Investment Q&A

Q: HI
can you give an update on what your opinion is on ONE after losing their court case. Do you see any value in this company at all?
thanks

Q: Just a comment re Amaya's earnings. I believe they said at the conference call that they would report in April so that the last quarter of 2012 and the first of 2013 could be compared. Also I believe they said they would give guidance for the whole year at that time. I wonder if the pullback is because the Revel Casino in Atlantic City has filed for bankruptcy protection although one company in difficulty should not bother a whole industry. Joe

Q: Hi
can i get your opinion on RGX
thanks

Q: Peter; Could you comment on RLC's earnings release today? Thanks. Rod

Q: ACQ - Autocanada
Do you have any idea why the volume is so high today with Autocanada? The stock price is up nearly 5% today. I can't see any news that supports this volume and price increase.

Q: Would like your comment on AFG.B. Dividend is high. Can it be sustained.?

Q: Hi Peter and Team

I own Health Lease properties (HLP.UN) at roughly 3% of my portfolio. It is down from my purchase price but at current prices and yield it looks pretty good to me. And I am thinking of buying more. What do you think of the recently announced acquisition and its prospects going forward. Thanks

Ross

Q: The December 2012 AYA results were anticipated. Now that they are late the stock is starting to come off. Expect that this may mean bad news coming. Just a guess.

Q: I own LONESTAR WEST and have done well by it. Do you have an opinion about it. I have doubled my capital in the last year and wonder if I should keep it still.
THKU I love 5I BTW : )

Q: Hi. I have a few questions concerning buying a convertible bond ETF. There appears to be only one choice, iShare’s CVD, which is an advantaged fund. An apparent alternative, PCD.UN which is also advantaged, will probably be wound up either in September 2014 or earlier. I have several questions.
(1) Is there an alternative way to hold a fund of convertibles while staying away from Canada’s rapacious mutual fund industry.
(2) Both CVD and PCD.UN are trending downwards fairly steeply (for fixed income funds) over the last few months. Is this a good time to be buying convertibles?
(3) CVD will have to at least restructure when the government legislates against such tax avoidance funds. Does this increase the short to medium term risk?
(4) Presumably CVD will have a higher (but fully taxable) yield by about 0.5-0.75% once they restructure since the forward structure costs will disappear. Is this a valid presumption?

Q: Hello, would you buy BDI or HNL or a split between the two at these levels. I have no current exposure to the names and very little exposure to the oil service sector and my investment time horizon is 5 years + . Thank you.

Q: what is your favorite pipeline or utility at this time - Enbridge, Altagas, IPL, something else? Thanks

Q: In answering Maida's question "was short selling putting downward pressure on JE?" you noted that there were only 7.8 million shares sold short. On BNN yesterday when interviewing Andrew McCreath, Andrew made the point that when you include the US exchange that 30% of the float (issued shares less insider owned shares)had been shorted.

Given the current dividend, isin't this an expense stock to short? Might the shorts get squeezed, especially if JE ramps up its share buy-back?

Q: Please comment on Ithaca Energy's 2012 progress report that was released this morning. They seem to be doing well but the stock remains undervalued in some opinions. How do you feel about this company. Thank you for the valued insight. Joe

Q: Hello 5I team: Can I have your opinion on FM ?. Is it a buy now and keep for 2-3 years ?. Thanks - Loni

Q: Good morning, could I please have your opinion of JE's statement yesterday? Thank you

Q: Hi,
I have held the major canadian banks over the past 20 years and as a result pleased to do so. I have always wanted to diversify into U.S. banks but just never invested my time to do the proper due diligence. Would the U.S. regional banks be a good area to begin my search? Or would you recommend staying out of U.S. financials totally?
Thank you,
Mike G.

Q: Hi Peter and team, given Alliance Grain Traders Inc. (AGT) financial results, what are your thoughts on this company, if any, going forward. Is it a good buy here?
Thanks

Q: HI
I see you mentioned that fund rememptions continue from gold funds
Why is this occurring with gold trading where it is?
thanks

Q: hi, I am curious can yp.un be purchased on the tsx and is there a M.E R. that is charged afterward . Also whats your opinion on this etf type thing.