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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: Thanks for all you do and happy trails on your bike. With the recent problems at CUS and the associated price collapse, are there potential corporate buyers for this suite of assets in North America and can you 'guess' at a couple of possible names? Would someone like Chemtrade be one? You may count this as two questions!! No urgency on reply.
Read Answer Asked by Bill on March 09, 2014
Q: BTE..r and yesterday's question. My understanding is that when the deal closes BTE.r will have accumulated but unpaid dividends attached. So BTE.r already has $0.22 attached that will be paid at the close. This in the NR announcing the close of the financing but is not in the initial NR about financing.
Read Answer Asked by James on March 09, 2014
Q: I understand that lower betas mean a less volatile stock, but what is the signifigance of a -0 beta? Also, can I have your opinion on AET.UN? Too risky?
Read Answer Asked by Edward on March 09, 2014
Q: Peter et al
A general question if I may. Though I haven't done any research on the topic, it seems to me, as a fairly observant watcher of the market, that there is quite a strong correlation between a stock's performance leading up to its reporting and the
reporting itself. Ie. it seems with better than chance odds, if a stock does well in the few days before reporting, it's report will be positive. I appreciate that reports are not stuck in
Fort Knox or somewhere pending release and so I'm just wondering, given your considerable experience in the market, if you have noted a similar correlation. Leaks, of course, could come from anywhere, but, I guess I'm wondering if this apparent (to me at least) correlation is something one should perhaps take account of in buying/selling a stock just ahead of reporting.
I hope I don't sound like some sort of conspiratorist, I'm just wondering how level the playing field is on some of these things.

Thanks for your thoughts. As it is perhaps not a question of general interest, please publish only if you wish.
Thanks as always
Neil
Read Answer Asked by Neil on March 09, 2014
Q: Hi Peter

I noticed that one of the members was asking about Cal-Frac sand companies.

Back in early Dec, Gordon Reid, on BNN, mentioned Hi-Crush (HCLP).

At that time it was trading at 31.66. It is now at 39.42 and has a 5.175 yield.

It still shows a lot of upside and could be a good investment.

Perhaps you could comment of this company.

Thanks,
Mike
Read Answer Asked by micheal on March 09, 2014
Q: What are you thoughts on HMY??
This is a phenomenal service you guys have for us!!!!
Please keep it up
Read Answer Asked by Juri on March 09, 2014
Q: hi gang
I am looking to take a position in SDRL. What are your thoughts on this stock? Is the dividend sustainable? Am I better to buy an ETF like Ishares MSCI (ENOR?
Thanks for your input.
Ken
Read Answer Asked by Ken on March 09, 2014
Q: Hi Peter,

If you had to choose between Gear Energy and Rock Energy, which would you prefer?

Thanks a million
Read Answer Asked by kelly on March 09, 2014
Q: Good morning,
I own Sherritt in the speculative part of my portfolio, and have been aware of most of the news lately. (activist investor in Halifax, coal sale, dividend cut, etc) Can you provide any insight into the share prices moves of yesterday and today? I don't see any new news. Your general insight / outlook for S would be greatly appreciated. Thanks!
Read Answer Asked by Rod on March 09, 2014
Q: What is your opinion on the Invesco Intactive Balanced Growth Portfolio in a RIF portfolio?
Read Answer Asked by Rae on March 09, 2014
Q: I have shares in PLB which, as you know, was bought. However, I'm not able now to get a quote for the stock nor have I received any information about tendering my shares. Should I be initiating action?
Read Answer Asked by Murray on March 09, 2014
Q: Good day Peter....Read that you're posting the RRSP model portfolio at the end of March. And I'm "chopping on the bite" to see it.....because I have funds to invest. With that background, I wondering what the general gist, or over arching principle will be? (For example, the non-registered portfolio has at it's core non-trading risk profile and stability.) Any chance of getting a glimpse of the positions that likely will make it to the RRSP model portfolio?....Tom M, aka curious guy.
Read Answer Asked by Tom on March 09, 2014