Investment Q&A

Q: Hi team,

Any views when we can get MNW earnings?
Also my portfolio has become risky with too many small caps including HEO, WAN, GUD, CXR, MNW, CMI, MXG, PLI, MSL, CHW, PSD, PTS and some positions being bigger than usual like 15%. Should I cut on some of these and shift them to large caps or other safer picks.

Q: Hello Peter...I'm interested in learning/improving about entering and exiting holds of stocks. And came across books by Alexander Elder....showing up on Amazon and at the local library. At first glance, the basics are easy to understand, and provide good building blocks. For me, I'll need to show more patience.

Thought I'd mention this resource reference for others.....Tom

Q: AthenaHealth (ATHN) has been sliding slowly downwards since it's high early March. Any cause for concern?

Q: Dear Peter and fellow 5I team members, I, for one, appreciate your gentle and courteous responses to members who in the opinion of some ask too simple questions too often. We are the very people who need your conflict free investor oriented advice; I would be unhappy if you felt the need to separate out the beginners you are currently educating to a "forum" with its own agenda.
Thank you, again for your unique and valuable service.

Q: Sell CFN to buy ACQ or other options.

Thanks

PB

Q: K-Bro (KBL) reports about May 5th and I have $0.33 in earnings estimates from 3 analysts, down from $0.39 last year, revenue flat. However TD Securities seems to think Free Cash Flow is a more important indicator and has it going from $2.61 in 2013 to $3.51 in 2015 with potential for a dividend increase. Their analysts toured the new facility in Edmonton and were most impressed so raised their target on the stock at the same time calling it a "Breakout Milestone". I see it is a small cap and wonder who the major stockholders are, should there be a takeover, and do you agree with the numbers? I am a content holder from a lot lower and have averaged up since. Also is there an updated 5i report coming? I see the last one was Dec. 2012. Thanks, J.

Q: Hi 5I team,
Is there any news on KBL? I'm surprised to see the jump in price today.

Q: Hi Peter and Team, regarding Amaya, AYA, see below (wondr if they'll fool us or surprise us on April 1);

Amaya Gaming Group Inc. (TSX: AYA), an entertainment solutions provider for the regulated gaming industry, today announced that it will host a conference call on Tuesday, April 1, 2014 at 9:00 a.m. ET to discuss its 2013 fourth quarter and year-end financial results. David Baazov, CEO of Amaya Gaming Group Inc., will chair the call. The Company plans to release its financial results after the market closes on Monday, March 31, 2014.

Conference Call Details To participate in the call, please dial 647-427-7450 or 1-888-231-8191 ten minutes prior to the scheduled start of the call. A replay of the conference call will be available until Tuesday, April 8, 2014 by calling 1-416-849-0833 or 1-855-859-2056, reference number 19707175. The conference call will be webcast live at http://bit.ly/1ivgqJD.

Note: the CEO of Intertain was on BNN yesterday and had kind words for Amaya based on their relationship!
Thanks!

Q: Hi Peter and team,
Thank you for your invaluable advice. I am considering to add either CSH.UN or ACC at current prices. Pl advise which is better and why as regards to valuations and dividends?
Regards,

Q: Why is my CBO 5 year laddered corporate bond ETF giving me a present yield of about 4%. The best 5 year corporate bond I can find available to me as a DYI investor on TDWH yields only about 2.5% at. Why the difference. Should I be worried. I am 57 years old and approaching retirement and feel the need for some fixed and CBO seems the option. What to do about the fixed income portion. Sometimes I think for the fixed income component it would be best just to stay in an investment savings account which pays 1.25% and eliminates the risk of loss of capital.

Q: SYD. Synodon has had a significant move recently. It represents a small (< 1%) position in my portfolio. Can you explain the recent rise on high volumes. Should I cash in my 100%+ gain and run, or wait because something is developing here.
Zen

Q: Good Day!

St. Andrew's Goldfields (SAS) is dropping like a stone despite what appears to be encouraging drill results. My understanding is that this is a producing gold mine. IS there a reason for the drop? Is this a good opportunity to double down?

Thanks,

DON

Q: Hi Peter and team,

I have been doing quite well in the markets for the last two years or so, thanks in large part to your outstanding service. I have been an active member from the beginning.

My question is, as of today, if there was one or two sectors you would take profits in, which ones would they be?

Thanks

Stephen

Q: I have very little US exposure and considering a position in transocean (rig) it seems to be trading in the lower end of its range since the gulf spill with a slight uptick lately pays a nice div. could you give me your opinion please and would you consider the div. safe.

Q: PLI has been sliding lately. Is there a re-entry spot or should I just let it go?
Gerry

Q: Do you have insights as to PLI's freefall? it was at a high of $1.60 less than a month ago, is and is just above $1.20
Is it time to sell?

Q: Hi folks,can I please get your opinion on Q results today for Argonaut gold ar/t,and your thoughts going forward,buy/sell/hold. Took 1/2 position yest on gold selloff @ $5.02,ths as always

Q: Can you tell me when Amaya is repoting its earnings. I thought it was supposed to report last week. Thanks

Q: WHAT IS YOUR OPINION ON MILESTONE APARTMENTS REIT (MST.UN)WHICH IS RAISING MONEY AGAIN?
THANKS,
HAROLD

Q: Hi Peter & Team,
Based on your answer to a question asked by Jonathan on Mar. 24th (RX), would it be a proper timing to purchase CXR (looks like it's in a "hipper" phase) or wait until it will "settle down"?
Thanks,
Morris