Investment Q&A

Q: I'm short some LT CLF.US puts, which means it'll cost me to close the position...

To me the crucial question is whether CLF is a low or high cost producer.. Oligopoly is inherently unstable.. Not unlike the current oil situation, some of the low cost producers may be trying to force out the high.. Given the recent drop in pellet prices is CLF a survivor??

Q: energy complex

I am heavily invested in the oil, gas, services and pipelines.
I would like your cometary oil prices as it pertains to the below areas:

1. cost of and continued use of gasoline additives and their impact?
2. economic lift to large economies from low oil prices and how that may influence demand?
3. how current prices might influence supply and how fast ?
4. supply disruption due to instability and political factors in many producing countries ?
5. how much supply will be deemed not profitable at $60 oil.
6. other then the weather where do you see NG prices long term 93 years) especially in light of NLG projects in North America

bottom line do you feel that oil price will be at a reasonable and sustainable $70- $80 when and why?

thanks
happy holidays to everyone at 5i and all subscribers
Yossi

Q: Do you think that 10 stocks are enough for a diversified equity portfolio?

Thanks,
Hans

Q: How is that no analyst ( to my knowledge) covering the oil and gas sector was able to predict the substantial imbalance between supply and demand of oil which lead to the ensuing collapse? The information was out there. Merry Christmas

Q: In a recent answer you said you would not buy it at this level. Would this be a good time to take some profit and wait for a pullback? The ex-dividend date is Monday - does that mean I have to own it on Monday and sell Tuesday in order to get the dividend or can I sell Monday and would still receive the dividend. One last question - did the dividend decrease this month from .125 to .11. Thanks for all the terrific information. Happy holidays.\m

Q: Hi Peter: I made a mistake selling a stock within 30 days after purchasing for tax loss. Then people told me I could use the loss amount to increase the ACB if I buy the same stock again, is this true? Is there any time limit to buy it back? Thank you.

Merry X'mas & Happy New Year to you and your team.

Q: Spiked in mid Nov. off of news but, has fallen back since. Your opinion for future value and prospects?
Thanks

Q: Hi Peter,
Can you please give me your opinion on endeavour silver. Besides SLW which silver stocks do you like? thanks Clare

Q: I'm tempted to buy into this stock. I like the way its chart looks, and it seems to have weathered this last 2 or 3 months of market volatility reasonably well. However, I hesitate because it is such a low volume trader, and I wonder how sustainable is its market plan - does domain name franchising have future momentum. I read the rules affecting domain names
has changed this past year. Possibly this why TC has done so well, And do you know the management? Has management ever talked about branching out?
Just want thank you all for your invaluable service and to wish all staff and families the best in the new year.

Q: Hi Peter and team

What fallout do you see from Express Scripts' decision not to fund Gilead's Hep C drug, not just on Gilead, but on the U.S. biotech sector and healthcare sector? Do you see investors not willing to pay the same for biotech earnings as they have in the past? What stocks and ETFs do you currently recommend for exposure in this sector?

Thanks so much for a wonderful service and best of the season to all!

Q: Hi Peter and 5iReseach Team,
Can you please provide your ST and LT outlook for US real estate and specifically for Brookfield Property Partners, as I understand they hold high quality US real estate assets. Thank you.
Merry Christmas and All the Best for 2015, Linda

Q: Please give me your opinion on Bankers Pet.bnk.Thank you for all your fantastic advise during the year.I have been investing for over 35 years and your advise is by far the best I've ever had.Merry Christmas and a Happy and PROSPEROUS New Year to you and your staff.Jim

Q: Hi 5i,

What am I missing on SYZ? I can't figure out why it is not trading dramatically higher.

Please help me if I am wrong on my assumptions but based on my calculations, starting with the already completed and soon to be reported q4, both revenues and profits over the next year should come very close to tripling from the trailing 12 months. This is based on the disclosure in their last report which stated that the last acquisition if reported pro-rata would have added $28mm and $11mm in top and bottom lines respectively over the trailing 12 months.

Based on this, I can't figure out why the share price is not much, much higher; notwithstanding the gain ytd.

What am i calculating wrong here?

Thanks,
J.

Q: What do you think of GPR? Do you know how much it costs them to produce 1oz of silver? Do you think its a good buy? I'm looking for silver companies that have cash, no debt and are producing at a low cost. GPR seems like a good candidate. Do you have any other recommendations better than GPR? Thanks and Happy Holidays!

Q: All the best of the holiday season to everyone at 5i Research.
I was wondering if you could give me any thoughts about Rocky Mountain Chocolate Company?

Q: Merry Xmas

And many thanks for your advice! I'm a long term investor looking for reasonable stable growth over five years.
Which of these growth companies would you recommend? Atd.b, CTC, or National Bank at these levels?
Which of these energy companies would you recommend, PPL, BAM, or BEP at these levels?

Q: Hello
I noticed this new etf and would like your opinion going forward on this or other cyber security stocks.
I assume this would not discount my credit otherwise you do not need to publish
Thanks

Q: Please recommend appropriate broad based ETFs (preferably low MER) given a 10 year plus investment horizon for:
(a) The Canadian market
(b) The US market
(c) The World (ex US) market
(d) Bond exposure

Q: IN abscence of new model portfolio till april 1st is it ok to adjust my stocks to current model p?.Is there any stock there not to buy now?i am adjusting as of jan 2nd.

Q: May I please have your assessment of AmTrust for adding to my US finacial sector portfolio in a RRSP US$ account . I am looking for share price appreciation rather than income.
Thanks, Tim.