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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: Peter with the rally in the market it has been difficult to find value....that said, in my screening, one of the few names that keeps popping up is Calian Technologies. What are your thought and would you cover a name like this in your research at some point. Thanks
Read Answer Asked by Patrick on March 13, 2013
Q: "Fiera Capital Corporation, manager of The Fiera Capital QSSP II Investment Fund Inc. (the ''Fund''), announces its first offering of Class A shares, Series 2013 of the Fund.
The first offering will begin on Tuesday March 26, 2013 and is expected to end on April 2nd, 2013." Is this positive for FSZ? It looks like it will open today down ~4%.
Read Answer Asked by Douglas on March 13, 2013
Q: Entrec just released year end results which looked great. The stock has been taking a beating the last couple days any idea why this might be in the lead up to what appeared to be a great release. Thanks,
Read Answer Asked by Rob on March 13, 2013
Q: Thanks for posting ur Model Portfolio. To round out the portfolio with US, International, Emerging Markets and a bond component would you just use an ETF for each - and if so what ones do you like.
What % of cash do u recommend to hold for a retired person.
Many thanks Peter.
Jorge
Read Answer Asked by George on March 13, 2013
Q: Hi Peter.
When do u purchase gold stocks once they have corrected so much? Do u try to time the bottom (falling knife) or wait for confirmed up trends to establish - like technicals? or fundamentals? US dollar weakness, market conditions? or what?
Once u decide, do u look for Large, Mid or Small cap?
Thanks.

Read Answer Asked by George on March 13, 2013
Q: I would like your opinion of aggrowth international(afn),particularly the payout ratio,can they maintain it.Thank You.
Read Answer Asked by rick on March 13, 2013
Q: CCT dropped last few days with no news. Was it an overbought correction or are there some negative opinions?
Read Answer Asked by Kevin on March 13, 2013
Q: HI
can i get an update opinion on NPK. What do you attribute to the weakness. And what do you see as the risks? thanks
Read Answer Asked by Bryon on March 13, 2013
Q: Your recommendation of MacDonald Dettwiler reminds me of my investment of Comdev (symbol CDV). My understanding of Comdev from the past was that they designed... Satellites for different gov't or non gov't entities. Comdev appears to have struggled throughout the years. Would you know the difference between these companies and why you think Macdonald Dettwiler stands out? Thanks.
Read Answer Asked by Walter on March 12, 2013
Q: Peter ...thankyou for the model portfolio. Another valuable tool you have supplied to all subscribers. Keep up the great work.
Read Answer Asked by Alan on March 12, 2013
Q: PTQ
Commercial agreement with Inmet, and the take over discussions between First Quantum and Inmet.
Thoughts?

It sure has been interesting.
Read Answer Asked by Frederick on March 12, 2013
Q: Hi Peter & Team:

As they have updated their resource data and announced new drilling results, could you please update your thoughts on AXR. Would this be one of your preferred picks in the sector and if so, what would you recommend re buying - purchase now or wait until late summer to catch what is sometimes a good seasonal time.
Many thanks.
Read Answer Asked by Alexandra on March 12, 2013
Q: Hi Peter & 5i: I made a spec purchase of Kelt Exploration (KEL) very recently, on its first day of public trading. My thinking was just that the successful management team from CLT would probably have spun themselves out a pretty attractive asset base to provide the E&D opportunity for their next project, Kelt that is. The announcement of their bought deal equity financing at $5.55 immediately pushed the stock up over $6 - kind of a rare sequence in the resource area recently. Obviously there is no company history here but can you offer any comments to help fill out my picture a bit? Are there any "typical" patterns in stock movements or other signals to look for with this kind of spun out asset company? Thanks!
Read Answer Asked by Lance on March 12, 2013
Q: Hello 5i.
With their recent 50 million debenture debacle is San Gold (SGR) done like dinner?
Cheers - Chris (a beleaguered and frustrated shareholder)
Read Answer Asked by Chris on March 12, 2013
Q: I have a strategy question about the merits in investing in life insurance companies. I simplistically see this business as two businesses - life insurance and investment. If the results from each sector were available, I would ask whether the return from the life insurance business is good. My next question would be whether I could do as well with investments. I wonder whether an insurance company devotes the same level of investment expertise as would a business devoted to managing a comparable portfolio or relies more on third party analysis eg rating agencies.
Read Answer Asked by Carl on March 12, 2013
Q: Your update on Equity Financial EQI raises in my mind a strategy question about investing in mortgage finance companies. I figure that these portfolios consist of 2nds with high loan to value. Why invest in these (having no upside) instead of a high quality REIT. While the sector is different, I see it as fundamentally investing in the same asset - real estate. Chances are that, with 2nds, the collateral and covenant value would be second rate. Moreover, their supply depends on brokers whose business is based on volume, not quality.
Read Answer Asked by Carl on March 12, 2013
Q: I would appreciate any information you have on today's more than 3% drop in price of BIP.UN.
Read Answer Asked by Dennis on March 12, 2013