Investment Q&A

Q: Share price of hrx is breaking to new highs recently. Would appreciate your comments on this company -would you recommend a buy here?
Steve

Q: Hi Team
Starbucks has issued a bad year ahead and a bad quarter in every region. I am now in the red. What is your take on this? It was 2% of my PFs. Should I sell NOW????

thank you

Q: What is the reason in your opinion that is causing the run on this stock
Stan

Q: Hi Peter, thanks for your FR recommendation. Just a follow-up question. Could you please comment on the timing of selling THO and buying FR in light of today's FR C$50 MILLION BOUGHT DEAL FINANCING. Should I wait for a period of time for the deal to be "digested".

Q: Hello Peter,
I have done well on bombardier and was thinking of selling my position and adding to alimentation couche tard to bring to 5% weight given the current debate on the control structure. The stock is down on the news and was wondering if the switch would make sense given Bombardier is more speculative, but 5% weighting of couche tard makes me a bit nervous. Please advise.

Q: I presently hold eight PM miners. My Lakeshore Gold position was taken over by Tahoe Resources. I'm not comfortable with Guatemala and THO management so want to sell THO and re-invest proceeds in a silver producer. Could you recommend one for me (not SLW as I already own it). Thanks, Ralph.

Q: I would appreciate your thoughts on Merus Labs.
Thanks Richard

Q: I have IKM in my TFSA, down 46%. Everything else in that account is doing well but I also have $13K in cash. What is the outlook for IKM and what suggestions can you give me for the cash. I currently have TPK, EQB, and PHO. Overall, I tend to be a value investor, like dividends and am somewhat aggressive.

Q: Further to Andrew's question, what do you think of the business model for Goldmoney (XAU)and their claim that they will replace gold ETS's in ten years? Would you hold this company for five years?
Thanks.

Q: I am concerned about the risk associated with investing in large non Canadian bank stocks. Using Barclays as an example The shareholders’ equity in Barclays is $84bn, sitting on top of $2 trillion of assets. Putting that into perspective, the equity is 4.3pc of the total assets. It doesn’t take much of a movement in the value of those mortgages and loans written all over the world to cause serious problems for those holding the shares. Since the shareholders equity is the difference between two very large numbers the shareholders can easily be wiped out by small movements in asset values. In the case of banks like HSBC (HSBC.US) the exposure to places such as China makes the value of these assets questionable.

Do you agree with the analysis here and does any of this reasoning apply to Canadian or US banks? If so which banks are risky?

Q: Hi Peter, Ryan, and 5i Team;
Please share your opinion of the Americas Silver Corp. (USA) regarding leverage to the silver price, management, and valuation?

Q: Hi Team,
Given IT is undergoing a strategic review, do you have any idea what it might sell for if it were to be acquired?
Thank you, Michael

Q: I'm keen to watch top managed companies in totally out of favor sectors, to buy when business conditions improve. I'm not looking for a relief rally on overlevered stocks for a short-term profit, but rather for stocks I can hold for a signifiant time as business conditions improve. BDI is one of the companies I'm interested in.
What would be the signs that BDI is a good "risk-return" story? What do I look for?

Q: May I please have your opinion on DR for a 2 year hold.

Q: Hi Peter, Ryan, and 5i Team;
Is it possible that demand could significantly increase for Uranium in the next few years? I am interested in your preference between DML and CCO. There may be more bang for my investing dollar with Denison?

Q: Today there is high volume on Athabasca oil. Any news? Can you give an update on the company and joint venture with Murphy Oil? Would you average down?
Thank you.

Q: Hi 5i team,

I have owned Viacom for a couple of years in my rrsp. I continue to be very disappointed by the share price. It has bounced off the bottom today. Is it time to cut bait?

Tks for your advice.

Q: What are the prospects for Kirkland Lake Gold - many gold companies seem to be doing well in the present market.

Q: Of the two ETf's as listed above would you comment on the timing and prospects for these ETF's in the current economic environment with both the US and Canadian governments emphasis on infrastructure spending. With thanks, Bill
XMA and VAW

Q: I have managed my own registered portfolio for the past few years(with valuable input from 5i). I have sold my GTA house and will have this house money during a 2 year relocation period and then will likely be buying real estate again. Any advice for managing registered vs. non-registered investments during that time. Also, any allocation ideas related to type of stocks, fixed income or other investments keeping in mind the two-three year time frame with the new money. I currently have a registered portfolio with a number of dividend payers. Am i better to switch the registered funds too a more growth oriented approach and buy some utilities/banks/telcos in the non-registered.
Also, are Canadian based ETF's that hold non-Canadian stocks eligible for the dividend tax credit?
Thanks team