Q: Hello 5i,
Can you tell me why SSL (Sandstorm Gold) is in freefall, beyond the rest of the golds? Do you still recommend the "do nothing" approach? It is very painful to be here! Thanks for your response.
Q: Regarding Ronald's post on the value of NOT using stop losses in IPL's quick drop and bounce case. The flip side to that argument is easily demonstrated by my position in Goldcorp. If I had used a stop loss as I normally do, I would not be sitting on thousands of dollars loss in this position. Buy and hold is a miserable solution when "good" stocks go bad, which they all too frequently seem to do. My normal habit of being willing to summarily dump losing stocks early with stop losses, has now been enlivened considerably.
Q: Hello 5i team. You last commented on Russell Metals (RUS) a couple of months ago, when it was in decline. Its price has continued to drop, including over 2% today in a rising market. Just wondered if the fundamentals had changed or if it's still just going through a bit of a bad spell? What would the catalyst be to turn things around?
Q: Hi Peter and team
I notice Health Lease REIT(HLP.UN) has acquired another property from Mainstreet Property Group. Do you think they are getting these properties at a fair price? They mentioned the appraised value but there was no mention of cap rate. What do you think of the deals they are making with Mainstreet and what do you think of HLP.UN in this market climate?
Q: WHAT DO YOU THINK ABOUT THE TAKEOVER TODAY CML HEALTHCARE BY LIFELABS A SUBSIDIARY OF OMERS DO YOU BELIEVE THE OFFER IS FAIR, OR SHOULD WE HAND ON TO THE SHARES FOR A HIGHER BID. THANK YOU
Q: Hello, I hold an extensive blue chip portfolio aimed at the rising middle class in emerging markets (BRIC's). Portfolio includes KO, NSRGY, NKE, CMI, BUD, GE, HON, ETN IBM & VALE. With reporting season approaching & in light of BRIC slowdown, should I back down or stay the course? Any separate view on VALE (only resource stock)? Appreciate your help.
Q: Hi Peter and group,With the recent gold slide would you consider buying osk or yri and please comment on relative strength of the companies. Thanks Darryl
Q: With the price of gold apparently sliding lower by the day, I am wondering if gold mining companies are worth a review. To that end,could you advise where the best place is to get information on the average cost of mining an ounce of gold, and the historical annual demand and supply.Also, what would Goldcorps cost of production be at the moment and their breakeven for new mines.
Mike
Q: Regarding BEP.UN or Brookfield Renewable Resources you have a good opinion on it but I see from globinvestor that earnings are -0.38 and the dividend is $1.47. Is the dividend safe? How are you evaluating it, perhaps by cashflow or long-term contracts? Thanks!
Q: Rye Patch Minerals (RPM)
Would appreciate your thoughts on:
1) Value of the deal
2) Is there an element of being friendly to a possible buyer, in addition to legal costs
3) The stock hit 20 cents this morning. At 155 million that's 31 million.
Q: Hi Peter & 5i: You mentioned the potential for the flooding in the western prairies area to impact drilling operations on effected lands. I'm wondering more broadly about whether you have any thoughts on other businesses that may be impacted significantly. Unfortunately located REIT properties come to mind on the negative side but there must be other examples. I don't know whether there are "clean-up" oriented businesses that might actually may do well as a result of the disaster. Can you expand my thinking here with suggestions of any stocks that bear extra-careful watching while the waters recede? Thanks!
Q: Hello,
I would like your opinion of Black Diamond Group (BDI-T) and if you feel the recent pullback is an opportunity for entry. Thanks to all at 5i for your great advice!