Investment Q&A

Q: Hey Peter. Masterful job on MarketCall.

Question on strategy: Seeing the larger discount, than its historical average compared to its peers, I am accumulating a position in National Bank. If I get to a full position (5% of my portfolio) and the large discount remains compared to its peers, would you overweight National Bank or would you start accumulating a second bank, as they also seem to look attractive at these levels. Currently National Bank is my only financial.

Q: EKG.v Do you follow this stock,if so good entry point at this level? Thx.

Q: amd.nyse What is your take on Advanced Micro tecknology if you follow it thanks for your time

Q: Hi Peter & 5i: I have owned Carfinco (CFN) for a few years and they have been very good about raising their monthly dividend payment by half a penny, twice a year. If they stay true to form, their next dividend raise may be announced within a week or so (the corresponding increase last year was announced April 11th - their pattern is not to announce it with their Annual and Q4 report release in March). My question is this: Do you think the reported uptick in loan losses/delinquencies, which seemed to spook the market into the present pullback on the stock price, is significant enough to undermine the next potential dividend increase? In past, I have mainly looked to the quarterly confirmations of 20% revenue growth, relatively stable margins, and the special dividend of 5 cents in December, as confirmations of CFN's ability to keep cranking up its dividend. Are they still okay on the profit margins? Thanks!

Q: Hi 5i, looking at a company called Graftech Technologies (GTI-N) they are a graphite technology/manufacturing company listed in the US, been around for over 100 years. Graphite seems to be popular with many small miners and supposedly an upcoming technology. Would appreciate your opinion of it.
Thanks

Q: I have a question about Boston Pizza Royalties Fund given the current market and the upswing in this stock would you take some or all off the table?
Stan

Q: Peter I was wondering what you think of tall grass energy . It looks to me if they can execute on there plans in corporate presentation on there website they could do well . Some production some debt and a lot of land to drill . Symbol tlc.v

Q: LW: Could you comment on their aquisition? On the surface,it seems a major coup, grabbing the beds and the CEO, and they have said it is to be 14% accretive on a per share basis, which in an ideal world might mean a higher intrinsic value. Besides any general thoughts, I am particularly wondering if anything in the debt structuring is a potential problem? Thanks!

Q: Hello, with the gold markets taking a plunge lately, could you comment on a sector that is doing the reverse and is on an upward trend? If possible, a few recommendations of companies within this sector would be appreciated. Thanks

Q: Peter & Staff.I want to say what a great team and I also like the way you answer the questions from everyone about the stock market. I am getting better informed thank's to you & staff

Q: Hello 5I. I would like to have your opinion on CS and CUM. Which one better to invest ?. Regards, Loni

Q: I would like your update on Esperanza EPZ, and how things change since the Agreement with Pan American Silver on Feb 25. I thought the agreement was positive for the company but the market doesn't seem to have changed much.
Thanks

Q: I own BNS , could you give me your view on why it hs taken such a drop in price in the last two weeks .

Thanks Jim.

Q: Peter,

Is ORT dead or is there some hope of revival. Is it buyable here?

Q: With the big drop in prices for the large Cdn energy stocks (SU, CPG, CVE, etc.), is this a good entry point, is it time to bail out of the sector, or just stay the course. I have about a 12% weighting in the sector.

Q: I think the added category of "Investor Resources and Strategies" was a great suggestion. It's clear from some of the answers to member questions that you are expecting the current downward momentum in, for example, junior mining and gold/silver stocks to continue for a bit. Could you provide some guidance - technical and/or other - on what you look for to determine when sector momentum shifts either up or down? Would these signals change with different sectors ? Thank you.

Q: Hi peter,a comment and a question---it seems whenever someone is on bnn and talks about a stock you have a report on or that is in your model portfolio then they ask a question for confirmation, syz being the latest example.
My question is, i own lots of tourmaline -- no dividend,long before you put it in your model portfolio, but rpl, pbn, mmt, and now sgl are all yielding between 11 and 15 per cent, would you recommend any of these or is the risk just too great.thanks dave

Q: Good Morning Peter and Team,
I have been very slowly averaging into the gold mining sector over the last year using ETF's- IShares XGD and BMO's ZJG along with equities- Central Fund of Canada (CEF.A- TSX) and Silver Bullion Trust (SBT.UN- TSX). So far it has been like catching a falling knife and I look pretty stupid but I truly believe that we are still in a long term secular bull market in precious metals. Do you think we are approaching the "PUKE POINT" for this wave or cycle ??? Also I would appreciate your opinion of my stategy.
Thank you very much. DL

Q: This is not a question just a comment for the person asking about (syz) this morning. Jason Donville on market call last night was very negative on the company and said it was extremely over valued and said if you could get 4.50 for the stock to sell it. The high was 4.50 this morning which may account for the weakness. thank you

Q: Do you have any idea what is going on with sylogist, [SYZ], over 7% drop at market opening, and above average volume this week, thanks.