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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: Hi 5i team,
Please give some background in building your income portfolio with regard to
a) WSP....an interesting choice considering your favorite is STN
b) SGY selection over so many good oil companies
c) FLOT with 0.4% yield as oppose to GIC

SPB, VNR and ET are excellent surprises we do not read regularly

I will gradually adopt to your income portfolio. Great work as usual, thanks
Read Answer Asked by Karl on April 01, 2014
Q: I know you believe a portfolio should not hold more than 20 names, at least i think you believe that.
But if your managing 2 or 3 million dollars in one portfolio, do you still only hold 20 names. In other words my question is no matter the size of the portfolio do you always hold only 20 names.dave
Read Answer Asked by david on April 01, 2014
Q: Could I please have your updated opinion on Bird Construction (BDT)? Thank You!
Read Answer Asked by Paul W on April 01, 2014
Q: Hi Peter any thoughts on the FS finally released from NML? Also a quick update on Africa Oil ( AOI) would be appreciated.
Thank-you.
Read Answer Asked by Chris on April 01, 2014
Q: Do you have any news on ICP? I am trying to clean up my portfolio and have taken quite a loss on a few stocks, this being one of them. Any advise? Thank-you!
Read Answer Asked by Denis on April 01, 2014
Q: Hi 5i team:

Sterigenics has entered into a definitive agreement to purchase Nordion (NDN) for $11.75US/share, with Nordion's Board of Directors approval, a termination fee of $12 Million (US) and a reverse break fee of US$24 million, what are the possible situations would prevent this transaction from proceeding? From previous 5i answers from other stock buyout, my plan is to sell ½ of my shares to the market and the remaining ½ of my shares to tender versus 1/3 to market, 1/3 for higher offer and 1/3 tender since another buyout offer is unlikely to occur. What do you think of this plan?

Thank you.
Read Answer Asked by Karen on April 01, 2014
Q: CXS has been dropping fairly steady the past three months. Could I have your opinion on it, please. Thank you for the great service you provide.
Read Answer Asked by Duayne on April 01, 2014
Q: Hello Peter & Co.
I came across yesterday with 2 names that aroused my interest.
One of them is Knight Therapeutics (GUD-V); same team as Paladin Labs and our Pharma sector in Canada is very limited.
The other is Kelso Technologies (KLS-V) which produces among other things pressure release valves; a very topical subject related to railcar safety.
Could you please comment on them?
Thanks,
Tony
Read Answer Asked by Antoine on April 01, 2014
Q: What is your overall assessment on dap.u xpel technologies earnings realease.
Read Answer Asked by samuel on April 01, 2014
Q: I have seen the discussion on Molycorp mcp, which goes back to Jan 2013 and did not encourage purchasing. How is it now, but, more generally, is there anything in rare earths that should be considered?
Read Answer Asked by Gregory on April 01, 2014
Q: Good evening 5i! I am considering selling my WCP shares and converting to NPI shares. I've held WCP for a couple of years and it seems to be doing very little in growth, (I also hold PEY, CPG and BTE in the energy sector). My broker has suggested I look at NPI for a good yield and decent long term growth, (I also hold CPX in the power sector). Can you provide me with your unbiased recommendation on this potential company switch looking at it over the next couple of years.

Thanks for your help and input.
Brian
Read Answer Asked by Brian on April 01, 2014
Q: Peter; Could you decipher the Q&A release today by HLP.Un? I am not sure if it is good or bad. Thanks. Rod
Read Answer Asked by Rodney on April 01, 2014
Q: Solium Capital is continuing its descent down. Your thoughts please on unloading when down 20% or good days to come.
Read Answer Asked by Dr Lorraine on April 01, 2014
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