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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 Peter and Team --

I read, with great interest, your response to Wendy regarding the ONEX Corporation --OCX. I searched through the archives to find that you've answered three questions on this corporation in the last 12 months and each time you spoke of it in the most glowing terms.

I am certainly intrigued by your enthusiasm in this company -- and the next step begs the question: Would you consider preparing a report on this company? As an addendum to that thought, for whom would this stock be appropriate in a portfolio? What sort of risk tolerance would this company require, given the nature of the cyclicality that you speak of.

Thanks so much!

I'm one month new in my membership here, and I'm telling you now ... I'm a lifer, from here on in! I'm recommending membership to anything that moves. My cat may be signing up next. Great work!

Read Answer Asked by Sylvia on November 30, 2013
Q: ENT, would this co. benefit from build out of LNG infrastructure on west coast and any pipeline build and would you recommend as a buy as a tiny portion of a portfolio-would probably buy 10K shares.
Read Answer Asked by James on November 30, 2013
Q: Hi Peter, could I have your view on Enterprise Group. Thanks
Read Answer Asked by Robert on November 30, 2013
Q: In regard to your notes on Just Energy on Nov. 27 I have been tied in to them for five years for gas at 36.9 cents a cubic meter. On renewal they highly promoted the savings that you would get at their new rate of about 25 cent a cubic meter

However they did not tell you that the rate from the gas company was 12.49 cents a cubic meter now and not far off for a lot of the time I was hooked into them.

Now I should be paying about 1/3 of what I was paying

Obviously I did not renew with them. If other people did their homework, there would be a lot more non renewals. This may affect their earnings
Read Answer Asked by Ernest on November 30, 2013
Q: Suggestions re some base metals equities. I currently own Teck. Any suggestions re companies or ETFs ( base metals related ) would be much appreciated. Keep up the GREAT work.
Read Answer Asked by paul on November 30, 2013
Q: Peter and Team: I have no materials stocks so I've been comparing the ETF's XMA.T and XLB.US. The latter has been going up since 2009 while XMA recovered from 08/09, peaked in 2010/2011 and tanked thereafter. I assume that is due to the heavy weighting of gold, silver and other mining stocks in XMA, which in XLB is replaced (in part) by various chemical production and chem engineering stocks. A recovery in XLA therefore depends very much on gold and other mining, while XLB is growing nicely. Thus I'm thinking XLB over XMA. I'd appreciate your opinion.
Read Answer Asked by Roland on November 30, 2013
Q: Peter and Team
With so many others I thank you for your excellent service...I continue to act as your marketing-ambassador and encourage others to subscribe to 5i.
We all know that gold is out of favor ...we all know that sectors are cyclical...If one has the courage to buy when stocks are low and out of favor good rewards can result. Of course you still need to research your choice within the sector to ensure that your stock survives until prices improve. I know Goldcorp is your large cap choice ...however if you had to chose a junior which of these ...HARMONY, WESDOME, ALACER...do you think has the least risk and will be in the best position when the price of gold improves to profitable levels?
Thanks for your insights..
Dr.Ernest Rivait
Read Answer Asked by Ernest on November 30, 2013
Q: BAD

Now that BAD has reached $1B market cap, how much more interest could it get by the larger fund managers? Could you please comment on what the various Market Cap 'Goal Posts' are for a company such as Badger as they grow.

Thanks very much for a great service
Brian
Read Answer Asked by jessie on November 29, 2013
Q: I would like to know your thoughts on brm as I think they have a unique product and I have held the stock for close to 2years. Also I have noticed trading volume has risen considerably in the past few weeks. Bob White.
Read Answer Asked by Robert on November 29, 2013
Q: Hi 5i team,

I've made a 30% return on TPX.B. Do you have an opinion on them for a long term hold?
Read Answer Asked by Sarj on November 29, 2013
Q: As a followup to the deflation scenario, you would think that if the US wants inflation at all costs that this would be good for Gold-eventually??
Read Answer Asked by Bradley on November 29, 2013
Q: Can you please comment on Katanga Mining (KAT)?
Is it a buy at this level?
Thank you
Gilles
Read Answer Asked by Gilles on November 29, 2013
Q: What would you recommend in the energy infrastruture as far as etf or mutual fund plays ?
Read Answer Asked by terrance on November 29, 2013