Investment Q&A

Q: Mr. Hodson, this is a question with respect to Orbite Aluminae (ORT). Peter A. Crossgrove, a director of Orbite and Executive Chairman of Excellon Resources, just bought 100 000 shares in the public market. With recent changes such as Claude Lamoureux appointed chaiman of BOD, Shaun Usmar as a new director, and Glenn Kelly as well, would you say there is a ray of hope for the company ? Seemingly, the company is now supported financially to some extent by both the federal and the Quebec Government, and is on the verge of commissioning its high purity alumina plant in the Gaspé area.

Q: For individuals who are self employed, is it better to keep their investments in the company or personally. I have always maxed my RRSP and TFSA, and have an investment account within the business. I know an investment advisor who tells all his self employed clients to not make any RRSP contributions, and invest within the business account instead. What does your math say is the better way to do it?

Q: Where can I go to get info on insider trading at companies and reporting dates-thank you...JP

Q: Hello! A small allocation in gold makes sense to me. I have taken a look at HGY and I would be interested to know what are the pros and cons of investing in such a fund. Receiving a decent yield while holding seems attractive to me and buying on dips would be something I could consider. Your insights on HGY would be welcome. Thank you,
Genny

Q: re: 3D Systems DDD

"Yesterday, the company announced that it will offer 5.95 million shares of common stock in a public offering. Furthermore, the underwriter has the option to buy 892,500 additional shares in the 30 days after the offering."

We all know this sector has a future. The market did not like this announcement. Could this move be for acquisition purposes? And if so, what would this mean moving forward? Any other comments are appreciated.

Thanks for all you do

Gord

Q: re: AVO

Based on your answer to Don when he asked;

ABT-RKN-AVO -TD says all "buy" -your preference and why?

and the recent fall... is there something wrong with my thinking this may be an excellent opportunity to add to my AVO position?

Thanks for all you do

Gord

Q: Hi Why are the life ins companies all down ie SLG GWO PWF. Would you suggest adding or possibly wait for more downside. I already have about 5% each of SLF and GWO Thanks

Q: Great performance guy,s. Am I Missing something? last 12 months my best two ,stock are SPLV &HSE. No body talks about them.Am I on a different planet? Enjoy every day,and think about eight lines is enough. PS. Think I have a larger than average investment. Thanx for your valuable insight. Cliff

Q: Hello Peter, Weyerhaeuser, WY-N, is in the process of splitting off it's real estate holdings which are to combine with it's subsidiary Tri Pointe Homes TPH-N. It appears to be a fairly convoluted transaction. From a growth perspective, does it make more sense to convert the WY shares to the ultimate WRECO shares or keep the now less diluted WY shares.
regards
John vanderheyden

Q: Hi Peter & Team,

What are your thoughts on Input Capital's full year results as a public company? INP.

Q: I too, am nervous about gold stocks. When I joined 5i I made a promise to myself: no gold, and no oil and gas stocks. Too volatile. So far I've kept my promise. I'd like a bit of clarification on your response to the MS member's question. I don't want to own gold, but I do like the concept of insurance. Can you explain how the insurance would work. (I seem to remember you saying it did not work in 2008) When and how would it work? I understand inflation protection, I think. But if I owned 5% Goldcorp, as in model portfolio, what scenario would make me glad I owned it. And if the portfolio dropped 30% in some crisis, would gold rise to compensate. How much insurance would a 5% Goldcorp position offer. I realize that this is a hard hypothetical question to answer but in your experience, when was owning gold a good thing. I know you are not an insurance salesman, but please sell me on the idea of insurance. (No hurry to answer this question.) Thanks.

Q: can you comment on LOY results today. They look very strong, thoughts on margins and potential for muliple expansion. thanks

Q: Could you please give your opinion on CKE? Chinook has had a pretty good move lately.

Regards
Brian

Q: Hi 5i team,

I was wondering if I could get your thoughts on WestJet (WJA). Does the stock look cheap or expensive relative to peers?

Regards,


Brian

Q: Peter could you check out RBI for me this was suppose to be a great stock . Should I take should I take a hit and move on .

Thanks Jim

Q: Hi Peter and Team, would you be able to help with Dryships Inc, DRYS, on Nasdaq? I understand it's not your area but any info and opinion you can provide would be greatly appreciated. Your thoughts on its dividend would also help. Thanks!

Q: I'm thinking of ETF"s and would appreciate your comments on FXM and WXM. cheers Claude

Q: Sector Allocation Question: In addition to your great service, I use RBC's Direct Investing to analyze and balance my portfolios. The sector Categories RBC uses seem to line up nicely with yours,with one exception, namely Real Estate. Where would you place stocks like HR.un, DIR.un, CWT.un, AP.un,AAR.un,RUF.u, RIO.un?

Thanks.

Q: What would the benefits to a company and shareholders be that it would get share buy-back approval, understanding it needn't be done, and then announce a 2/1 split? It seems that the 2 actions are contrary. Thanks, Gayle

Q: I just rebalanced my holding in AYA. With the proceeds I am considering adding to either SLF or CGX. My avergge cost of SLF and CGX is pretty much at their current market value. At today's valuation, which purchase has greater upside? Thank you.