I currently own some ADN.to, Acadian timber, hoping from a. boost due to Sandy re-build. The stock is going nowhere. What do you think of IFP-A and WFT as alternatives to catch the revival of the US housing recovery, over the next 2-3 years.
Q: Hello: Do you have an opinion on MEG Energy? Wondering what you thought of a switch from SU to MEG. Seems MEG was hit rather badly after announcing new stock issue. Also, their capex budget seems to be going against the flow of other majors. Your views would be appreciated. Carol
Q: RE: AYA & Playboy
Is this market moving news to the upside?
http://www.gamingintelligence.com/business/18700-amaya-signs-licensing-deal-with-playboy
Q: Peter,
Was hoping to get your comments on Kirkland Lake Gold. This is a company that seems to have a lot going for it but the stock has been sliding and today it got hammered. I don't really see anything to shake my confidence in the company other than typical project/operational type issues. Am I totally lost here or is thing getting hammered unreasonably? I'd imagine its getting hit by tax-loss selling too.
Q: Corby has two classes of shares, both trade about the same volume but one - CDL.A voting - trades about 50 cents higher than CDL.B non voting. Which is the better one to buy for a long term hold.
What are your thoughts about NUS which is at an all time low? They have more cash then the current share price and are suffering from government interference. Is it worth buying here? Thanks
Q: Investment question. I appreciate we are all pretty much "fiscal cliff"ed out at this point. (Remember y2k?). However, I would be much interested in your take on the effect on the Canadian market should a resolution not occur by year end. Many seem to think that the resultant uncertainty would throw the U.S. market,at least, into turmoil (markets don't like uncertainty that they can't price in). No resolution raises the spectre of U.S. recession. They are our biggest trading partner. I'm just wondering what your thoughts would be on "going to cash" until the dust settles?
Thanks for all the work you do for us.
P.S. Do you send renewal reminders?
Q: Peter; The newspapers and Tv are awash with pipeline approval problems, plus the world , mostly the U.S. and Canada, are discovering new vast pools of tight oil. If this continues how will companies, like CPG etc,
get paid for their oil, besides hedging, and continue exploring and more importantly pay their dividends? Won't they have to basically lock in their oil, like the gas has producers do now? Thanks.
Rod
Q: I would appreciate any comments you might have on using David Stanley's "Beating the TSX" system as a basis for an RESP account with a 15 year time horizon. I understand that not all the current names are desirable (i.e. TA) and that the list is weighted more towards financials. Basically I would like your take on whether this approach has merit as a low cost, low maintenance, low risk way of investing for future education needs. Many thanks.
I'm a high school teacher in BC. I want to teach my class a unit on investing. Wondering a few things: a good stock or broker account simulation site for students, useful websites, videos and or decent books for teenagers, and other places to get information.
Q: Hi Peter & 5i: The market seems to be reacting very favourably to Just Energy's (JE) debenture financing announcement today. How do you think the financing effects JE's risk profile in the medium term? Is the size significant or a drop in the bucket? At 9.50% the coupon sounds high, but I don't know how burdensome the debt obligations were that they may be retiring with the new money. It is still 300 basis points below the common equity yield. Is there any significance to the identity of the lender? How, if at all, would this development impact your present view on JE? Thanks!
Q: http://business.financialpost.com/2012/12/11/wi-lan-makes-push-for-deals-with-rim-apple-and-others/
This article seems to indicate there is still lots of confidence in Wi-Lan. Are you in agreement with its content ?