Q: What sort of earnings multiple do you think AutoCanada pays on its acquisitions? Is a large part of its story being able to buy private dealers at a low p-e and then getting a higher p-e in the public market? Thanks.
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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: I sent you a concern about my reit position early this week , listing my 17 positions and requesting your advice/opinion. i have not received a reply, and am wondering whether or not you received it,and if you did,whether or not I will receive a reply.
Hal
Hal
Q: Hi, could you comment on Aruba, ARUN? 15.26 thanks. Helen
Q: I have only MG and BIP.UN as the industrial stocks in my portfolio. Can you recommend any other industrials paying decent dividends. What do you think of FTT?
Q: Do you have any comment on Hammond Power Solutions please (HPS-A)?
Q: Is STN still a good buy at these levels.
Thanks Carl
Thanks Carl
Q: Peter; I messed up my question yesterday - so would you add to MOS at these levels? Thanks. Rod
Q: Hi, can you please provide an opinion on Blackpearl as an investment option for capital appreciation?
Q: Hi, regarding CEF.A, recently the share price has been 5% below NAV. I recall several months ago it was pretty much at NAV. For a fund like this that basically tracks the price of gold/silver (in theory), is my thinking correct that it may be better to purchase the fund than actually purchasing the bullion? This also avoids transaction costs and delivery charges. The fund seems to be audited; do you see this as a prudent strategy when the fund is trading below NAV based on market fear?
Q: Hi Peter and team
In a recent globe article on stock analysis (June 26th page B18), Long Run Exploration (LRE) was shown as having some pretty good metrics: low price to cash flow, high growth, good recycle ratio, high reserve replacement ratio. In a subsequent investigation (reading their investor presentation) it looked like it was selling at about half of NAV. Despite this it is in a long decline. What do you think of them?
Thanks
Ross
In a recent globe article on stock analysis (June 26th page B18), Long Run Exploration (LRE) was shown as having some pretty good metrics: low price to cash flow, high growth, good recycle ratio, high reserve replacement ratio. In a subsequent investigation (reading their investor presentation) it looked like it was selling at about half of NAV. Despite this it is in a long decline. What do you think of them?
Thanks
Ross
Q: Peter: You mention Magna as a growth manufacturing stock that might be worth using to offset dividend funds in a portfolio. What do you think about Martinrea instead? I believe that it is cheaper.
Q: Good Morning Peter and Team,
With gold and silver prices steadily falling I have been looking at the big streaming companies (Franco Nevada- FNV-T and Silver Wheaton- SLW-T). In the shorter term they will suffer from low selling prices but on the flip side they are likely to see wonderful opportunities in this environment to negotiate advantageous streaming deals with financially stressed producers. I would appreciate your opinion of this line of thinking. Thank you. DL
With gold and silver prices steadily falling I have been looking at the big streaming companies (Franco Nevada- FNV-T and Silver Wheaton- SLW-T). In the shorter term they will suffer from low selling prices but on the flip side they are likely to see wonderful opportunities in this environment to negotiate advantageous streaming deals with financially stressed producers. I would appreciate your opinion of this line of thinking. Thank you. DL
Q: BB is down $4 on earnings today, is it worth looking at as a trading stock at this price, or should i just walk away? Thanks as usual.
Q: I have a question on UUU. The $2.86 takeover of the company was expected to close at the end of this month but the price is going down and it is now trading at 2.72...? Any explanations? There seems to be no news since June 12.
Q: Rpl continues to nosedive but still is paying a dividend-i was stopped out long ago but there must be a point where something has to be done.What is our opinion of their questionable future ?
Q: Hi Peter,
have you heard of Refresh Capital Corp? They are currently offering a 6% GIC where security if obviously guaranteed and payment interest quarterly. What are your thoughts?
have you heard of Refresh Capital Corp? They are currently offering a 6% GIC where security if obviously guaranteed and payment interest quarterly. What are your thoughts?
Q: Could you pls comment on Boardwalk Reit (BEI.UN)? Thanks
Gary
Gary
Q: I hold ABX (US Account), G, YRI, XGD plus some bullion (combined <5% of portfolio). Though underwater on all to varying degrees, I am in no panic to sell and will add to some positions over time. Do you see any value in selling the XGD or ABX which have the biggest losses and moving the money into YRI or G? To which of these choices would you be most inclined to add? Thanks for a great service.
Q: oil prices and Canadian oil stocks ?
could you give me your take on:
1.recent oil price are they not to high ?
2. at what oil price would a CPG like company be able to cover divined, drip and require capital to maintain production.
3.why is the sector so beat up if as per my guess, good producers can make money at $70. (and now get $75 $85.
4. Being addicted to divedens should I reduce holding in this sector ? at this time or wait ( I have 30% weighting in oil And gas ?
many thanks
Yossi
could you give me your take on:
1.recent oil price are they not to high ?
2. at what oil price would a CPG like company be able to cover divined, drip and require capital to maintain production.
3.why is the sector so beat up if as per my guess, good producers can make money at $70. (and now get $75 $85.
4. Being addicted to divedens should I reduce holding in this sector ? at this time or wait ( I have 30% weighting in oil And gas ?
many thanks
Yossi
Q: could you explain "short squeeze" and how it pretains to the gold sector with this continued shorting of the gold price