Investment Q&A

Q: Christmas Greeting, Peter Co.
I am considering a purchase of Mandalay Resources (MND) shares for small cap precious metals exposure. Is the announced purchase of Challacollo from Silver Standard a material event to consider? Do you see MND as a survivor in this harsh precious metals climate? Is there a small cap, dividend paying PM stock that you would prefer?
Thanks,
Ed

Q: Hi 5i :win was up 4+% last two days and traded 11m shares on fri. do you have thoughts or comments .

Q: I have always been sceptical of websites offering advice and stock recommendations except the occasional guest on BNN. I had followed Peter on BNN when he was with Sprott and afterwards with 5iResearch. I was intrigued by the approach that Peter has taken with his new company and so over the past year or so have dumped most of my mutual funds and bought individual company recommendations. If I had stayed with the mutual funds my gain would have been around 20% for 2013. With 5i's recommendations I am up about 75% and the retirement light at the end of the tunnel got a little brighter. Thank you for the great advice and all the best for 2014!

Q: Could I get your opinion of Silvercorp (SVM), I hold PAA and MND I like precious metals but also like a dividend. Any other ideas on dividend paying precious metals producers would be appreciated..
Thanks

Q: hi, on WIN: it was removed from some indexes which triggered a lot of selling on friday afternoon. similar high volume was seen on other stocks added/removed, such as sgy, bxe and others.

Q: Hi I took a half position in CRT.UN and I see the stock hade a trading halt today and closed up 3plus%.Cant find out why also I see RNW up today any change on your opinion on the latter?
Alaho Stan

Q: What is your rating of gxi?

Thank you

Q: With a recent run up in share prices the fixed income portion of my portfolio is due for an injection, and I am holding plenty of cash for new purchases. I hold a reasonable mix of government bonds, preferred shares, and corporate debentures, but feel that my weighting of debentures is low and an increase would be appropriate. Can you provide your top 2 or 3 picks of convertible debentures from any of the companies you cover or if that list is too short anything outside of your coverage that looks good. I’m looking for something that pays at least a 5% dividend and trades at a slight discount (i.e. <$100). Could even trade at a deep discount as long as you have no concerns with repayment at maturity.

Q: Do you think enghouse(esl), could be a five or ten bagger like constellation software(csu), thanks?

Q: Hi Peter and Team, I really don't know what else to say except 'Thank You' for all the help in 2012 and 2013...so Thank You!

Can you please tell me if insiders of Prinecrest, PRY, have been buying during this month, how much and by whom? Would PRY be considered a very cheap stock in the sector currently at .38 cents?

Also, your outlook on oil for 2014 would be appreciated as well, especially if Iran starts to play ball finally and agrees to what is being demanded of them in order to lift sanctions on their oil exports.

Also, with fast technological advancements in finding and producing oil and gas, which I'm sure will also be applied to in Asian and other countries in the near future (fracking, etc), how do you see technology impacting oil prices downward over the next one to three years? Oil moved from $150 per barrel to under $40 per barrel just a few years ago so could this occur again with so much oil being produced now, with more oil coming on stream every year? I just can't see world wide demand/consumption meeting increased oil supply, and increased production over the years to come!

Again, Thanks!

Please ignor this question if you already received it this past Friday, thanks.

Q: Could I please have your view of the ETF Powershares Global Private Equity,PSP, as a way of tapping into private equity companies? Do you see the 13% dividend as sustainable?

Q: Hello i5 Team,
AET (Argent Energy Trust), and TBE (Twin Butte Energy), are down 24% and 21% respectively in my RRSP. I have held on for well over a year now, but am now wondering whether I should continue to hold, or sell and get into something else from your portfolio. I also hold PPL, GEI and KEY which have done very well, and I will continue to hold.
Your advice is greatly appreciated.
Warm holiday wishes to all of you!

Q: Seasons Greetings to all at 5i--Hope 2014 is both healthy and prosperous for you all.
I note that Pulse Seismic (PSD) is at or near all-time highs. Should I be adding for 2014 or take some off of the table. There is no tax consideration as far as 2013 is concerned. Thanks for all your help in 2013. Bill

Q: I hold the iShares CWO Emerging Markets ETF. Its P/E is 8.1, the Price to Book is 1.00, its yield is 1.36%, and the MER is .69%. The performance of this BRIC ETF over the last several years has been flat.

Do you have any other recommendations for an emerging markets play? Should I be concerned that the daily volume averages 3.7K?

Thanks.

Q: Hi Peter and Team: First, thanks for the truly great service. My question: It seems the UK economy might be on the mend, so I have been looking at British ETFs. What do you think of EWU and EWUS for the next year or two? The latter had a particularly good 2013. Merry Xmas.

Q: Hi Peter & Team:
ste-t Santonia Energy. I have too many shares in this company,and I should have had stops on them,however, that is history. I once owned Biovail and I was going away for a few weeks and I got stopped out and have been reluctant to use stops ever since especially when we have HFT even though they claim that it only affects large cap stocks. Could you please comment on this? Back to Santonia. Any time a c
ompany changes their name it usually means trouble. Natural gas has been rising in this cold spell and ste has beern going down. Probably tax loss selling. From all my research they apparently still have some good properties left even after their recent sales,and supposedly have some good people at the helm. What do you see in the future for it?

Thanks,
BEN

Q: Could I get your opinion on GEI.thanks

Q: I am grossly overweight pembina and would like to replace a portion of it with something that will likely provide the same or better total return in a registered account. Could you give me a couple of suggestions.Have a Happy Christmas

Q: Hi Peter and team (sorry but I don't know anyone else's name)

I joined the site last summer and since then I have made reading the investor questions and answers a daily habit.

I considered myself a fairly knowledgeable investor but to be honest my investment performance as a do it your-selfer had been fairly abysmal as I thought the best way to make money in Canada is just invest in gold, oil and real estate. Who knew about the opportunities in cinemas, auto collision shops or engineering firms? Obviously, not me!

Since joining 5i, thanks to you, I have earned my best returns ever.

Therefore, I wish to express my sincere thanks for the service you provide and the very best for the holidays and New Year to everyone at 5i

Q: Hi Peter,

Should the average investor consider trading options?
For example my family portfolio size is approx. +800K in
both registered and non-registered accounts.
It appears to me that trading commissions/fees are significant
and definitely erode the potential/risk from using them.
I would appreciate your thoughts.