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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: A BNN guest suggested selling resource and materials stocks which are down 15-20 % ytd now before tax loss selling begins in the Fall which is sure to drive them down much further. The idea being that they can be bought much cheaper later in the year.

That sounds pretty drastic. Would you agree, disagree or have a different perspective?

Thanks.


Read Answer Asked by Donald on June 26, 2013
Q: I was wondering why you do not include the P/E multiple in your model portfolio summary. As a value investor, I have always found P/E to be a useful filter.
Read Answer Asked by Hans on June 26, 2013
Q: What would your opinion be of taking a position in Dundee Corp.I know your not really value investors but I think it is cheap and Ned Goodman is smart. Thanks alot.
Read Answer Asked by John on June 25, 2013
Q: Hi, Peter.
If this question is beyond your scope of research, please ignore it. I am looking to buy a US large cap that has a dividend and a higher level of safety. I am considering Chevron (CVX). What is your opinion of this company? Would you recommend an alterative from any sector other than materials.
Thanks,
Ed
Read Answer Asked by Ed on June 25, 2013
Q: Hello, I would like your opinion on a macro economic situation. The "govt" keeps expounding the line that there is virtually no inflation and the central bankers (fed etc) can keep printing more money because of this. However, in your answer about G you mentioned that the cost of production keeps going up for the miners. All of us "commoners" know that everything that we have to buy is going up in price or being disguised with smaller packages etc...so my question is this: how do these two opposing situations of talk vs reality play out? As a small retail investor I am very concerned about where we are headed and what is going to happen to ones savings?
Thanks for your insights.
Read Answer Asked by Jim on June 25, 2013
Q: Can you explain the signifigance of beta? What is the effect of a beta well above or well below 1.0? A negative beta?
Read Answer Asked by Edward on June 25, 2013
Q: Hi Peter
Anything happening with dragonwave DWI that should cause investor interest at this time?
Thanks
GUY
Read Answer Asked by Guy R. on June 25, 2013
Q: I believe you have recommended Goldcorp in the past. Is there a junior and inetrrmediate gold producer that could recommend?
Thanks for thn excellent service.
GUY
Read Answer Asked by Guy R. on June 25, 2013
Q: Hi Peter.
Do you have an opinion on Winalta?
I was surprised to see a 5.3% dividend.
Thanks,Warren.
Read Answer Asked by Warren on June 25, 2013
Q: Hello 5i,
Can you tell me why SSL (Sandstorm Gold) is in freefall, beyond the rest of the golds? Do you still recommend the "do nothing" approach? It is very painful to be here! Thanks for your response.
Read Answer Asked by Pat on June 25, 2013
Q: Regarding Ronald's post on the value of NOT using stop losses in IPL's quick drop and bounce case. The flip side to that argument is easily demonstrated by my position in Goldcorp. If I had used a stop loss as I normally do, I would not be sitting on thousands of dollars loss in this position. Buy and hold is a miserable solution when "good" stocks go bad, which they all too frequently seem to do. My normal habit of being willing to summarily dump losing stocks early with stop losses, has now been enlivened considerably.
Read Answer Asked by orion on June 25, 2013
Q: Hello 5i team. You last commented on Russell Metals (RUS) a couple of months ago, when it was in decline. Its price has continued to drop, including over 2% today in a rising market. Just wondered if the fundamentals had changed or if it's still just going through a bit of a bad spell? What would the catalyst be to turn things around?

Thanks as always for your valued input.
Tom
Read Answer Asked by Thomas on June 25, 2013
Q: Hi Peter and team
I notice Health Lease REIT(HLP.UN) has acquired another property from Mainstreet Property Group. Do you think they are getting these properties at a fair price? They mentioned the appraised value but there was no mention of cap rate. What do you think of the deals they are making with Mainstreet and what do you think of HLP.UN in this market climate?

Thanks

Ross
Read Answer Asked by Ross on June 25, 2013
Q: WHAT DO YOU THINK ABOUT THE TAKEOVER TODAY CML HEALTHCARE BY LIFELABS A SUBSIDIARY OF OMERS DO YOU BELIEVE THE OFFER IS FAIR, OR SHOULD WE HAND ON TO THE SHARES FOR A HIGHER BID. THANK YOU
Read Answer Asked by OSCAR on June 25, 2013
Q: Hello, I hold an extensive blue chip portfolio aimed at the rising middle class in emerging markets (BRIC's). Portfolio includes KO, NSRGY, NKE, CMI, BUD, GE, HON, ETN IBM & VALE. With reporting season approaching & in light of BRIC slowdown, should I back down or stay the course? Any separate view on VALE (only resource stock)? Appreciate your help.
Read Answer Asked by Keith on June 25, 2013
Q: With the price of gold apparently sliding lower by the day, I am wondering if gold mining companies are worth a review. To that end,could you advise where the best place is to get information on the average cost of mining an ounce of gold, and the historical annual demand and supply.Also, what would Goldcorps cost of production be at the moment and their breakeven for new mines.
Mike
Read Answer Asked by mike on June 25, 2013
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