Investment Q&A

Q: What is happening to the price of silver?
Most if not all major silver producers have an all in costs that are higher than the $17 spot silver price.
Is this a buying oppotunity that comes once in a lifetime, or a slippery slope to the poor house? How long could this inverse last? Look at First Majestic's chart, it's getting very expensive to me..
Thanking you in advance..

Q: as a newcomer to the 5i stable i was wondering if you would recommend initiating a new position in Valener at its current price of around $16.24 as part of an income oriented portfolio? Thank you

Q: Do you have any additional follow up comments on First Service Corp earnings today? The market didn't seem as positive on the results. Thanks.

Q: Prometic seemed to have some good news today from the FDA-just wondering what you thought about this.

Q: Could I get your comments on their Q3 reporting. It looks good to me, but the stock sold off. Thanks.

Q: I currently have a half position in each of these companies. Would this be a good time to purchase the other half position. I am a long term investor.

Thank you for Help

Q: Please advise the time of reporting its quarterly results on Oct 29(call is @ 4.30 EDT) & if it is a good time to enter a position.It missed the last 2 quarters & the Fed will release news tomorrow Really enjoy your apperance on Market call.All my friends really appreciate your great & honest opinion(5I),& the ladies are "wowed"by you.

Q: Peter; Coulld you comment on SGY's " sustainability" report of today. Mr.Colborne obviously watches BNN and is ready to defend his company. Thanks. Rod

Q: Has there been anymore inside selling in this stock since your report. I understand that it tends to have large swings as it is thinly traded. Thank you for your service it has helped me enormously.

Q: I am looking at purchasing 2000 shares of Surge Energy. This will be the one energy company in my portfolio. It will be 7% of the total investible assets. I am looking at holding for 2 years or longer. I like the dividend. I see the company released information about the low oil prices this evening, and their thoughts on this and how it will effect their investments in the future, and the safety of their dividend. What are your thoughts. New member yesterday and I am greatly impressed with your comments on Market Call yesterday. A great website.
Thank you

Q: hey peter,

can you give an update on FEYE. It seems to have found some footing over the past 6 months. Is it worth a look again?

Q: Sorry to bring this up again. I'm just unsure of what to do with this position. In your previous response for a longer term it seems like good value at the time. Since then the stock has just dropped like a stone. I should have stayed away since your "D" rating is pretty clear, but i didn't. What do you recommend to be done now? can this rebound or is this company set to disappear? it's a shame as it's a great technology that they have. Thanks for your great service. My return on DHX has been amazing and I would have never picked it up if it wasn't for you.

Q: Hello Peter and team,
I have a small holding in Contrans. I have not yet tendered to the offer but I want to get out in the near future, whether it is by tender on the 31st or into the market. Do you have any suggestions about whether to sell before the 31st, tender on the 31st (hoping they reach the 2/3 threshold) or sell next week?
This is my first experience with a takeover of a stock and a question has come up for future reference: if I tender does it become a binding agreement or can I subsequently sell my shares on the market if the offer is extended?
Thanks in advance, I love the service you provide.
Rory

Q: VGO has done very well recently. Why? Any upside left? Thank you!

Q: Hello Peter & Co:
There was talk of you offering a portfolio analysis service. Is that still in the works? Great job on BNN yesterday. cheers

Q: dear 5i team: i am currently down 12.87% on slw that was at a 5% weight in my portfolio would you consider taking a loss now and taking a position in xgd under the 10 dollar level? would this be very prudent? thank you. larry

Q: Hi 5i Team
I am sitting at 14% Energy with BDI, PEY,VET and QST and 13% Basic Materials with G, SJ,and RUS.. I have approx 5 to 10K to invest and would like your advice as to whether I should take advantage of lower energy and Materials stock prices i.e. Whitecap WCP and First Quantum FM or into recent top picks Trimac TMA and EXco XTC. I do not have any Transportation nor Auto related stocks currently.
Regards
Kathy

Q: Why is there such a negative 'pall' hanging over this company? The Bal. Sheet is good (re. $24M in cash), the co. is profitable and the 'story' about railroad technology is rather compelling from my perspective. Do you think this is the bottom for the price of the stock? What investment grade do you give this company?

Thanks, again, for your insight and analysis.

Q: I understand and accept the importance of a properly constructed portfolio. However, I have a lot of trouble deciding on how to set up the energy portion of my holdings - mainly because there are so many different yet excellent choices.

If assuming you want a 15% portion of the portfolio to go into energy, how does one decide to split this among light oil, heavy oil, tar sands, natural gas, service companies, drillers, explorers juniors, seniors, dividend payers etc.? All the while, keeping your total portfolio down to 20 - 25 names?

Is it just a matter of picking 3 or 4 from any of those in the sector and going with them or is there not as much correlation among the types of companies listed above as I think?

Thanks for helping to shed light on this area.

Paul F.

Q: Could you please comment on Acadian Timber Corp (TSE:ADN) quarterly earnings ?