Q: We currently hold Vale and are down substantially. We are wondering if we should sell Vale (and take the tax loss this year) and buy Altagas and Whitecap with these funds. We are currently about 14% in energy and 34% in financials with the balance over utilities, telecoms and reits. Would appreciate your thoughts on this transaction or a better recommendation.
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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: Hi 5i ,yesterday while giving your thoughts on CZN you mentioned that the cash on hand was being used at a fairly brisk rate. so my question is how much cash do they have on hand and what has been their burn rate so far in 2014 ? do you know what the burn rate is for the next 12 months.
also with regards to commodities being in the dog house is it possible for some stocks of certain commodities to outperform the markets . for discussion purposes if zinc was to average &1.50 per lb for all of 2015 would this show up in zinc related stocks or all commodity stocks painted with the same brush (red).
are we still in a normal business cycle and do you feel the US recovery is for real ? thanx Norm
also with regards to commodities being in the dog house is it possible for some stocks of certain commodities to outperform the markets . for discussion purposes if zinc was to average &1.50 per lb for all of 2015 would this show up in zinc related stocks or all commodity stocks painted with the same brush (red).
are we still in a normal business cycle and do you feel the US recovery is for real ? thanx Norm
Q: Hello team, I'm looking to get some precious metal exposure while the prices are low. I know you like both G, and SLW, but if you could only pick one what would you lean towards?
thanks
thanks
Q: current thoughts on gold please
Q: Hi 5i team,
Please comment on TMM, is the poor stock price company or sector related?
Please comment on TMM, is the poor stock price company or sector related?
Q: Your thoughts please.
Q: Reported earnings for the quarter of.13/share. Has cash of almost $400 million or close to $2.00/share. Full year earnings estimate of .48 cents per share. Therefore can one say that it trades at less than 4 times earnings which seems to be very cheap. Has very low all in costs of about $1.07 per pounds. Has a good dividend for a metal company. What is holding this back, is it future copper prices?
Q: Do you agree that earnings multiples can be higher in a low interest rate environment due to a lower discount rate on future earnings? Hhow do today's P/Es in Canada and the US compare with P/Es in a more normal interest rate environment? How substantial is the risk of lower multiples when interest rates normalize?
Thanks,
Hans
Thanks,
Hans
Q: is there a TSX equivalent to the GLD. Please and thanks.
Q: i have cnl.to for several years - may have been a john embry pick from market call. i keep getting reports of yet another hi grade drill hole and they are doing a lot of work on access roads and tunnels . i contacted them by email to get a questamation of when the actual mining will start - they don't answer me . do you have any info on this stock? thanks---ed
Q: hi
We have a corporate bond with allied nevada gold due 2019 8 1/2%
what are the risks in a default .i`am under water with it right now ,should i try and sell or ride it out .
tks
We have a corporate bond with allied nevada gold due 2019 8 1/2%
what are the risks in a default .i`am under water with it right now ,should i try and sell or ride it out .
tks
Q: Hi Peter,
BTO, Goldcorp among others, were decimated this morning. I have been holding approximately a 10% weighting, in a diversified portfolio. Sell? Hold? What is your advice?
Thank you,
Gail
BTO, Goldcorp among others, were decimated this morning. I have been holding approximately a 10% weighting, in a diversified portfolio. Sell? Hold? What is your advice?
Thank you,
Gail
Q: Hi Team
I am going to buy a little Teck for longer term hold. The last questions you had were in early October when the price was north of $20 - now it is sub $18. What price would you put on your blue ticket?
Thanks Jim
I am going to buy a little Teck for longer term hold. The last questions you had were in early October when the price was north of $20 - now it is sub $18. What price would you put on your blue ticket?
Thanks Jim
Q: In the materials sector I currently hold Goldcorp (G), Yamana (YRI), and Silver Wheaton (SLW). I am considerably down on all three as they are all hitting new lows today. Yamana has been getting hit particularly hard lately and is off more than 65% from where I bought it. My weighting in the sector which initially began as a comfortable 7% has been reduced to about 4%. I know you recommend that everyone hold a little gold in their portfolio as insurance, and you seem to be positive on these three names, but this insurance has turned out to be very costly. Can you comment on today’s results from Goldcorp and Yamana and how you view these companies going forward. I realize that the whole sector is down but some of their problems seem to be company specific. Would you recommend taking advantage of recent weakness in any of these names to bring my weighting back up?
Steven
Steven
Q: given the reduced quarterly dividend, what is your view on this company at this price (~$5/share)?
Q: Please disregard if others have asked. What are your comments on Goldcorp's results, and seeming drag on the whole sector today? Thanks. Michael
Q: At what gold price would Goldcorp cut or eliminate the dividend. Thank You
Q: Hi 5i,
I'd appreciate your thoughts on the price of gold over the short and mid (3-5 years) term.
Thanks,
Cam.
I'd appreciate your thoughts on the price of gold over the short and mid (3-5 years) term.
Thanks,
Cam.
Q: Good Afternoon.
A general question about the iron ore sector, where do you think the bottom is? The price seems to be holding around $80/ton down from $190 in 2011. I know the big 3 have been ramping up production to drive their costs down even further and as a result of course oversupplying the market. I believe the big 3 (Rio/BHP/Vale) control about 70% of the seaborne market and that market share is likley climbing as we speak as they put the high cost producers out of business. Eventually I would think once they capture further market share they would rein in some supply and the price would bounce back (make much more for their shareholders @ $125 vs $80 iron)). I know you are momentum investors and would prefer buying 52 highs as opposed to lows but any insight into this very cyclical business would be appreciated. There are some juniors now trading at cash so lots of opportunities energing for year-end buying perhaps. Thanks
A general question about the iron ore sector, where do you think the bottom is? The price seems to be holding around $80/ton down from $190 in 2011. I know the big 3 have been ramping up production to drive their costs down even further and as a result of course oversupplying the market. I believe the big 3 (Rio/BHP/Vale) control about 70% of the seaborne market and that market share is likley climbing as we speak as they put the high cost producers out of business. Eventually I would think once they capture further market share they would rein in some supply and the price would bounce back (make much more for their shareholders @ $125 vs $80 iron)). I know you are momentum investors and would prefer buying 52 highs as opposed to lows but any insight into this very cyclical business would be appreciated. There are some juniors now trading at cash so lots of opportunities energing for year-end buying perhaps. Thanks
Q: Has all the parameters, yield, P/e, future earning, future rev. and earning growth. Yet the stock has loosing price.
Appreciate your advise.
Appreciate your advise.