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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi Peter and 5i Team,I know that you like companies that start a dividend policy. AXX (Axia Net Media) is starting a dividend at the end of January. Can you please give me your additional comments wrt AXX

Darcy
Read Answer Asked by Darcy on January 07, 2014
Q: Axia was expected to initiate a special dividend due to the excess cash on the balance sheet associated with the sale of some non-core assets, instead the company has initiated a "small" quarterly dividend and they have renewed their share buy back in December. You've previously said you view the initiation of a dividend as very positive. I believe they are trying to signal their long term intentions to the market and based on their cash position and their projected income levels they have ample room to grow the dividend over time. What are you thoughts about this move by Axia? Do you think this is the right move as opposed to initiating a special dividend? Are they being too conservative with returning capital?

Thanks,
Rob
Read Answer Asked by Rob on January 07, 2014
Q: Happy New Year to all at 5I. I have been watching DHX for a good buying opportunity (it is down 3.6% today). Would this be it, or is it a reason to wait and see what may be behind the drop?

Read Answer Asked by Harry on January 06, 2014
Q: Peter and Team,

I'd like to wish you all a happy new year, first off. Second, I have owned Tourmaline for a while and had been writing covered calls on the name. I went a number of months without getting called away but finally did in December. It was almost a 5% weighting for me. I also currently own PPY (currently 3.0% of the portfolio) and PEY (Currently 3.7% of the portfolio) in the Natural Gas Sector.

My question is, with the proceeds from TOU should I be trying to get back into TOU? Are there better or other names that I should look at in the sector? Should I put the cash made into one of the names I already have?

Thanks for your thoughts!
Read Answer Asked by Marc on December 30, 2013
Q: Hi Peter and best of the season.
PSD was haulted and then came back with a 10% lift. Any news there? I remember when you were regularly on BNN Market Call and often a Top Pick would get a similar bounce (you and Joseph Schachter seemed to be only ones who could do that). Jason Donville had this one as a TP on the 24th. Could this have been a Donville bounce? Thanks.
Read Answer Asked by David on December 27, 2013
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
Read Answer Asked by Ed on December 23, 2013
Q: I have had ANDREW PELLER (ADW.A) for a while. Could you kindly share your opinion on this one? Thx.
Read Answer Asked by Shawn on December 18, 2013
Q: In regards to LGT.B Martin Mittelstaedt covered (recommended)the company on May 29, 2012 edition of the Globe & Mail. He stated the company has not had a profitless year since going public in 1969. Mr Mittelstaedt recommended the stock @ $19.51 so he made a good call.

He stated that the president, Ms Paquin, was appointed the new acting chair of CP. Is there any concern with Ms. Paquin being "spread too thin" with her chairmanship of CP? Will her relationship with CP drive new business to LGT.B?

I am thinking of selling BMO to buy LGT.B. It would increase my transportation weighting to about 9%. (3% ALC, 3% HNZ.A and 3% LGT.B). Does this make sense - I am overweight in financials.

Regards
Read Answer Asked by James on December 16, 2013
Q: Could you provide your current views on Medical Facilities Corp (DR)
Read Answer Asked by Greg on December 16, 2013
Q: Peter
I own DHX and have owned it since $2.62.Now it is overweight in my portfolio.Traditional thinking is that I should be selling some and rebalancing.What is wrong with putting a stop loss(lets say 15%) behind the stock and let it run!I spend a lot of time trying to find such an investment and I submit I took more risk at $2.62 cents than I am today.
Read Answer Asked by Randy on December 15, 2013
Q: Further to the earlier question today on DHX Media, I'm curious why it ran up so much on the news. Seems counter intuitive to me. Thanks.
Read Answer Asked by Christopher on December 13, 2013
Q: DHX Media announces $133 million secondary offering of common shares... DHX WILL NOT receive any of the net proceeds from the Offering. http://www.newswire.ca/en/story/1279377/dhx-media-announces-133-million-secondary-offering-of-common-shares I'm confused... Why would a company do this and not receive any proceeds? - please help me to understand how this practice benefits me as a shareholder. - Cheers.
Read Answer Asked by Philip on December 13, 2013
Q: Hi Peter and group what is your opinion of e-t, enterprise group. Thanks
Read Answer Asked by Darryl on December 11, 2013
Q: Good Morning,
I find it a little bit harder to find a good stock right now. From your model portfolio, if you would sell one stock, which stock would you replace it with?

Thanks.
Read Answer Asked by Paul on December 10, 2013
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