Investment Q&A

Q: Nov.10 th 5i indicated the weak cdn dollar would be a net positive for AYA
earnings. What happened? Seems like Aya said the exact opposite.

Q: hey Peter & Team,


I have visited SW HO in Richmond BC and spoke with a few of the people in the know. It is a busy place and no question has it's finger on the M2M pulse for sure. They have no debt and do have some cash on hand. (recently reported @ $88mm)

In speaking with the people employed there, in the short term there are few things which are going to be holding the company back which will probably result in more short term pain. Automotive is looking to slow things down regarding the implementation of technology and are backing off on orders, (for the time being) and there is a few other advanced technologies SW is depending on that may not become a reality for at least a year. So it would not surprise me if we didn't see another significant drop in share value over the next quarter or two.

The good news... these guys are big players in the M2M technology and there is no question this is the future. I just don't think the future is quite here yet.

Personally, I am going to continue watching SW and plan on buying if and when I see the shares drop to around $15.

Post this if you feel it has value and please feel free to add a comment or correct me where you feel so inclined.

Thanks for all you do

Gord

Q: Whats your opinions on the quarter , distribution increase 9% and same store sale were positive.

thanks

Q: Is its fall the malaise of the reit section,its dividend is now 11 percent.Is this at risk ?

Q: Hi
Any idea why BCI took a hit today. I thought their quarterly results were fine. Thankyou

Q: This stock has done really well lately, would you continue to hold or replace with a similar stock in the same sector? thanks

Q: I don't have any agriculture exposure yet and was looking at AFN. It's dividend yield is currently at 7.9%, can you tell me what the payout ratio is and your thoughts on the possibility of the dividend being cut. It reports on Friday and will possibly take a position at that time. Thanks again

Q: I am taking my lumps with LIQ, DCI, CVE and CPG. (Down $24K) Collectively they represent 10% of my RRSP account which has 26 holdings. All dividend payers. I rely on this account as my backup and withdraw every year to maintain my life style.

My question is: Do I ride it out or do I sell them. What should I keep and what should I dump. Your input would be greatly appreciated. Thanks in advance.

John

Q: As you said the shorts have increased their weighing in intertain. How can an individual investor compete with the big boys? It seems the game being played is to short everything. I only know how to buy long but it seems every time I buy my stock gets shorted and it drops and I continue to get clobbered. So what is one to do? Just sit and wait for the shorts to cover when good news come out. It is so frustrating.

Q: Despite posting encouraging figures, IT is down 8% today (in light of AYA's quarterly report?).

Would you expect IT to rebound better than AYA and over what time period?

Thanks as always.

Q: Hello, 5i. I am wondering if I should get rid of all or some of my bonds because of chronically low interest rates. I am in my mid-fifties and have forty percent bonds which do not look like they are going to do anything. Perhaps some of the bonds could be replaced with REIT's and dividend stocks.

Q: A 19 per cent yield in a zinc refiner? Still TD issued an enthusiastic report today with a $4.50 target price, 96 (!) % upside. The report goes into all the possible scenarios in the negotiations between NIF and Glencore. Payout ratio for 2015 is estimated at 44 per cent. Your opinion, please.

Q: hello 5i:
any chance of these shares going higher after the offer from the Chinese?

Q: A year ago Barret took a reserve charge of $80 million against unsettled claims going back a number of years. The stock took a tremendous hit. Almost a year later to the day their independent auditors have issued a letter saying that they will not be able to submit their reports by the Sept deadline because information that has come to light suggests that Barret may have created too large a reserve and that some actions may have been illegal. The stock has subsequently taken another huge hit before the market opened this morning. How can a company issue that kind of a letter without issuing a cease trade order until every one has access to the same information at the same time? Thank you for your help

Q: please estimate the 2 year future for this stock

Q: Hello Peter & Team,

Bought it @$14. Sold 25% of my position at $19.11 last May.

Saw your last comment end of Oct re the speculative shorting taking place. I do plan on holding for the long term but, would like your opinion on what effect the Fed raising rates (appears to be inevitable... again) may have on the price.

Thanks for all you do

Gord

Q: What do you think of the bought deal?

Q: As of the news regarding the purchase of MCI today, I hold approximately a half position in NFI. Of course, I wish I was holding more. As the acquisition looks to be a good addition for NFI, is it too late to bump up to a full position for a long-term hold? You've mentioned previously about buying momentum, and I'm wondering if this would be a good example for doing that, especially given the increased dividend and likely increased investor interest.

Thanks!

Q: Hello,

Is this market making investors hit the sell button for no real reason? Two stocks that I own at higher prices, IT and SWKS, I decided to add to in this three or four day pull back in the market. I woke up this morning and found IT down 7.5%, even though they seem to have a good quarter. SWKS, popular with seeking alpha, was down 5% because Apple had a hiccup. How much longer do you think this type of market will continue?

Thank you,
Dennis

Q: My question, as another recent subscriber asked, is will Sherritt survive? I noticed their 2018 bonds are trading at 62.25 for a 27% yield, and the 2020 bonds are trading at 60.25, for a 21% yield. First of all, shouldn't the 2018 bonds be paying less than the 2020 bonds, because the risks are increased with a longer duration? But my main question is, would these bonds be a reasonable investment? They are rated "B". All the company has to do is not go bankrupt, and one would get great yield for a few years, and capital appreciation if the company stays solvent and they reach maturity. Even if the company went bankrupt, I suspect the assets could cover a good part of their bond obligations. I would appreciate any thoughts you may have.