Investment Q&A

Q: Dear Peter and 5i research team:
Thank you for the advise on Royal Nickel. I sold my Initial investment In Royal Nickel and am sitting risk free thanks to you and your team. I would like to ask you for 3 small cap penny stocks you would think may run?
Thanks for you and your team saving me allot of heart ache. And for your time and courtesy in sending me such well thought out, well written advise.
Hugh in Calgary

Q: I would appreciate your opinion on their Q4 results and their outlook. Thanks.

Q: Hi gang. I read an article in Money Saver by Matt McCall. He mentioned water utilities in the US as being a safe haven investment during a pullback. May I have your take on Conneticut Water Service (CTWS) small cap? Or any other suggestions in "water"???? Thank you

Q: I would like your thoughts on $GIL, Gildan Activewear. I currently have a very small position and I'm planing on increasing it to around 2% of my Portfolio.

Thanks Valter.

Q: What is your opinion of MCB at its current share price.? Are there better values out there? If so could you name some regardless of sector and assuming a diversified portfolio.

Q: Am considering purchasing one of these companies. Russel RUS and Gibson GEI. Which do you think has more potential and why? I believe both have a similar dividend about 7 %. Thanks for your expert advices do opinion. Jack

Q: Your thoughts on quarterly earnings?

Q: Not a question, but a comment, further to Valeant pharmaceuticals. Aren't they the company that bought up off patent drugs and then boosted the cost by a couple thousand percent, thus by passing the cost of R &D, but still charging the exorbitant prices they claim are necessary to make back R &D? I'm stunned nothing seems to have been done about this.

Q: what is your advice about RRX today. I recently bought, am down 5%.

Thanks

Q: May I have your opinion on Altagas for income and growth potential??
GUY R.

Q: Any view on this company and its surgical robotic system ? Does the recent correction present a buying opportunity ? What would be your favorite in this sector ?

Thank you for your impressive service.

Jacques

Q: Good morning,

Regarding Concordia Healthcare, it seems to be a darling among analysts on BNN as one of three top pics with increasing frequency. Assuming that these fund managers are adding to positions and assuming that there is a consensus both that the stock is cheap and that a takeover is likely, what do we take away from the continually falling price?
It would seem that the company is a buy based on valuation and if not for that reason, then the potential for a premium to be paid during acquisition. Three parts to this question:
1. Do you see it drifting lower until concrete news about a buyout (or not) emerges?
2. What do you see it as being worth if acquired?
3. If the revenue is growing and the debt levels are high but cash flows allow it to be paid down, is there something else causing the price to remain compressed?

Thanks

Q: Peter and Team:I'd appreciate your thoughts about Slate Office Reit. SOT.UN. Thanks.

Q: Hi 5i - I have enjoyed the run up on WIN (now only down 6%) - I was considering taking the small loss and investing the cash in KXS (since its pulled back) - would you endorse the switch? I understand that KXS is still a risky investment, but sounds like a much better company overall? Thanks, Neil

Q: Hi folks,
I took a small position in Prometic Life Sciences when it was at $2.70. It's gone up quite a bit since then and I've been waiting for an opportunity to buy more. Considering doing that this week but am now looking at Concordia given the big drop today (I was considering before the possible buyout news but thought I'd missed my opportunity). Any information on the 9% drop today in CXR? Thoughts on taking a half position in each this week? I have no other pharma/medical positions so my exposure to the sector is limited and the positions would be relatively small. Thanks.

Q: Are there any Canadian companies involved in developing lothium ion batteries? If so, which would you recommend? Are you familiar with ARTX which trades on the Nasdaq? Would you recommend it to a value investor?

Q: RSI has had a pretty good run this year but still yields over 7% - seems like a stable and secure dividend stream - thoughts?

Q: Hi. What do you think of KWH.UN?

Q: Could I have your assessment of American Hotel Income Properties REIT LP?

Thanks,
Ron

Q: Lately there have been stories about extremely wealthy Canadians taking their money offshore. Additionally, it is well known that large US corporations are domiciling in foreign countries to avoid paying taxes. I find that this anti-investing attitude becoming so pervasive among the very wealthy that I have to wonder why I should risk my hard earned cash, when these two groups seem to be protecting theirs and not reinvesting it. Please make the case why I should invest the 75% of my money now that is in cash ... frankly, I see nothing truly compelling in the markets these days.