Investment Q&A

Q: Peter,

CMI keeps chugging along and I like your earlier comments and what I see on the company's website, although some of their data tends to be dated. Do you have any plan to do a report on the company or is it too small ?

Q: I would like to add Gold and silver sector to my portfolio. Which would you recommend for growth.

Q: Thank you so much for the question section. It has become a daily read for me and has shown me different ways to look at my investments. This section is priceless.

Q: Hi 5i team,

Rifco reported today and it appears to be an excellent quarter for them with record figures, but the stock hasn't reacted much. Any additional thoughts on their quarter? Would you recommend continuing to hold this stock?

Thanks as always,

Q: Hi Peter & The team, I recently bought LEG -Legacy oil & Gas. I am not as proficient as you are, however, i thought that the financials were quite descent for Q2. I do realise the large debt position they have , however i thought the cash flow was ok. Would you enlighten me and share your thoughts? Thanks

Q: Hi Peter:
I enjoyed watching you on BNN last pm
I have positions in MG and a small position in LNR
both have done well, I wonder if it makes sense if I have
more cash coming in to put it in LNR or put in a position in
MRE ?
Both LNR and MRE pays a small dividend which helps !
Thanks

Q: Expectation of higher interest rates:
1. Is this an accurate statement (or likely to be): As interest rates rise, REITS, bonds and similar equity investments will drop in price while insurance companies will see share price increases.
2. If that is correct, why will higher interest rates help insurance companies?
3. Would banks see a positive effect as well?
4. Any other likely beneficiaries?

Thank you so much for this great service.

Q: Please comment on Redknee'(RKN) latest quarter. I have a small position and I am thinking of increasing it to a full position. Thanks, Tim

Q: Hi. I've been a member for 4 months and am happy to say you've already helped me make some money...both from buying better companies, and holding onto gains longer. Thanks very much, and I intend to stay with this service for a long time! It's a great service!

Having said that, can you help clarify how you remain 'conflict free'? I'm sure over the years that you, Peter, and your staff have managed to accumulate some investable wealth, yet you don't invest in the stocks you talk about. So what do you invest in? I know you don't have your money sitting in a bank account earning less than 1%.

In the FAQ section it does say your staff can invest in US stocks. While you do make it clear that Canadian stocks are your focus, there are numerous questions and answers regarding US stocks as well. If there was a question on a US stock that you or your staff owns, would you decline to comment or mention that you own it? Care to share with us which US companies are currently owned?

Much appreciated...love the service!
Ian

Q: EIF has dropped over 6% today after reporting yesterday. I would appreciate your comments on this (perhaps overly) negative response by investors. Do you believe the dividend is safe?
Thank you for this great service.

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