Investment Q&A

Q: Peter and staff
Is our weakening dollar ,going to make our manufacturing industry more competitive, specifically bbd.b ? your thoughts on it .
Thanks
Cal S.

Q: In regard to your notes on Just Energy on Nov. 27 I have been tied in to them for five years for gas at 36.9 cents a cubic meter. On renewal they highly promoted the savings that you would get at their new rate of about 25 cent a cubic meter

However they did not tell you that the rate from the gas company was 12.49 cents a cubic meter now and not far off for a lot of the time I was hooked into them.

Now I should be paying about 1/3 of what I was paying

Obviously I did not renew with them. If other people did their homework, there would be a lot more non renewals. This may affect their earnings

Q: Is Amaya still a buy at this level and what kind of target are you looking at now. And they have been active do you see more projects in the works. Thanks.

Q: Suggestions re some base metals equities. I currently own Teck. Any suggestions re companies or ETFs ( base metals related ) would be much appreciated. Keep up the GREAT work.

Q: Peter and Team: I have no materials stocks so I've been comparing the ETF's XMA.T and XLB.US. The latter has been going up since 2009 while XMA recovered from 08/09, peaked in 2010/2011 and tanked thereafter. I assume that is due to the heavy weighting of gold, silver and other mining stocks in XMA, which in XLB is replaced (in part) by various chemical production and chem engineering stocks. A recovery in XLA therefore depends very much on gold and other mining, while XLB is growing nicely. Thus I'm thinking XLB over XMA. I'd appreciate your opinion.

Q: Peter and Team
With so many others I thank you for your excellent service...I continue to act as your marketing-ambassador and encourage others to subscribe to 5i.
We all know that gold is out of favor ...we all know that sectors are cyclical...If one has the courage to buy when stocks are low and out of favor good rewards can result. Of course you still need to research your choice within the sector to ensure that your stock survives until prices improve. I know Goldcorp is your large cap choice ...however if you had to chose a junior which of these ...HARMONY, WESDOME, ALACER...do you think has the least risk and will be in the best position when the price of gold improves to profitable levels?
Thanks for your insights..
Dr.Ernest Rivait

Q: What do you think of NBD?

Q: What's your take on MCR's latest quarterly report?

Q: BAD

Now that BAD has reached $1B market cap, how much more interest could it get by the larger fund managers? Could you please comment on what the various Market Cap 'Goal Posts' are for a company such as Badger as they grow.

Thanks very much for a great service
Brian

Q: I would like to know your thoughts on brm as I think they have a unique product and I have held the stock for close to 2years. Also I have noticed trading volume has risen considerably in the past few weeks. Bob White.

Q: Hi 5i team,

I've made a 30% return on TPX.B. Do you have an opinion on them for a long term hold?

Q: As a followup to the deflation scenario, you would think that if the US wants inflation at all costs that this would be good for Gold-eventually??

Q: Could you please tell me which would be a better buy today MG or STN thank you.

Q: Can you please comment on Katanga Mining (KAT)?
Is it a buy at this level?
Thank you
Gilles

Q: What would you recommend in the energy infrastruture as far as etf or mutual fund plays ?

Q: is this a reasonable time to invest in O/G service stocks - i.e.: ZED, CET,MCR,CDI, ESN?

Q: Hi Peter & team,
I'm hearing more about DEFLATION lately and wondering what effect it would have on the markets. THANKS!

Q: is tcw a buy at this price

Q: I purchased 3000 URB @$1.82 on the recommendation of another of analyst. It hasnt done anything. Do you have any info. on it. My thinking is to sell and start deploying the capital into one of your portfolio stocks. Also being a new member which stock would you recommend to begin with. I've done really well with this analyst so far but am going to try to diversify into more stable portfolio.

Q: Peter and Team,

I bought a 5% position in Stantec a couple months ago around $48 and sold a covered call on it with a strike of $50 for the next month. I got called away and proceded to sell a Put at $52 for the next month. Stantec then reported their incredible quarter and the stock is now $68.50 or so. With the big run up, does this stock still make sense to buy new or should we be waiting for it to come back down a bit?