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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 have noticed that over the past 3 months, many of my dividend -oriented stocks (REITs, Utilities, Pipelines,...) have trended down, while the Cdn market (XIC/XIU) has been mildly positive. What is your assessment of what is going on? Do you see this trend continuing?
Read Answer Asked by Douglas on November 13, 2012
Q: In response to Neil's comment: Please, no chat room!! I didn't sign up for 'fun', a chat room would not be 'fun' nor am I interested in others chats!! That would be a complete waste of my time.
Those who suggest and criticize seem to be overly anxious and impatient for the next report and I am sure that there is much more to writing your reports, like a time factor, than the critics understand. I trust and believe that you, Peter, and those who work with you are completely capable of managing your time and company very well. I really appreciate the variety of questions and the security of having 5i Research to ask when I cannot find answers elsewhere and access to a highly competent team. Thank you, many times over.
Read Answer Asked by Gayle on November 13, 2012
Q: MCB Mccoy Corp. I asked about MCB on the day it reported. Your reply was positive but you wanted to listen to the CC. Now that you listened to that do you have anything to add to your previous comments?

TY
Read Answer Asked by Gerald on November 13, 2012
Q: Good morning,
I absolutely disagree with the earlier comment regarding the ability to submit members' questions. I regard this as the most valuable part of your service. These questions often focus upon companies with little or no analyst coverage or relate to very recent developments. The ability to secure timely advice upon these matters is highly useful. You provide a unique service in this regard and I urge you to continue it.
Peter
Read Answer Asked by Peter on November 13, 2012
Q: I would appreciate any information you can give me on the debt level of Oanda Energy Resource Inc.[oer-tsx].Any other comments on it short and long would also be great.
Dave
Read Answer Asked by Dave on November 13, 2012
Q: Peter, et al
No question, just a couple of thoughts. I'm not sure how "tireless" your resource people are, but it seems to me that on this forum you are getting so many questions on companies that you do not profess to follow that it must be taxing on those who are trying to give the best answer possible (and perhaps, more importantly, taking their time away actually doing reports on companies you want to cover). Have you thought of opening a monitered members chat room on your site? This might be: a) a lot of fun for all, and b) relieve some of the increased questioning which you are receiving. Also, re: the latter, simply saying "we haven't looked at this company and so cannot responsibly reply to your question" is a valid answer and one that, I would think, most would accept. (perhaps you already do this with off line responses). Anyway, thanks for all the great work.
Read Answer Asked by Neil on November 12, 2012
Q: Hi Peter, all this talk about this "Fiscal Cliff" are we as investors also at the edge, how can it affect us, is there something that we can do or should do to protect our investments from going over the edge into the abyss. Thanks
Read Answer Asked by Nick on November 12, 2012
Q: You have already commented on OSK's bid for Queenstone Mining - thank you.
Appreciate your comments on the continued high short position on this company for the past 2 years. The Short Interest of 31.04m equates to about 8% of the existing Float and approximately 22% Short Interest Ratio (I may be wrong on this ratio).
Granted that there is a high short position on many commodity companies as well as financials and utilities on the TSX, but does the "smart money" know something that will cause the price of OSK to tank?
Do you still "like OSK a lot, and hope to cover it"?
Read Answer Asked by Glenn on November 12, 2012
Q: Hi Peter:

Wondering if you could please give me your view on Ag Growth given its continued slide.Has the fear of a dividend cut grown since the last time you commented on it (Oct.13)?

Thanks

Neil
Read Answer Asked by Neil on November 12, 2012
Q: Hi Peter
Do you see any signs yet that ATP has found a bottom. I've been buying shares for income in the $12-$12.50 range. Any other comments?
Thanks Larry
Read Answer Asked by LARRY on November 12, 2012
Q: Peter/Team any thoughts on AGT.T I own a few, it swings wild on little volume. Looking to possibley double down on it? Thank You in Advance
Read Answer Asked by Philip on November 12, 2012
Q: I was planning to take a small position in CML (CLC) but the last few days volatility put me on hold. Having said that, I think the valuation now looks very attractive. My main concern about the stock is its debt level/refinancing risk but looking at their Q2 report, the company has a swap on $200M in debt at about 2.25% fixed rate for another 4 years - which I think is a positive. Would you recommend to take a position at these level, wait until the volatility settles down or buy 1/2 position now and the remainder in a few weeks ? Based on your research, is there more to the stock weakness than the possible dividend cut ? I am planning to hold the stock for the long term and wouldn't mind a reduced sustainable dividend. Thank you.
Read Answer Asked by Pierre on November 12, 2012
Q: Peter do you have any thoughts on Essential Energy Services (ESN)? It has recently had a pullback and I am wondering why?
Read Answer Asked by Peter on November 12, 2012