Investment Q&A

Q: Further to your response to Don re: CXS,

n order to effect the Special Dividend, Heritage Global has filed, and received a receipt for, a prospectus (the "Prospectus") qualifying the Heritage Shares for distribution in all of the provinces of Canada. The Prospectus is available online at www.sedar.com.

Q: 5i,

I would like income. I also believe that the USD will be strong in the short to medium term and would like to capitalize on that.

What companies do you recommend that does a majority (or all) of their business in USD and also forks out a decent dividend?

Q: What are your thoughts on CVL? It has dropped since your recommendation. Is this a sell or hold? Thank you.

Q: Hi Peter and Team, can you please comment on Bonterra Energy, BNE, results? It would appreciated in getting your thoughts and opinions before markets open this morning, thanks. Thanks!

Q: good rusults from rrx your opion please thanks

Q: I have owned WTE for a number of year and have more than a double. The experts have said it's overvalued for about 2 years but it has kept going up. It has recently dropped about 15%. Has there been some bad news or are the experts finally right. Unless there's a disaster I would plan to keep on holding for its stability of earnings and solid dividend with dividend grow in the future.

Q: hello Peter....I have full position in Franco Nevada, with paper gain of 20%, and 1/2 position in Goldcorp. FNV is sliding down, following announcement of results for 4th quarter 2014 and guidance going forward. I'm inclined to trade out FNV and use funds to more of G and/or Primero and Argonaut. What's your take?.......Thanks.....Tom M

Q: CFN Carfinco is getting walloped today. Could you give us an update please?

TIA

Q: Star Gas SGU. It has been a couple of years since someone queried this one. Has this worked its way into your good books? It has a nice 5.7% yield. I am looking for a SGY type of stock on the US market. If you can't recommend this one, is there another that you could suggest.

Thanks again.

Q: Would you comment on NFI latest earnings please?

Q: I currently own Sun Life Financial Prefered SLF.PR.F-T (6%) purchased at par ($25) with a reset of June 30, 2104 @ GOC-5 Yr + 3.79. Should I sell now to avoid loss of capital as the reset rate may be somewhat below 6%.

Also I own AIM (Aimia) purchased at $10.00 in 2005 and I have done quite well till now (Ave. gain of 12%). This year it has been on a downtrend and its 10% bellow what it was at the end of Dec. 2013. Is there any reason for this and should I continue holding or sell.

Thanks very much for your great service!

Joseph

Q: Good day 5i.
I am looking to buy some shares in an engineering/environmental/architectural firm. I know that you like STN, but it's a bit pricey for me. I've held SNC in the past, and while I know they are attempting to clean up their act, I'm still nervous about their ethics. Recently I had WSP Global suggested to me. I know nothing about them. Can you provide me with some insight and a buy or not recommendation for WSP.

Thanks for your help.
Brian

Q: Can you give me your views on E-T today . it seems to have lost some momentum. Thank you just wondering if I should continue to hold or move on.

Q: CXR ... With recent news and going forward accretive benefit , is current valuation justified .. And your overall impression of this company

Q: Hi folks, I`m a relatively new investor with a portfolio that I consider to be heavily diversified and Dividend Stock oriented. I recently made a contrarian decision and made a speculative play of 5% of my portfolio to Gold ETFs, just BEFORE events in the Crimea became relatively stable. Of course, my positions since then have been beaten down by almost 10%, but my original reason for investing in Gold was for the expected long term return after the last year of brutal decline. Am I being overly optimistic on the upside of gold stocks and am I better off staying on ETFs or should I consider investing in actual miner stocks? Sorry for the long winded question.

Q: HI,

What do you think about CXR and GUD considering both had big news and big moves today?

Q: Stellar wells from RMP, cf growing , next Qtr with new pipeline contributing,. Continuing great execution. I see you like RMP, do you like a lot more a year from now?

Q: Simply a note to Rob's question re LSI's earnings date.

Hopefully the numbers will be out on March 26, 2014.
I was also curious a few weeks back and I wrote to their investor relations group asking them the same question. The following is the answer I got.

"Lonestar changed its yearend to a calendar year at the end of 2013 so the next reported financials will be out sometime in April.

The TSX-V allows for 120 days to report yearend numbers so Lonestar has to have them released by the end of April.

Please see the link below on the filing completed by Lonestar to Sedar dated November 12, 2013 that clarifies deadlines.

http://www.sedar.com/GetFile.do?lang=EN&docClass=13&issuerNo=00027328&fileName=/csfsprod/data148/filings/02131698/00000001/C%3A%5CSEDAR%5CTEMP%5CLonestarChangeYrEndNot.pdf

Q: Hi Peter:
I am holding both AGU and POT
roughly equal in dollar amounts
AGU has gone up by close to 20% whereas POT has gone down by the same in my holdings, both pays a dividend
Would it be wise to sell POT and put it in AGU or buy an ETF like
COW ?
thanks for your help, great web-site!

Q: Re March 20th question asked by Frank concerning holding US securities in an RRSP or TFSA account, I spoke today with a Canada Revenue Agency official who indicated that foreign property, such as US securities, held in RRSP's and TFSA's are excluded from the requirement to be reported in Form T1135. If you hold foreign stocks in a non-registered account and their total cost amount in 2013 was more than CAN$ 100,000, you required to file the form.
There is a Question and Answer section about Form 1135 on the CRA website. See the answer to question no. 28.
Hope this helps.
Robert