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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 and team
I notice Health Lease REIT(HLP.UN) has acquired another property from Mainstreet Property Group. Do you think they are getting these properties at a fair price? They mentioned the appraised value but there was no mention of cap rate. What do you think of the deals they are making with Mainstreet and what do you think of HLP.UN in this market climate?

Thanks

Ross
Read Answer Asked by Ross on June 25, 2013
Q: WHAT DO YOU THINK ABOUT THE TAKEOVER TODAY CML HEALTHCARE BY LIFELABS A SUBSIDIARY OF OMERS DO YOU BELIEVE THE OFFER IS FAIR, OR SHOULD WE HAND ON TO THE SHARES FOR A HIGHER BID. THANK YOU
Read Answer Asked by OSCAR on June 25, 2013
Q: Hello, I hold an extensive blue chip portfolio aimed at the rising middle class in emerging markets (BRIC's). Portfolio includes KO, NSRGY, NKE, CMI, BUD, GE, HON, ETN IBM & VALE. With reporting season approaching & in light of BRIC slowdown, should I back down or stay the course? Any separate view on VALE (only resource stock)? Appreciate your help.
Read Answer Asked by Keith on June 25, 2013
Q: With the price of gold apparently sliding lower by the day, I am wondering if gold mining companies are worth a review. To that end,could you advise where the best place is to get information on the average cost of mining an ounce of gold, and the historical annual demand and supply.Also, what would Goldcorps cost of production be at the moment and their breakeven for new mines.
Mike
Read Answer Asked by mike on June 25, 2013
Q: can you give me your thoughts on dgs for 2013&2014 nav open or closed end price thanks
Read Answer Asked by neil on June 25, 2013
Q: Hello,

I currently hold CML healthcare. When the buyout occurs which stock would you recommend to replace this?

susanna
Read Answer Asked by susanna on June 25, 2013
Q: Hello5i, CML healthcare is being taken over, do you think there would be a higher offer could you comment.Thanks
Read Answer Asked by Michael on June 25, 2013
Q: Peter; Could you look at DI.UN's news release today re the German Post Office renewals and advise if it is good, bad or indifferent? Thanks.
Rod
Read Answer Asked by Rodney on June 24, 2013
Q: Hi Peter & 5i: You mentioned the potential for the flooding in the western prairies area to impact drilling operations on effected lands. I'm wondering more broadly about whether you have any thoughts on other businesses that may be impacted significantly. Unfortunately located REIT properties come to mind on the negative side but there must be other examples. I don't know whether there are "clean-up" oriented businesses that might actually may do well as a result of the disaster. Can you expand my thinking here with suggestions of any stocks that bear extra-careful watching while the waters recede? Thanks!
Read Answer Asked by Lance on June 24, 2013
Q: Hello,
I would like your opinion of Black Diamond Group (BDI-T) and if you feel the recent pullback is an opportunity for entry. Thanks to all at 5i for your great advice!
Read Answer Asked by Ruth on June 24, 2013
Q: Peter & Co.,

2 of my core holdings, BCE and Emereging Markets (PIE-N), have just been getting crushed recently, for very different reasons. Are these sell offs overdone, or is there more pain to come? I consider myself a long term investor, but how much longer can I let these stocks be an anchor to my portfolio?

Thanks.
Read Answer Asked by Ray on June 24, 2013
Q: PLB had been moving up nicely but seems to have been hit more than most today.I'm unclear how a tight monetary policy in China would affect this company. Just wondering what your thoughts on that would be.
Many thanks
Mike
Read Answer Asked by mike on June 24, 2013
Q: Dear Peter
Do you see any particular companies becoming significant buys as a result of the devastation in Alberta and elsewhere the Mid-West in general?

Greatly appreciate you timely insight.

Bill
Read Answer Asked by Willliam on June 24, 2013
Q: GCL
Hi Peter & Co.
Any recent news (good or bad) on Group Colabor. The only recent thing I have seen was an announcement that their dividend declarations would now line up timewise with their quarterly reports. It seems on big market down-days Colabor does not get hammered as badly, would this indicate it is already undervalued?
Thanks,
John
Read Answer Asked by John on June 24, 2013
Q: Regarding IPL.UN this goes back to your comments on Stop Loss points. Following your comments I assessed where I would want a STOP LOSS and removed most. A STOP LOSS today on IPL.UN might have cost an investor dearly.

Thanks for your valuable advice.
Ron
Read Answer Asked by Ronald on June 24, 2013