Investment Q&A

Q: Hello,
I would like to get your opinion on Edulen. The analysts covering this stock generally rate it as a strong buy, yet it contiues to drop. I do own a small amount and am wondering if I should continue to hold it.

Thank you for your response.

Q: Hi Peter: Portfolio questions about Gold: In your view, is it necessary to maintain gold exposure all the time (given that the portfolio is small enough to maintain reasonable liquidity and allow one to be nimble) or is it something that one can move in and out of depending on how things are going? In either case, what signs would cause you to increase/decrease exposure? On a percentage of total investments basis, how much gold exposure do you think is appropriate at present and how high or how low could you see that going over the next few years? Can one's gold exposure be expected to provide a good ROI, even if the various things it is supposed to hedge against aren't materializing over the next few years? Finally, what category of gold investments would you favour to provide both the hedge/insurance aspect and a decent prospect of a return in the meantime. Thanks!

Q: Hi Folks,
First off, I must thank you for your service.I have always respected Peter's advice on tv & that trust has been continued with his staff at 5I.
My question concerns cross border income trusts from the US.The trust is Argent Energy Trust which is located in Texas so they get $10 above the posted West Texas price.They pay a 11% yield, increased production 15% 2nd qtr. and have access to acquistions.This all sounds wonderful but I'm interested in your comments on this trust.
Thanks,
Dave

Q: Your answer regarding PSN as a takeover candidate ...are you saying PSN rebounds to $10 if it is not taken over? TY.

Q: Re Bonavista Energy Corp, BMO is reporting that the 9% dividend yield is sustainable. Do you have any concerns or comments on this as a buy for a 2-3 year time-frame? Many thanks.

Q: Want is your opinion on RDM Corp's (TSX: RC) Q4 results released this morning? They look extremely positive and with a strong outlook statement too.

Q: Is the ZEB a good way to get play the banks? Does 5i like any other names providing Canadian bank exposure?

Is there a US equivalent you can suggest?

Q: If there is a benefit to Amaya of Bill C-290 (sports betting) becoming law I don't see it. Am I missing something?

TIA

P.S. - *really enjoy* the web site and unique service.

Q: Hi Peter and team
Yesterday you replied to a question about PHX by saying ESN was cheaper and worth looking at. I looked at it and it looked attractive but it was a cursory look. Could you say a little bit more about the company. Thanks

Ross

Q: Looking to add some life insurance names into my portfolio - what is your feeling about MFC? Which company offers the best risk/reward scenario?

Q: Hi Peter,

Why is WCP under pressure today after a good dividend announcement. Is there any other negative affecting the price?

Q: why do we not have inflation with the U.S. adding $1T every 9 months to the deficit? is that because of high unemployment and the fact that unions have essentially all been busted.......... and why did Nixon go off the gold std. in '72?

Q: I would like your opinion of Advantage, AAV.
Specifically to the Glacier Montney natural gas assets they have.
Do you consider them a take out candidate.
Thanks

Q: Hi,

Could you please provide your insight on CEN-T(Coastal Energy). I dont beleive you have made any comments on this name before. A buyout offer was just pulled off the table. Do you think this is a good entry point considering the growth prospect of the company and their success thus far? thanks

Q: Hi, I heard on the radio this morning that the chinese market index is at a 3 year low. Would you consider an ETF in this area a good move right now?

Q: Hi Peter and team, this morning Pinecrest (PRY) and Spartan (STO) announced that they are combining forces to create a new dividend/growth oil company. Please provide your thoughts. I own a lot of Spartan and Pinecrest, so is this an opportunity to sell into strength (both are up this morning) or do you advise to hold on. Thanks!

Q: if you don't own either of wi lan or h @ r riet would you be a buyer here today...?
thanks

Q: Hi Peter, I am looking at buying Allied Properties, would you please give me your opinion. Many thanks.

Q: Your opinion on [itb-a] would be greatly appreciated.It is an etf that covers the Us housing costruction industry.It is up over 90% this year. Is it becoming too expensive or has it a ways to go yet, providing the US housing recovery continues?

Q: When you post a "First Dividend Alert" on twitter is that a heads-up that we should jump in and purchase the stock at opening of the market that day?