Investment Q&A

Q: Peter,
1.I have been interested in the comments on dealers. I was thinking of changing, but realized I should be asking more of RBC. I would like to hear more about the other brokers.
2.One of my complaints has to do with members referring only to the ticker letters for companies instead of the names.
3. Do you have any info on Algoma Central? Thank you in advance Gary

Q: Hello, I'm astounded by Ford Equity Research's recent sell recommendations on many of my junior Canadian mining stocks ( they have sells on NGD,HBM,DML,CS,PG,AUG for example). I checked with their website and they apparently provide independent unbiased research on approximately 4000 companies from their US headquarters. How much weight do you think a person should place on their recommendations on Canadian junior mining stocks?

Q: Peter & Co., your amazing service is invaluable to retail investors.
Athabasca Minerals was halted for much of the day pending news that the company did a bought deal financing. The units are priced at $1.45, $0.10 less than the closing price of the stock yesterday. I understand the potential value of the projects that this financing could permit. However, I expect that tomorrow the stock could trade below the $1.45 level, the issue price of the units.
Questions
1. If the company has not yet received the permits for the fracing sand project and the cash is not required immediately, is this financing likely coming at an opportune time to avoid financing after a possible poor Q4 that ended on November 30? This question calls for speculation that I hope your vast experience might shed some light on.
2. If the stock trades off to the high $1.30's, would it be a buying opportunity given the pricing of the financing?
Thanks, Peter.

Q: ARE - Aecon has recently reached a 5 year high r. Any thoughts on how much more growth it could see over the next year?

Joe

Q: Hello and merry Christmas!

I have been looking at Loyalist (LOY) and I see that they had a great quarter and are expanding into the student housing sector. I am looking at taking a position in this for a 3-5 year hold. What is your opinion and do they have room to grow?

Greg

Q: hello Members:
just wanted to say: Thanks very much for the information regarding the different brokerages, and for taking the time to write in. All the best.
and, btw, all of my "best" stocks are 5i picks (ie. CSU, BAD, KBL etc etc). How did I get by without you guys lol.
Merry Christmas

Q: Happy Holidays 5i:
I have 16.6% of my portfolio in the Energy sector. Is this too much? In the U.S. I have OII, NBL and KMI. In Canada, ENB,SU, TOU, WCP and PEY. Your advice on this line-up is appreciated.

Q: In regards to AFOP...Mr Reese was commenting on Alliance Fibre Optic Products (and gave the call sign AFOP). It trades on the Nasdaq. Any thoughts? Its numbers look good to me.

Jim

Q: Do you think that now Mastercard is splitting that Visa may follow. Any thoughts on Mastercard as a purchase as I am overweight in Visa?Tha

Q: I'm a huge fan of 5i and if appreciate your need to focus on Canada. Are you aware of a similar service covering the US?

Q: Hello Peter and 5i staff: Wishing you all a Happy Christmas. I note you are okay with EMA but with the new common stocks at 28.85 announced on the 10th would you continue to hold in a registered account or suggest an alternative. Thank you Barb

Q: Can you please provide your opinion on RIL.UN? I currently hold this position and debate on liquidating it.

Q: Hi Knowledgeable People:
Could you give me a quick 101 on CAP RATE? I believe it is the opposite of PE Ratio. So often on BNN I hear them talking about a cap rate of 6 or 10 etc. Do they mean 6%? Is a property with a cap rate of 12 more desirable than one with a 4% rate? Also, do you have any information on San Juan Basin Royalty Trust? I do not believe that it is an MLP ( which I want to avoid). I am concerned about tax reporting of trust income to the IRS. Probably a US Tax return would be required. Any help would be very much appreciated.

Thanks very kindly,

BEN

Q: Enghouse (ESL) seemed to blow away consensus earnings estimates. Anything that you didn't like in the release and how positive is this? thanks.

Q: goodday,i remember you liked keegan res. yrs. ago now AKG .looks pretty tempting today on the price drop, yes/no ? tkx pat

Q: Hi, I am looking at bns and hcg, which would you lean toward at this time.

Q: How do you feel about MCB with the news that came out today about the bought deal financing?

Q: I see that Goldman Sachs have downgraded Catamaran.I tend to rate Goldman in the same camp as Veritas as to how they rate stocks.Do you have an opinion on Catamaran? Might this may be a buying opportunity? Thank you and a merry Xmas to you and staff.

Q: can i get an opinion on the so called permanent portfolio. I was wondering about a tweek to 20% cash or short term bond etf 20 % long term etf 20% canadian low vol. etf 20% us low vol. etf and 20% gold IGT thank you.

Q: Hello, my membership expires on Sept.28/14. Will the "limited time offer" be available to me then? If I renew now for two years I assume it will be two years Sept.28/14? Yes/no?
Thanks Dave