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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 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
Q: Good Morning,

You commented on Leisureworld (LW) yesterday before the release of their quarterly results. The stock plummeted at the open this morning but has since made a slight recovery, although still down. Do you continue to stand by yesterday's comments? Many thanks!
Read Answer Asked by Paul W on August 15, 2013
Q: Updated thoughts on RPI.UN Richards Packaging. Roy
Read Answer Asked by Roy on August 15, 2013
Q: To answer a previous person's question re: E-T, I suspect the drop in E's share price had something to do with people expecting a light q2 courtesy to the poor weather conditions. This in fact appears to the the case. What do you think of Enterprise's quarter, and do you advise sticking with the name?
Read Answer Asked by Sasha on August 15, 2013
Q: Hi Team,

Can you please comment on Ithaca Energy Second Quarter Results?

Also was wondering what to do of Paladin Energy 's dilution - time to take a loss and move on?

Thanks! The investment questions is something I enjoy reading daily.

Dominic, Fort McMurray Alberta
Read Answer Asked by Dominic on August 15, 2013
Q: Good Morning Peter

What is your opinion on DCI's latest quarter? Eventhough their numbers are up they don't appear to be as good as the first quarter. Having said that how does the payout ratio rise in the absence of issuing any new shares?
Read Answer Asked by Marty on August 15, 2013
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