Q: I have a 4% position in silver through SLW. I would like to increase my position now to take advantage of the (sometimes) short term Jan/Feb seasonal pop in silver but also for a longer term hedge against potential inflation. Would you recommend sticking with SLW or diversifying into another stock/vehicle, and if so, what? Any general recommendations on % to be held in a portfolio and do you feel purchase at this time makes sense ?
Thanks for the great service you are providing.
Q: your comments on the below would be appreciated
thanks
Yossi
The Globe and Mail reports in its Thursday, Jan. 3, edition that CIBC World Markets analyst Adam Gill is keen on Argent Energy Trust ($9.24 (Canadian)) in the wake of its recent $120-million (U.S.) acquisition of oil and gas assets from Wapiti Oil & Gas and Wapiti Energy. The Globe's Darcy Keith writes in the Eye On Equities column that Argent Energy issued $100-million (U.S.) in new equity to pay for the deal and is taking on new debt. Argent, however, still has a strong balance sheet, says Mr. Gill. He figures Argent Energy's payout ratio will decline to 116 per cent from 138 per cent. As a result, Mr. Gill rates Argent Energy "sector outperformer" with a price target of $12.25 (Canadian). The shares of Argent Energy have a five-month range of $8.95 (Canadian) to $10.70 (Canadian). The Globe's Boyd Erman said on Oct. 30 that Argent Energy was having a good run. The shares were then worth $9.81 (Canadian).
Q: Congrats on the site, I am a new subscriber and find the information useful. I am sitting on about 200k in cash at the moment. With the pseudo positive news coming from the states and the recent increases in most of your B+ to A recommendations, would you hold off on this entry point and wait for weakness? Would you be able to mark sensible entry points for some of your top recommendations ( Stn, Pki, bdi, cgx, Aya, csu, Bad, esl, Atp)?
Q: CBM Asia Development (TCF)
What are your thoughts on the company and their recent joint venture agreement with ExxonMobil.
Any thoughts on natural gas prices in Indonesia, Asia, as well as Liquid Natural Gas?
Thank you for your time. Looking forward continued excellence from 5i in 2013.
Q: I am trying to determine the comparative merits of Twin Butte Energy (TBE.TO) and Renegade Petroleum (RPL.V)using cash flow, dividend yield... I would appreciate your preference between these two stocks.
Q: Enghouse systems (esl). After a 2 dollar rise in its share price in the past month , does (esl) continue to be a buy or should a person wait for a pull back or consolidation? Thanks .
Q: Hi and Happy 2013. I am considering buying TFI. I would like a transportation stock to fill in my portfolio. Your advice would be much appreciated. Thanks Phyl in BC
Q: Hi Gang, I live on the income generated from my investments and have about 16% invested in the Canadian Banks. I'm wondering about ZWB (banks covered-call ETF) as a double sided investment. The yield is nice, but given that the price appreciation trails that of the individual banks, would the position act as a partial hedge? And is a 10 to 15% position too high.
Thanks
Kyle