Investment Q&A

Q: Hi 5iResearch:

I'm interested in investing in stock(s) that trade on the TSX (or TSX Venture) that has a good chunk of their revenues (>40%) coming from emerging markets (i.e. Asia, Africa and/or Latin America). It's hard to find out this information without going through all the company reports and even then it's not always obvious and explicit. Can you help by pointing out a few companies that are expanding in those regions that you know?

Thanks.

Q: Can I get your thoughts on Aurcana AUN. They do seem to be making the right moves to ramp up production, although not without some controversial decisions being made.
I am thinking the timing is right now with the new mine in Texas in production, La Negra production upgrade completed and pm's starting to firm up. Or is there another small cap silver producer you prefer?

Q: Peter.....ran Globe filter for quality INCOME FUNDS. several came up that had either high minimums or were closed/restricted....i.e....Acuity,Bonavista,Desjardins,MFS,Montrustco Bolton..............are these guys smarter than us,do they have insider data, their long term performance numbers are superior by a bit...is it the lower MER?............

Followup...I like PHN&N and INTEGRA...thoughts?

Is there any advantage to having a Wealth mgt. advisor? do we get fees overall as low as 1%....will the performance be superior?

regards

Art

Q: Hi Peter: Two questions: Do you have an opinion on Pinecrest Energy (PRY)? Secondly, by now hopefully most of your readers have about $20,000 in their TFSA. Are you wiling to entertain the idea of making some recommendations of 2-4 stock mini-portfolios for TSFAs based on the investor "types" and the stocks on which you have purchased research to date?

Q: Further question on POE.Is it likely that POE's share price will increase as the distribution date approaches? Is it usually good policy to sell in advance of the distribution or take the distribution and retain the stock, all things being equal? Thank you.

Q: Peter,

Do you think BBY will eventually be taken private? If not does it deserve some attention on its own fundamentals keeping in view the switch from store to online sales

Q: Peter, could I please have your opinion on Cresent Point. The 7.5% yield looks very good to me. Thanks Ken

Q: Hi Peter,Would the depressed price of (AGT)represent an attractive entry point.

Q: Hi Peter, the million dollar question, does Rim survive? Is it worth investing in at these levels for any reason, a takeover or a long term hold in the hopes it will come back or could it be another Nortel. Would you start a position in it? Thanks, Nick

Q: Any concern with continuing to hold Atlantic power?

Q: Hi 5i team;
I am looking for some junior oil names to buy , thinking we may be near the bottom (but who really knows). MEI and VRO look to be promising. What is your opinion and are there others you prefer?
thx; Mike

Q: Could I please get your comments on Counsel (CXS-T) as a long term hold. It is easy to get the positives (I just read their latest report) so I'd especially appreciate any contrary or cautionary comments. Thanks.

Q: I would appreciate your opinion on C-Com Satellite Systems.

Thanks,
Sandy

Q: Today Mart resources announced a 10 cent dividend to holders on July 23rd and the intent to pay a 5 cent quarterly dividend. Share price at the start of the day was $1.05.
The dividend is on top of their proven reserve increase of approx 40% (16% in dec 11 then just recently another 24%) with no decline in production. This gave them a 10% discount before taxes value of almost 1 billion dollars.
Current shipping of approx 12000bpd. Wells that flow in excess of 50000bpd.
The announcement of a crude purchase agreement with Shell so they can get the pipeline in and expand capacity in order to take advantage of their massive flow rates.
Fantastic tax breaks until they're into 2014, then still excellent taxes to encourage greater field development.
Very low cost production which is producing an oil that sells at a marked premium.
And ANOTHER well that is supposed to soon be announced which is drilling to test brand NEW oil bearing sands which were found under a gas layer which is itself below the currently producing oil bearing sands. Never mind if they can get the gas condensate to market.

Do you think MMT's dividend announcement is the right direction? I like it because they have oil, it's the expanded capacity they need which is coming. So it's a bit of a waiting game. As long as the cash flow remains enormous why not pay a dividend from 12000bpd until they reach 40000, 50000, 60000bpd in a new pipeline. It sure takes some of the edge off for me as an investor from Mart operating in Nigeria.

Q: could you comment on the balance sheet of usa and rxe please, thanks! paul

Q: Thanks for all your help ... is the KEG.UN a good long term money maker.

Q: Peter,
I just read the report sent today from NDM on the EPA assessment.
I sold this one (long ago and with enormous regrets as it is an exceptional project) from the same reasons i mentioned to you on my last email about bias in the USA on procrastination (to say the least)with their approval of regulation matters.
I encourage you to read the report as the disclosures are stunning.
All of this may pass one day, but at enormous losses on shares valuation. Caveat emptor more than ever.
As this is a sensitive matter, but also an information that may be useful for the judgement of your subscribers, i let you again decide if it is worth publishing.
Here is the link:http://gold.globeinvestor.com/servlet/ArticleNews/story/CNW/20120628/C4778/stocks/news

Q: i WOULD LIKE YOUR OPINION ON THE FOLLOWING: WPT, & MDA. I have been following them for a few weeks and have held off investing. They both had fantastic days today. Should I wait longer or buy now?

Q: Natural Gas prices are scapping bottom but we all know that this will not last forever. It is interesting to note that Natural gas is now being considered as an alternative fuel for large transportation vehicles since the price of diesel is now as pricey as regular gasoline. Are there some investment opportunities where we could take advantage of this migration from diesel to natural gas

Q: Hi Peter,

The gold and precious metals stocks appear to be out of favour which has negatively impacted their current market values.

Please suggest the best bargains at this time for gold and precious metals stocks for investors with a mid to long term horizon. Is this a good time to buy and/or accumulate or is a further erosion of values more likely?

Many thanks and best regards,

Roman