Investment Q&A

Q: I've been reading quite a few articles recently about the high level of margin debt in the US. What is your opinion on the correlation between margin debt levels and major stock market corrections. Apparently margin debt levels are very close to where they were just before both the 2000 and 2007 corrections.
Thanks for the great service.

Q: I would like your opinion on Synodon SYD.X. With all the activity in pipeline installations and environment regulations, they seem to have the technology and proprietary advantage to allow them rapid growth.

Q: Westshore Terminals, WTE, annouced a few months ago that they capped their dividend to complete some capital projects over the next few years. I am good with this being a shareholder ensuring the future and hopefully future dividend increases. No one expected much growth in the share but here it is up $8-9.00/ share since this announcement. This has grown into about a 7$ weighting in my portfolio.

Any idea what has driven this rise in share price and should I take a little off the table to get back to 5% weighting?

Thanks in advance and thanks to you, your staff and other members for information and answering questions.?

Q: Hi
Uranium is getting a lot of attention of late. Do you have any stocks or etf to recommend. What do you think of Uranium Participation, "U" on the TSX.
Thank you
David Wain.

Q: Hi Peter
I'd like your opinion ref the announcement from ESL dated March 4th of its purchase of IT Senix AG of Germany at the price of 7 million Euros.
Is this a good fit and a good price?
Would you be a buyer of ESL after this announcement?
Thanks,
Ron

Q: Good Morning Peter, I have an 11% weighting in the oil and gas sector divided between five companies. This includes both ECA and TLM. I am significantly underwater on both of these stocks. Is it time to take my loss and replace with one of Vermillion or Tourmaline or some other company? I also hold FRC. Would you hold or replace that one as well?

Q: Do you have any information on INO.UN.? It is starting to look interesting from a technical basis, so now we would like a look at the other side of the coin.

Q: Hello Peter :
I'm curious to know what you think about this:

BlackBerry (BB.TO) recently ousted Thorsten Heins as CEO in November and now has John Chen at the helm of the company. Since that time the stock has been steadily increasing with slow and steady short term growth. Chen has announced a new BlackBerry (Q20) taking the company back to its core business and what it does best...the QWERTY keyboard, which will be released the second half of 2014. Do you see this stock as a short-term hold for a quick profit turnaround until the launch of the Q20 and before first sales numbers are released or would you buy in now and hold for a longer period of time?
Thank You.........Paul

Q: Hi Peter
Enterprise Announces $12 Million Bought Deal Equity Financing.
Just announced. Is this a good?
Thanks
John

Q: Would you please give your analysis of the PKI Q4 2013 earnings released today?

Q: Hi, what are your comments on ESL earnings? Thanks

Q: Greetings 51 on this cold, now blustery day.
My question is on Martinrea. Is there any updated information regarding their legal troubles. I note there was a new director appointed in January. What is your opinion of this stock. Certainly it seems to be an excellent time for other partsmakers. Any chance MRE can make strides to join the party?
Thank you

Q: I've done a little screening for good dividend stocks that aren't in the mainstream media. One of these is Mind CTI (NASDAQ: MNDO).

My research has shown me that it has about half it's market cap in cash. The dividend is high, and in most years, it can cover it through all of it's net income. In the most recent year, it's only able to cover half of it, yet they still paid out 24 cent versus their 12 cents in profits.

My question is: what do you think of this company and is the dividend policy sustainable in your view?

Q: Good afternoon,
I would appreciate your views upon Stillwater (SWC) as a PGM play.

Q: Hi
I'm interested in taking a position in the silver market. What are your thoughts on SSO, or would you recommend others?
GUY

Q: Another question about BLD. Is it getting frankly ridiculous? Up 250% in two months? 20% today alone after 13% yesterday? I know you've expressed a lack of confidence in this stock, and I know electric batteries have some enthusiasm behind their movement, but I'm not seeing others in the industry rise this swiftly on no real news. Do you have any idea what's driving it and would it be incredibly dangerous to jump aboard?

Q: Do you have any debenture recommendations? What do you think of AXL.DB?

Q: Hi- any comments on the latest financing by ROG? does this reduce the risk ,would you still call it a highly speculative company
How would you rank it versus others in the sector?

Q: Peter and 5I team, I think some of your members might enjoy the efforts of this blogger per Canadian dividends...

http://www.dividendgrowthinvestingandretirement.com/canadian-dividend-all-star-list/http://www.dividendgrowthinvestingandretirement.com/canadian-dividend-all-star-list/

"The Canadian Dividend All-Star List is comprised of Canadian companies that have increased their dividend for 5 or more calendar years in a row. I used the dividend record date to determine the length of streaks."

If you don't feel it's appropriate to be posting publically for fear of a whole whack of links to blogs etc; then I understand. Just felt it was worth it to share. There's lotza good blogs out there on dividend investing for sure. Thanks for creating 5I, it's been a blessing in disguise.

Q: Good day Peter and phenomenal team. "E" Enterprise Group has a halt due to an equity financing with Genuity Capital for 12m shares at $1. What impact do you feel this will have on the stock. What is the upside/downside ramifications of the financing, and the financing at $1.00 as the shares have been trading well above that pricing? Appreciate your answer and all that you do for us "little guys"!