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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've done some research on CHW and I like it so far. What do you think is the risk they would do a new stock raise? What do you think of their cash levels? Thanks.
Read Answer Asked by Noel on August 24, 2012
Q: Hi Peter, Keep up the great work !!! TMM (Timmins Gold Corp) is a junior gold producer. Would you care to share your comments on TMM? Thank you,
Read Answer Asked by Ilesh on August 24, 2012
Q: Hi,your best guess please on the inflation vs de/disinflation debate. Will massive stimulus create future runaway inflation or will debt levels, demographics and structural imbalances win out on the de/disinflation side? Or is it de/disinflation first and inflation later. Thanks.

Read Answer Asked by Gary on August 24, 2012
Q: Hi Peter,

Do you have any insight on RDL? Is it in the buyable list? Thanks
Read Answer Asked by Imtiaz on August 24, 2012
Q: Good Morning, Thanks again for starting 5i. My question is about BMTC Group (GBT.A- T). It certainly had been a stellar performer during the past decade or so with increasing dividends, share buybacks, good share price performance. However, lately sales are dropping and I cannot get a sense as to whether this is a temporary situation or something much more serious. I would appreciate your opinion. (I hold the stock)
Thanks alot Peter.
Dennis
Read Answer Asked by Dennis on August 23, 2012
Q: TDI-Hi, could you comment on Tuscany Drilling have a lot of shares but seems like its going nowhere?
Thanks,Brad
Read Answer Asked by Brad on August 23, 2012
Q: Peter, just a short note to say thank you, for your July 24, 2012, response on silver stocks. I got lucky and bought shares of PAA same day at $13.89. Price is what you pay. Value is what you get.WB
Best regards Larry

On 24/07/2012 8:23 AM, 5i Research wrote:

> Our team answered your question
>
> Question: What are your favourite silver stocks? Which one of those is cheapest right now? Thanks Larry
> Answer:
>
> SLW Silver Wheaton remains our favourite, simply because of their business model. They have fixed cost on silver, no production risk (at the parent) and extreme leverage to silver prices, plus a very low tax rate.
>
> Pan American is very very cheap based on its expected earnings and production. It also pays a small dividend, so would be our next favourite, for size and quality.
>
> Thanks
Read Answer Asked by LARRY on August 23, 2012
Q: Hi Peter, A bit ashamed to ask this question. I am a per. shareholder of yellow pages. From what I understand the banks say that there is no need to restrucure.. I do not want to see them restucture, as we would not have our Per. share statues, if that means anything. If they do restucture we become common shareholders and that is really worth nothing. I feel the C.E.O. should be fired before anything is done. Your comments please Do they really need to restucture? ken
Read Answer Asked by Ken on August 23, 2012
Q: Thank you for a wonderful sincere website. Keep up the excellent work.
For 10% of my portfolio do you have any suggestions for 2, 5 or 10 bagger stocks.
Yes I know, greed kills but it's fun.
Read Answer Asked by Peter on August 23, 2012
Q: BZH:US I recently picked up a small position in Beazer Homes USA. It as popped nicely and I would like to buy my next third. The potential could be huge judging by the multiyear chart. What does your team think?

TIA
Read Answer Asked by Gerald on August 23, 2012
Q: Hi Peter,
Can you please explain negative interest rates on bonds in Europe. Is the yield negative because of strong demand (i.e. prices getting bid up) or are these bonds just issued with buyers knowing that at maturity they'll get less than their origianal investment back? Thanks as always!
Read Answer Asked by Chris on August 23, 2012
Q: On SSL you predicted a stock issue was likely and 2 days later it happened. I want to learn from this, so could you give some additional detail on why you thought this was likely to occur.
Read Answer Asked by Noel on August 23, 2012
Q: Peter

Could I lease have your thoughts on EFR

Thanks

Mark
Read Answer Asked by Mark on August 23, 2012
Q: Are you still positive on KGN, do they have enough cash to build the mine.
Also what do you think of Sunward SWD.
Thanks
Read Answer Asked by Doug on August 22, 2012
Q: Hi Peter,

While at Sprott you liked the potential of Sensio Technologies as it could possibly become the defacto standard of 3D transmission technology. Are the recent signings something that you envisioned would happen a few years ago? In light of these recent signings by Sensio is there still potential for your initial investment thesis to take hold. Your thoughts are greatly appreciated.

Art
Read Answer Asked by Arturo on August 22, 2012
Q: Hi and thanks in advance. What recommendations would you have for companies/trusts that pay dividends that one could comfortably (relatively speaking) put in ones RSP?
Read Answer Asked by Jim on August 22, 2012
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