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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Good day. My question is with regards to LSG. In the past this company had struggled given the cash demands of the massive infrastructure costs they encountered developing the Timmins West complex. This resulted in poor operating results and a share price that declined from $4.00 to 1.10 today. In fact it was down as far as .32. They have turned the corner and moving forward they are guiding 180,000 of production annually at an all in cost of $900.00 Canadian giving them a profit of say $500.00 per ounce so everything being equal 90M bottom line which would translate into a 5 to 7 forward PE. A cash machine so to speak. That said they are currently doing a significant amount of work on the exploration side which they had lacked given the financial situation in the past. They have defined very interesting areas and it would not be surprising for them to add 1M OZ. to reserves in the next 3 to 6 months. In the event that this would happen my question is how would this effect the NPV and the share price given the aforementioned operating metrics?

Thank You
Read Answer Asked by roland on February 22, 2015
Q: 5i Team
Seasonality for forest products. Is it not from Oct till the end of Apr? Purchased WEF in mid Nov and has gone nowhere, except down since. Could I please have your views on WEF

Much appreciated.

Burt
Read Answer Asked by Burt on February 22, 2015
Q: Hi Peter & Team:
Thank you for your excellent service.
My TFSA account has $16K cash now.
I am holding: DHX, HCG,MG,PRW,QST, BDI,SJ
which section should I enter at this moment? My goal is growth with dividend. Not too risky.
I am 49 and long term holding investor.
Thank you
Adriana
Read Answer Asked by hong on February 22, 2015
Q: Assuming the same risk profile as your model portfolio and a 100% equity weighting, what allocation would you recommend for the model portfolio and other broad market categories such as US equities and emerging markets to complete the portfolio. Can you suggests some ETF's to round out the portfolio as well?
Read Answer Asked by Scott on February 22, 2015
Q: I sold my Barrick yesterday after owning it for almost 20 years. Not because I thought the price would drop, but because I just couldn't stand the pain (and mismanagement) any longer! I'd like to replace it with another gold stock (just for diversification). I know you like Goldcorp but I find AEM interesting and like the idea of it seemingly having much lower geo risk than G given the locations of its mines. Does your preference for G already factor in such risks? Or do you think the risks are overblown? Your comments appreciated!
Read Answer Asked by James on February 22, 2015
Q: Please provide your assessment of DELAVACO RESIDENTIAL PROPERTIES (DVO-U.V). Delavaco specializes in the acquisition and subsequent renovation and leasing of distressed single-family homes in the United States

This stock has dropped about 50 % since Sept 2014 and now appears to be trading well below book value.
It this stock a reasonable way to get exposure to the recovering housing market in the US?

Thanks
Dave
Read Answer Asked by Dave on February 22, 2015
Q: Which vehicle do you prefer, CPD or ZPR, and why? Thanks!
Read Answer Asked by Paul W on February 22, 2015
Q: I bought this stock 6 months ago and it just bumps along while the general market advances. I am essentially flat. Would you keep it or move on?

Thanks Jim
Read Answer Asked by James on February 22, 2015
Q: Can you provide some feedback on TCS? It looks expensive but results will be coming on Feb. 26.
Read Answer Asked by Cary on February 22, 2015
Q: What is your sell discipline for your model portfolios?
Read Answer Asked by Curt on February 22, 2015
Q: Your opinion on MKN.TO I realize it is hi-risk
but could this co. hold some potential?
Thank you for your opinion.

Jack
Read Answer Asked by Jack on February 22, 2015
Q: Hi team:
I have hold the above for awhile, all of a sudden, in the last 2 weeks, it went up
is there a fundamental reason for that ? time to add more or hold
is the dividend safe ? thanks
Read Answer Asked by Michael on February 22, 2015
Q: Interpipeline (IPL) raised it's dividend substantially in November '14 and raised it a record 18 cents or about 13% yesterday while reporting record revenues. Analysts expected more but is it possible they expected too much? This company has delivered stellar results since March 2009 when I bought it at $8,40. Would you agree and still buy it today?
How does Northland Power (NPI)look for dividend safety and possibly some capital gains?
Thank you.
Read Answer Asked by Steven on February 22, 2015
Q: I recently noticed that Acker Finley came out with a model price of 16.83 on this stock which is a bit shocking. Do you have any thoughts on the fair value of this company?
Read Answer Asked by george on February 22, 2015
Q: I understand you tube will be coming out with it s very own kids channel. Could this be a bad sign for dhx investors?
Read Answer Asked by ron on February 22, 2015
Q: In reference to Sheldon's question (Feb 20th) regarding the recent rise in BDI's share price. It is no doubt partially due to the tax incentives announced by Stephen Harper recently....

"The federal government is hoping to kickstart a multibillion-dollar industry that, according to one analyst, is currently suffering an anxiety attack. Speaking in B.C., Prime Minister Stephen Harper unveiled new tax breaks for investment in liquefied natural gas.

The new measures mean companies will now get a capital cost allowance of 30 per cent for LNG equipment. And 10 per cent for buildings at LNG facilities. The government projects the tax break will save the industry about $50 million over the first five years.

Another estimate says it will allow companies to write off 90 per cent of their investments in seven years, instead of 27."

The above is taken from CBC.ca
http://www.cbc.ca/news/business/lng-tax-breaks-will-help-but-is-it-too-little-too-late-1.2965444
Read Answer Asked by Scot on February 22, 2015
Q: Hello Peter
I'd like to invest in Horizons Betapro S&P 500 Bull plus ETF which is trading on TSX .My question to you is: is this ETF hinged or unhinged and what is advantage and disadvantage on hinged and unhinged ETFs and because the fund is exposed to U.S equity indices will it fall under the US $100,000 reporting rules (Form 1135).

Regards Andrew B.
Read Answer Asked by Andrzej on February 22, 2015
Q: Hi 5i,

Of the four listed companies, which three would be the best for income growth over the next few years?

Thanks in advance!
Read Answer Asked by Wayne on February 22, 2015
Q: Hi Peter I think you "like" the stock and it seems to have a nice p/e ,decent dividend to allow for growth...you have also mentioned possible large real estate value not fully recognized on books I think. Time to add a small position in a new non-financial/energy/utility company and I am thinking of this one. Without regard to industry as it will be a small holding do you like it better than GH,RPI.UN, CSW.A and WB and if not which one is your favourite of the group and why over ADW.A
Thanks for all you do
Read Answer Asked by Dennis on February 22, 2015
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