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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: Peter: The IKN blog seems to think that the $27MM bought deal was solely for "defensive purposes" to avoid a take-over by Tahoe and the likes. What is your opinion on this. If this is true, could you explain why. I seems to me that any bidder would inherit this extra cash - isn't this a good thing ?? Thxs, Ralph.
Read Answer Asked by Ralph on May 18, 2016
Q: watchlist:

I was wondering if you could share a few of the companies you have on your watch list so we could start reading about them. I, personally, am closely watching the following : PFB, HEO, TSL, SY, RFC, PTG, PIF, PHO, PIH, IBG, FTG, GDI , DIV and EUO.
Read Answer Asked by Olivier on May 18, 2016
Q: Is there a link to Peter's article in last Sat's F. Post. May.14?

Yx. A
Read Answer Asked by Austin on May 18, 2016
Q: I understand that some individual reits are considered 'fully valued' on a P/E basis - based on historical 'norms'

question: looking at ZRE can you provide a 'rough' calc on the overall P/E with an eye to whether you feel it is at, near or over its traditional long term valuation range

or, more importantly, based on metrics you (5I) would use, what is your currently concern about reit valuations?

thank you in advance
Read Answer Asked by Robert on May 18, 2016
Q: Good Morning 5i,
Any thoughts on Premier Wynne's $7B plan to revamp Ontario's fossil fuel use? Is there something I'm missing here with this continued push for electric cars, now encouraging expensive electricity for home heating? Is she aware that over 70% of electricity comes from the burning of fossil fuels, nuclear, natural gas and coal in particular? Natural Gas is a cheap abundant clean burning fuel for home heating. Even all this discussion about electric cars, I think its very unlikely if not impossible to have all our electricity use provided from renewables? Even Lithium for lithium batteries is a fossil fuel that is mined from the earth, I used a friends brand new lithium battery lawnmower on the weekend and after only 10 minutes of cutting the grass the fully charged battery was dead and took over 5 hours to recharge. All this stuff seems absurd, where are the adults in the room lol..Seriously though it is concerning when they are using our tax dollars to pursue this nonsense, climate change has occured for Eons, this is nothing new and to tax your citizens with the belief that you are going to alter Macro climate change is absurd to say the least. Thank-you ( sorry for my morning rant)
Read Answer Asked by Chris on May 18, 2016
Q: Hi Peter and team - Abitibi Royalties has had a very good run lately. What is your latest evaluation of this company: balance sheet, management, growth possibilities, insider ownership. A few months ago it was a 'show me' type of stock. Do you feel it is now past that stage. Also is it maybe better to let it settle down a bit before I take a position in the stock. Thanks.
Read Answer Asked by Rob on May 18, 2016
Q: Hi Peter, I hold eight PM miners and all have done very well in the last four months except for Premier Gold Mines PG. I was thinking of switching PG for RIC at this point (note the RIC capital raise today). Would you consider this a smart move ??
My current positions in descending MV are: FNV,NMI,AEM,KDX,MND,FR,PG,SLW)
Read Answer Asked by Ralph on May 18, 2016
Q: There seems to be no limit to the share price decline of BOS. I don't own it but have been watching. Does it now represent both good value and a growth opportunity? I know you don't like buying into negative momentum. For someone with room in their portfolio to add a couple of growth names is BOS a good place to put new money today or would you rather stick with a more positive momentum play like KXS?
Read Answer Asked by Steven on May 18, 2016
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