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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: I have a 4% position in silver through SLW. I would like to increase my position now to take advantage of the (sometimes) short term Jan/Feb seasonal pop in silver but also for a longer term hedge against potential inflation. Would you recommend sticking with SLW or diversifying into another stock/vehicle, and if so, what? Any general recommendations on % to be held in a portfolio and do you feel purchase at this time makes sense ?
Thanks for the great service you are providing.
Read Answer Asked by Alexandra on January 03, 2013
Q: Might you provide a list of monthly dividend payers that you are positive on as relates to their fundamental prospects ?

Thanks
Read Answer Asked by DOUGLAS on January 03, 2013
Q: your comments on the below would be appreciated
thanks
Yossi

The Globe and Mail reports in its Thursday, Jan. 3, edition that CIBC World Markets analyst Adam Gill is keen on Argent Energy Trust ($9.24 (Canadian)) in the wake of its recent $120-million (U.S.) acquisition of oil and gas assets from Wapiti Oil & Gas and Wapiti Energy. The Globe's Darcy Keith writes in the Eye On Equities column that Argent Energy issued $100-million (U.S.) in new equity to pay for the deal and is taking on new debt. Argent, however, still has a strong balance sheet, says Mr. Gill. He figures Argent Energy's payout ratio will decline to 116 per cent from 138 per cent. As a result, Mr. Gill rates Argent Energy "sector outperformer" with a price target of $12.25 (Canadian). The shares of Argent Energy have a five-month range of $8.95 (Canadian) to $10.70 (Canadian). The Globe's Boyd Erman said on Oct. 30 that Argent Energy was having a good run. The shares were then worth $9.81 (Canadian).
Read Answer Asked by JOSEPH on January 03, 2013
Q: Now that Petrobank PBG is trading without the 1.1051 Petrobakken PBN shares, what is your opinion of Petrobank PBG?
Read Answer Asked by Douglas on January 03, 2013
Q: Congrats on the site, I am a new subscriber and find the information useful. I am sitting on about 200k in cash at the moment. With the pseudo positive news coming from the states and the recent increases in most of your B+ to A recommendations, would you hold off on this entry point and wait for weakness? Would you be able to mark sensible entry points for some of your top recommendations ( Stn, Pki, bdi, cgx, Aya, csu, Bad, esl, Atp)?

Thanks,

Eric
Read Answer Asked by Erichsen on January 03, 2013
Q: hi, how can i find the historical p/s, price to sales ratio of companies? thanks, pat
Read Answer Asked by Pat on January 03, 2013
Q: CBM Asia Development (TCF)
What are your thoughts on the company and their recent joint venture agreement with ExxonMobil.
Any thoughts on natural gas prices in Indonesia, Asia, as well as Liquid Natural Gas?
Thank you for your time. Looking forward continued excellence from 5i in 2013.
Read Answer Asked by Frederick on January 03, 2013
Q: Am wondering if you have an opinion on Petrowest Corp(PRW). Stock has had quite a run the last few months.
Read Answer Asked by Frank on January 03, 2013
Q: I am trying to determine the comparative merits of Twin Butte Energy (TBE.TO) and Renegade Petroleum (RPL.V)using cash flow, dividend yield... I would appreciate your preference between these two stocks.
Read Answer Asked by Ed on January 02, 2013
Q: Happy new year to all of you at 5I ,would you happen to have any info or opinions on eps?
Read Answer Asked by jim on January 02, 2013
Q: What is your opinion on AAB at this price? Thanks a lot!
Read Answer Asked by Jeremy on January 02, 2013
Q: Hi Peter, XEB (JP Morgan Emerging Bond Index)had a 17% return last TTM (indeed for a bond fund). What is your opinion going forward? Thanks
Read Answer Asked by Karl on January 02, 2013
Q: Hi, Any thoughts about LIQ? now. Would this be agood time to get in before the next quarter is announced. Good dividend.
Phyl in BC
Read Answer Asked by Phyllis on January 02, 2013
Q: Hi Gang, I live on the income generated from my investments and have about 16% invested in the Canadian Banks. I'm wondering about ZWB (banks covered-call ETF) as a double sided investment. The yield is nice, but given that the price appreciation trails that of the individual banks, would the position act as a partial hedge? And is a 10 to 15% position too high.
Thanks
Kyle
Read Answer Asked by Kyle on January 02, 2013
Q: AVF:(TSX)AvenEx Energy Corp. Could you please explain the value of this name with respect to Spyglass. Do you recommend, holding, selling or buying more? Could you comment on the new management ? ( It seems that the AVF management is not a factor ?? )
Thanks
yossi
Read Answer Asked by JOSEPH on January 02, 2013
Q: Hi Peter
We have about 20% of our RRSP portfolio in REITs with small positions in several different companies including CSH.UN, FCR, and HR.UN which you recommend.
We would like to consolidate our holdings into 6 larger positions.
Should we add to CSH.UN, FCR, and HR.UN? Which other REITs would you recommend?
Is 20% in REITs appropriate?
Thanks
Heather
Read Answer Asked by Heather on January 02, 2013
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