Q: Hi Peter and Team,
What are your thoughts on Silver Bay Realty Trust Corp, SBY
What are your thoughts on Silver Bay Realty Trust Corp, SBY
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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: with nat gas popping over $4 and perhaps building with US approval of exports,is there any coal names u like/recommend to start position in,would assume US name,only Cdn connection I can think of is Tech resources,thanks again jb
Q: morn Peter/Team,can I please ask about Dryships drys/n,whole shipping industry been hammered but competitor Eagle dryships rallied 50% Thursday on good Q results.Drys rallied 10% and large call buying on drys which is bullish.Took 1/2 position Friday @ 2.09,thx as always jb
Q: Rifco appears to be in same business as CFN, but in the segment that competes directly with the banks. It appears to be much smaller, less liquid and far more expensive. Obviously since its smaller it can grow much more quickly but competing head to head with TD and Scotia doesn't seem very lucrative. Am I missing something?
Q: If gold stays at it's present level, does this increase the risk that Detour will need to dilute its shareholders with a financing before it is cash flow positive? (Assuming no major hiccups in the recent guidance on mine start-up). Would OSK also stay cash flow positive?
Q: Can you please comment on the rmm.un halt and news today. It generally seems positive but not sure how material it is - is it just an extension or something more significant? Is Remcomm looking good as an investment here?
Q: I'm considering US banks but can't decide on which one. Can you recommend an ETF or do you know of any reason to stay away from them? Thanks again. Dave
Q: Please let me know if there is any reason to hang on to YRI. Thanks for your answer. Betty
Q: Hi Peter,
What do you make of the US Markets that go up and up even in the face of negative news and statistics? Is it time to get out?
Thanks for your advice!
What do you make of the US Markets that go up and up even in the face of negative news and statistics? Is it time to get out?
Thanks for your advice!
Q: What are your comments on the latest results of Stronco
Q: Hi Peter and Team,
Any thoughts on CALAMOS ASSET MGMT, CLMS? or do you recommend another asset manager?
Any thoughts on CALAMOS ASSET MGMT, CLMS? or do you recommend another asset manager?
Q: Hi Peter and Team, may I have your thoughts on Precision Drilling, PD? Bought it at 11.00 a while back. Also, can you please provide your latest outlook for oil and oil related stocks for the balance of this year? Thanks, much appreciated!
Q: A suggestion: Sometimes, especially after an event, two or more subscribers want your take on a company. You could put the letters together (one after the other), and write your answer underneath, instead of having to comment on each letter separately.
Q: Hi Team,
Are your current views on Home Capital still positive. Has the short, and media hype surrounding the short done playing out?
I bought some at $58 and was thinking of adding to it now at $53.
Do you think we've seen the end of the slide?
I'm in it for the long term, but there's nothing more depressing than a 10% drop just after you get in.
Are your current views on Home Capital still positive. Has the short, and media hype surrounding the short done playing out?
I bought some at $58 and was thinking of adding to it now at $53.
Do you think we've seen the end of the slide?
I'm in it for the long term, but there's nothing more depressing than a 10% drop just after you get in.
Q: Good morning. When assessing a company's stock, how important are metrics such as price to earnings and price to cash flow?
What is the most important metric for a retail investor to be aware of, or is there such a thing? Does it depend on the type of business or sector the company is involved in?
Finally, for P/E, is it more important to pay attention to 'current' P/E or 'forward' P/E? How reliable are the quoted ratios, since the value seems to vary a bit from from site to site for some companies? Also, some sites will often not quote a current and/or forward P/E. Any reason for this?
Thanks as always for your valuable information and advice.
What is the most important metric for a retail investor to be aware of, or is there such a thing? Does it depend on the type of business or sector the company is involved in?
Finally, for P/E, is it more important to pay attention to 'current' P/E or 'forward' P/E? How reliable are the quoted ratios, since the value seems to vary a bit from from site to site for some companies? Also, some sites will often not quote a current and/or forward P/E. Any reason for this?
Thanks as always for your valuable information and advice.
Q: Hi Peter, Gold is hammered again today, all the talk about the Fed reigning in QE etc.What are your thoughts on this matter?
Have a great long weekend.
Thanks,
Have a great long weekend.
Thanks,
Q: Hi Peter and team,
I have held CNQ for quite some time, but the stock, with the overall sector, hasn't been doing much. I am down about 20% on the stock. With some patience, I know the stock will rebound once the sector does, but I was thinking about potentially switching into Whitecap Resources or Raging River as they seem to have held up fairly well in the sector and have good growth prospects. In terms of upside potential, would you think staying with CNQ would be better than entering into one of these other names?
Appreciate your thoughts.
I have held CNQ for quite some time, but the stock, with the overall sector, hasn't been doing much. I am down about 20% on the stock. With some patience, I know the stock will rebound once the sector does, but I was thinking about potentially switching into Whitecap Resources or Raging River as they seem to have held up fairly well in the sector and have good growth prospects. In terms of upside potential, would you think staying with CNQ would be better than entering into one of these other names?
Appreciate your thoughts.
Q: I would appreciate your views on Glentel's (GLN) latest earnings report. Thanks.
Q: 5I Team,
Can you give me your opinion on Linamar (LNR) and Martinrea (MRE).
Thank you
Sylvain
Can you give me your opinion on Linamar (LNR) and Martinrea (MRE).
Thank you
Sylvain
Q: Good morning, Peter.
As a holder of First Majestic Silver (SLV.TO) I was not too concerned by the Q1 revenue, cash flow or earnings. However the stock is down 59% from its 12 month high. What am I not seeing? With a 3-5 year holding period do you see this stock as a sell, hold or buy?
With appreciation.
Ed
As a holder of First Majestic Silver (SLV.TO) I was not too concerned by the Q1 revenue, cash flow or earnings. However the stock is down 59% from its 12 month high. What am I not seeing? With a 3-5 year holding period do you see this stock as a sell, hold or buy?
With appreciation.
Ed