Investment Q&A

Q: Peter and Team,

Thanks for the quick answer on KGI. This is just a quick follow up: when looking for other "high torque" names, I was thinking outside the gold sector. Maybe something like Amaya Gaming? Maybe something else?

Q: Hi Peter and Team,
You have mentioned in previous answers, the reasons for the current price drop in AYA. How long do you think it will take for the stock price to recover? Thanks!

Q: Hi Peter and team,

With the recent drop in Amaya, which it sounds like relates to the previous financing, where do you see the floor on the current selling? I am looking to take a half position, although, I'm tempted to wait until the stock stabilizes.

Thanks as always,

Q: Hello Peter:
First in a very short duration of membership, I am very impressed with the response and quality of advice provided. I have listened to you for long time on BNN from your stint in Sprott onward and I like your investment style.

I would very much like to learn how you assign rating on a stock and rationale for weighting within portfolio. For example you changed weighting on AYA.

I try to segment portfolio two ways; as the type of investment (Foundational, cyclical, opportunistic) and according to 13 TSX groups (Discretionary, Staples, Energy, Materials …). Segmentation is to have diversification. Each position is not more than 5%. Bond segment is outside this portfolio. Am I on the right track? Finding which TSX group the stock belongs is sometime difficult so I use my judgment. Any insight on portfolio creation and maintenance will be appreciated. Thanking you.

Q: Hi
do you have any opinion on why AYA is trading down today?

Q: What is up with AYA lately? I have done well owing it and will continue to own it, but this recent yo-yo bounce has me thinking it's time to add some additional. Thoughts on recent volatility would be appreciated. Cheers.

Q: Hello to all.
OK so this is the first adjustment in the model portfolio (AYA) ... I thought any moves would be much more dramatic,my allotment is not as precise as yours due to re-buying my dividends into Goldcorp and also I had DRIP which also has taken me away from exactley 5% holdings. Should a fella just stay where I am at or drop some Amaya. TY and thanks for the 28% !!!

Q: Amaya shares had a pullback today and their warrants seemed to get hit hard. Please comment particularily on the warrants. Thank you for the info. I value your advice. Joe

Q: In Amaya's last financing, I notice the following: The Common Shares issued under the Private Placement are subject to a statutory resale restriction until November 12, 2013.
Is that date likely to bring increased selling? In other words, should we expect a price drop on Nov 12? I believe the share price for the financing was $6.25 ? I realize you can't predict what those who participated in the financing will do, but I'm wondering if there is a general rule of thumb. Just want to brace myself or trim some before. Thanks

Q: Hey team, can you tell me what kind of indicators you look for in a market top? This market for me has become pretty scary so I decided to cash out on some companies such as AYA that could be caught big time in a downward movement.

Q: Hi All
Do you think AYA and WCP are still a good buy at today's prices.
Concerned they may have maxed out for a while. Your opinion is, as always,greatly appreciated.
Many thanks for your excellent service.

Q: Hi Peter,

I continue to find your service very useful and keep recommending it to others !! If you had to buy 2 stocks of those you cover (or others you like) with the greatest upside potential, what would they be ?

Thanks

dave

Q: Do you have any further comments on AYA after todays announcement and subsequent trading?

Q: AYA, trading halt before the session opens, any insight? Thanks.

Q: This is in regards to my cell phone which is the I Phone 3. I'm trying to get AYA-T from AYA-V & I don't know what to type in nothing seems to work. I'm on YAHOO FINANCE. If anyone out there could help out i'd appreciate it. Thank You Andy

Q: This is a question for anyone out there. I have a I Phone 3 & I'm trying to put AYA-V To AYA-T Since they changed over. I've tried AYA.WT & AYA.DB.A & AYA.WT.A All of these were in there newsletter but i'm having no luck. I would appreciate any help.& also tried AYA-T THANKS Andy

Q: Hello Team,

Amaya had warrants start trading yesterday, aya.wt.a

Would you have a preference for the stock or the warrants?

You provide a great service,

Thanks

Q: Firstly, have a great trip!!
Question - AYA is currently in your Model! As of 10/1/2013 it will now trade on the TSX! But, it continues to show operating losses! Please explain my naivety?

Q: Hi Peter and Gang;
What are your thoughts on AYA today with Caesars? It seems to be significant


Have a great day!!

Q: Hi 5i Team, I was wondering about your thoughts on the recent trading of Amaya AYA. Price dropping and low vol. Just taking a breath or something more. Thanks as always!
Deb