Q: Good morning 5i. I'd like your opinion on the just announced bought deal by Carfinco (CFN) this morning. Seems to be 1$ below market price and the way it's set up seems unusual to me. Any thoughts?
Q: XTC
In January 2013 Exco Technologies announced that it is establishing a machining facility in Thailand. I understand that they also have a plant under construction in Brazil. Since your 5i report is May 2012 how do you see Exco performing in the next year and is this a good time to buy?
Thank you for your insight.
Nadine
Q: Hi Peter and Team, Bonterra, BNE, released their results the other day. Can you please comment as well as your thoughts on the stock based ratios and technicals for the balance of 2013. Could BNE be a good takeover candidate itself and a few names by whom it would fit well with? Also, I continue to hear chatter about oil heading back to $80 level in 2013, any thoughts? Thanks!
Q: Hey peter, what is the best way to gain leverage on a change in gold prices and sentiment? Can you suggest a basket of small gold plays you like? (Maybe 5-10 names, under 500 mill marketcap). Also, what is your take on the 3x etfs such as nugt, uslv and ugld? Thank you
Q: Hi Peter, can you share your insight on Stella-Jones(SJ)?I bought some stock recently around current prices as a play on rails, infrastructure etc. Do you foresee some SP growth over next 12 months? How do you rate recent results? Thanks
Q: I am interested in your opinion of Onex corp at present. I like the concept but have a hard time knowing how to value it. Historically it seems to be a fairly cyclical stock - how would you characterize that (is this changes in performance or in multiples / market sentiment)? Thank you.
Q: Peter, thanks for all the great help. Do you think the wcs.a deal will close? There is some good premium to be made if it does close as expected. With the auto parts market strong and all signs pointing to it closing, I don't see why is shouldn't
Q: Hi Peter and Staff. Do you have any comments on Enerplus ERF. No earnings, but increasing production and more than replacing reserves. Drilling a lot more light oil versus Nat gas, and yields 7.2%. Up about 15% this year,is it the increase in price of Nat Gas or that they are growing production? Thanks Al
Q: I am intrigued by RPI.UN. No analyst follows it, which can be an advantage at times. They are doing a buy back and yield 8.5%.
What are your thoughts please.
Q: Hi All, Please provide your opinion of CAB for use in a non sheltered portion of a portfolio, I have to get my bond portion balanced and it has to be non sheltered, is there another product you would recommend that would serve the same purpose as bonds for non tax sheltered.
I have built a portfolio on potential takeover targets including MCB,SYZ,ESL,DD,PTQ,ET,ENT etc. Is this a good strategy. I dont want your comment on the portfolio, just the strategy whether it would be too risky. Thanks
Q: I have asked about DIRECT CASH before and share price has not moved much, but earnings just out and I think look good and div. is 5.5%.......any further comments?
Q: HI again, I just had some bonds come due and once again am sitting on cash. I am hesitant to buy back into the bond market. It seems an investor has to go out 6 years or more in corporate bonds just to get some yield. So my question is should I bite the bullet and go out 6 + years or more, or perhaps look at an ETF such as XCB or CHB as a replacement. I have also been looking hard at ZWB as an alternative. Thanks for your time.