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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: Expectation of higher interest rates:
1. Is this an accurate statement (or likely to be): As interest rates rise, REITS, bonds and similar equity investments will drop in price while insurance companies will see share price increases.
2. If that is correct, why will higher interest rates help insurance companies?
3. Would banks see a positive effect as well?
4. Any other likely beneficiaries?

Thank you so much for this great service.
Read Answer Asked by Donald on August 14, 2013
Q: Please comment on Redknee'(RKN) latest quarter. I have a small position and I am thinking of increasing it to a full position. Thanks, Tim
Read Answer Asked by tim on August 14, 2013
Q: Hi. I've been a member for 4 months and am happy to say you've already helped me make some money...both from buying better companies, and holding onto gains longer. Thanks very much, and I intend to stay with this service for a long time! It's a great service!

Having said that, can you help clarify how you remain 'conflict free'? I'm sure over the years that you, Peter, and your staff have managed to accumulate some investable wealth, yet you don't invest in the stocks you talk about. So what do you invest in? I know you don't have your money sitting in a bank account earning less than 1%.

In the FAQ section it does say your staff can invest in US stocks. While you do make it clear that Canadian stocks are your focus, there are numerous questions and answers regarding US stocks as well. If there was a question on a US stock that you or your staff owns, would you decline to comment or mention that you own it? Care to share with us which US companies are currently owned?

Much appreciated...love the service!
Ian
Read Answer Asked by Ian on August 14, 2013
Q: EIF has dropped over 6% today after reporting yesterday. I would appreciate your comments on this (perhaps overly) negative response by investors. Do you believe the dividend is safe?
Thank you for this great service.
Read Answer Asked by Dennis on August 14, 2013
Q: What is your take on Paladin Labs(PLB) latest quarter? Would you prefer this over Cipher (DND)

Thank you
Read Answer Asked by Marty on August 14, 2013
Q: Hi 5i, my question is regarding TSL - Tree Island Steel- can you give me your thoughts on second quarter results.likes/ dislikes ,i know this is a speculative position.what would you recommend to current shareholders.thanx
Read Answer Asked by NORM on August 14, 2013
Q: EQI...Are the current results in line with your expectations?
Thank you
Read Answer Asked by Glen on August 14, 2013
Q: Please comment on ANS earnings. Did they meet expectations? What is your outlook for ANS going forward, why have they been beaten up so bad lately?
Read Answer Asked by Rob on August 14, 2013
Q: Thank you Peter and Team for an excellent service.
Regarding John's question on DHX stock price decline, I'm starting to notice that days or weeks after this seemingly unjustified pattern starts, a company releases quarterly earnings results that fail to meet analysts expectations. Two recent examples, Q2 earnings for KBL 8/9/13 and TOU 8/7/13. Note the decline prior to the release. To me this might imply information leaked ahead of earnings release. I may be wrong but will be waiting for DHX's results.
Read Answer Asked by Dave on August 14, 2013
Q: Good evening, Peter & Co.
Would you please give your analyis of Melcor's (MRD) results in which there is a drop in earnings caused by one time items.
Thank,
Ed
Read Answer Asked by Ed on August 13, 2013
Q: Hello 5i could you comment5 on Zargon oil ZAR as to the company and also would you know the payout ratio.
Thanks
Read Answer Asked by Michael on August 13, 2013
Q: BAD. Not sure I understand your previous comment: "Badger is 20 times' forward earnings, but earnings estimates are likely too low, so call it 15 times on an adjusted basis. It 'should' have some cyclicality, so we don't think over 20 is appropriate. But now, one multiple point equals $3 per share to the stock."
Are you saying that Badger, at your adjusted 15 times, with one point equalling $3 dollars per share, is fairly valued at around $45. dollars a share? I don't think you are saying that, but I am a bit lost, I confess.
Also, can you comment on EFN Element Financial's results. Earnings look flat at .08 cents, but other metrics look much better. And Equity Financial, EQI's results are coming out tonight. Will you comment after release? Thanks
Read Answer Asked by Gordon on August 13, 2013
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