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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: Hi Guys
I know this question is a little off topic, but i was wondering if you had read Kyle Basses(Hayman Capital)latest paper "The Central Bankers Potemkin Village".
Hopefully this time he has gotten it all wrong! LOL
I would appreciate any insight from your perspective
Thank's Gord
Read Answer Asked by Gordon on November 29, 2012
Q: MMP.UN
The manager is a great stock picker in the gold space and from what I can see they have never discontinued payments. If you lay the 5 year weekly of the HUI over MMP.UN they are very similar. It looks like an interesting way to play a rise in gold shares, with a huge yield (currently 17%). Current NAV is $6.18 - units are trading for about $7.00. With tax loss selling in full swing in the gold space - would you recommend this one for investors interested in gold + yield?

Thanks so much for your time!
Read Answer Asked by Norman on November 29, 2012
Q: Hi Peter and 5i team

What do you think of Jovian Capital (JOV). They are issuing a $3.00 special dividend and you have to hold until after the settlement date (Dec 14) to get it. What do you think will happen to the share price after the settlement?

Thanks

Ross
Read Answer Asked by Ross on November 28, 2012
Q: My wife 'had' 10,000 shares of Catalyst Paper Corp. [which was CTL, but recently became CTLFQ:PNK] which she had in her RRSP account with Qtrade, a discount broker for 2 1/2 years. On Nov 26, 2012, these shares, which cost, originally, $3,200.00, were removed from her RRSP without consideration. Is this legal?
Read Answer Asked by Joan on November 28, 2012
Q: Peter,

Do you think PSN is oversold at these levels? Could there be a bounce to 5 in the near term?
Read Answer Asked by Imtiaz on November 28, 2012
Q: Titan Logix (TSXV: TLA) just reported fiscal 2012 results with significant revenue growth and earnings: $0.14 EPS. The Company also has a very strong balance sheet with plenty of cash and no debt. Management's outlook for 2013 was "cautiously optimistic" but the stock traded down to less than 5 times earnings. Am I missing somthing?
Read Answer Asked by Charles on November 28, 2012
Q: RUF.U Pure Multi Family REIT LP focuses exclusively on US real estate. With that market appearing to recover, and a 7% yield at current prices would this be a good holding? The principals of this company have an excellent track record with WEQ.un and AAR.un.
As usual, thanks for your guidance.
Read Answer Asked by Donald on November 28, 2012
Q: PSN - what do you make of the class action law suit? What does mean to the share price long term? Thanks
Read Answer Asked by Paul on November 28, 2012
Q: Good morning Peter. I have a small position in TOS and would appreciate any thoughts/insight you may have on the stock.
Thanks. RAM
Read Answer Asked by Ray on November 28, 2012
Q: What do you think of Cascades? It carries a decent dividend of 3.8% but I'm not sure where in the economic cycle that sales and revenues might increase.
Read Answer Asked by Newman on November 28, 2012
Q: Hi Peter - your opinion on PIX? Valuation is cheap relative to much larger peers on an EV/EBITDA basis. Nice steady growth, diversified customer base and a high percentage of recurring revenue. Plus the data centre space has seen a lot of M&A activity at high multiples over last few years.
Read Answer Asked by Travis on November 28, 2012
Q: do you think that[BDI] black diamond group, and [SJ] stella jones, could be good long term investments, eg.3 to 5 years, thanks.
Read Answer Asked by Pat on November 28, 2012
Q: Peter; Could you suggest a ETF that tracks the U..S financials , weighted to the banks? I am not concerned about currency hedging. Thanks.. Rod
Read Answer Asked by Rodney on November 27, 2012
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