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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: July 10th gold opened up at $18 and held onto most of its gains. Gold stocks did not participate. There was news on PLG and FVI. Did not seem negative but they both dropped substantially. Any reason why these two stocks would fall that far with gold going up?

On a different topic VCM and DWI look impressive. Would you give them a good rating?

Dennis
Read Answer Asked by Dennis on July 14, 2014
Q: Hi Peter. I have been hearing rumors of a severe correction or even a crash of the markets. Last year in May, a friend of mine panicked and cashed in all his stocks and funds because of the same rumors at that time. It was obviously a huge mistake, given what the market has done in the past year. I know that no one can time the market with any real accuracy. However, I am getting a little nervous. Is it a good time to have more cash in my portfolio. In other words would you recommend selling stocks that have done really well in the last year in order to have the security of cash? Thanks for your great insight. Cam
Read Answer Asked by Cam on July 14, 2014
Q: Hi 5i Team,

I read an article on Seeking Alpha today recommending a play on gold and silver via a closed-end fund called Central Fund of Canada (CEF). It is supposed to be trading at a 5% discount and that is meant to be unusual (but it happens from time to time).

Any time someone writes about "free" money I am suspicious. Do you have any comments about this investment alternative? The article is here: http://seekingalpha.com/article/2310905-how-to-get-a-big-discount-on-gold?ifp=0

Thanks again for your great service.

Michael
Read Answer Asked by Michael on July 14, 2014
Q: I would like to invest in Gold or Silver sector. Can you please suggest me a growth oriented company, has reasonable valuation and best management

Many thanks
Niketa
Read Answer Asked by Niketa on July 14, 2014
Q: Could I please get your opinion on the. emerging market fund RBF 1099 with a mer of 1.5. As always thanks so much for your valued opinion.
Read Answer Asked by Paul on July 14, 2014
Q: I was watching Fast Money Halftime last week in which they had invited the best performing fund manager for the last 12 months. His portfolio is based on insider buying (long) and selling (shorts). Which Canadian companies do you like that have also shown strong insider buying? Thanks.
Read Answer Asked by Eric on July 14, 2014
Q: Petronova PNA;T A strategic review has been initiated as mgmt feels company is undervalued. In general, once a company announces such intentions, if long the stock, should one wait hold, sell? I had bot it for int'l exposure in oil exploration
and am thinking the story is over and it is time to move on.
Would you agree?
Read Answer Asked by gordon on July 11, 2014
Q: Hello to all ... in your most recent survey you asked some questions regarding paying a side bar fee to have you or Ryan comment on personnel portfolios. I am retiring in September and am relying on the 5i portfolios to generate a healthy income. RIF, LIF, TFSA and Cash accounts will comprise of my overall direction. Although my questions are basic, should I be asking my questions via Investment and Company Q's or should I send Q's off camera for you 2 to comment on? As always TY.
Read Answer Asked by Alan on July 11, 2014
Q: RTK Artek Exploration provided an operations update on June 18th which gave some indication of their well results in the Inga Fireweed area of the BC Montney Play. No further information.
Do you know the management of Artek? What is 5i's opinion of the company?
Thank you
Nadine
Read Answer Asked by Nadine on July 11, 2014
Q: Do you have any opinion on KSM on the venture exchange?Thank you
Read Answer Asked by hal on July 11, 2014
Q: I have a question regarding CEFL.US, which is a 2X leveraged fund of funds product created by UBS. If I buy this in a taxable account, is it your belief that a 35% foreign withholding tax would have to be paid? I think that withholding tax would have to be paid on it's cousin BDCL.US because it has MLPs as its consituents, but I'm not sure about the former. I know you guys aren't accountants but I thought maybe you would know. thx
Read Answer Asked by Michael on July 11, 2014
Q: I am a long-term investor and am considering buying XSR and BIP.UN. May I have you opinion please? Thank you.
Read Answer Asked by Bruce on July 11, 2014
Q: Hello 5i Team
Sadly I have have not paid proper attention to our investments( left it up to advisers),and within this year we will need to draw income. Please give your opinion on the following( about 30% of investments), including whether to continue holding or switch, and alternatives if switching is advised.
1) BNS.PR.Y (72.2k) 2) AGF4076 (50k) 3) FID281 (140k) 4) FID227 (14k and the only international exposure) 5) Total Energy Services Inc Con Unsec Sub Deb Mar 31 2016 5.75% ( 42.4k).
Thank you in advance, Bill
Read Answer Asked by William on July 11, 2014
Q: Peter:

Caldwell Partners International (TSX: CWL) released Q3 after the market closed today and the results appear to be very strong. Do you think the stock still has lots of upside from its current trading price of $1.24 for small cap investors?
Read Answer Asked by Charles on July 11, 2014
Q: What did you think of the latest qtr from MTY? Thank you.
Read Answer Asked by John on July 11, 2014
Q: I have some cash in my U.S. account that I want to put to work towards a high yielding stock that trades in the states. Was going to buy ORAN ADR on NYSE, however, judging from response to a previous members question on it, I would be better off investing in another company. I am looking at BLX on the NYSE. Do you have any suggestion for company with gooder outlook and possibly a higher yield?
Regards Anthony
Read Answer Asked by Anthony on July 11, 2014
Q: What is your opinion of the high dividend ETFs SDIV and DIV available in the U.S.I am considering one of these funds for my RRSP but am somewhat suspicious of the high dividend rate offered.
Are they too good to be true and should I perhaps look elsewhere.Thanks, Joe
Read Answer Asked by Joseph on July 11, 2014
Q: Good afternoon...I have $100,000 that I keep in cash and will not need to touch for 1 to 1.5 years...ideally would like make some interest/income....I would not want risk but will to take conservative risk....what options would you recommend...I have other investments full invested in the market...

Thanks

Matt
Read Answer Asked by Matthew on July 11, 2014
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