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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: My question is on Ivanhoe Mines (IVN). This is my speculative holding in my portfolio. My concern is with how the market is reacting to the share issue. I want to know if I am missing anything or making a mistake on this name as anyone following the story should know there is a massive amount of capital they need to raise to buld their projects (ie Dilution). Lastly, should it be viewed as a positive this issue and the previous one in Oct 2013 Robert Friedland subscribed to $25 million each time.
Thanks
Read Answer Asked by David on May 21, 2014
Q: Hello 5i staff, Could I please have your updated opinion of Rio Alto Mining (RIO) in light of today's deal to buy Sulliden Gold Corp. (SUE). Thanks as always
Read Answer Asked by Frank on May 21, 2014
Q: Peter can I have your thoughts on Conifex CFF its management team is stellar including George Malpass the old owner ceo of primax which never lost money in its history . It ipo on tsx today
Stan
Read Answer Asked by Stan on May 21, 2014
Q: What does your team think of the AT&T merger with Direc TV (DTV). If you own DTV would you continue to hold?The market did not seem to love the deal.
Read Answer Asked by michael on May 21, 2014
Q: Do you see Russia's Natural Gas deal today with China having an effect on Canadian Gas companies, pipelines etc.

Thank You
Craig
Read Answer Asked by Craig on May 21, 2014
Q: Hi guys,
I am wishing to add another position for my kids RESP. They have a 10 year time frame before the oldest may start needing the funds. Currently they hold cgx,esl,ipl,xeg,xfn,xre,xsu,mg,thi, in roughly equal parts. I am trying to balance diversification, with growth, some income and things that they may in time find interesting (thi and cgx). I am contemplating sj, key, or stn. What would you recommend or should I just keep adding to what they already have. Thank you for your help.
Read Answer Asked by Brent on May 21, 2014
Q: Please give me your opinion on temple hotelsTPH.Thanks Jim
Read Answer Asked by jim on May 21, 2014
Q: hi folks:
the prairie sky issue is amended to 55mm shares at $26.50 -$28)
(from 32.5mm at $23. - 26.50)
that is a substantial change; I would appreciate your comments (re: buy some of this issue or wait till opening day and pay a commission)
bob
Read Answer Asked by Robert on May 21, 2014
Q: What is your opinion for long term hold on the following:
IPL, SJR.B and CGX
Jay
Read Answer Asked by Saroj on May 21, 2014
Q: The question on CBO was interesting and as a result I went to the CBO web site to look at the bond holdings. I hold CBO and assumed that CBO was a laddered bong portfolio with maturities ranging from 1 to 5 years. If I was to build a laddered bond portfolio I would have 20% of the capital in one year maturities, 20% in 2 year maturities and so forth up to 5 years. And as bonds matured each year I would roll the proceeds into a new 5 year bond. What I fail to understand, however, is why CBO has bonds that mature in 2036, 2049 and even 2068. How can I-shares rationalize the objective of the fund while holding bonds with these type of maturities. I am baffled and would appreciate your thoughts. Thanks.
Read Answer Asked by John on May 21, 2014
Q: Hi Peter and all,
I have been purchasing flow through shares for a few years and overall, I don't think I am ahead. Have been letting some roll over into the associated mutual fund which have zero cost base and like the idea of temporarily using the 1/2 that is otherwise taxable for my own account. Do you have any advice on what to look for when selecting the best issuer of flow throughs and secondly is there any good way to decide if the shares should be allowed to roll over at the end of the holding period or should the flow through be sold immediately? Thanks Will
Read Answer Asked by WILLIAM on May 21, 2014
Q: My wife and I are looking to retire in 6 to 7 years and are setting up our portfolio so that we will have investments paying approximately 7% dividends in 7 years relative to the current purchase price. Could you suggest five stocks that have the best chance of growing to a 7% yield relative to initial purchase price in 7 years and continuing to rise with inflation over time? We look forward to your response.
Read Answer Asked by Irwin and Karyle on May 21, 2014
Q: Hi 5i,
I was hoping you could comment on LSI's latest quarter?
The commentary seems very positive for the first time in a long while.
I know they didn't give a lot of info, but did you have any issue with how they are structuring the potential acquisition? I would suspect the market will like what they reported.

Thanks in advance,
J.
Read Answer Asked by JAIME on May 21, 2014
Q: hello 5i:
I haven't been able to find any news on DTXs latest quarterly report, which were out on the 15th of May. I'm quite surprised no ones asked, as it seemed to be a popular stock. Can I have your take on it please? And what do you see in the future for this company?
thanks again
Paul
Read Answer Asked by Paul on May 21, 2014
Q: Hi,
I'm following your new Income portfolio and I would like to add a company in the Health sector, Consumer discretionary and Consumer staples (other than Loblaws.) Do you have any recommendations in those sectors? Thank you.
p.s. It was tough to find a web site that broke down the TSX into 10 sectors and tougher to find a site with the constituents of each individual sector.
Really enjoy reading your articles and listening to the webinars.
Read Answer Asked by Frank on May 21, 2014
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