Investment Q&A

Q: Hello 5I team:
Can you give us your opinion on today report of NVS ?. I aware that the company is up for sale since last December. It was trading at 0.82 as yesterday. Is it OK to buy and hold for a year ?
Thanks. Loni

Q: Regarding your latest report on Aston Hill Financial, since the bulk of their business appears to be in mutual funds, is this not a "sunset" industry since so many investors are migrating to ETFs?

What are your opinions on investing in mutual fund companies directly without ever actually buying their funds? For example, a top holding of CDZ (Canadian Dividend Aristocrats ETF)is AGF since it pays such a high dividend, yet many analysts don't like AGF at all.

Q: Hi Peter, you have WPK in your model portfolio. How do you compare ITP and CCL.B to WPK?

Q: Hello 5I,
I have a question on IBI Group (IBG). I am very much underwater with this stock but even with the dividend cut I am recieving a 4% income on my original investment. I held the stock all the way down as a major bank's brokerage house was way behind reality with its view of the stock. My question is do you have an opinion on this company going forward? I can treat the original investment like a 'bond' and wait out current price weakness; but only if the company has better times ahead. Obviously I am not listening to the Brokerage House anymore on this one.
Thx

Q: What are your thoughts on Urbana Corp (urb.a), a closed end fund with a number of interesting financials in it. The Net asset value is much higher than the share price right now. Is there value here?

Q: Regarding TD e-series excellent funds (http://www.tdcanadatrust.com/products-services/investing/mutual-funds/prices-EF.jsp) there is a choice between two international funds one of which is currency neutral. Can you explain the difference.

PB

Q: Hi, I have held ESN for a couple of years. Decent dividend but it doesn't stray too far above/below $2.15. I would like to continue to hold it and wonder what you think about it on a 1 to 2 year time frame. Thanks.

Q: Hi team; An advisor (before I knew about 5I) called very enthusiastically telling me about the IPO
for Eagle Energy Trust. Naively, I believed him and he even agreed to my suggestion of putting it into the TSFA. I paid $11. It now ranges between $6.30 and $7.00. It is paying the very high dividend. Recently I found Peter's article about IPO's. I will never buy another IPO. Do these advisors know what they are selling, or are they assessing the investor's lack of understanding just to make money for themselves or to sell what their company (Scotia McLeod in this case) is promoting?
Thanks so much for all the answers you provide.
Jean

Q: i can.t understand how bpf can distribute good income and grow when earnings are .06 and pe ratio is 368.3
how is this calculated? i read the report but still don't get it

Q: Hi Peter and gang
Trrific stuff. Really happoy with my subscription. Would you please provide an opinion on Ainsworth lumber ANS
Thanks

Q: Hello everyone
Your opinion please on SBGI(Sinclair broadcast group inc.)in the US is it buy hold or sell
Thanks Sam

Q: Peter,

I bought ANV recently at a price of 11.6. In the collapsing gold sector, is it too much risk considering management came out with the production numbers and they are reporting on May 6.

Q: What is the team's thoughts on BPY - will it be like BIP and BEP? What is the difference between BPO and BPY? Thanks Brent

Q: Hi 5i: I'm retired and a buy and hold investor. Most of my portfolio is fine with the exception of Baytex. I bought 540 shares of BTE two years ago and since then it has declined 25%. The options I'm considering are:
1. Continue to hold BTE.
2. Sell BTE and put half the proceeds into Keyera (although it has run up a lot recently) and half into a non-energy, non-financial stock.
3. Sell BTE and put all the proceeds into non-energy, non-financial stocks.
(At present my energy stocks are PPL,IPL.UN,CPG,KEY,PKI and BTE. They make up 40% of my portfolio while financials make up 15%.
I'd appreciate your view on the above options and any suggestions re: non-energy, non-financial stocks.

Thanks for the service you provide to investors like me.

D

Q: Can you give me your opinion on Barrick. Gold. , is the dividend safe and do you think it will decline further or is a good time to getting . Thanks Richard

Q: TD Securites today issued a buy rating on Renegade (RPL) with a target price of $2.50. Insiders are not selling stock and INK Research show net buying of $169,250. I hold stock and think on a risk - reward basis the stock is worthwhile holding. Do you have an opinion? Thanks, Bill

Q: Hi Peter & 5i: Armtec (ARF) still seemed to have a long way to go through the woods when you were answering questions about it last July. Has it made any progress since then, including particularly with its debt? Has its risk of bankruptcy changed appreciably? Thanks.

Q: Peter, any late news on Belosun bsx and do you have an opinion on Hope Brook gold, symbol ct for Castillian Resources which was up 3 cents today with over i million in volume. Thanks

Q: Hi,
Now that MBAC (MBC) has completed it's bought deal financing at $2.20, do you think this as a good time to buy more (I.e. average down)? Seasonally August is better for Ag stocks, but does the financing change the timing for MBC? Thanks

Q: Hi Team,
I currently own 26 stocks, including 5 golds. I'm ok with volatility. I'd like to consolidate the golds to 3. How would you rank Argonaut (AR), B2Gold (BTO), Detour DGC), Eldorado (ELD) and Sandstorm (SSL)? Of course all are down from where I bought them, and they are all in registered accounts so I can't claim any capital losses. Thanks a lot.