Investment Q&A

Q: Hi Peter and company , Read the article in the Globe and mail today on Sierra Wireless could I have your opinion.
Thank you for providing this service it has really help in the way I think about investing .

Q: Is it a good ideal to buy Tricon Capital Group (TCN: Toronto) now, in order to catch the wave of the recovery of the US real estate?

Q: Could you comment on AFN please.Should one wait until they report on Mar.14 before deciding to buy.?

Q: what are your thoughts on NTI Northern Tier Energy LP? It has a high dividend, significant ownership by insiders, and favourable write ups? thanks!

Q: Can u pls give me an opinion on XSR??

thanks,

Q: HEE - Horizon's Enhanced Income Fund.
. The stock is close to its 52 week low.
. But the monthly dividend has dropped from a high of 8 cents to a recent 3 cents per share.
. Questions: 1. Would this likely be a good time to buy? And, 2. Would it be realistic to expect the monthly dividend to increase if the underlying stocks increase in price?

Thanks again!

Q: Hi Peter, With the United States starting to approve online gambling, Will Amaya benifit huge from this?

Q: DGI: Data Group.
1. Has the monthly dividend been cancelled? I have not been paid but do not see any announcement that it has been cancelled.
2. Is this totally dead money?
Thanks.

Q: Earlier in the week was going to take a position with Twin Butte (TBE) @ $2.21. Today it sits at $2.02. Is it ok to dip my toe in or should I expect some more pullback as a result of their recent problems. Cheers - Chris

Q: I'm 22% underwater with WIN. Should I cut my losses and dump or wait for the earnings?

Q: What do you make of the weakness in AVO just before earnings. I would think the relationship with Tyco would provide some decent earnings visibility for the rest of the year. Is it just profit taking on a stock that has run up a lot in a year?

Q: wht was so bad on dh results to get the beating today\
Stan

Q: Good Morning, I looking at buying LIQ for a little more diversity and income for my portfolio ( about 1% position). Shouls I be buying now share price trending down, or wait till after earnings report in March? Thanks

Q: I noticed that one of your former colleagues at Sprott, Jean-François Tardif is is making some very favourable comments about the recently launched Agellan Commercial REIT (ACR.UN). Would appreciate your thoughts on this company. Thanks

Q: Pki, totally disagree on your pki comments, when a company misses on earnings it almost always means trouble ahead, so many other great opportunties out there, why hold this one and i sold mine, still made great money.also dividend increase was minor it was irrelevant.
Question is because you gave it a b rating why would you maintain a b rating,please do not do a wilan again. Dave

Q: Good Morning - I noticed FRU was off about 5% yesterday. I cannot find any news that would cause this drop. Do you have any insight?
Sincere thanks for a great service.

Q: Hi 5i. I see in Oct. you felt Ivanhoe Energy was a lottery ticket. I would like to know your opinion of it now that they have sold their China property, straightened out there debt issues and CEO Robert Friedland has purchased close to 7 million dollars worth shares (public market purchase) in the last couple months. Thanks

Q: Peter; Could you comment on the disparity between the sharp rise in gold, almost $29.00, and the decline in SSL? Thanks. Rod

Q: Hi, Peter and team,

A year or two ago, a friend and I were dsicussing the US financial sector and came to the conclusion that as long as the stock did not "die", it should bounce back as time goes on. Based on this thesis, I started research on a few names e.g. BAC, MS, Wells Fargo etc. and was ready to take the plunge. Then I heard some fund Manager on BNN saying that the US banks were still risky although the PE, Price to Book..... look good because nobody really know what's on their books exactly. That stopped me cold on my track.
Fast forward to now, all the US banks have leap and bounced to recent new highs. My big question: should I "chase" these stocks since their fundamentals (e.g. P to B) still saying they are "cheap"
Thanks!

Q: Hey 5i,
First, let me say that I think your investment research subscription is a fantastic value for the money. I love the question and answer portion, it answers many of my questions without asking.
That being said, I got my butt kicked on PKI today. Sure didn't see that coming. Did I miss something? Do you still feel that PKI is a good selection? Of my TFSA it is 10%...should I pick up some more on sale? I like monthly dividends...safe?