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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: What is your opinion of Lakeshore today. Does it still have legs? Is there a better choice for growth ? Thanx Robbie
Read Answer Asked by Robert on May 19, 2015
Q: Just noticed GXI.DB and it yields over 10% to maturity. Would you recommend this convertible debenture for the bond side of one's portfolio?

Thanks
Read Answer Asked by Sheldon on May 19, 2015
Q: Hi, could you recommend one or two stocks(or funds) in the energy sector that are not linked to oil and gas?

Thanks
Paul
Read Answer Asked by Paul on May 19, 2015
Q: Hello Peter & Co,
How would you compare BPY to other office-related Canadian companies or REITs; I own FSV & TCN.
Thanks,
Antoine
Read Answer Asked by Antoine on May 19, 2015
Q: hi, Q ratio extreme high. Market correction? your thoughts please.

thx chris
Read Answer Asked by chris on May 19, 2015
Q: The company reported last week. The results seem impressive and the stock appears underpriced. Care to comment?
Read Answer Asked by Murray on May 19, 2015
Q: Hello Peter and group.
I would like your recommendations in establishing positions in gold and silver companies. I would be interested in junior producers as well as companies exploring in safe mining jurisdictions.
Thank you,
Nick
Read Answer Asked by Nick on May 19, 2015
Q: I recently took profits and sold 3/4 of my position in Nobilis Health (NHC), as I did not feel comfortable with earnings "attributable to noncontrolling interests" being higher than those attributable too NHC (which resulted in a net loss for the quarter). Is this a concern? And how is this calculated?

I am thinking about re-investing the NHC cash into RX and/or GUD. Is there any reason why the market seems to be reacting negatively to RX's recent quarterly results (which actually beat consensus) or is this sell off just sector or valuation related? Also, I note that RX trades at a massive P/B ratio. Is this a concern? Is this a good entry point for RX?

And would you prefer GUD to RX or just buy both? I am fairly risk tolerant and my only other position in the health/biotech sector currently is PHM.

Thanks! Feel free to dock me a couple question credits for this doozy...
Read Answer Asked by Scott on May 19, 2015
Q: Hi 5i: Could you please comment on Trevali's recent quarterly results? I have a small position and I'm thinking about adding some more.
Read Answer Asked by Roland on May 19, 2015
Q: I own the CNE debenture and got this notice alert:

Canacol Energy Ltd. Sends Maturity Notice to Debenture Holders

NOT FOR DISTRIBUTION TO U.S. NEWS WIRE SERVICES OR FOR DISSEMINATION IN THE U.S.

CALGARY, ALBERTA (May 19, 2015) – Canacol Energy Ltd. ("Canacol" or the "Corporation") (TSX:CNE; OTCQX:CNNEF; BVC:CNEC) announced today that it has sent the maturity notice required under the indenture governing the 8.00% convertible unsecured subordinated debentures of the Corporation (the "Debentures") due June 30, 2015 (the "Maturity Date"), advising registered Debenture holders that the Corporation has elected to satisfy its obligation to repay the principal amount outstanding, together with all accrued and unpaid interest thereon, by issuing and delivering to the holders that number of common shares of the Corporation ("Common Shares") equal to the number obtained by dividing such principal amount of the Debentures and the accrued and unpaid interest thereon by 95% of the VWAP of the Common Shares for the 20 consecutive trading days on the Toronto Stock Exchange ending on the fifth trading day immediately preceding the Maturity Date. There is currently Debentures outstanding in the aggregate principal amount of CDN $25,519,000, together with accrued and unpaid interest thereon in the amount of CDN $1,020,760.

My options (as I see them) are to sell on the open market at $98 approx, or take possession of CNE as outlined in their alert.

What do you suggest here and why? Do you like the common enough to reccomend I convert and hold?
Read Answer Asked by Sheldon on May 19, 2015
Q: Calculating Market Cap.
Could you please help me clarify how a company with multiple classes of shares is valued.
Is a corporation’s market cap derived by adding the capitalization of each of their share classes?
i.e.
[No. Shares Class A] x [Share Price of Class A]
+ [No. Shares Class B] x [Share Price of Class B]
+ [No. Shares Class C] x [Share Price of Class C]
If this is correct it messes up other derived valuations that use market cap within the formula unless you start with a sum of each class.
Read Answer Asked by Mark on May 19, 2015
Q: 5i Research Answer:

We are making some improvements later this year with a server upgrade. We will be adding the ability to 'favourite' questions, and (most likely) allow for Members to sign up for emails on ANY question that is asked on a certain group of companies they would like to follow. This we expect to save us lots of time.

