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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: I would like your opinion of Uranerz URZ (Amendment to annual report and the financing through bonds). Would you agree the uranium companies have bottomed, from what I see it looks like supply is going to be short in a year or 2. thanks
Read Answer Asked by Doug on May 03, 2013
Q: Hello 5I

I am interested in MXF from First Asset. Specifically what do you think about the 25% covered call strategy? Also given the materials sector as a whole do you think that this is a good way to have strong cash flow while also positioning for upside with an eventual market upturn? When I contrast this etf versus say XMA the near term cash flow is extremely tempting at these valuations.

Thanks in advance for the great work and I greatly appreciate your web site and opinions.
Read Answer Asked by Phil on May 03, 2013
Q: Have you had the opportunity to review RIFCO? I know you have reviewed CARFINCO. I own both but thinking of selling one of them. Your thoughts?
Read Answer Asked by Dr Lorraine on May 03, 2013
Q:

Hi Guys, What do you think of AMD at the moment, I`m up about

30%. Should I take my profit or wait for more.

Thanks Bob.










Read Answer Asked by Robert on May 02, 2013
Q: Peter; RLC is slowly dropping every day.Would you take this as a sign of impending bad news and just dump,it and move on? Thanks,Rod
Read Answer Asked by Rodney on May 02, 2013
Q: What constitutes a "defensive" stock? What percentage of a portfolio should defensive stocks play in today's financial climate? Would you consider the following to be defensive holdings: Any of the big five Canadian Banks, Telus, Enbridge, Cineplex, Power Financial, a food company like Saputo or Empire. If these don't fit the bill I would appreciate your suggestions. Thank you. John.
Read Answer Asked by John on May 02, 2013
Q: Hi 5i Team and Peter, I am about half in cash, and considering new investments, but when i look at the steep charts of most of the companies in the A to B categories and in the the model portfolio, I feel like I've definitely missed the boat. Will you be reporting on new companies or turnaround stories so new investors can capture some similar growth?
I feel pretty good about AYA, which I own (thanks for that one), and, I'm looking for similar stories. I don't need a dividend, and I have a very high tolerance for risk. Would EQI be one that I should consider. I like the fact that 5i knows management and expects rapid growth in 2013, but as a poker player, I feel I understand the gaming business better than the "mortgage" business. If not EQI, can you recommend a couple of other stories that are just "beginning to unfold"?
Read Answer Asked by Gordon on May 02, 2013
Q: hi,
any thoughts on RPL-X
earnings next week, it is down a lot. is it out, or a buy here?
thx chris
Read Answer Asked by chris on May 02, 2013
Q: Thanks for your insights and concise replies.Do you have an opinion on Westernone(WEQ). Thanks.
Read Answer Asked by Donald on May 02, 2013
Q: Hi Peter and Team

I am still holding Zargon (ZAR)with a pretty big loss. But every time I go over their material on their web site, it looks so attractive. I am usually pretty disciplined selling losers in December in order to lower my capital gains taxes but I may not do that this year. This is the big year for capex on their ASP flood technology but if that works it looks like gravy from 2014 on. I guess that is the big risk. It looks like a good risk to me. I am also considering buying some more. I have lots of capital gains to more than balance off my loss position so I am not hurting from a portfolio point of view. So what do you think of it at its current price and my thinking. Thanks

Ross
Read Answer Asked by Ross on May 02, 2013
Q: Hi, I am breaking even on SVL. Would you recommend me selling them now or hold on till the sector improves hopefully later in summer?
Thanks.
Read Answer Asked by Irshad on May 02, 2013