Investment Q&A

Q: I have an investment in the Global Infrastructure fund (GIF.UN). As luck would have it, it's gone straight down since I purchased it. The yield is 6% so I like that but being down 11% on my capital offsets that value significantly. The Middlefield company website suggests an NAV $2 higher that the current unit price ($11 vs. $9). Is the posted NAV yet catch up with the real value? The top 10 holdings look like good companies to me. I could average down, sell or hold. Not sure at this point what to do. Any thoughts?
Second part question is that I don't healthcare exposure and wondering what you think of Middlefield's new healthcare fund GHC.UN is a good place to invest or would you suggest something else for exposure in this space? What's your opinion of the quality of the Middlefield management to provide a good investment vehicle, stable returns and growth?

Thank you.

Q: What is your advice on investment policy statements?
I have read everyone should have one, but hear very little about them.

Q: You note in recent news regarding Amaya.
"we advise shareholders to do nothing, unless they have a very big position, and then some caution is warranted. There is not enough information to make a sound decision just yet".

So my question is what would you consider a very big position, is this referring to percentage of a portfolio or cash value of the shares?

Q: I would appreciate your opinion on OTC. How do its long term prospects compare with MDA?

Thanks,
Hans

Q: I'm having difficulty in comprehending how this company is able to payout the dividend it pays ? Could you provide some insights please ? What would their payout ratio be ? I've owned it for several years and have done quite well, but am getting nervous.
Thanks Ed G

Q: Hi Peter,

What is your opinion of the headlines on the news...BNN and News Papers talking of U.S. Hedge Funds selling Canada. Will our Market collapse under this selling pressure. It seems like they were doing a good job of selling the Canadian Market down except for the last three days.

Appreciate your opinion, thank you

Q: I've been pondering ATD.B for the last month and have now missed almost a 15% gain. With today's acquisition, is today's price still a good entry point for my RRSP? I do not need the money for another 20 years and I have no consumer stocks in my portfolio.

Q: Comments on the results please. What do you suggest adding or keeping the existing holding

Q: Hi,

Are you familiar with the American ETF symbol SDY? It is bench marked against the S&P HighYield Dividend Aristocrats Index. Would you consider it a buy?

Thank you.

Q: Hi Peter and Crew,

Seasons Greeting to all.

Not sure if I am missing something, but the future for K-Bro looks to be very bright. I would imagine their cost of doing business is falling (Nat Gas for running the laundry, Gasoline for delivery fuel). Yet revenues could be steady and climbing. Do you see a dividend hike in the near future ? If your 5i rating was not already close to the ceiling, would this be the sort of change (lower energy costs) that would initiate a raise on the rating scoreboard ?

Q: When looking to add positions, should I be starting with your highest ranking stocks first?

Q: what percentage of production is hedged for oil & gas and at what prices thanks

Q: Dear Agent. Would this stock be a solid buy.Eddie

Q: I see you now have a 5iresearch app, but not for iphone. Are you working on one for iphone?

I hope this doesn't count as a question.

Q: A major reason for CPH moving up might be that it is now cross-listed on the NASDAQ, as CPHR, although volumes are very low there.

Q: I sold aya on the disturbing news; up 96% Would you advise a half position now? Also dumped cve up 10%. Still hold sgy down 30% & also sold ipl. Should I hold sgy & replace ipl with another pipeline & cve with another oil? Thanks

Q: I echo the sentiments expressed previously in wishing Peter, Ryan and everyone and their families at 5i, the best this holiday season!! I would also like to extend these wishes to all members and their families fortunate enough to benefit from this great service!!

Prior comments have generally been positive on Timmins Gold. Could we get your take on their purchase of the Caballo Blanco prospect from Gold Group Mining. Do you know the asset at all? Was it a shrewd move at this time or are there issues that might keep this property from ever becoming a mine?? Thank you very much for your time.

Anthony

Q: Nice to see you apps out for android and blackberry. You must know that iPhones and iPads are widely used now. Tell me you're working on an app for these devices.
Thanks and the best of the season to all if you.

Q: This stock has gotten killed over the last little while:fundamentals look great & lots of room to > dividends. Has it fallen in sympathy with oil? I know one of its plants is idle due to a problem with natural gas suppls-is it time to buy this one?

Q: I see and appreciate that you still find EH attractive at its new price. I was sideswiped on a small position in this stock by the oil patch downturn. I bought for the diversification but did not get it. Such is the stock market! A collapse in Alberta's housing will obviously affect EH. What kind of growth premium is currently in the stock price? Is this now a relatively cheap stock on some other kind of metric?

TIA