Investment Q&A

Q: I would like your opinion on U, UUU, PDN all uranium plays. Plus your outlook on uranium in general. With Russia winding down it's program of turning weapons into fuel for nuclear power I don't see how the drop in supply can help but take the price up. More nuclear power plants are being built and I can't see any country shutting them down until the are at an advanced age. Japan is restarting.

Thanks

Q: Peter

What are your thought on Geodrill GEO

Is it a buy hold or sell and why?

thank you

Andrew

Q: What are your thoughts on US Mortgage REITS? Why are they suddenly selling off? Thanks.

Q: Hi folks:
My question compares POT to AGU. I hold both in about equal dollars and wonder, because of history, if one should reduce exposure to POT and add to AGU. I have a longer term view.
Thanks so much
brian

Q: Is MRE a value stock and is it in danger of being overly dependent on the auto industry?
Charles

Q: What do you think of warrants in general and FCR warrant in particular (currently about .30)?
Charles

Q: Good Morning Peter and Team,
Could I please have your opinion of Ag Growth International
(AFN- T) ??? I like the agricultural sector and this company in particular. It has been taken to the woodshed recently, in large part due to the serious drought in many areas of the US.
Thank you, Dennis

Q: Hi Peter,

Thank for excellent tips on investing. I bought WRG.TO based on dividend initiation theory. What do you think about this company.

Thank you

Q: Hi Peter,

I totally disagree with the opinions of one of the members that the focus should only be on company reports. I think the prime focus here should be to make ordinary people better overall investors. Company reports are definitely one source of that but it cannot be the only source. There are a lot or research outfits out there which usually give their ratings and targets on companies, but what differentiates 5i from others and what is drawing more investors towards 5i is the Q&A feedback process which is very unique. I agree that sometimes it might become overwhelming for you and your team to respond to so many questions, but as I have heard from one of your comments earlier, that you will restrict the number of members rather than impact the quality of your company. I think most of the members will agree with me that the Q&A is sometimes more valuable then the company ratings as it makes them avoid bad investment decisions and make good ones. Just my two cents.

Q: Your recent report on PKI mentions a dividend payout ratio of less than 60%. By my calculations you are using something other than Earnings in your formula. As a new member, could you please explain what you include/exclude in your payout calculation. Thank you.

Q: I notice you cover EXE and IIP.UN. Any other favourite REITs? Is the Canadian REIT sector overbought?

Q: Hello Peter: You thoughts on GLN after its run up and now a little pull back. buy, sell or hold?

Q: Hello, what would be your opinion on holding units of CEF.A in an rsp or tfsa? Thanks again.

Q: I am a new member, CSU is the only recent report. Are this years 5 additional A rated companies still a good investment? WIN , STN , BYD , BAD , CGX

Q: I'm sorry that you are asked so many questions about equities that are not in 5i's portfolio. I understand that you don't want to be rude and you have a lot of knowledge, but as the membership grows, this is going to consume all your time.

Perhaps if somebody asks about XXX Bank and mentions their great dividend, why not point them at 5i's recommendation of Aston Hill or Fiera Sceptre etc. If XXX Restaurant, simply point them to 5i's Boston Pizza and A&W have been good. Heavy Equipment, look at 5i's Badger. Etc. Etc.

General or specific strategy and investment questions are great and I love reading your suggestions.

I'd just like to see you folks not have to spend so much time on questions that are not related to your portfolio recommendations or investing in general.

This would free you up to have more time for research and finding those hidden gems.

My two cents.

Q: Hi Peter, could I get your opinion on that South Asian TV station, SAT? Tia.

Q: Hi Peter et al, I have had the same experiences as Claude (OCT 11) on being run ahead on trades. It is no longer a level trading floor, so to speak. Does it only happen on the venture exchange? Or does it happen on the main exchange as well? Thanks. Henry

Q: Could I please get your comments on Enercare (ECI). What do you think of this company and its stock? Thanks.

Q: The recent announcement that Shopper's Drug Mart -SC- would be allowed by the government to expand services that could help offset the revenue lost through provincial curbs on generic drug prices was greeted favourably. However, if I understand correctly, the $7.50 per flu shot administered roughly covers costs and the province has not yet promised to pay for other services like renewing prescriptions. Could I have your thoughts on the company in light of these developments. Thanks

Q: hello Peter:
could I have your opinion on WPX Energy, and, if possible, what would be an equivalent (or higher in your estimation), pick in the Canadian energy group.
thanks
Paul