Investment Q&A

Q: if you were to pick a gold stock here what are your favorites? brenda

Q: Since May there has been frequent news regarding China - US rare earth disruptions. Has the price of rare earths increased since May? Has Oaktree's position in NEO changed since your last update about a month ago?

I understand NEO manufactures a broad range of light and heavy rare earth engineered products. Another segment of the company distributes a broad range of light and heavy rare earth functional materials. Is disruptive trade news and potential/real price adjustments positive or negative for NEO?

Another segment of NEO is the production of magnetic powders used in bonded and hot deformed fully dense magnets. What do you think of the recent deal (i.e. NEO's agreement to purchase of Asia Magnets (SAMAG), a privately owned manufacturer in Chuzhou, China, of compression molded NdFeB bonded magnets)?

Following this through, what would you anticipate the Q2 earnings on Aug 12, I believe, to look like?

Thank you

Q: Can I please get your comments on the Viking Connector pipeline announced last night? Thanks.

Q: Hello 5i Team,
I currently hold in my TFSA both AQN and BLX. Judging that the market is running for safety and that I have a long time horizon, would you consider adding/switching to another utility such as CU(11x PE) or BEP. If not, any other companies tickle your fancy?

Thanks

Q: Hi team, you have no change in holdings in both the Income and the Balanced model portfolio of July. NFI and WEF are among the holdings. Do they still have a place there? These two stocks have decreased by almost 50% in value over the last 12 months. What is your rationale for keeping them in the portfolios? Thanks, Gervais

Q: What do you think of them trying to sell their storage business in Europe. Is this a good thing or bad.

Q: Whats going on with ipl today.

Q: With PHO dropping so much today, would you consider it a speculative buy or would you simply stay on the sidelines? Did you expect such a big drop?

Q: When does the lock up period end for LSPD?
Thanks

Q: YOU TAKE please:
1. Would you buy ? if so a 1/2 position or more ?
2. asses the div. safety ?
3.do you see value short and or long term
4. asses market responds to the Q, conference call and the management ability to deal with the fall out
5. did the market over react
6. assess the managements ability to bounce back in say 2-3 years
Thanks
Yossi

Q: Barkerville has been producing great drill results for some time now, but will they be able to tie these together to make a viable deposit?

Thanks
Lance

Q: Could u comment on the earnings. Would u consider this a solid long term hold. C

Q: Hello 5I Team
What do you make of CTX these days. Positive numbers, buying back shares, patents approved in the us along with some drug sales. Does it look interesting yet? What are the downsides?

Thank You
Clarence

Q: Is this a good infrastructure etf for the US mrkt? Doesn’t compare to BIF.un??

Q: Please comment on earnings

Q: Peter; China has announced the opening of more coal mines - which will feed steel plants I think - and cause iron ore pellets like LIF produces - to raise LIF profits - is this correct and what are your thoughts on LIF if these premise are correct ? Thanks . Rod

Q: Could you provide me with a few examples of companies or sectors which could be considered blue chip, dividend paying, non-cyclical? I would like to move some of my cash to these types of stock. I currently have a 30%+ cash balance overall.

Thank you......Ron

Q: Would like to add a couple of gold stocks to my TFSA portfolio. Can you suggest some names that you like at this time and rank them in order of preference. Would it be a good time to add these stocks to ones portfolio. Your opinion in greatly appreciated.
thanks

Q: Hi folks, can please ask your opinion on Q2 results for Whitecap,last Thursday. Looks like they posted a profit,and seemed upbeat in their commentary going forward. Also, is the addition of ex-Saskatchewan Premier, Brad Wall significant appointment? Started a position today at $3.82 and willing to hold with dividend. Thanks as always, jb Piedmont Quebec

Q: Could you comment on wcp’s August earnings ? Fund flows decreased but so did net debt. Also the payout ratio is low which is positive with respect to dividends.

Thanks in advance

Daniel