Answer Asked by Susan on December 25, 2015
Q: Earlier today Michel asked how much weight he should give to analysts' opinions. You replied that studies have shown that predictions are not very accurate. Today's Market watch (WSJ) wrote:

According to data provided by Thomson Reuters and FactSet, the 10 stocks that Wall Street analysts rated most highly last January collectively have lost 7% so far this year, even including dividends.

Meanwhile the 10 stocks those analysts rated worst have actually gained 3%, beating the S&P 500
Read Answer Asked by Curtis on December 25, 2015
Q: Not a question, but a great thank you Peter, Ryan, and all of the 5i team. I like others, have learned so much from you and have profited by it.
Merry Christmas and a very happy New Year. Lets all hope it will be less strenuous for all.
Hal
Read Answer Asked by Harold on December 25, 2015
Q: Hi,

In January, when the TFSA limit is increased, I will be moving some of my non-registered stocks into my TFSA. My plan is to leave high dividend stocks like BNS and FTS in my non-registered and move growth stocks with no dividend or small dividends to the TFSA.

So what do I do with SIS and SYZ? They both have great dividends but I think would also have lots of growth. Would they be better in my TFSA or non-registered?

Happy Holidays!

Carla
Read Answer Asked by Carla on December 24, 2015
Q: Could you please comment on their earnings report. Is it time to add, hold or sell this stock?
Thanks
Read Answer Asked by satish on December 24, 2015
Q: Merging with BB&T once all the regulatory stuff is done. Do you think its worth holding onto?
Read Answer Asked by Lloyd on December 24, 2015
Q: Seasons Greetings!!!
Your last comment on Horizon Pharma was Feb/15. Could I have your current opinion please?
Thanks
Dave
Read Answer Asked by Dave on December 24, 2015
Q: Hello 5i Team,

I am looking to add to the dividend growth portion of my portfolio and want to increase my positions in both Telus and Agrium to full positions (5-6% weightings). Would you recommend waiting to add or would you be comfortable adding at todays prices for a long term hold?

Thanks again for the great service,

Keith
Read Answer Asked by Keith on December 24, 2015
Q: Which energy stocks should see the biggest potential gains in January from a rebound now that tax loss selling is over?

Thanks
Read Answer Asked by Darcy on December 24, 2015
Q: Can you give me a brief synopsis. Also would ZSU be comparable to CBO in terms of quality recognising that the former deals in the Canadian market and the ladder in the US Market.
Read Answer Asked by roland on December 24, 2015
Q: Hello and Merry Christmas!

Heading in to 2016 I am concerned about the impact of fx on my US holdings (about 25% of my equity portfolio). I have held the listed stocks in US$ for well over a year. Most are down on the purchase price but overall I am up in Cdn$ on account of the fx. My concern is a reversal in fx essentially wiping out any future gains in the underlying price of stocks like JCI or EMR where the strong US$ is often cited as a negative. As I see it I can: a) Sell and re-invest in an etf like CUD or XQQ that is currency hedged; b) hold and find some way to hedge against gains in the Cdn$ myself (any ideas here?); or c)do nothing . Any suggestions?
Read Answer Asked by Morgan on December 24, 2015
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!