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Question:

Have you ever considered creating a 5I membership forum for members to discuss/debate stock holdings? There are some savvy subscribers here no doubt where it would be beneficial to hear some continued feedback on stocks bouncing ideas/thoughts etc; back n’ forth per your question/answer section, call it an added 5I advantage within your growing readership. Less experienced investors could sit back and observe taking notes/pointers – a learning forum if you may. Of course, having it closely monitored by Mr. Hodson and the 5I team to answer/clarify pertinent queries on stocks would be the main root of creating such a forum. There seems to be a short term outlook by some members on here as is evident by the barrage of questions on stocks on a weekly sometimes daily basis, there seems to be many repetitive questions on the favorite core of stocks with a short term focus which isn’t what 5i sets forth. I’m sure a forum like this might break away some of 5I’s time to give us more updated reports and perhaps blast out by mass email when a company reports on a quarterly basis/earnings etc; that you know will bombard with questions (why not hit many members with one mass email?). I’m sure there wouldn’t be a whole lot of policing to enforce on a forum with certain privileges revoked if the forum got out of hand as this seems like head and shoulders above the type of audience that plague other investing sites. I can’t be the only one to pose this question, your thoughts along this avenue would be appreciated. Thank you.

Answer:

Thank you. We have considered this extensively, and have not ruled it out. However it is not planned at this time. We are still of the view that fewer email blasts are better than many. We are striving for a long term focus, and a quarterly earnings blast may distract from the long term view.

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Above is what I wrote into 5i on March 25, 2014 and got an answer back (of course). My thoughts still have not changed today a year+ later. Having a subscriber based forum would be a great addition at 5i to allow savvy subscribers (and the novice) to interact with each other etc; I seriously hope 5i will consider going down this avenue in the future. I think it would create great value to subscribers. Evaluating the software out there in creating such a forum environment would be most beneficial in looking into striving to create “the” top notch investment site per the long term big picture. Food for thought. Regards, Evan

Read Answer Asked by Evan on May 19, 2015
Q: WPT Industrial Real Estate Investment Trust
Symbol C : WIR.U
THE STOCK IS UP $1ish $us.
YOUR ADVICE in light of the news below:
1.wait
2.sell
3.sell 0.5 position ( in the money)
and the meaning of the below news
thanks
Yossi


Shares Issued 18,523,119
Close 2015-05-15 U$ 11.25
Recent Sedar Documents
View Original Document

WPT Industrial to look into business alternatives

2015-05-19 07:12 ET - News Release

Mr. Robert Wolf reports

WPT INDUSTRIAL REIT BOARD OF TRUSTEES ANNOUNCES EXPLORATION OF STRATEGIC ALTERNATIVES

WPT Industrial Real Estate Investment Trust's board of trustees has formed a special committee to explore strategic alternatives.

The special committee of the board comprises Robert Wolf, Sarah Kavanagh and Andrew Silberstein. The Eastdil Secured division of Wells Fargo Securities LLC and CBRE are serving as financial advisers to the REIT, and Goodmans LLP is serving as legal counsel.

There can be no assurance that this exploration process will result in any transaction. The REIT does not currently intend to disclose further developments with respect to this process, unless and until its board approves a specific transaction or otherwise concludes the review of strategic alternatives.

We seek Safe Harbor.
Read Answer Asked by JOSEPH on May 19, 2015
Q: Currently I have invested in the 3 model portfolios of yours & the Money Saver model Portfolio. Thanks, they are doing well from a risk reward view point. I would like to have exposure to a Large Cap international resource stock. Would this be an opportune time in the cycle to get into the sector? If so, would you prefer Rio Tinto over BHP?
Read Answer Asked by John on May 19, 2015
Q: Hi, any news that would cause this morning's 15% jump in price? I haven't seen anything since their recent quarterly report.
Read Answer Asked by Glenn on May 19, 2015