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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 Peter & 5i Team,

In your answer to Marc on April 16 regarding Kirkland Lake Gold (KGI), you wrote "The company ... and is probably worried about getting taken over ala Osisko."

Can you explain why a company would be "worried about getting taken over"? I thought that is a good thing to happen (atleast for shareholders who earn a premium on the takeover). Is it not also beneficial for the management of the company?

Thanks in advance.
Francis
Read Answer Asked by Francis on April 16, 2014
Q: I am way under water on ECA , because I own a lot of it which was bought at the peak . As you know the market doesn't care what I paid .
Do you know if PrairieSky Royalty ( an initial public offering form Encana ) is going to erode ECA stock value ? This could get bloody - It appears that we should be lining up for PrairieSky Royalty and dumping Encana ...
Read Answer Asked by Thomas on April 16, 2014
Q: Hello 5i,on the most recent offer by Yamana and Agnico for Osisko could you comment as to your opinion as to if this is the last offer would you hold onto Osisko and take the shares of Yamana and Agnico or sell into the market? Also say on the basis of if you hold 1000 shares as of now of Osisko what would be the break down as to how many shares and or cash would you receive of Yamana and Agnico and when would this deal be completed.
Thanks Michael
Read Answer Asked by Michael on April 16, 2014
Q: VXS

Haven't seen the results of yesterdays report but I can't imagine it was good considering the markets reaction today with an 11% slide.

Gord
Read Answer Asked by Gord on April 16, 2014
Q: re: Direct Cash DCI

Noticed a significant bump yesterday and today plus, a significant increase in yield. Would you recommend a buy/hold or sell?

Thanks for all the help

Gord
Read Answer Asked by Gord on April 16, 2014
Q: Hello Peter,
I am looking to make a move ( 5-7% weighting )on either SLF or GWO, maybe both. Ford recommends GWO as a Strong Buy. Could I have your opinion on which one you would pick? I would consider either one or both, to be ``cornerstone holdings``. In other words, long term growth with steady div. income, within a moderate to medium risk, but well diversified, portfolio. Thank you sir!
Read Answer Asked by Rick on April 16, 2014
Q: Could you comment on encan ipo prairie sky thank you
Read Answer Asked by Jack on April 16, 2014
Q: Peter, could you give me your oulook on Counsel Corp, seeing as how it has dropped recenlty, is it the time to buy?
Read Answer Asked by Jim on April 16, 2014
Q: Hi Team: can you comment on the recent financing and acquisition by HLP.un. They seem to be agressively growing their business. Thanks
Read Answer Asked by Scott on April 16, 2014
Q: What is your outlook for the REIT sector?
It does not appear that interest rates are going anywhere,
they pay a healthy dividend & low beta.
Do you have a favorite.

As always - thank you
Craig
Read Answer Asked by Craig on April 16, 2014
Q: Peter and Team,

Is it time to cut and run on Kirkland Lake Gold? It feels wrong to sell such a high grade asset so low but it seems like it can't do anything right these days. Maybe I should be selling this and rolling it into my existing B2 Gold position (also own Goldcord and some bullion) or maybe I should be moving it to another "physical" name totally out of the gold space like Stella Jones?

I can't help but feel like the day I sell KGI will be the day that I miss out on some big guy coming in and buying this at a premium but still cheap!
Read Answer Asked by Marc on April 16, 2014
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