Investment Q&A

Q: Prairie Sky Royalty came out it instantly gapped up 32% yesterday ( unfortunately they only gave me 400 shares of my 1000 share order . Would taking a profit and waiting to buy it later an unwise decision ? /// or should I put this one away and collect royalties forever ?

Thanks

Q: Could you please share your opinion and thoughts on TransAtlantic Petroleum (TNP-T). Thanks

Q: Would you be a buyer of CAZ now?

Q: Hi,

What do you think of GoGo at these prices for two year hold?

G

Q: FSZ-vs-AHF - need one - which is best for long term and why? thanks

Q: Peter. You have Brookfield renewable ranked very high on you ratings and I have followed your advice on that. I am looking for guidance on Brookfield Infrastucture. Would you rate it as high? Would you buy it before Emera, Telus or Fortis? Looking for long term safety with moderate growing dividends. Thank you , Ken

Q: May I get an update on your thoughts on Tio Networks (TNC).
Thanks, Tim.

Q: Previously, I owned MBC (MBAC Fertilizer) but bailed when the potash industry collapsed. The stock is now at a 52 week low. The company recently gave an update and their Q1 2014 results. I certainly know the stock can still decline but I would like your opinion on where the potash industry is today and where MBC fits into that scenario.

Brian

Q: Hi Peter,
Any thoughts or update on TRL (Trimel Pharamceuticals) I see they received FDA approval today.
Thanks.

Q: Hi Peter & Ryan,

I usually stay away from situations in which there is a share consolidation, as it rarely represents a good news story. However, I have been intrigued by Yangaroo (YOO). Since August, they seem to be doing everything right. I realize they are tiny and it is not a significant holding, but I am wondering if you follow it and can comment on the new structure, their outlook in terms of earnings and any other insight you can provide. They will soon be debt free and expecting a very solid next 12-24 months in revenue growth.

Thanks,
JS

Q: 10:25 AM 5/29/2014

Hello Peter
I have been watching Canadian Oil Sands COS for a long time. I am looking for a regular income from another very stable low-risk company with a dividend yield in the 5% to 6% range, for a permanent hold. I already own 4 big banks and SLF and GWO, PSK, BDT, BTE, ENB, ENF, PKI, EMA, FTS, TRP, and PPL.

COS has a low debt/equity ratio of 34% and a forward P/E of 12.9 according to Morningstar.
The Company has steady revenue and margins, slowly rising dividends, and a payout ratio of about 82%.
The Company has only about 25 employees so the overhead must be extremely low. Their only job is to contribute their ongoing share towards their 36.74% working interest in Syncrude Ltd.
COS's only product is light sweet crude so that is eminently saleable and always commands premium prices

So my question is: Why is 5i so cool on the stock? I know it doesn't have strong growth ahead compared to some but the company has a very stable business, sells a product in high demand and has many decades of reserves...... so what's not to like?

If I don't buy COS then the only other possible "Stalwart Core Holding" Alternatives that I don't already own seem to be :
MKP, FRU, FN, CTY, AW.UN, GH, KMP, BEP.UN, and AD, but most of these have individual flaws of some sort or are less likely to be able to maintain or grow their dividends in the event of a major market correction.

My guess is you may prefer BEP.UN to COS despite BEP's terrible payout ratio, but it is just a guess....I am open to any comments and suggestions you can make, and any other stocks to consider, and to your informed opinion on COS.

Many thanks......... Paul.

Q: I asked a ? the other day about where to access insider trading info on companies & 5i did not have an answer other than to say call my investment bank, which I did. Sedi.ca, click on no. 5 option-takes you to another page where in top left you click on the info you want to access. FYI..JP

Q: Hi Peter and team,
I have a 5% weighting of gold and silver stocks in my portfolio.
These include BTO,MND,FVI and FR. With this sector taking a continued beating and some analysts saying its over for precious metals should I lighten up or exit entirely. In particular I would like your opinion on FR.
Thanks
Peter

Q: Thanks for all your information, it seems to me you are the only place you can get an honest answer with know hidden agenda. What ETF's would you suggest for a 10% weighting in Europe with a little UK or would you play an international one? It is for an RSP. How would you play the US market for about 20%? Thanks

Q: Please let me have your thoughts on Lockheed Martin Corp. LMT.NYSE.US. The dividend is reasonable, but I don't know whether it is growing and although the share price has moved up in the last year, is it likely to rise going forward?

Learning so much here. Thank you.

Q: Hello, can you share your thoughts on Empire Industries Ltd. (EIL). It's been going up lately.

Thanks for the good work.

Q: I am looking at getting back into gold and am considering both Argonaut Gold (AR) and B2Gold (BTO). Could you please tell me which of the two you would favour going forward over the next 12 months. Thank you 5i.

Q: BAD has fallen every week since the end of March, down 17% now, and continuing down. What catalyst would reverse this process and is it likely to happen any time soon?

Q: Great West Life GWO has been falling lately. Is it because of lower bond yields? Is it a hold ,sell or buy? Thank you very much.

Q: Hi Peter and 5i team,

Can you recommend a good ETF for good dividend growth? I plan to hold it for a longer term.

Thank you for all of your work. Your reports and the answers to all the questions are helpful.

Best wishes,
Terri