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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: Hello 5i
Thanks for the ongoing commentary on company.

Would you please comment on what you believe to be the drag on the stock price?

It has been written about downgrade, share overhang thru year end and investors moving out of income names.

I am in this for income but not interested in going to zero while I collect monthly payments. Also supporting my buy decision was the expectation for company to follow through with one more dividend increase in 2017, and the fact they have cash building up due to 60% payout ratio. On the latter, management commented they would decide on cash use in Q1 2018. Do these aspects ring true in your review of the situations?


THANKS
Dave
Read Answer Asked by David on October 25, 2017
Q: Good day gentlemen,
Do you have an opinion on this company?. Is it a single project company or does it have any producing mines? Can you speak to its potential share price if permitting materializes for Alaska project and your opinion as to the probability of this permitting occurring? Any other significant risks of an investment in this company other than commodity price?
Thx for the great work!
Read Answer Asked by Giuseppe on October 25, 2017
Q: Hello,
I would like your opinion on this. Do you feel it is important to try and keep a certain number of stocks in your portfolio, based on the size of it of course. If you do, could you advise what "approximate number" you would have for each of following sizes of portfolios to give me a sense of how you would handle this:
-$100,000 portfolio
-$500,000 portfolio
-$1,000,000. portfolio
-$1,500,000. portfolio

Thank you
Margaret
Read Answer Asked by Margaret on October 25, 2017
Q: Currently I own the shares of RUF.UN, recently its share price fell due to the Hurricane Harvey which hit Texas, where most of the RUF.UN's real estate properties are. Since this is a one time catastrophic event do you recommend that I increase my position in this company. I see this company as a good bond proxy (dividend yield is approx 6.00%) with little volatility. The purpose of my investment is "income" and moderate price appreciation. Do you agree with my reasoning or do you suggest another company?
Read Answer Asked by Jacob on October 25, 2017
Q: Good morning,
Been looking at a weekly report at RBC on this industry and read this morning that payments world wide where 85% cash and cheque 10 years ago. Today 83% cash and cheque they estimate 7T$ opportunity for growth!?
There is a long list of players sharing the business.
What is your take on it and could you provide 2 of your favorites (each)in the US and Canada.
Thanks again for making your special skills available thru this channel.
Read Answer Asked by Denis on October 25, 2017
Q: Hi team,
The recently released Nintendo Switch has done very well and has a lineup of AAA titles in the development pipeline for release over the next 18 months. The modular design of the hardware itself suggests to me Nintendo might be pursuing an upgrade cycle similar to iPhone where consumers do not need to repurchase accessories with each new release. Please give me your thoughts on this and your general prospects for Nintendo. Thanks. IS.
Read Answer Asked by Marco on October 25, 2017
Q: Is India reasonably priced right now? If so, do you prefer INCO(consumer), INXX(infra), INDY, ZID(C$) or a combo (or something else)?
Thanks.
Read Answer Asked by Ken on October 25, 2017
Q: Hi Peter,

The recent drop in value for KXS is somewhat perplexing if this is solely attributed to the loss of one customer. We don't own the stock today but it is next on our list to purchase 1/2 to a full position. Do you recommend waiting for another few days or longer to purchase or would you purchase KXS now while it is exhibiting weakness?

Thank you for your advice

Debbie and Jerry
Read Answer Asked by Jerry on October 25, 2017
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