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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
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
Q: I have a question about Patheon, Inc. Hi Peter,what do you think about the last quarter earnings report that was announced on Friday Mar 8/13.Thanks,George.
Read Answer Asked by George on March 12, 2013
Q: I would appreciate your thoughts on Tupperware (TUP). It took a pretty good hit today - have I missed something?
Read Answer Asked by Ray on March 11, 2013
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