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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: The draw downs (27M barrels)of oil from Cushing over the past three weeks do not seem possilble unless a large amount of gasoline is being shipped overseas.
Are the respective reporting Agencies playing pin-the-tail on the donkey in their estimates?
Is there any way to track the export of gasoline from the refining hubs?
Read Answer Asked by John on July 18, 2013
Q: Hello Peter and 5i Team,
Do you see much more upside to Bombardier, bbd.b.
I am currently up 20% on this one and wondering what your thoughts are with regards to potential upside considering the delays testing the new aircraft. They are releasing results in a couple weeks and was thinking of selling prior to the announcement.

Any thoughts / advice would be appreciated.
Thanks,
Paul
Read Answer Asked by Paul on July 18, 2013
Q: Hello Peter and the 5i team. EIF is presently trading towards the lower end of the 52-week price but has a yield of 6.5%. Can we expect any capital gain here, or should EIF be held mainly for income? I have a small position and initially bought it because it's a "dividend aristocrat". Do you think that there's room for any dividend increases going forward? Thanks.
Read Answer Asked by Jerry on July 18, 2013
Q: Hi Peter and team.
Been holding URI, United Rentals which is listed as a Commercial Services and supplies.I would like to add an Industrial like TRN, Trinity Industries and is listed as an Industrial Conglomerate, apart from Trinity having a a rail and rail services in its operation do you think these two companies operate in the same space or would it be good to add as an Industrial.

Many thanks

Sam
Read Answer Asked by sam on July 18, 2013
Q: What is your opinion of the new listing VXS ? How would you rate the management ?
Read Answer Asked by Ben on July 17, 2013
Q: 5i team; Any thoughts on Geospace Technologies? (GEOS-Q) They have an interesting technology for seismic exploration that appears to be gaining some traction with its clients, but the share price is very volatile. Would be curious to know you opinio, thanks - Brad
Read Answer Asked by Brad on July 17, 2013
Q: Naikun Wind Energy. I have a small position. Is there any upside or will they just fade away?
Read Answer Asked by Darryl on July 17, 2013
Q: For the previous inquires regarding Badger Daylighting's recent decline, David Baskin said he wouldn't buy Badger (BAD) a few days ago on MarketCall (when it was $50). Probably the reason for the sell-off.


Peter and gang, what type of growth do you see for BAD going forward. I see 2014 and 2015 estimated earnings are $3.10 and $3.11. Do you have similar numbers? Are their earnings supposed to pick up afterwards?

And lastly, is Badger the type of company you could go with a full 5% position with for a long term holding? I dont have any other oil/construction services holdings.

Thanks again.
Read Answer Asked by john on July 17, 2013
Q: Hi Peter and team,

Your thoughts on Bemis Company as a growth/dividend growth company. Ticker BMS
Read Answer Asked by Graham on July 17, 2013
Q: Hi, is CXI Currency Exchange Intl a fairly safe buy here? Helen
Read Answer Asked by Helen on July 17, 2013
Q: Your thoughts on NeuLion please.

Good stock at current levels for capital appreciation?
Read Answer Asked by Sasha on July 17, 2013
Q: Hi, could you please comment on paladin labs acquisition of allon therapeutics? The press releases and paladin website are very light on details. Any insight would be appreciated. Thanks
Read Answer Asked by Adam on July 17, 2013
Q: Presently I have a position in ONE233--One Financial Cash&Breakfast Notes,S2. Attached is an article that questions the viability of One Financial. Should I be concerned with this investment and liquidate sooner than later. These notes mature in early 2015....many thanks for all your help....

: http://dealbreaker.com/2013/06/let-me-introduce-you-to-one-financial-corporation/#more-104790
Read Answer Asked by Karl on July 17, 2013
Q: Hi Peter and 5i: DualEx (DXE) is a micro cap oil and gas co that has been in process of drilling its first well on a Tunisian property that it has hoped would be a company-maker. My question is on its trading and upcoming release of drill results. It has been trading in a downtrend since before it commenced drilling, culminating in a plunge to a 52-week low at 7.5 cents contemporaneous with the announcement that the well drilling was complete and that the next step would be the wireline logging of the well-hole. There hasn't actually been any news about whether it's a dry hole or signs of any hydrocarbon production potential. The closer it gets to news, the less the market seems to want to be there. Is this more likely an indication of an insider information leak or is it just saying something about current market psychology and the appetite for this kind of high risk event? Does the company just disappear if it is a dry hole? They had made noises about plans for drilling 4 or 5 different targets on the property. Are those likely contingent on initial drilling success? Thanks, as always!
Read Answer Asked by Lance on July 17, 2013
Q: Hi Peter & Team,
I'm very much under invested in fixed income, could I have your suggestions please.
Thanks,
Henry
Read Answer Asked by Henry on July 17, 2013