Investment Q&A

Q: Hi, Peter and Co.
I own Mandalay Resources for long term growth and some dividend income. The drop in share price is causing me some concern. Is a financial crisis likely for this company? Do the commodity prices, the insider selling and the financial results justify such a sharp sell-off or is this a buying opportunity if I have a 3-5 year time horizon?
With appreciation.
Ed

Q: Hello Peter and all at 5i: I comment on Claude's question today. I don't think we have the right to question how you run your site. You are the professionals and I for one have nothing but praise for how 5i is run and the amazing service we receive. Thank you, Barbara

Q: What is it about the 5i Research Q&A site that causes too many members to feel entitled to suggest 'housekeeping' and 'improvements' to the service? Please include your qualifications when sending in this type of non-question! Do you contact other companies to suggest changes for your own benefit?
I consider this behaviour arrogant, rude and extremely annoying and please note, the responses are always polite and gracious.
Thank you Peter and Co. for your website and exceptional, invaluable service anyway you want to operate it.

Q: Not being familiar with geophysical analyses and terms makes it very difficult for the lay investor to understand the significance of such reports. Could 5i please comment on the recent copper/gold survey results by Colorado Resources (CXO) on their northwest BC property. Would this play be a good 'bet' compared to findings by other exploration companies?
Also, how common is it for potential investors to phone companies for their comments on such reports? Wouldn't they tend to embellish their answers? Finally, is 5i familiar with CXO management? Thank you. John.

Q: Shares of LNCO Linn Energy share owners, are taking a bath today. I can find no news to justify this and am considering adding to my position. Is this a continuing reaction to the Barrons article, or are there other reasons for the pullback ? What are your thoughts on the company ?
Thanks Garth

Q: MEG Energy - is it a buy? Tx

Q: Hi I'm looking to reinvest in cominar reit.
been beaten up a bit,but at the moment is not going with the upside of the other reits.
Any reason for this and would you recommend this reit,

Q: Hi Peter,
Any thoughts/feedback on the FS released today from Royal Nickel (RNX)?
Thank-you.

Q: Hi Peter:

What are your opinions on closed ednd funds that short long bonds to minimize loses due to rising intrest rates. Examples would be MIG.UN or MBB.UN. These type of CEFs pay god monthly income.

Q: Hi Guys. I noticed in the morning paper ING.Groep NV had a yield of 23.961% with a closing share value of $9.13. Yield seems high. Any comments, thanks

Q: Hi Peter and Team,

Quick thoughts on Compuware Corporation, CPWR.

Q: Hello, Peter and all,
Just a bit of housekeeping:
I have noticed that my sessions are timed, this seems to be new. I am forced to maintain a constant check on your questions/answers during the day because your printed answers to questions are published according to the date of the question and not to the sequence of your answers which I would prefer. You should ask all members about this because not only i would rather have one time a day to follow your answers (which have grown from 5 to probably 15 per day!)but i will not be timed out as i would not spend a lot of time on the site.
I also noticed that you use cookies (new too). I would like to know for what purpose as i would also express my discomfort about the practice. Cookies are not my best friends, and this is a members only site.
Thanks for your comments, and be assured that these questions are not diminishing my interest for your excellent and most needed financial letter.

Q: High Liner Foods (HLF) stock price has been down significantly over the last 6 months. I am struggling with a decision to buy more at some point or simply walk away for good. I would appreciate your opinion on this company.

Q: NWH.UN-T NorthWest Healthcare Properties REIT
Hello Team, I've been holding NWH for a while. Bought for long term and income. Do you have any news aout what could be causing the decline in the share price? I am thinking of adding but waiting for your report and watching for a bottom. Thank you very much.

Q: Hello 5i Research,
When holding US dividend paying stocks there is a 15% with holding tax applied to any dividends held outside an RSP.

If the after tax dividend rate on the US dividend is equal to a Canadian dividend, is there any tax advantage, as the with holding tax has already been paid on the US dividend.
Thanks.

Q: I have in shares Pfizer in my RRSP account . Would like your opinion on the Zoetis offer - keep Pfizer or exchage shares for Zoetis ?

Q: A recent article suggested that stocks newly added to the TSX composite index may see a price bump due to buying by index funds. Have you seen evidence to support this thesis for past additions? The three securities added this time are: Norbord (NBD); Dundee Int'l REIT (DI.UN); Ritchie Bros. Auctioneers (RBA). You've expressed generally positive opinions about these three in the past. What are your views now, either in the context of their being added to the index or simply on their own merits. Thank-you.

Q: Hi Guys, could you give your opinion on Glentel,GLN.TO please.

Thanks for the great service to the small guys!

Q: To increase the return of my financial equities I'm thinking of selling all my ZWB (BMO Covered Call Banks) and replacing it with an equal amount of TD and BNS. Is a 12 month total return of 8% reasonable? Thanks for the fantastic service. Paul

Q: I have small positions in the ETFs CGL and SVR. Down in both, and am wondering if it might be a good plan to replace them with G and SLW, thinking that any gains in gold and silver might be levered by the producers. I am holding for the long term. Any thoughts? Thanks, Jim