Investment Q&A

Q: What is your take on Paladin Labs(PLB) latest quarter? Would you prefer this over Cipher (DND)

Thank you

Q: Hi 5i, my question is regarding TSL - Tree Island Steel- can you give me your thoughts on second quarter results.likes/ dislikes ,i know this is a speculative position.what would you recommend to current shareholders.thanx

Q: Boyd had very good numbers for the second quarter however they had a net loss. How do you think the market will react?

Q: EQI...Are the current results in line with your expectations?
Thank you

Q: re Metro MRU.A --in light of recent news, do I take some off the top--I've done well with it over 5 years

Q: Please comment on ANS earnings. Did they meet expectations? What is your outlook for ANS going forward, why have they been beaten up so bad lately?

Q: Looking for an opinion on Mitel Networks (MNW)? I have a half position and am up 40%, I am trying to decide whether to hold, or sell and rotate into another 5i 'A' or 'B' rated company (the portfolio already has a bunch of them, but can always use more). Thanks!

Q: Thank you Peter and Team for an excellent service.
Regarding John's question on DHX stock price decline, I'm starting to notice that days or weeks after this seemingly unjustified pattern starts, a company releases quarterly earnings results that fail to meet analysts expectations. Two recent examples, Q2 earnings for KBL 8/9/13 and TOU 8/7/13. Note the decline prior to the release. To me this might imply information leaked ahead of earnings release. I may be wrong but will be waiting for DHX's results.

Q: Hi Peter and team,

Could you please comment on the viability and future of Artisan Energy Corporation (AEC). Thank you.

Franco

Q: Good evening, Peter & Co.
Would you please give your analyis of Melcor's (MRD) results in which there is a drop in earnings caused by one time items.
Thank,
Ed

Q: Hello 5i,Could you comment on Sterling oil SLG as to the company and the recent drop in stock price. Also there update released on their Breagh field could you comment on the update.
Thanks

Q: Hello 5i could you comment5 on Zargon oil ZAR as to the company and also would you know the payout ratio.
Thanks

Q: Hi, do you believe the run in lumber stocks is over done? Is there still some steam in WFT and CFP?
Thanks

Q: Peter; Nice to see you on BNN. From a strictly " momentum" perspective which of the following would be ypur choice; LEG /BXE/AYA? Thanks. Rod

Q: BAD. Not sure I understand your previous comment: "Badger is 20 times' forward earnings, but earnings estimates are likely too low, so call it 15 times on an adjusted basis. It 'should' have some cyclicality, so we don't think over 20 is appropriate. But now, one multiple point equals $3 per share to the stock."
Are you saying that Badger, at your adjusted 15 times, with one point equalling $3 dollars per share, is fairly valued at around $45. dollars a share? I don't think you are saying that, but I am a bit lost, I confess.
Also, can you comment on EFN Element Financial's results. Earnings look flat at .08 cents, but other metrics look much better. And Equity Financial, EQI's results are coming out tonight. Will you comment after release? Thanks

Q: Can you give me your opinion on Flyght. FLY.v
Am thinking of increasing my position and thinking of a 1-2 year period.
Thank You

Q: Mcan mortgage (MKP) had a big drop today after they announced their earnings! Do you think this company is still worth holding or is this a sell?
Phil

Q: Hi,
Could you please comment on HNZ.A financial results.

Thanks,
Milan

Q: Which would be the better buy at this point CFN or ACQ which has had quite a run?

Q: Hi Guys,
I was wondering about your thoughts on CSE, Capstone Infrastructure, after what looked like a better quarterly earnings report?
Thanks...Harry