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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: Hi Peter & team

I am trying my best to makes heads OR tails out of the ComCast TWX merger, whether it will or will not receive approval from federal regulators, and what each outcome will mean moving forward.

Presently, I am up over 34% not including an OK dividend. And I think I have an idea what to expect if the merger proceeds... as per one article I read "As part of the deal, Time Warner Cable investors will receive 2.875 of Comcast stock for each of their shares." A nice windfall for sure.

Today one analyst reported the merger has only a 60% chance of approval, and another lowered the odds of the deals approval to 70% from 80%. And ComCast is down 1.53% today on the news.

To be honest I don't think I have a choice but to hang in there as an positive decision (expected summer 2015) is far to juicy if approval is received.

My questions... with your resources what are you hearing and what are your thoughts about this merger' chance of going ahead?

And if it doesn't what do you think that will do to the share price for TWX?

And finally, what would you do in my situation?

As always after renewing my subscription for the first time... thanking you for all you do

Gord





Read Answer Asked by Gord on February 18, 2015
Q: Hi Peter
I bought Petrowest a year ago. I have now lost about 50% and it does not show any recovery. Should I sell?
Read Answer Asked by Margita Elisabet on February 18, 2015
Q: I have done surprisingly well with my two pizza holdings... both are decent for income too . You recommended bpf.un .
Do I really need 2 pizza shops ? ... Would you advise that I drop one ?
If so , which should I keep ?
Or should I keep both ? ... or should I cash out completely ?
Is there a seasonal aspect to Discretionary-Restaurant ? I own A&W as well.
Read Answer Asked by Thomas on February 18, 2015
Q: Would FTR be a stock to buy to help build a portfolio. Eddie.
Read Answer Asked by Eddie on February 18, 2015
Q: Hi Peter and Team, regarding Pinecrest, PRY, can you please help understand, in as much detail as possible, what their news release today all means to current share holders? Huge volume today so obviously the towel is being thrown in, by whom? Also, any sign's of insider/management buying, or selling in past six months to date? Seems like same same old Board in the new company! Any value in PRY at half of one cent to one cent here? My average cost per share is .22 cents, Ouch it hurts big time! Thanks!

PS: I know, I know...should have dumped this dogger a long time ago but felt the water floods would have helped increase production significantly by now, up slightly though!!! Thanks!
Read Answer Asked by Hussein on February 18, 2015
Q: Please give information on Rdm thank you jack
Read Answer Asked by Jack on February 18, 2015
Q: Small holding in taxable acct. Take gain or what & see if any benefit from rumored breakup. What's your outlook for share price generally and if breakup comes to pass? Thx
Read Answer Asked by Joel on February 18, 2015
Q: Hi Peter & team

Have learned to take most of the guests comments on Market Call/Tonight with a grain of salt often thinking conflicts and ulterior motives may be in play which, by the way is what makes 5i so valuable to all of us.

Having said that, Colin Stewart who I have grown to appreciate has provided some very accurate commentary in the past had some very positive comments re RPI today.

So I took a look at some of the metrics in play... Debt/Equity ratio 0.59, Price/Cash Flow 9.38, Price/Book 1.92 and Book Value/share is at 6.81.

There doesn't appear to be a ton of debt, the dividend is excellent, and as Colin said, this is a fairly recessionary proof business that generates good cash flow.

I am surprised there are not many questions on this company in the 5i forum... especially looking at it's recent performance - up almost 10% today.

What is you opinion? Why no interest from the membership? And would you consider RPI a sell/hold/or buy at this time?

Thanks for all you do

Gord



Read Answer Asked by Gord on February 18, 2015
Q: I am wondering if it would be possible for you to include in your reports "book value per share growth" over a five or ten year period or if you could direct me to a site where book value per share growth is already calculated.
Thank you for your help.
John.
Read Answer Asked by John on February 18, 2015
Q: Could you please comment on 2014 results and possibly elaborate a bit on the non- cash charges they list. I've owned this stock for some time and still think it will pay off some time in the future. What do you think? Thanks.
Read Answer Asked by Gerald on February 18, 2015
Q: PREM WATSA of Fairfax Financial issued a report saying he is wary of the market which has no downside protection. Should we be worried? Thanks.
Read Answer Asked by Francis on February 18, 2015
Q: New member, first question :
What would be a sensible approach for a portfolio in the red for a number of years basically due to investments in shares of gold and silver companies, and to a lesser extent in uranium and iron ore ?
I am 74 old,and, as such, not looking for long term, but my investment portfolio is needed to supplement a modest pension. I have been hoping for a resurgence of gold and uranium prices, but I am beginning to despair on that account. Here are the shares I hold and, in parenthesis, my losses on paper against the price paid: in my regular account: anv-t (94% ) auq-t(45%) edv-t(89%) mag-t(17%) mdn-t(15%) sso-t(72%) slw-t(2%) yri-t(67%) nugt-n(62%), cev-t(99%) wai-t(99%), yel-t(90%), mat-t(92%), mga-t(58%). In my RRIF: ar-t(79%) abx-t(49%) bto-t(19%) img-t(60%) vgz-t(88%) . I also hold in my RRIF McKenzie Precious Metals (57%) and Sprott Gold (12%). In total, my losses on paper in my regular portfolio is 26 % and in my FERR, 52. %. The question is what is worth selling and keeping ? I would like to raise capital to invest along 5iResearch lines, but I see no point in selling shares who have lost more than 60% of their value as I will never recover from such a loss, even with the guidance of 5i research to buy promising companies. I already use a maximum of margin credit in my portfolio. Your views, Dr. Hodson ?
Read Answer Asked by Jacques on February 18, 2015
Q: what is your outlook for whole foods this coming year? thanks.
Read Answer Asked by jim on February 18, 2015
Q: Peter

Could you give an opinion on RPI_U

Thanks, Peter
Read Answer Asked by Peter on February 18, 2015
Q: Peter What would make this stock jump 10% with out any news or results.
Kind Regards
Stan
Read Answer Asked by Stan on February 18, 2015
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