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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: Hi 5i: What is your assessment of Kelso's recent results, and what do you think of its prospects over the next year or two? Thanks again for your invaluable advice.
Read Answer Asked by Roland on November 14, 2014
Q: hello 5i team

Have been watching GILD for a while now as I think there is tremendous potential. Having said that today it was reported AbbVIE appears to have pulled a bit of a fast one on GILD by convincing the patent office they have invented a novel computer model to predict effective combination therapies. This has apparently convinced the patent office the very same patents applied for by GILD back in Sept actually belong to AbbVIE.

It was these very patents which gave GILD such a big upside moving forward but now it appears with AbbVie jumping into the picture the market is not looking favorably at GILD with it down almost 10% in 10 days and dropping.

Both are now suing each other.

Can you shed any light on all this for us and exactly what it means for GILD moving forward.

Thanks for all you do

gm
Read Answer Asked by Gord on November 14, 2014
Q: Good morning,

When will be the last day to sell some shares for tax loss?

Thank You
Paul
Read Answer Asked by Paul on November 14, 2014
Q: Is Alibaba a buy at the current market price?
Read Answer Asked by Dwight on November 14, 2014
Q: I know one can't time the bottom. In your opinion, are we near a bottom or at a point where you would be comfortable suggesting some buying opportunities in this sector, or would you advocate waiting longer?

Thanks for your advice.
Read Answer Asked by Donald on November 14, 2014
Q: In 2011, I purchased 2000 shares of CCO for growth in my RRSP prior to the collapse of uranium prices. CCO has recovered a bit but I am still down 33%. I am toying with selling now, absorbing the loss, and redeploying the approx. $42K to higher-yielding stocks like FRU or AW.UN with potentially better medium-term growth prospects. Now retired, I want more income and think CCO is dead money, at least for the next few years.
I would welcome your opinion on this approach.
Read Answer Asked by Jean on November 14, 2014
Q: Peter:

Caldwell Partners International (TSX: CWL) released fiscal 2014 report this evening and the results look outstanding year-over-year. They even increased their dividends. This stock seems totally mispriced, even on a trailing basis. Do you agree?
Read Answer Asked by Charles on November 14, 2014
Q: Hi 5i Team
Referring to my question of November 13th... should I invest in TMA, QST or increase DHX or SGY or another higher dividend paying but low share valued stock to diversify sectors?
Thanks for your guidance.
K
Read Answer Asked by Kathy on November 14, 2014
Q: Hi 5i Team. Would really appreciate your current thoughts on Axia Netmedia as a growth stock within a senior's portfolio. Too risky or worth the gamble in a TFSA or ???. Thanks for your valuable advice. Much appreciated.
Read Answer Asked by Linda on November 14, 2014
Q: Hello 5i team

Long term holder... have been reading comments in the forum but have not had the opportunity to see anything accounting for the 9% drop in share value since 60 days ago. Obviously the market correction probably accounts for some of that... anything else going on? Does the upcoming split have something do with this?

Thanks for all you do

Gord
Read Answer Asked by Gord on November 14, 2014
Q: Peter can you comment on the current price of temple reit -seems overdone to me -Kim
Read Answer Asked by Kim on November 14, 2014
Q: Your expert view on Kel's results today.Is it a entry point or add-on in light of the terrible sector( oil & gas down quite sharply today).Appreciate your normal excellent services and opinions.
Read Answer Asked by Peter on November 14, 2014
Q: May I have your assessment of the latest quarterly results
of Logistec (LGT/B).
Thanks, Tim.
Read Answer Asked by tim on November 14, 2014
Q: Painted Pony Petroleum reported November 11 and is down around $1 today. What did you think of their results and also the bought deal financing that has been over subscribed?
Read Answer Asked by John on November 14, 2014
Q: Peter & Team, back to Delphi, I am afraid. We have been floundering to explain the precipitous share price decline over past 2 months. A BNN market call participant was asked about DEE recently. While a core hold of his, he was critical of management for not raising capital when prices were in the high's of $4 citing an over geared balance sheet. I wonder if we have been underestimating the adverse impact on the balance sheet of the Wapiti sale collapsing? Is the leverage all that bad? Debt to equity is $165 million on $255 million; debt to assets is $165 million on $518 million; net debt to annualized FFO is 1.9x (albeit higher than the Crescent Point "gold standard" of 1.1x); adjusted quarter EBT is $6.6 million (adjusting for property gains and financial contracts) about 2.3x interest cost- does seem a bit tight.

I also note projected gas price looks low at $3.80 per mcf and they have done a lousy job hedging where contract prices are on the $3.70 per mcf range.

Your comments, please. Thank you.
Read Answer Asked by Keith on November 14, 2014
Q: I should've waited a day to ask about EQI Could you give me some colour on their latest results?

TIA
Read Answer Asked by Gerald on November 14, 2014