Investment Q&A

Q: Hi Peter and Team,

With the US-Russian HEU Agreement set to expire in 2013 and with Russia having no desire to renew it and the fact that HEU supplies 13% of world or 45% of US annual uranium needs along with the fact that the US consumes 55M pounds per year,
but only produces 4M pounds per year and China consumes 19M pounds per year, forecasted to grow to 73M by 2030, but only produces 3M pounds per year, what is your long term outlook on Uranium? and in particular Uranium Energy Corp, UEC. To me this seems like a contrarian play.

Q: Hi Peter & Co.,

Curious for your comments on ORT (Orbite) recent announcement of new Board of Directors?

http://www.theglobeandmail.com/globe-investor/news-sources/?date=+20130521&archive=ccnm&slug=201305210875071001#dashboard/follows/

That seems to be a qualified list of 3 executives, no? Will this have any impact on finding the new sources of financing and their ability to execute in a timely manner, or will be it same old same old (delay delay delay)? I've lost a decent amount of money with this company over the past year, recently selling most of my position at $1.20 but still have a small stake.... thanks.

Q: Peter, I try to ensure my investments are safe and I separate my GICs into 100K lots with as many different borrowers/banks as I can and in as many different combinations of entities as I can, using permutations of my immediate family members and myself to make sure that these investments are insured by the government of Canada. My question is, however, are my stocks safe. If for example Scotia McLeod goes under and they hold my certificates/shares are these shares safe and can I recover them?

Q: Hi Peter,

What are your views about Boralex (BLX)? Seems like the CPS is very high. Thanks

Q: Hi 5i, my question is regarding Eacom Timber (ETR-T).the recent offer by Kelso has been extended to about mid June.it is my understanding that Kelso has deep pockets and a lot of experience with this type of purchase.after the initial offer by Kelso was made i sold half of my position at a very handsome profit. now my question is, what would you suggest i do with the other half ? should i sell now at a little less than the 38 cent offer and re invest or tender and get the full 38 cents. i guess the chances of a competing bid is slim to none ? thanx for your help, norm

Q: Hello,

The last time you made a comment about Synovus Financial Corp, (SNV) was 6 months ago, I was wondering if you had any updated views?

Q: I owe PPL, ENF, ENB and IPL.UN. I think I have invested too much in one sector. If I want to reduce, which one(s) should I sell.

Thanks,

Q: ZUB is one of my major holdings. It has been doing quite well. I don't know when is the time to take profile. Please tell me what signal to look for.

I also hold ENB. Is 20+X valuation too high for this stock? Should I take profile?

Many thanks,

Q: No question, just a comment: thank you for your invaluable service to the private investor. The quality of the information provided by 5iR is incredible. Also, as a long time Canadian MoneySaver subscriber, former publisher Dale Ennis made the right choice. Between 5iR and CMS there is so much to learn. Cheers, Mike

Q: Hello 5i,Could you comment on Armtec Infrastructure ARF as to the future of this company also do you think they will re-institute the dividend.Thanks

Q: Hi Peter. I have a 20% increase on BPO and am thinking of locking in the profits. Do you have an opinion after the sharp increase recently?

Q: Would appreciate your opinion Peter, regarding EIL, FNI, FLY, Thanks Gene.

Q: Silver Wheaton......I hear only good things about this company.
The bottom line depends on Silver prices. Is it time to give up on Gold and Silver.

Q: Hi,
I am a long term investor looking for income and growth with capital preservation. What do you thnk of The Altria Group ( mo. ) on the US exchange?
I like your website so much, I have given up subscribing to various others I used to use. Thanks,
Don

Q: I recently held a MLP in my RIFF account, which I sold because there was a 39 percent withholding on the dividend payment, and no way to receive a credit for the foreign tax paid.. Would this also apply to the recently discussed RNF, which is a limited partnership? Do you know if there is any method of determining in advance if there will be tax withheld on dividends paid by a particular security?

Q: hello 5i:
some questions I'd like to ask YOUR SUBSCRIBERS:
- where can you get a service like this for $87/yr?
- where can you get UNBIASED coverage like this for $87/yr?
- where can you get a service like this that doesn't have some hidden agenda ie.company patronage, commission bias, etc.
- where can you find a service that answers questions on holidays, weekends etc?
- where can you find a service with people as experienced as Peter and team, who have been through market cycles and are well-thought of by their peers?
- where can you find a service that is as patient with investor questions as 5i?

In over 25 years of investing, I haven't found one this good, on this many points. Being conservative, I'll see what happens in a down market cycle, but it won't affect any of the questions I asked above, and no, this is not a paid commercial on behalf of 5i: I'm a regular subscriber who thinks they are getting a great service at a bargain price, and wish to say so.
Paul

Q: What is your long term outlook on TCK.A?

Q: Dear Peter and team. Thanks so much again for being there, and giving answers the way you do.
The last time you reported on Teva pharm was June of 2012. Have you any more to say about
the stock now, or do you just know Valeant which is in your model portfolio. Jean

Q: Please comment on the risk of using DGS as a one year hold.
Thanks.

Q: After DPM(Dundee Precious Metals) dropped substantially do you think it has some recovery in it?Thanks