Investment Q&A

Q: As a person new to retail investing I have set aside about 10K and had the idea of following the concept of your model portfolio which would mean I would purchase $500 worth of shares for each company. Others have told me this is too little an amount and I should focus on a smaller number of companies, but I really like the diversification over multiple sectors and companies. What do you think? Thanks again for this really great service.

Q: In connection with Wilan; I read today ( http://www.bloomberg.com/news/2013-06-04/obama-issues-patent-abuse-order-seeking-congress-s-help.html) that the US is considering legislation to crack down on companies that they consider patent trolls, that is to say companies whose sole business is to obtain patents and use them to obtain royalties from businesses that make or use products and services.

This seems to be the very business model of Wilan.

Thanks as always for the feedback.

Q: Back in July 2012 you liked Brookfield (BAM.A). Has anything happened to change your view on the company or its suitability in this environment?

Q: Hi Peter,
With the price of gold fluctuating from day to day,what is the market telling us about the Fed and the economic numbers looking forward. Seemed like the price of gold was stabilizing last week and has now become an exercise in frustration. Some suggest that it is a good time to buy beaten down small-cap gold stocks such as SAS.
Thank you and have a good day.

Q: Can you please give us an update on MRC Morguard Corp. It represents 6% of my holdings and I'm down 15%. Should I buy more, sell or hold in your opinion. Thanks

Q: American Hotel Income (hot.un) seems to have an attractive combination of yield and earnings growth. What's your take? I enjoyed meeting Peter and hearing his talk in Vancouver. Thanks.

Q: Peter, i have a position in win, but this stock is such a dog, should i take my loss and head for the hills. I know you are going to say it is cheap, nice yield etc., but really i think investors have been burnt big time on this one.dave

Q: Would you please shed any light on the recent decline on ATD.B? I thought I did well purchasing it recently at $60 but now it looks like I paid too much :(

Q: do you see upside for CSX and COV both US stocks.Thank you very much for this site.Readers questions and your answers are appreciated. Doreen

Q: Any update on Easyhome EH? Your last report was March 2012. I'm interested in investing given good Q1 results, dividend and outlook, but would like to get your opinion first. thanks. John.

Q: PTQ
I'd appreciate your thoughts, pros/cons. Doesn't look like there will be a buy out by First Quantum. Deal with FQ confirmed and valued up to $150 million with possible joint ventures. Deal is for $70 million minimum in aggregate sales.
This doesn't even include their gold sales, 2012 they produced 68000 ounces.
Their "Ley Petaquilla" tax agreement with Panama seems like a good deal (or is that actually more par the course?)
http://www.northernminer.com/news/panamanian-government-ok-s-petaquilla-mine-plan/1000044502/

Assuming First Quantum buyout is off the table do you think with the current sales and assets this is a good hold? It sure seems to be looking like good value for my dollar, especially if holding for 2014.

Q: Good afternoon,

I know 5i was swamped, but was looking for a definition of production costs and total costs of gold. Rio Alto's most recent earnings release points to a near double between the two. Your thoughts would be appreciated.

Thanks,

Eric

Q: Rob could you give me some advice on clq is this a buy or wait and see .
Jim .

Q: Hi Peter and Team,

Quick thoughts on Fortress Investment Group, FIG

Q: A couple of answers recently have mentioned 'sector rotation started last week'. Could you elaborate on this?

Q: With respect to sector allocation, would you consider David & Henderson to Financial Services, Technology, or something else? Globe Investor places it in the "Other Services" sector.

Q: BYD.UN
Please comment on Boyd's acquisition of Glass America.

Thanks,
Sandy

Q: Is this still a good entry point for amaya gaming?I see it has pulled back in price a little.Keep up the good work 5i team.

Q: Given all the talk about the Fed tightening and the subsequent effect on interest rates, are we starting to see a withdrawl from dividend paying stocks? NPI in particular seems to be coming down in the last week.

Q: Where do you get information on short positions and insider trading for Canadian and US public companies .