Investment Q&A

Q: I would value your opinion on Torex Gold (TXG on the TSX). Given the present climate of gold, I do realize this will be a speculative position, but would nonetheless appreciate knowing if the fundamentals of this company will carry it through to recovery in the gold sector. How would this compare to Mandalay Resources (MND on the TSX), fundamentally speaking? In terms of geo-political risk, is Mexico a better/worse environment than Chile, in which to invest?

I am interested in deploying some speculative cash into this sector and am trying to choose between Mandalay and Torex. Any preferences? Or both?

Thank you, as ever, for this wonderful service!

Q: Hi Peter
I have had a very good run with ATD as play on Europe. Should i take profits and what consumer income stock would be alternate in RRSP. Thanks Hamish

Q: Hi 5i team,

CSCO, your opinion on Cisco? Taking a bit of beating lately.
I'm down about 9% to date, and don't mind holding for the long term.

Thanks.

Q: HI 5i,

Now that tapering appears imminent, how badly do you think dividend stocks in my portfolio, like Telus, IPL, Suncor and PBH will be affected?

I sent you this question a couple days ago but haven't heard from you. (Perhaps i sent it to the wrong address?)

Thanks G

Q: Hi Peter
could you give me your opinion on ZAR why it goes up 10% today

Q: TA.pr.D
I read your recent comment on TA common shares, but does the same opinion apply to their reset prefs, this one trading at a very attractive price and yield. More broadly, so many rate reset prefs are off, in particular the past 2 weeks. While part of an income portfolio (the lower current costs seemingly protecting against rate increases), are they possibly still a bit of a value trap, even at these reduced prices? Thank-you as always...

Q: Hi Peter and Team,

Thanks for the on-going terrific insights and stock suggestions.

Given the aging infrastructure issues (pipes,electricity etc) that seems to be facing all governments and in particular the Ontario government can you suggest some ideas (which stocks are best positioned to profit over the next many many years)

Happy Holidays to everybody at 5iresearch and keep up the great work in 2014!

Q: I am looking for a lower risk income product for short term holding. Hoping for more than 1%. I came across BBO.PR.A which is a closed end Blackrock split corp pref share product holding Big Bank and Oil. Seems to stay just above it's NAV of $10 except back in 2008. Seems like a pretty safe 5% yield holding. Volume is low though. I can't really get a handle on the split corp structure and risks etc. Any guidance or comments would be appreciated. Anything that would be better? I am also considering BMO Covered Call products. Thanks!

Q: I have held ZEDi for many years.I am now above water a little
Should I sell or hold to see if they find a buyer? What does the
Telus situation mean (if anything)?
Ross Sinclair

Q: Please comment on the conbination of Mercator and Intergeo. Is this a good time to buy? Thanks for your advise.

Q: Would you be a buyer of CN (Canadian National RR) at this time?

Q: what would be your favorite natural gas stock with the most torque to gas prices?

Q: A rare startup success story: Shopify hits $1-billion milestone

"For Mr. Lütke, having a Canadian investor lead the latest fundraising was key; he had sought domestic money in previous fundraising efforts but was disappointed by an unwilling and risk-averse venture community that was still shell-shocked by the dot-com bust.

Silicon Valley funds were eager to invest early on but only on condition he move the company to the Bay area, something he resisted before teaming up with Bessemer, which imposed no such constraints. “I had an almost unreasonable desire to make this succeed in Canada,” said Mr. Lütke, who is married to a Canadian, has two children, and is a citizen of his adopted country. “Now I have a bit more of a mission: I want to show how much of a company I can build here.”


May be money managers, brokers and financial educators will use this remarkable story to stop considering that selling out is the ultimate game of success for any company in Canada. I am also an immigrant and a very proud Canadian, wishing out loud that we all together build more and grow more this dear Country of ours rather than using it for a short term gain. Congratulations, Shopify!
Publish or not as you see fit as this is a personal comment.

Q: a fellow on bnn mentioned JBSS,said they were moving into the china market. your thoughts if any would help.looks like it might be a pretty good growth name.tkx pat

Q: Hi Peter and Team
I really liked your recent suggestion about 2 large caps and a junior in the gold sector...realizing of course that the whole sector is totally out of favor. What is your assessment of the merits between MND and ASR? What would be your preference ...which one is best to survive until gold shines again or at least returns between 1350-1400?
I thank you in advance for your time and effort!
Dr.Ernest Rivait

Q: Hello Peter
With the price of natural gas rising aggressively which Canadian stock would have the most upside to the gas price coupled with a dividend over 4%
Thank you Paul

Thank you......... Paul

Q: After the Grinch results from Redknee (rkn ) would you now consider the company a sell or accumulate ?

Q: Whats your opinion and outlook for Rogers.
RCI-B Toronto
With the big business in television, print media, radio and now with the big contract they signed with the Nhl. Thanks. Love your work. Very interesting. Look forward daily to check your site!!

Q: My question is about bep.un. Another member has also asked you a question about it today.

The National Bank Market Q internet site indicates also weak earning P/E of 244 and 669 for the Dividend/Earning ratio.

BRF preferred shares are getting hammered. The BRF/PF offered April 24,2013 are now yieldind 6.68% and their earning coverage ratio is only 0.7 time.

Same situation for BAM/PN and BAM/PM while those of Brookfield Office such as BPO/PH have remained relatively stable during the same time period.

Would it be safe to buy the BRF and BAM preferred shares for their high yield?

Regards

Q: Your thoughts on a@w income fund, should I continue to hold or sell.