Investment Q&A

Q: Hi Guys,
I was wondering about your thoughts on CSE, Capstone Infrastructure, after what looked like a better quarterly earnings report?
Thanks...Harry

Q: I recently purchased liquor stores (liq). Could you please comment on the recent downturn and would it be a good time to buy more. Thanks. Shirley

Q: Why are so many bank preferrerds appearing as 52 week lows? Can you comment pls? Tx

Q: Hello and thank you for making me money. Any thoughts on DR for income which I greatly appreciate also. Cheers.

Q: Which is a better choice- VSB or XSB? Is this a good time to buy or would you recommend waiting? Thank you.

Q: Hey Peter & Team, KBL: I have held this stock since Dec 2009 and it has been a great ride and I have followed K Bro closely. Friday's report was a shock. Modest revenue growth but lower EPS and net income and negative operating cash flow. Debt has doubled to 15% of total assets as they build Edmonton plant to handle lower margin Alberta contracts recently secured. I have been waiting for another dividend increase but on these results can't see one coming any time soon. True, there are still significant contract wins, but gone are the bolt-on, high return consolidations and in with the high cost plant builds (Saskatchewan is next) to handle lower margin new long term government contracts. We are to count on higher efficiencies eventually from these plants to offset lower margin business. Is there sufficient growth to support at 23x PE multiple? I am grateful of your advice. Many thanks, Keith

Q: Since your last response to a question re Timbercreek Senior Mortgage ( MTG ) on May 29/13, it has, or is in the process of,converting from a close-end fund to a corporation. Could you comment on the implications of such a conversion for potential investors, including fees involved in owning it as a corp.
Thank-you for this and your uniquely valuable sevice - renewed my subsciption today.

Q: AltaGas (ALA)
It seems they came out with good numbers and small divined increase signaling strength. The market did not react as it did with PPL. your comments as to buying more of ALA ( My holdings are minimal.
Thanks
Yossi

Q: Hi Peter and good crew. It would appear that PPL had excellent earnings report last Friday(9th). Does this mean a slight change in the comments made in reference to the last "question" re improved growth as well as income? Stock up well this AM.Thank you, Phyl

Q: Any comments on EIF? I recently purchased this because things looked very solid but am down 6% already. Also noticed heavy insider selling at the $26 dollar level. Any concerns?
Thanks

Q: PETER,
CALIAN TECHNOLOGIES (CTY-T) has been on a decline for a while, is everything OK with this stock?

Q: MSI, you seem to like this one even though it has a very high PE, high payout ration-150%-so, paying more than it makes. What am I missing with this one as it has been on my radar for a while?

Q: can you offer an opinion on rnw transalta renewables valution &capital apankspreciation thanks

Q: I have held Direct Cash for several years, like the monthly payment I receive from them. However with the declining share price is it time to sell.

I am an income required investor, diversified with 23 companies which includes 4 speculative companies. If you suggest selling DCI would you have any suggestions to replace the DCI holding?

Thank you and I am very happy with my 5i investment which I rate an A

Q: Gibson Petroleum - is this a good entry time? Tx

Q: ATP just released quarterly results. Management seems positive, but results look mixed. Good EBITDA improvement, but, not so with cash flow. However, it looks like they have cash on hand of more than $1 per share. This has been my worst performer in a long time. My cost is $12 per share. Would you hold on geven where they are today?

Q: Good morning,
AltaGas (ALA), Gibson Energy (GEI) and Keyera (KEY):
Which would you prefer for a combination of yield and capital gain?
Thank you.

Q: Peter, I am concerned with B.C.E. on the assumption that Verizon is coming to Canada. I bought BCE for security of dividend and long term growth. Your opinion please. I have seen so many different opinions I am truly mixed up. Thank you for making investing a bit easier for us small investors, Ken

Q: What do you guys think of Northland Power's latest earnings release? Is it a buy here or do you think it may continue to drift lower?

Q: LIQ... What went wrong ... Is this now a better buy and is dividend safe ...thx