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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: Morning of 5/14,TOU announced increased bought deal private placement of 1mil flow through shares @ $68.15 In addition officers,directors & employees of TOU will buy 150k shs @ the same price.Funds for eligible exploration expenses.These qualifying expenditure will be renounced to subscribers for 2014 tax yr. The price of TOU closed down 0.60 to $54.60 today.Please explain.Very much appreciated for your usual great services & opinion.
Read Answer Asked by Peter on May 15, 2014
Q: You have Superior (SPB) in the income portfolio, so you must think it is a pretty safe, conservative investment. What happened when the share price went from $30 in 2006 to $6 in 2011, and even all the convertible bonds were trading at 60. I thought the main problem was the debt. And what has changed so much in the past 2 years that it's moving in the right direction?
Read Answer Asked by Ian on May 15, 2014
Q: In your income photo folio you have FLO and CPD.Return ( yield ) of CPD seems better than FLO.What is the reason?I appreciate your response.ebrahim
Read Answer Asked by ebrahim on May 15, 2014
Q: Hi 5i Team,

With WiLan's strategic review completed and the dividend increased, what would you recommend one do with the stock?
Continue to hold, or sell now and move on?

Thanks.
Read Answer Asked by Sarj on May 14, 2014
Q: Hi, I hold Bank of America (BAC) and Morgan Stanley (MS). Since MS has done so much better than BAC, I am thinking of selling BAC and buying MS.PR A. Your thoughts? And thanks for this fantastic bank of advice--my daily treat!
Read Answer Asked by Elaine or Gerry on May 14, 2014
Q: Hi 5i,
Just looking for your insight into CFN's earnings. I have held since $5.00 - enjoy the yield on my cost, but I really want to make sure the capital is safe. Is it time to move on from this story?

Thanks in advance,

Jaime
Read Answer Asked by JAIME on May 14, 2014
Q: CFN Carfinco came out with earnings, Trading down on the news. Would you sum up your view of them for me?

Thank you!
Read Answer Asked by Gerald on May 14, 2014
Q: 5i team,

A follow up on the previous question about BAD's earnings. The discussion around the deferred unit costs affecting the results so much seems bizarre to me. Is this something to be concerned about... something "bad"? Considering the past 90 days, it looks like the story is still well in tact going forward, long term. Do you have any concerns for the future given the developments in the earnings today? It seems like the reduction in margins should have been passed on to the customer... again, is this bad? Does this mean they will experience margin errosion?
Read Answer Asked by Marc on May 14, 2014
Q: TBE

Twin Butte Energy shares dropped today. Would you consider this to be an opportunity to buy. With a share drop today, the dividend increased to 9.9% which they say is sustainable.
Read Answer Asked by Ric on May 14, 2014
Q: WEQ WesternOne came out with their earnings. I thought they looked pretty good but wish to defer to someone better at the judging than me! What do you think of them?

TIA
Read Answer Asked by Gerald on May 14, 2014
Q: DHX
Dear 5i,
Could you please provide feedback on DHX's earnings? I thought they were fine but the market doesn't like it. I haven't purchased my second position and wondering if now is the time to buy more and average down. Thanks for all your advice.
Kerri
Read Answer Asked by KERRI on May 14, 2014
Q: what's your outlook for molycorp? is the rare earth market going to improve for their products? this company seems to have poor management and i hope they can right this ship. thanks.
Read Answer Asked by ryan on May 14, 2014
Q: Hi Guys, I just got back from my financial advisor (yearly checkup), most of our discussion was about my fix income investments, please give me a grade ( A thru D) on the following; SCW, PCD XMA, POW, SSF.UN, TZZ, ENF AND EFC.
thanks again for your time.
Read Answer Asked by jim on May 14, 2014