Investment Q&A

Q: Hi 5i team;
I am looking for some junior oil names to buy , thinking we may be near the bottom (but who really knows). MEI and VRO look to be promising. What is your opinion and are there others you prefer?
thx; Mike

Q: Could I please get your comments on Counsel (CXS-T) as a long term hold. It is easy to get the positives (I just read their latest report) so I'd especially appreciate any contrary or cautionary comments. Thanks.

Q: I would appreciate your opinion on C-Com Satellite Systems.

Thanks,
Sandy

Q: Today Mart resources announced a 10 cent dividend to holders on July 23rd and the intent to pay a 5 cent quarterly dividend. Share price at the start of the day was $1.05.
The dividend is on top of their proven reserve increase of approx 40% (16% in dec 11 then just recently another 24%) with no decline in production. This gave them a 10% discount before taxes value of almost 1 billion dollars.
Current shipping of approx 12000bpd. Wells that flow in excess of 50000bpd.
The announcement of a crude purchase agreement with Shell so they can get the pipeline in and expand capacity in order to take advantage of their massive flow rates.
Fantastic tax breaks until they're into 2014, then still excellent taxes to encourage greater field development.
Very low cost production which is producing an oil that sells at a marked premium.
And ANOTHER well that is supposed to soon be announced which is drilling to test brand NEW oil bearing sands which were found under a gas layer which is itself below the currently producing oil bearing sands. Never mind if they can get the gas condensate to market.

Do you think MMT's dividend announcement is the right direction? I like it because they have oil, it's the expanded capacity they need which is coming. So it's a bit of a waiting game. As long as the cash flow remains enormous why not pay a dividend from 12000bpd until they reach 40000, 50000, 60000bpd in a new pipeline. It sure takes some of the edge off for me as an investor from Mart operating in Nigeria.

Q: could you comment on the balance sheet of usa and rxe please, thanks! paul

Q: Thanks for all your help ... is the KEG.UN a good long term money maker.

Q: Peter,
I just read the report sent today from NDM on the EPA assessment.
I sold this one (long ago and with enormous regrets as it is an exceptional project) from the same reasons i mentioned to you on my last email about bias in the USA on procrastination (to say the least)with their approval of regulation matters.
I encourage you to read the report as the disclosures are stunning.
All of this may pass one day, but at enormous losses on shares valuation. Caveat emptor more than ever.
As this is a sensitive matter, but also an information that may be useful for the judgement of your subscribers, i let you again decide if it is worth publishing.
Here is the link:http://gold.globeinvestor.com/servlet/ArticleNews/story/CNW/20120628/C4778/stocks/news

Q: i WOULD LIKE YOUR OPINION ON THE FOLLOWING: WPT, & MDA. I have been following them for a few weeks and have held off investing. They both had fantastic days today. Should I wait longer or buy now?

Q: Natural Gas prices are scapping bottom but we all know that this will not last forever. It is interesting to note that Natural gas is now being considered as an alternative fuel for large transportation vehicles since the price of diesel is now as pricey as regular gasoline. Are there some investment opportunities where we could take advantage of this migration from diesel to natural gas

Q: Hi Peter,

The gold and precious metals stocks appear to be out of favour which has negatively impacted their current market values.

Please suggest the best bargains at this time for gold and precious metals stocks for investors with a mid to long term horizon. Is this a good time to buy and/or accumulate or is a further erosion of values more likely?

Many thanks and best regards,

Roman

Q: Hi Peter,

I would appreciate your assessment and outlook for Rockgate Capital RGT-T. Thanks and regards, Roman.

Q: What are your thoughts on Talison Lithium (TLH)? Thank you!

Q: Hi Peter;
Could you comment on TCK.B and the recent buyback shares announcement. Thanks

Q: Star Gas Partners (SGU) NYSE:would you be buying this stock at these prices? I am looking for something to buy as I have a lot of USD cash.

Q: Your thoughts please on TAL International. The world economy appears to be slowing, yet the company indicates Q2 will be strong. Should I buy?

Thx

Q: Peter,

What is your opinion about silver in general. Do you think there is further downside in the metal prices from here? In particular what is your view on MAG at current prices? Do you think there is potential for price increase from this level?. Thanks

Q: Peter,
Domestic housing is expensive, Flaherty attempting to reign in the mortgage market, and a shaky macro picture. Retail rental property has been (and may continue to be) a good portfolio diversifier. Transglobe Apartment REIT (TGA-U) is getting taken out. Have you looked at any other investment vehicles in this specific sector?

Q: I frequently hear the term "handle" bandied about on BNN as an apparent unit of measurement. What the heck does this refer to other then something you use to pick up a pot? Thanks so much!

Q: I'd appreciate input regarding the difference between a distribution and dividend. Is a distribution a special dividend that a company basically pays the tax on so the shareholder doesn't?

I wasn't expecting any announcements from POE regarding dividends/distributions but personally I'm pleasantly surprised. Tempted to buy more but would greatly appreciate 5i's thoughts.

Q: Hi Peter: Could you please comment on ATA and its prospects going forward.

Thanks, David