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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: BZH:US I recently picked up a small position in Beazer Homes USA. It as popped nicely and I would like to buy my next third. The potential could be huge judging by the multiyear chart. What does your team think?

TIA
Read Answer Asked by Gerald on August 23, 2012
Q: Hi Peter,
Can you please explain negative interest rates on bonds in Europe. Is the yield negative because of strong demand (i.e. prices getting bid up) or are these bonds just issued with buyers knowing that at maturity they'll get less than their origianal investment back? Thanks as always!
Read Answer Asked by Chris on August 23, 2012
Q: On SSL you predicted a stock issue was likely and 2 days later it happened. I want to learn from this, so could you give some additional detail on why you thought this was likely to occur.
Read Answer Asked by Noel on August 23, 2012
Q: Peter

Could I lease have your thoughts on EFR

Thanks

Mark
Read Answer Asked by Mark on August 23, 2012
Q: Are you still positive on KGN, do they have enough cash to build the mine.
Also what do you think of Sunward SWD.
Thanks
Read Answer Asked by Doug on August 22, 2012
Q: Hi Peter,

While at Sprott you liked the potential of Sensio Technologies as it could possibly become the defacto standard of 3D transmission technology. Are the recent signings something that you envisioned would happen a few years ago? In light of these recent signings by Sensio is there still potential for your initial investment thesis to take hold. Your thoughts are greatly appreciated.

Art
Read Answer Asked by Arturo on August 22, 2012
Q: Hi and thanks in advance. What recommendations would you have for companies/trusts that pay dividends that one could comfortably (relatively speaking) put in ones RSP?
Read Answer Asked by Jim on August 22, 2012
Q: Hi can you comment on Hanfeng Evergreen and the agricultural sector / emerging market food demand? Where did they go wrong?
Read Answer Asked by Michael on August 22, 2012
Q: TPL Tethy's This company seems to have some good assets in risky environments but the stock price is stuck at around 60 cents forever. There financial numbers seem to be getting better. Can you tell me why this stock is stuck here at this price? Thanks Mike
Read Answer Asked by Mike on August 22, 2012
Q: Sandstorm Gold just listed on the NYSE this week and announced a $75 million bought deal today. ($75 + 15% overallotment) on top of this a $50M LOC and ~$40M cash on hand. Provides a kitty of ~$175M.I have a larger position in this company and would really like to know if this changes your perspective on the company.I know you were concerned in the past that they were not cashed up to capitalize on the current opportunities.
Your thoughts once again, appreciated.
Cheers
S.
Read Answer Asked by Alex on August 22, 2012
Q: Equity Financial Holding Inc. is showing some weakness. Just wondering if there's any cause for concern please?

Dave (Nicholson)
Read Answer Asked by David on August 22, 2012
Q: Over the past few years, I have on several occasions taken advantage when our loonie was solidly above parity with the US$ to purchase US$ (cash) with an eye towards getting some diversification outside of Canada. The trouble is I have yet to make any foreign purchases and US$ cash now represents about 15% of my holdings. I have been patiently waiting for a meaningful pullback in the US markets which hasn't arrived. I realize that 5i's focus is primarily Canadian, but could you provide any general recommendations (either individual names or ETFs) that you feel would be suitable for new buying at present to provide some broad diversification in the US or abroad (priced in US$). Thanks.
Read Answer Asked by Steven on August 22, 2012
Q: Hey guys. I've held kmp for a few years. Was thinking of possibly selling a portion or all my killam and replacing that dividend stream with morguard north american reit and building my cash position with whatever money is left over.

Option number 2 would be to keep all my killam and buy mrg.un with some of my existing cash position.

Any thoughts? Thanks.
Read Answer Asked by john on August 21, 2012
Q: Hi Peter: What is the best source to research low cost MER ETF’s and INDEX FUNDS to develop a diversified portfolio by asset class?

Thank you
Read Answer Asked by Raj on August 21, 2012
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