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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: Good day, I would appreciate your thoughts on this technology company

thanks again, Cy
Read Answer Asked by Cyril on October 07, 2014
Q: Hi,
Could you expand on your answer regarding your thoughts on the oil commodity backdrop. Charts are suggesting longer term high US $, a long US Stock cycle & a long down period for commodities. Meaning stocks like SGY, even though good on fundimentals might suffer from being in an "out of favor" sector & therefor have little upside. So your insight into how long you thing oil might be on a down cycle.
Read Answer Asked by LJ on October 07, 2014
Q: your thoughts going forward with this company


thanks
Read Answer Asked by eddie on October 07, 2014
Q: Hello 5i team, can you explain the recent weakness in Delphi Energy DEE? The stock was down 6% yesterday and has fallen over 25% from recent levels, well out of line with natural gas prices. Should I put on a stop loss? Many thanks, Keith
Read Answer Asked by Keith on October 07, 2014
Q: Hello Peter and Team,
Do you think now is a good time to pick up some DTX (Dethree).
It has solid fundamentals and insiders have been buying a ton of shares recently. The share price today is absolutely ridiculous trading below $8.

Thanks Peter
Read Answer Asked by Peter on October 07, 2014
Q: Your thoughts on PDV and GII.UN. They both pay a good dividend.
Read Answer Asked by John on October 07, 2014
Q: I have bought this stock on two different occasions and have held for about a year. It hasn't done a thing. I am about to unload it and replace it with Vermilion VET. It has a decent dividend and has appreciated 8% YTD. Am I missing something in TOU? And what is your opinion of VET?

Sincerely,

Alastair Allan
Read Answer Asked by Alastair on October 07, 2014
Q: I have a small speculative holding of 49 North Resource (FNR) and received a rights offering and would like to have your thoughts on whether or not I should exercise the right. (4 rights plus $.30 required to subscribe to 1 unit)
Thank you...
Read Answer Asked by Kim on October 07, 2014
Q: Of the stocks you guys follow, which would be your top four or five value buys, thanks?
Read Answer Asked by Pat on October 07, 2014
Q: How do you view Trimac's potential growth from here? And valuation? Thanks.
Read Answer Asked by Michael on October 07, 2014
Q: I continue to be concerned about SGY because of the commodity price action in the background. I inquired late aug about same & you were strong on holding thru any correction. However I am hearing more talk of a long term US $ bull mkt which in the past has driven non commodity stock pricing upward & driven commodity pricing downward. Do you also now feel that we have entered a secular bear for commodity pricing & would that not push oil stocks like this out of favor regardless of dividend? Dividend is nice but 9%/yr pales with a 25% drop in a month.
Thx,
Read Answer Asked by LJ on October 07, 2014
Q: Could I have your current thoughts on this Company. It is down considerably after second quarter results. Thanks
Read Answer Asked by Ray on October 07, 2014
Q: I currently own CS as my only Mining stock - at current share prices, would you recommend selling CS and buying FM or just keeping CS for the time being and wait for a rebound?
Read Answer Asked by David on October 07, 2014
Q: Hello Peter and the 5I team
To me VNR looks like a reasonable buy at this time. I look at the PE ratio( 15.3), PB ratio (1.0), low debt metrics, excellent dividend yield (6.3%) with a 96% pay out ratio. Are these metrics a good way to value the company? Is there other factors that I should take into account when it comes to this stock or with other utility companies? What are other companies in this sector do you like?

Thanks for your service
Read Answer Asked by Darren on October 07, 2014
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