Investment Q&A

Q: Regarding AXX (Axia) what is the PE net of their cash position (once the sales close)?
You mentioned in an answer to a previous question they don't appear to have a good growth profile, however, in the most recent quarter they reported 14% YOY EBITDA growth. The covage network in France appears to have a good growth profile and the new network coming on line in Massachussets should add even further growth.
They appear to have a strong clean balance sheet and a proven ability to develop and monetize these fibre networks. I would think longer term someone either buys out their networks or they'll turn into a nice cash cow type utility company. Am I missing something here what's not to like?

Rob

Q: HI Peter & Co: No hurry with this. Today on BNN, James Hodgins had some good things to say about Neulion (NEU). Would you give me your take on this company?

Many thanks

Q: Peter...Congratulations on creating 5i. It is such a needed and valuable educational-consulting type service. We are all delighted with you and your team. I am sure your membership will continue to grow substantially!
My question...
In recent past Benj Gallander has recommended APT and AJX as good contrarian plays. However I notice they are very close to there 52 week highs! It is my understanding that contrarians are suppose to buy low and sell high. In any event how would you rate these companies?
Thanks for your expertise and insight!
Dr. Ernest Rivait

Q: re NVK[Norvik] a definitive arrangement agreement has been reached with Clearview Capital to purchase all outstanding common shares plus $2m debt.it appears this deal will go through as it is supported by the CEO[19m shares]& Board. Please provide any scenarios which may result & what they might mean for current shareholders.Part 2 - sell now [20% upside] to invest the cash or hold. Merry Christmas to all - Drew

Q: What are your thoughts on PRW.V with their new contract for hgy.63.Good time to get in?I am looking for long term.Thx.Gerry

Q: I realize 5i's primary focus is Canadian stocks but, are you able to recommend a US Small Cap ETF? Thanks so much for all your help this year.

Q: Christmas Greeting, Peter Co.
I am considering a purchase of Mandalay Resources (MND) shares for small cap precious metals exposure. Is the announced purchase of Challacollo from Silver Standard a material event to consider? Do you see MND as a survivor in this harsh precious metals climate? Is there a small cap, dividend paying PM stock that you would prefer?
Thanks,
Ed

Q: Could I get your opinion of Silvercorp (SVM), I hold PAA and MND I like precious metals but also like a dividend. Any other ideas on dividend paying precious metals producers would be appreciated..
Thanks

Q: What is your rating of gxi?

Thank you

Q: Seasons Greetings to all at 5i--Hope 2014 is both healthy and prosperous for you all.
I note that Pulse Seismic (PSD) is at or near all-time highs. Should I be adding for 2014 or take some off of the table. There is no tax consideration as far as 2013 is concerned. Thanks for all your help in 2013. Bill

Q: i live in sarnia and have been following methes.com (MEIL)at their sombra plant just south me. its Canada's biggest bio-diesel converter with plants in Mississauga and here in sarnia....and they have made some recent and significant moves. has CMS ever reviewed them or do they have an opinion??

Q: EGZ-Energizer Res.Graphite project in Madagascar. What are the chances of getting into production without much further dilution?
Your thoughts please.
Bill

Q: Hi Guys,
I am thinking of taking a full position in V.LSI. What are your latest views and do you see it moving back to the $4 range in the next 6 months?
Thanks

Q: MCR and E (Macro Enterprises and Enterprise Group). After sharp increases in share price both of these stocks have flattened out and are trading within narrow ranges. Would you interpret this to be a good time to buy these stocks? i.e. in anticipation of another significant leg up?

Thanks. And the best of the Christmas season all of the Fab 5i Team!

Q: What are your thoughts on the Zedi announcement today. Personally I would have expected a higher premium.
Thanks
John

Q: Hi,
Could you give your views on BSM Technologies (GPS) in light of recent earnings. Why is the stock down on what appear to be good numbers. Is this a good entry point?

Thanks

Q: Hi Peter, I am looking for a good small or mid-cap US technology stock to hold in RSP for 3-5 years, any suggestions.
Rob

Q: Peter & Co., your amazing service is invaluable to retail investors.
Athabasca Minerals was halted for much of the day pending news that the company did a bought deal financing. The units are priced at $1.45, $0.10 less than the closing price of the stock yesterday. I understand the potential value of the projects that this financing could permit. However, I expect that tomorrow the stock could trade below the $1.45 level, the issue price of the units.
Questions
1. If the company has not yet received the permits for the fracing sand project and the cash is not required immediately, is this financing likely coming at an opportune time to avoid financing after a possible poor Q4 that ended on November 30? This question calls for speculation that I hope your vast experience might shed some light on.
2. If the stock trades off to the high $1.30's, would it be a buying opportunity given the pricing of the financing?
Thanks, Peter.

Q: Hello and merry Christmas!

I have been looking at Loyalist (LOY) and I see that they had a great quarter and are expanding into the student housing sector. I am looking at taking a position in this for a 3-5 year hold. What is your opinion and do they have room to grow?

Greg

Q: How do you feel about MCB with the news that came out today about the bought deal financing?