Investment Q&A

• Chemtrade Logistics Income Fund (CHE.UN)
  • View CHE.UN Profile
  • View Questions on CHE.UN

Q: I own some CHE.Un and am becoming a bit concerned as the stock is slowly dropping, just like ERF did before their earnings.Do you have an opnion on the company and it's main products relative to the slower economic picture? Thanks.

Rod

Upvote 0

Read Answer Asked by Rodney on November 11, 2012

• Constellation Software Inc. (CSU)
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: In my stock evaluiation I use a number of criteria taking .For value stocks one significant one is that the Market price should not be more than 2.5x book value. I weas interested in your report on Constellation. It passed all the benchmarks except market is 10x book.How significant do you think this is?

Upvote 0

Read Answer Asked by Gregor on November 11, 2012

• Tricon Residential Inc. (TCN)
  • View TCN Profile
  • View Questions on TCN
  • View Reports on TCN

Q: hello peter . could i please have you opinion on Tricon Capital Group (tcn) Most recently purchasing distressed homes in the U.S. market .
Cheers.

Upvote 0

Read Answer Asked by cal on November 11, 2012

• West Fraser Timber Co. Ltd. (WFT)
  • View WFT Profile
  • View Questions on WFT

Q: Super-storm SANDY - Rebuild. What TSE stocks are going to benefit from the massive rebuild in NY, NJ region? Acadian Timber, CNR, Transforce, other? many thanks for a great service at SiResearch.

Upvote 0

Read Answer Asked by Maurice on November 11, 2012

Q: i am thinking of buying some shares of Goodfellow Inc. (GFL) Would you please give me your opinion on this company. Thank you.

Upvote 0

Read Answer Asked by Catharine on November 10, 2012

• Agrium Inc. (AGU)
  • View AGU Profile
  • View Questions on AGU

Q: Agrium agu buy sell hold

Upvote 0

Read Answer Asked by matt on November 10, 2012

• Pan American Silver Corp. (PAAS)
  • View PAAS Profile
  • View Questions on PAAS

Q: Hi 5i. Your thoughts on Pan American Silver. How would they do in the short term?

Thanks

Upvote 0

Read Answer Asked by Eugene on November 10, 2012

Q: Peter,

I read some favorable comments from your team about TCS? Is it a safe bet considering the risks of economic slowdown. Also is it in the same boat from safety perspective as WIN and SYZ. What potential do you think it might have a over a 6-12 month time frame? Thanks

Upvote 0

Read Answer Asked by Imtiaz on November 09, 2012

Q: Peter,
I am a little nervous holding TBE through earnings based upon the market reaction to energy sector earnings this week. What do you think?

thanks,

John.

Upvote 0

Read Answer Asked by John on November 09, 2012

Q: Hi Peter/Team, would you be able to help me with any information regarding STO, Spartan Oil? It just hit its all time high today, any particular reason or idea why so much strength, any insight you could possibly share on this one would be greatly appreciated.
Generally speaking, would you consider selling this one into this strength or continue to hold?
When does it release its 3Q results?
Thanks, Hussein

Upvote 0

Read Answer Asked by Hussein on November 09, 2012

• Veren Inc. (VRN)
  • View VRN Profile
  • View Questions on VRN

Q: Does Crescent Point look good to you (your team) at these levels? (under $38.50)

Upvote 0

Read Answer Asked by Paul on November 09, 2012

• Brookfield Renewable Partners L.P. (BEP.UN)
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN

Q: I have a question about Capital Power Corp

Hey Peter - I'm looking to buy either 1 or 2 of CPX, BEP.UN or ATP at current prices for total return (div + capital appreciation). Which 2 do you prefer? Thanks

Upvote 0

Read Answer Asked by Clinton on November 09, 2012

Q: Hi Peter & 5i: Data Group (DGI) is really getting slammed today on its Quarter, its dividend cut and the shift to quarterly payments. In terms of its attempted turnaround though, is that still intact? Or are there significant indications that it isn't working out or that the timeframe may not be viable? Thanks!

Upvote 0

Read Answer Asked by Lance on November 09, 2012

• Surge Energy Inc. (SGY)
  • View SGY Profile
  • View Questions on SGY

Q: What are your thoughts on SGY,thanks Al

Upvote 0

Read Answer Asked by Allan on November 09, 2012

Q: I heard in BNN that CML's management mentioned the possibility of a dividend cut during their meeting. That's why we see the reaction in market.

Upvote 0

Read Answer Asked by Fa on November 09, 2012

Q: What do you think of Second Cup (SCU) now?

Upvote 0

Read Answer Asked by DEREK on November 09, 2012

• Whitecap Resources Inc. (WCP)
  • View WCP Profile
  • View Questions on WCP

Q: Hi Team, thanks for the reply on WCP. As a follow-up, what would you anticipate their CF payout to be for a safe/OK dividend based on 3Q results, and what range would you anticipate the shares trading at when a dividend is initiated. Is the current price (8.40) a good price to get in or wait considering tax loss selling may bring the price lower?
Thanks, Hussein

Upvote 0

Read Answer Asked by Hussein on November 09, 2012

Q: Hi Peter/Team,

Do you still think WND will eventually be taken over? The process seems to taking too long. Is it safe to take a position in the stock with that in mind? Thank

Upvote 0

Read Answer Asked by Imtiaz on November 09, 2012

• Enerplus Corporation (ERF)
  • View ERF Profile
  • View Questions on ERF

Q: with ERF's report this am and it's quick fall would you look at this for a average down? It seems te didvd. is safe as they cut it alreadty/ Thanks. Rod

Upvote 0

Read Answer Asked by Rodney on November 09, 2012

• Element Fleet Management Corp. (EFN)
  • View EFN Profile
  • View Questions on EFN
  • View Reports on EFN

Q: EFN.TO. A special warrant offering, an acquisition and a dive in the share price. How do you see EFN's latest maneuvers?

Upvote 0

Read Answer Asked by Geoffrey on November 09, 2012