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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: Peter and Team,

I'd like to wish you all a happy new year, first off. Second, I have owned Tourmaline for a while and had been writing covered calls on the name. I went a number of months without getting called away but finally did in December. It was almost a 5% weighting for me. I also currently own PPY (currently 3.0% of the portfolio) and PEY (Currently 3.7% of the portfolio) in the Natural Gas Sector.

My question is, with the proceeds from TOU should I be trying to get back into TOU? Are there better or other names that I should look at in the sector? Should I put the cash made into one of the names I already have?

Thanks for your thoughts!
Read Answer Asked by Marc on December 30, 2013
Q: My son is planning on purchasing his first home within the next year and would like to take advantage of the HBP (Home Buyers' Plan) which enables him to withdraw $25,000. from his RRSP. Would you please recommend where he could park $25,0000 of his investment within his RRSP to keep it safe and enable him to withdraw it at a moment's notice when he finds the home he wants to purchase.
Read Answer Asked by Deborah on December 30, 2013
Q: Happy Holiday's!

ARW has been quite active in the last few trading sessions.
Any idea what's going on with them?

Thank, Irshad.
Read Answer Asked by Irshad on December 30, 2013
Q: I have invested in your model portfolio. I am now looking for the following US mid caps: pharmaceutical company; and tech company, and request your advice. I am looking for growth, and risk is not a significant concern.
Thank you for your continued concern and guidance.
All the best in 2014.
Read Answer Asked by Peter on December 30, 2013
Q: ABEV (ADR)
Happy Holiday's.
I had been following Ambev for the past year and it traded in the high $30-$40 range and paid a dividend. In November 2013 it disappeared off my watch lists and I assumed it had not been trading anymore and could not find any info about what happened to it. I noticed that it has recently started trading again under the new symbol ABEV and it is in $7 range and I think no dividend. I can't find any real info about it. It is still near it's 52 week low. Do you have any insight on what happened or financial info? Would you rate it as a buy? High/med/low risk? Brazil has world cup this spring and Olympic's 2016. Thank you,
Kerri
Read Answer Asked by KERRI on December 30, 2013
Q: Hi Crew, What are your thoughts on E-t the enterprise group at around .78 per share? Thanks Darryl
Read Answer Asked by Darryl on December 30, 2013
Q: Hello 5i, Could you comment on Renegade Petroleum RPL as to the current Proxy brought forward by Frontfour to change the board.
Also which way would 5i recommend if possible to comment on.
Thanks
Michael

Read Answer Asked by Michael on December 30, 2013
Q: Do you have any further update on SGN.V and the oct 29th question regarding the financial results for November? What do you think of the Dec 16 news of the el cajon mine getting final approval for the future of Scorpio? It sure got beat up this year but is there light at the end of the tunnel to pick up some shares at this price? I am a young investor so I got some time to see some returns take shape...hopefully. Thanks!
Read Answer Asked by Jeremy on December 30, 2013
Q: may 3 2013 was last question re gvc glacier media. do you still feel it is a classic value stock . would you buy it at 1.35?
Read Answer Asked by brian on December 30, 2013
Q: My question is about Great Canadian Gaming Inc. (GC).

In your recent report you gave this company a B rating. I am trying to understand how this came to be. I most definitely do not understand something as I do not see this in a positive light (but you have proved me wrong many times and I am trying to learn). The following is what I have read in your report.

- The company pays no dividend and has high debt.

Additionally, reading the section on "Recent financial results" the following stood out when I read it.
- For the 9 month period, revenue was $305.9 million, basically FLAT compared to the prior period.
- These arrangements are NOT as attractive as the previous ones and overall revenues have DECLINED from these facilities.
- Boulevard also produced REDUCED revenues due to proximity of highway....
- These negatives were offset by IMPROVEMENT in the other casinos, notable River Rock (sounds like we're putting our eggs in one basket)
- For the 9 months, adjusted net earnings were $34.9 million, DOWN 4% from last year.

Additionally, I do not believe that I read about much growth. In the "Growth" section of the report.
- Growth can come from the of new sites, BUT this ability to grow is strictly controlled by provincial/state regulations.
- The Ontario Lotto and Gaming Corporation is evolving its operations in Ontario which MAY present opportunities for GC.

Overall, what I feel I read is that the company pays no dividend, has lots of debt, its financial numbers are flat (if not decreasing), growth is a possibility (however it is out of the companies control) and there are "exceptionally tight regulations and any violations are met with strict penalties, ...". How would this be a "B" company? Especially if we also consider that the stock has already had a run up.

I have missed a number of your great stock opportunities due to my incorrectly questioning your analysis. This time I thought I would ask before writing it off for other opportunities.

Thanks again. There is no rush to respond to this question. It can go at the bottom of the list.
Read Answer Asked by Walter on December 30, 2013
Q: Hello, I've had CCM440 (IA CLARINGTON TACTICAL INCOME FUND T6) for 7+ years which has an MER of 2.48%. It also appears to be lagging the average return for this class of funds. I'd like to replace it with a good quality ETF with decent dividend returns. Can you suggest several?
Thanks Graham
Read Answer Asked by Graham on December 30, 2013
Q: Hi Peter and Team, regarding Renegade, RPL, in your opinion at what share price would you see true value, taking the debt into consideration, in order to possibly average down on this one? Frontfour see's value in the company but I'm not sure at what price there is value. Thanks!

Happy New Year to All at 5i and All Members...and Happy Investing in 2014!
Read Answer Asked by Hussein on December 30, 2013
Q: Avalon (AVL) entered into an agreement (Nov 27) with Lincoln Park Capital Fund, where AVL could sell $30M shares in the next 3 years and Lincoln is obliged to buy it at the prevailing market price. With AVL having no debt and this long term commitment of presumable knowledgeable people would that represent a good opportunity in an out of favor segment. Thanks for your great service, and Happy New Year to your team.
Read Answer Asked by Peter on December 30, 2013
Q: Happy holidays 5i team, thanks for the great market insight this past year. Curious to hear your thoughts on REIT INDEXPLUS Income Fund (IDR.UN) from Middlefield. Its yield is 7%+ and is a combination of active/passive management with a fairly low fee (0.6). I like it for the income and diversification across the sector, as I have no REIT exposure currently. Good choice, or would you recommend one or two specific REITs above all others? Thanks and happy new year - Brad
Read Answer Asked by Brad on December 30, 2013
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