Q: Hi,
What is the rumour regarding acquisition that management issued a press release on today?
John
What is the rumour regarding acquisition that management issued a press release on today?
John
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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: Greeting, Peter & Co.
I fund and administer RDSPs for three young girls on the autism spectrum. Although I still have a 10 year time horizon I fortunately have no energy exposure in these portfolios. I am considering a small position in High Arctic Energy (HWO) as well as a position in a, yet to be determined, large cap energy company. My rationale is:
HWO has operations in Papua New Guinea (PNG) (74%) and Alberta (26%). Although HWO is not a typical Canadian energy services company its 6 month share price decline is identical to that of Calfrac and slightly less than some of the other Canadian companies in this sector. The PNG operations include services and equipment rentals to natural gas companies that provide natural gas to a new LNG plant that has very long-term supply contracts. The Alberta operations, in my opinion, containing more risk than PNG, are similar to those of other Canadian energy service companies.
HWO had a good Q3 and the balance sheet is solid. There is enough cash on hand to cover the CAPEX for the additional rigs that will be delivered in 2015. The dividend was recently increased by 10% to 5.3% at the current share price of $3.73 leaving a very low payout ratio.
Please advise me of any errors in my numbers or logic and your assessment of HWO.
With great appreciation for your most valuable service.
Ed
I fund and administer RDSPs for three young girls on the autism spectrum. Although I still have a 10 year time horizon I fortunately have no energy exposure in these portfolios. I am considering a small position in High Arctic Energy (HWO) as well as a position in a, yet to be determined, large cap energy company. My rationale is:
HWO has operations in Papua New Guinea (PNG) (74%) and Alberta (26%). Although HWO is not a typical Canadian energy services company its 6 month share price decline is identical to that of Calfrac and slightly less than some of the other Canadian companies in this sector. The PNG operations include services and equipment rentals to natural gas companies that provide natural gas to a new LNG plant that has very long-term supply contracts. The Alberta operations, in my opinion, containing more risk than PNG, are similar to those of other Canadian energy service companies.
HWO had a good Q3 and the balance sheet is solid. There is enough cash on hand to cover the CAPEX for the additional rigs that will be delivered in 2015. The dividend was recently increased by 10% to 5.3% at the current share price of $3.73 leaving a very low payout ratio.
Please advise me of any errors in my numbers or logic and your assessment of HWO.
With great appreciation for your most valuable service.
Ed
Q: Hello Peter and team:
Thank you for great insights and prompt responses to questions. I have read your responses to Altus group. It is still going up. Would it be too late to buy at this stage?
SS
Thank you for great insights and prompt responses to questions. I have read your responses to Altus group. It is still going up. Would it be too late to buy at this stage?
SS
Q: I have owned NFI for about a year. I'm thinking of adding to my position. Your thoughts please.
Joe
Joe
Q: Couche-Tard reported this morning what do you think of their results and future earnings growth.
Q: Hello Peter,
For long term growth would you consider DHX Media or Couche Tard? Also, any idea why jean coutu was down yesterday. thanks very much
For long term growth would you consider DHX Media or Couche Tard? Also, any idea why jean coutu was down yesterday. thanks very much
Q: Hi Peter and Team,
What do you think of Cynapsus Therapeutics whose research on a new drug delivery system for Parkinson desease is partially funded by the Michael J. Fox Foundation.
Many thanks!
Michel
What do you think of Cynapsus Therapeutics whose research on a new drug delivery system for Parkinson desease is partially funded by the Michael J. Fox Foundation.
Many thanks!
Michel
Q: Hi Peter and Team,
I am currently holding GILD Gilead Sciences, CXR Concordia Healthcare and CCT Catamaran.
I am thinking to add one small cap of this sector into my p/f and am looking at GUD Knight Therapeutic and PLI ProMetic Life Science. Which one would you recommend. If you do not these two, pls suggest another one.
Thank you for you healp.
I am currently holding GILD Gilead Sciences, CXR Concordia Healthcare and CCT Catamaran.
I am thinking to add one small cap of this sector into my p/f and am looking at GUD Knight Therapeutic and PLI ProMetic Life Science. Which one would you recommend. If you do not these two, pls suggest another one.
Thank you for you healp.
Q: Just read an article about Dollarama. I would appreciate your comments re investment over 3 to 5 years, Thank you for your great independent advice. Much appreciated. Keith
Q: Would like your thoughts on the recent earnings and the company's ongoing strategy.
Thanks
Bob
Thanks
Bob
Q: Hello again your thoughts on Cxi
Q: I bought this stock a month ago and have a small position and it was my intention to purchase more shares later by dollar cost averaging. I wasn't planning on doing this so quickly but with the recent down grade by Credit Suisse on this company and the price drop in the past few days, would you consider this to be a good time to increase my position. As they are reporting earnings on the 25th could the recent downgrade be attributed to speculation to a possible poorer result and if that is the case would I be better to wait until after the earnings report.
Thank you,
B
Thank you,
B
Q: Could you give me an outlook for Hammond here.
How is the balance sheet look?
Is this a buy at these levels and is the dividend safe?
How is the balance sheet look?
Is this a buy at these levels and is the dividend safe?
Q: Would you comment on Hammond Power please. I'm in no hurry, but I would have thought that the lower C$ would have kicked in by now. Thank you.
Q: In spite of the much improved 2015 Q1 operating results over 2014 Q1, LMP's stock price had dropped from its highs in August/September by some 40% by early November (although it has a major rally over the last week or so but still down significantly from its highs). Your comments on this company going forward would be much appreciated.
H.S.
H.S.
Q: I just heard on BNN that someone (didn't catch which brokerage) had just downgraded atd.b which I hold and have done well with, to a SELL. Kind of shocked at that. What do you make of it. Real Bad News to come??? or what
Thank you Peter and Staff for all you do.
I have learned a lot from your site.
Thank you Peter and Staff for all you do.
I have learned a lot from your site.
Q: Prometic Life Sciences (PLI) has gone up from $!.60 in the last short while to as high as $2.20 and now they are doing a $25M financing. I tried to buy 25,000 shares and received zero! Is this stock a little expensive or would you buy it and hold for three years?
Thanks.
Thanks.
Q: knight sold their FDA voucher to Gilead for 125 mil US. This just reinforces my view that you want to stay with this mgt. team for the long haul. your comments please.
Q: Is there news on PLI? It's hit a new year high.
Q: I've held this stock for the past couple of years and am pleased it's performed so well. With it having hit annual/lifetime highs is it too late to purchase more? What do you see as it's future prospects and do you plan on writing a report on it anytime?
Thanks!
Thanks!