skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hello 5i!
Thank you for your recent "Investment Tips for Individual Investors". The fact that you were talking about me made me laugh. I learn geography best when looking at junior resource companies in god-knows-where locations. Still laughing. It was honest and I appreciate that.

On that note and without futher ado I would appreciate your input regarding a resource company, Arcan (ARN). We recently (wife and I) initiated a position at $2.17. We may be purchasing more but would appreciate input from the all seeing 5i Oracle.

Additionally previously one of your answers had talked about the recovery being long with low interest payments. 10 years was the guestimate for low interest. Could you elaborate on your thoughts for this time frame? Generally if interest rates aren't kept low the debt payments countries are carrying will hamstring them? So Countries will do their utmost to keep interest rates low while hopefully working like hell to reduce/drop debt. Then when interest rates/inflation comes hopefully their future earnings can out compete their future debt payments?
Read Answer Asked by Frederick on June 08, 2012
Q: Hello Peter
I have some Genivar which is raising more funds for expansion in Canada and internationally. What are your thoughts on this engineering company over next two years for yeild play with some upside. Hamish
Read Answer Asked by Hamish on June 07, 2012
Q: Have you done any research on Galvanic Applied Sciences (GAV)? It's financials look interesting to me and I'd appreciate your comments. I'm finding this Q+A section very useful.
Read Answer Asked by Noel on June 07, 2012
Q: Is there a Canadian publicly traded company that would see significant growth and share appreciation from the prospective switch from plastic to paper bags (Toronto et al.)? Thanks Larry
Read Answer Asked by LARRY on June 07, 2012
Q: got a request to buy ipo of healthlease properties. landlord not operator of seniors homes with 8-8.5 yd. your comments?
Read Answer Asked by brian on June 07, 2012
Q: Could you please elaborate on reasons jfs.un might be a good choice for a TFSA? I am quite certain that I read an explanation of the costs involved in this fund but unable to find now so would appreciate a link or site location. Were these costs or limitations relevant only to the IPO?
Read Answer Asked by Gayle on June 07, 2012
Q: Peter, could you please share your thoughts on the following stock positions: Home Capital Group HCG, an alternative lender in the mortgage business, and also Davis and Henderson DH, a financial service provider that has been diversifying away from their former primary business of cheque printing. Could you comment specifically on their business outlook and potential effects on their stock valuations.
Read Answer Asked by Chris on June 06, 2012
Q: CWA-T ... housing market in Canada on rise so they need Appliances. Good or bad ??
Read Answer Asked by Alan on June 06, 2012
Q: Hi Peter,
can you give me your thoughts on Doxa Energy, DXA. Its market cap is around 4 million, yet, based on its latest presentation, its land value alone on its Mississippian oil play is worth $0.28/share on fully diluted shares and 0.45/share on floating shares. This excludes all other property and the revenue it receives of $213,000/mth (net of taxes but not operating expenses). Is this a major miss-price in this company or is there more than meets the eye. Also based on the Average Sandridge NPV per well (as reported), the NAV potential of Doxa for this Mississippi play alone is $93MM for a cash flow company with a current market cap of just over $4MM. I asked management about the debt and they said all debt is unsecured and is supplied by shareholders and affiliates including the President and Chairman of Doxa, not financial institutions. In addition, the latest S&P Report of June 2nd shows their EPS is now positive 0.01/share along with growing revenue each quarter. So, its mind boggling to me why its trading at $0.12/share.
Read Answer Asked by Graham on June 06, 2012
Q: Hi Peter,
I have held IPL.UN for some time now & am very happy with the dividend & performance. It represents 1% of my portfolio of all dividend paying stocks. Do you rate interpipe a buy sell or hold at this time ?
Thanks & best wishes,
Paul.
Read Answer Asked by Paul on June 06, 2012
Q: Can you give me your views on Vicwest (VIC). Thanks.
Read Answer Asked by Alan on June 06, 2012
Q: Can you give me your opinion on South Pacific resources. Their new SAGD project is supposed to coming on stream shortly but the stock seems pretty sluggish.
Read Answer Asked by dale on June 06, 2012
Q: Good Afternoon,
Would you add to positions in AAB and SIL at this time? If so, which would you prefer?
Thank you for your assistance.
Read Answer Asked by Peter on June 06, 2012
Q: Please givr me your opinion on IAE Ithaca oil
I own some , hold or sell at loss ?
Read Answer Asked by Doreen on June 06, 2012
Q: just wondering if you have an opinion on Cequence takeover of Open Range. Would you keep the stock after the takeover?
Read Answer Asked by RJ on June 06, 2012
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!