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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 Peter,
What would be your best buys at this moment if you were cashed up?
Read Answer Asked by Graham on October 19, 2012
Q: Hi Peter and 5i: AvenEx (AVF) had a miserable Q2 with AECO gas well under $2. Presumably Q3 will be shown to have been better, with the AECO gas price having averaged at least 10% or so above the $2.00 line. One might expect early Q4 guidance to be more positive, with AECO gas averaging over $3.00 so far in October, WTI hanging in above $90, and the Elbow River facility apparently participating profitably in the rise of train-shipped oil. The stock has had a nice move up from the $3 level within the last week but right in the middle of that they announced they are conducting a strategic review of their oil and gas assets. What would you do at this point if you held the stock? Would you view the asset review as a positive development or might you be concerned that it has been occasioned by negative circumstances that have yet to be announced? Thanks for any thoughts!
Read Answer Asked by Lance on October 19, 2012
Q: Hello Peter, What are your thoughts on PICO Holdings, PICO. i see them as a way for the retail investor to get into water rights in the mid west. i see it as an investment in water.
Read Answer Asked by Graham on October 19, 2012
Q: Hello Peter, what are your thoughts on ClubLink, CLK
Read Answer Asked by Graham on October 19, 2012
Q: Peter:
Already a very happy owner of MIC - Genworth all thanks to you.
What is your current opinion of MIC based on current price of $20.14. Do you still have a buy rating on this stock at $20.00+?
My opinion on U.S. parent selling its' 57% as a distinct advantage to MIC share distribution and price. Do you concur?
TD securities Aug. 2nd MIC report suggested MIC 12 month target of $30.00 even considering the slowing Cdn.housing market decline. Do you concur?
Anxiously awaiting your knowledgeable response. Thanks Peter.
Gil
Read Answer Asked by Gil on October 19, 2012
Q: Peter & team, I am curious of your opinion of TCS. I know it is a micro cap but it has had a strong move up in the last year and their #s look fairly good in my opinion and it pays a 2% dividend. Looks like it is garning some attention from some institutional investors. Do you think this could be a possible takeover canidate for a CSU or ESL? Thanks!
Read Answer Asked by Mike on October 19, 2012
Q: Hi Peter, I am a long time holder of PMG-Petrominerales. I would like to know your opinion on it's future prospects and if patience will see some recovery in it's value. Thanks.
Read Answer Asked by James on October 19, 2012
Q: I thought CUS would have a bigger pop after upgrading their
North American Terminal Operations. Any reason for the lack of movement?
Charles
Read Answer Asked by Charles on October 19, 2012
Q: Greetings Peter: Firstly, thank you for your great work and the prosperity it ha brought me.
Re: HLP.un - Healthlease. The split of the distribution is of somce conern to me. The Sept. distribution is made up of 25% is dividend; 64% is ROC, and 11% is interest credit.
The very large ROC indicates the EPS is just not happening at the present time. ROC in itself helps to transfer more dollars into the eventual capital gain column, which shaould be beneficial when stock is sold. Interest of course it as the high personal tax rate.
Your comments on future earnings and cash flow would be appreciated. thanks.
Gil
Read Answer Asked by Gil on October 19, 2012
Q: I was wondering what your thoughts are on Soda Stream? Cost of the product seems high compared to the bottled waters on the market.
Read Answer Asked by mike on October 19, 2012
Q: Hi Peter,

I am concerned with my big position in SCS which has been coming down without any reason. I have asked a question about it before and you said that at two times annual cash flow the debt is not a problem. The company is making money and has half year cashfow of 22 cents. It has excellent locations with no country risk. I firmly believe it is excellent value at this point. However, you showed some concern on one of your other comments. Apart from the fact that it is small, what other risks do you see? Why would it go down even further from this point?

Thanks
Read Answer Asked by Imtiaz on October 19, 2012
Q: Hello, I am considering purchasing SIR Royality Income Fund. You have provided reviews af A&W and Boston Pizza Royality Fund.
Is SIR as good or better company?
Read Answer Asked by Alan on October 18, 2012
Q: I hold some mutual funds MFC653 inside a self directed RRSP , but can't see where I've made any gains in the past 7-8 yrs. Also the MER is about 2.5%. Can you suggest an ETF that follows the resource sector but would lower my fees?
Really appreciate your blogs.
Read Answer Asked by steve on October 18, 2012
Q: Hi, Could you please give your opinion on DCK-Donnycreek Energy. It has had a nice run since about May. Is this sustainable? thx
Read Answer Asked by George on October 18, 2012
Q: what are your views in the uranium industry in general and also more specifically on uranium one (UUU), sell or hold? Thanks!
Read Answer Asked by Gary on October 18, 2012
Q: Could I please have your opinion on TEMPLE REAL ESTATE INVESTMENT TRUST?

Thanks,
Sandy
Read Answer Asked by sandy on October 18, 2012
Q: It seems coal stocks are on the rise - can you comment on this ie- because of nat. gas price? Is this just a bounce of the low? Also, please recommend a solid coal company that could benefit if the demand for coal increases. Thanks
Read Answer Asked by yvonne on October 18, 2012
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