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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 & 5i: This is in follow-up to your answer to kelsi’s question on Twin Butte (TBE). You indicated that you “would expect a dividend cut in 2014.” Can you please explain the basis for that expectation and maybe provide a couple of examples, from TBE’s peers, which are comparatively better on the specific metrics that you see as red flags of an upcoming cut? Thanks as always!
Read Answer Asked by Lance on August 15, 2013
Q: Hi Peter,
Is there something exciting in New Millenium (NML.TO)recent results to consider a small position in this stock. Do you see it turning profit in 2014? Thank you
Read Answer Asked by Michael on August 15, 2013
Q: CDL.A-high PE on TTM with meagre EPS of only .03 with big payout-again, what am I missing here as this looks like an over valued play? I know you liked it in May.
Read Answer Asked by James on August 15, 2013
Q: Peter what would you buy YRI or G and could you give advice on BB I own some shares sell or hold .

Thanks
Jim
Read Answer Asked by James on August 15, 2013
Q: I have shares of AAH They anounced a speical dividend of $7.20 to share holders on aug 6 to be paid aug 16 after the anouncement the shares shot up $6.00 I was told the shares could drop post dividend as much as the dividend itself. Is that true if so I should be selling now. Thank you By the way my email has changed to rvanderveeken@ gmail.com
Read Answer Asked by robert on August 15, 2013
Q: Hi Peter and the 5i Team,

Last night Michael Bowman was on BNN. He suggested holding gold bullion e.g. the CGL ETF instead of holding a gold miner such as Goldcorp. Yet when I plot returns over various time periods, G has done better than CGL and other gold bullion ETFs. I know that 5i recommends holding some gold in every portfolio (specifically Goldcorp) and presently I don't own any gold at all. What is your take on Mr. Bowman's gold strategies? If a portfolio is approximately 300K, would a 5% gold weighting be too much because of the volatility? Thanks for providing such a terrific service.
Read Answer Asked by Jerry on August 15, 2013
Q: Hi, Peter and Team: HLP.UN has been sliding and has a payour ratio in the nineties. I notice on their Web page, under the News Release section, that they've posted a dividend disclaimer. Any cause for concern?
Thanks, Dale
Read Answer Asked by Joan on August 15, 2013
Q: Hi Peter and Team,

I know its way too early to discuss Third Point Re, TPRE as a company, however, knowing that the CEO is a veteran and their Chief Investor is Dan Loeb, do you think this could be a long term hold?
Read Answer Asked by Graham on August 15, 2013
Q: Re Roy question and others on preferred
There is today an exceptionally interesting article from Eric Parnell linking the fate of Preferred NOT on the vagaries of interest rates (negative correlation of -0.13), but more (and THIS is very interesting)from the performance of the stock market (correlation +.63) which leads him to believe that the poor performance lately of the preferred bodes badly for the stock market.
You can get it from Seeking Alpha.
As usual, publish if you think it is worth doing so.
CDJ
Read Answer Asked by claude on August 15, 2013
Q: Hi Peter, I have held CWB for many years, and while I appreciate its stability, I need my money to work harder than the return I have seen for the past few years. Would you endorse a switch of some these funds to EQI? I already have some EQI. CWB=6%, EQI=2.5% currently.
Thanks in advance.
Read Answer Asked by JAIME on August 15, 2013
Q: Hi Team,
I'm considering adding to my position on Enbridge (ENB) given the current weakness. Reading previous Q&A on Enbridge suggests you favour this stock even at a higher valuation. Is there anything currently applying pressure lowering the stock price that I should be cautious about, or is this still the fallout from the interest rate issue of the last few months?
Your views are much appreciated.
Marco.
Read Answer Asked by Marco on August 15, 2013
Q: Sorry Peter

I goofed up on the ticker. Meant SVL (Silvercrest)
Could you please comment on their Q2 results

Thanks Irshad.
Read Answer Asked by Irshad on August 15, 2013
Q: Can I please have your thoughts on (TBE) Twin Butte's Q2 results?
Thanks!
Read Answer Asked by kelsi on August 15, 2013
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