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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: Could I get your view on ANV (Allied Nevada), in light of it's big drop today on the negative news. The news may be negative but it seems they are on top of it and being straight forward with the situation.
Thanks
Read Answer Asked by Doug on August 07, 2013
Q: Hi Peter and Team,

Any thoughts on Virginia Mines, VGQ? especially the value of their Eleonore project alone when the mine starts up in 2015.
Read Answer Asked by Graham on August 07, 2013
Q: Hi Peter and Team, any insight into recent activity on Novus, NVS would be appreciated? I just heard rumours that there may be a deal in the works ready to be announced soon. By any chance have you heard if NVS was affected by the heavy rains where they are drilling/producing? When do they release their next results? Thanks!

Read Answer Asked by Hussein on August 07, 2013
Q: Hi Peter:

I have been managing my own portfolio for over 30 years. It is now more than seven figures value. I am reaching a stage where the number of stocks and mutual funds are exceeding my capacity to monitor them. I tried several discretionary managers and to my disappointments none of them made me any decent return. The best of them had a total return of 7% over 4 years period. I am either selecting the wrong ones or had high expectations.

I have two thoughts, one is to migrate half my portfolio to your model portfolio and manage the other half myself. The other thought is to find a manager that can review my portfolio on a periodic basis and suggest changes “for a fee of course” but don’t know how to find them.

Any suggestions,

Thanks
Read Answer Asked by Saad on August 07, 2013
Q: Peter and Team,

Any further thoughts on Arsenal Energy following their announcement of Earnings, Share Consolidation, and Dividend declaration today?

Thanks for the great service!
Read Answer Asked by Marc on August 07, 2013
Q: ANS - trading continues down about 25% this year despite great earning increases over last year as well as much higher demand (I assume) from the US. Opinion please!
Read Answer Asked by Robert on August 07, 2013
Q: Hi 5i team,

Do you see the recent pullback in DHX Media as a buying opportunity? I can't seem to find any news on the recent price decline. I assume profit taking from its run up over the past year. Any thoughts would be much appreciated.
Read Answer Asked by Jonathan on August 07, 2013
Q: Not a question, but a comment: regarding YAK, it is a company run by Harris Kupperman and Jordan Calonego, who have experience running a hedge fund (Praetorian) and several small businesses (self storage, construction, etc.), respectively. As far as I know, they take no salary, have no stock options, and instead simply hold ownership of the shares to align their interests with shareholders. There was a strange lockup period with the shares for quite some time, and selling was extremely restricted.

The Mongolia Growth Group website has all their monthly reports and updates, and Harris runs a website adventuresincapitalism.com, which has some pretty interesting commentary from time to time. I believe there was a presentation on YAK at the Las Vegas Value Investors Conference.

I don't own any shares, but have been keeping an eye on the company for a while. I like the Mongolia thesis, but view an investment as being at the top end of the risk spectrum since frontier market governments can nationalize assets at any time.
Feel free to post this if you feel it adds value to other subscribers.
Read Answer Asked by Alexander on August 07, 2013
Q: Hello all ... Interest rates are such a big factor in my retirement forecast. With the lowering of interest rates in Australia and comments by Mark Carney from the UK of rates not to go up till '15, are these countries indicators of when interest rates may increase here in Canada.

Thanks for your comments.
Read Answer Asked by Alan on August 07, 2013
Q: I have a question about your rating system and apologize if the same question has been asked and answered recently (I'm a new member). If a company is rated A for example and has gone up substantially since you gave it this rating will the rating be downgraded eventually reflecting the higher valuation or does the rating only reflect your views on the quality of the company, it's management etc? Does the "A" rating mean that you feel it's not only a good company but is also trading at a good price? Thanks.
Read Answer Asked by Mario on August 07, 2013
Q: Preferred share etf's such as CPD are dropping rapidly over the last few days. Are they more likely than not to continue to fall? Is it time to bail, take a loss, and invest in dividend paying common stocks instead? I have about 10% of my non-registered portfolio in Prefs. Thanks for any thoughts you may have.
Read Answer Asked by David on August 07, 2013
Q: Hi Peter,

Your latest reports on FCR (B+) and H&R (A-) were positive but since then, the shares of each of the two companies have decreased significantly (in the past few months). Can we expect further volatility given the "threat" of tapering and interest rate hikes? Good entry points at these levels or wait and see?

Regards,

François
Read Answer Asked by François on August 07, 2013
Q: Hi 5i, my question is regarding Terago (TGO). TD has a one year target of $14.but i was thinking of selling and getting in technology. i have ESL already , any other suggestions.do you think TD's target is reasonable ?
if possible can you comment on zinc sector.for the past year or so i have read various sources that stated a shortage will very likely occur in about a year or two.thanx
Read Answer Asked by NORM on August 07, 2013
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