Investment Q&A

Q: Hello:
Re: Lif
Lab Iron Ore
the last time one of the readers enquire about LIf was in March
The share price has dropped to around $ 30
Dividend is about 3% yield
Would it be a decent entry point or should one wait ?
any seasonal trend for this stock ?
Thanks!

Q: Hi Peter and crew,
I would be interested in your views on the lumber/timber sector in Canada and if you have favorite stocks. TMB.TO,CFF.V,CFP.TO, and RFP.TO all seem to have been beaten up a bit lately. Good time to start a position?

Many Thanks, you run a great show!

Q: Thanks for your recommendation of descarte. We're up 20% and we were thinking of selling and buying Avigilon. What do you think of that trade? thanks

Q: Peter; With talk about a switch by industries in the US to coal from gas/oil do you think a ETF , like KOL, trading near its 5 year low, would be a timely buy? Thanks. Enjoy your weekend . Rod

Q: Hi Peter and Team,

When you are back from travelling, can you take a look at WPX Energy, WPX, especially why they are trading at Price to tangible BV of 0.75, while the average is around 1.5 or more for its comparables.

Q: What are your thoughts on Encana-ECA after new CEO?

Q: Hello all, Could I please have your opinion on CRR.UN(Crombie).
I see the last time you covered CRR was in Nov.21/12.
May I have a fresh look at it please, Thank you very much.

Q: Is Zecotek Photonics Inc [ZMS] a speculative buy?

Thank you.

Ross

Q: FCR: I hold FCR in two accounts to the total of 5% of portfolio. You've been actively recommending this stock in the past, now that the stock dropped 10% from it's high last month, I am wondering whether to increase my position - I don't see anything wrong with the company and the dividend is still good. What's your opinion on this? Thanks.

Q: Would you consider it to be prudent to buy a part position in Auto Canada now? Thanks for your great service.

Q: TD Waterhouse lists the "Book Value" of Cline Mining (CMK) at $1.14. The company, without shareholder approval, is de-listing the stock on June 21st, 2013 because it cannot meet interest payments on debt. Would you please help us all understand what happened here (I understand there are no coal sales, but Cline's assets appear greater than their liabilities)? Marret Asset Management Inc., who represent the bond holders, has been able to take over the Board in several months, and the Board "voluntarily" has (without shareholder approval) approved a de-listing of the stock. Is the Board not obliged to sell assets to keep shareholders whole before de-listing, destroying all shareholder value? Your insight would be greatly appreciated, and an in depth article on the inner workings of these transactions would be a Godsend.

Q: I would appreciate your thoughts on SDY - mentioned on BNN today

Q: PETER AND TEAM I would like to have your thoughts on etf==== PKW thank you mel

Q: You have been indicating that Reits are a good buy at this time. Could you give your top 3 picks for long term holdings
\I know you do not cover US stock but would like your opinion on Deere and Company if possible. Thanks

Q: Hi Peter and Team,

Quick thoughts on CF Industries, CF. They seem to be growing FCF well and their valuation seems reasonable now, and their growth potential seems intact also.

Q: Hi folks, FCR hasn't been reviewed since October 29. What do you think of it in light of the recent decline in reits and utilities.
Thanks.

Q: Hi Peter & 5i: Carfinco (CFN). Apparently a "Mr. Hass" of Lightwater Partners recently noted on BNN that between March 15 and April 15 the short positions on CFN increased from 28k to 2.4mm shares. That coincided with a price move from $11.18 to $9.35. Can you please tell me what has happened with the short positions since April 15 and what the most recent shorts report indicates? Also please, any comments on the significance of the movements on the short side for CFN stock's prospects going forward? Thanks!

Q: Six months ago I asked you on MAL Magellan.Any changes in your thinking would be appreciated.Thanks Don

Q: Hello 5i Team, I have been following several REITs closely and would like to buy one for my portfolio, as many have sold off considerably. However, I am having difficulty on deciding which one would be the best. Could you please give a recommendation as to what REIT you prefer? Thanks

Q: Do you have a view on Omni-Lite Industries OML following their very positive update this morning? They're coming off a couple of losing quarters due largely to weakness in their military segment while upgrading their manufacturing equipment, but had a string of profitable quarters before that.