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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: Hi Peter and Team, any further thoughts on the STO/PRY deal? Weakening quite a bit after their merger announcement highs!
Your thoughts and insight on the combined company, their land holdings and where the shares go next year would help, considering oil is at about $80.00 average.
Thanks again for your help on these names.
Hussein
Read Answer Asked by Hussein on December 05, 2012
Q: Hi Peter and team, I'm thinking of adding to my positions of NML and KAM around 1.00. Do you see anything wrong with them here? Is this weakness basically due to tax loss selling?
Do you see the trend coninuing early next year of small caps turning around and rallying?
Thanks much.
Read Answer Asked by Hussein on December 05, 2012
Q: I have been watching Ainsworth Lumber ANS for awhile and believe it to be a way of taking advantage of a US recovery in housing.
They were going well until a big correction the other day. I cannot see what the reason is. Can you tell me what you think of this stock and why the sudden drop in price?
Thanks
Geoff
Read Answer Asked by Geoff on December 05, 2012
Q: This morning, CNQ had a conference call on its 2013 budget, and only one analyst in attendance, which made for a pretty short question and answer period. This does not look very serious for such a major company. It so happens that the stock is down today much more than its peers (and is down 25% or so for the past year). Comparatively, in a similar conference Friday, COS had 6 analysts in attendance, and this made for a very healthy question and answer period. Is it normal for a major company like CNQ to have only one analyst in attendance for such an event ? This doen't look well prepared, or am I too critical in this regard ?
Read Answer Asked by Serge on December 04, 2012
Q: These are small plays by your standards but looking for a Yukon Gold play and narrowed it down to following 3.

Which represents the safest yet highest growth potential.
Also any insight into either would be appreciated.
GPD,SMD,& VIT.

Thank-you
Read Answer Asked by Alex on December 04, 2012
Q: Would you be able to share any insight on Uranium Energy Corp (UEC)?
Read Answer Asked by Michael on December 04, 2012
Q: I am still holding CFX. It is in my RRSP so I can not claim a tax loss. Should I sell it and move on?
Read Answer Asked by patricia on December 04, 2012
Q: Your service is invaluable for the ordinary investor. Many thanks. I wonder if you have any thoughts on TSL.
Read Answer Asked by Harry on December 04, 2012
Q: I see BTB.UN has announced a bought deal equity issue at $4.35 and todays price has dropped on this news. I have held this for about 2 years and have liked the income. Should I be conccerned about this recent event. Thanks John
Read Answer Asked by John on December 04, 2012
Q: I have a few holdings that are currently below water & could be sold to trigger losses to offset gains already realized this year. I would appreciate your opinions. Given today’s prices which of the following would you liquidate now: COS, CPG, ERF, JE, PGF, PWT, PBN, TA?

Now for the proceeds; what securities of a similar risk/return profile (long term potential for growth with reasonable dividend while I wait for the growth) would you suggest? FYI, of the securities you have rated, I currently hold ATP, BEP.UN, CUS and have small holdings (ie. room for more) in CSH.UN, ECI, HR.UN, THI, and WIN.
Read Answer Asked by Douglas on December 04, 2012
Q: Peter, I own VG formely Yukon Gold. They seem to be making progress with production, would you hold as my price for breaking even is $3.75
Read Answer Asked by Guy on December 04, 2012
Q: ANS/ANS.RT Ainsworth has issued rights that became free trading yesterday. It appears to be a complicated formula that either I or the market has misperceived. I am hoping you can clarify this for me.
The formula is: 1 share gives the owner 1 right. Each right allows the owner to buy 1.4 (rounded up) shares for $1.25.

Yesterday one right traded for $1.40 (roughly) and one share traded for $2.30 (roughly).

By my calculation either the share is overpriced or the right is underpriced by around 20%! By buying 1 right for $1.40 I will end up paying $1.90 per share for each fully exercised right. By selling my share at $2.30 I have pocketed a tidy profit that will be realised on the excise date (Dec. 21). Do you agree?
Read Answer Asked by Gerald on December 04, 2012
Q: PSN ...Given: An astonshing 70 million shares have traded hands in the last couple of weeks ... And, for every seller there is a buyer.

Is this company dead in the water, just not officially declared so?
Or, are the buyers discerning opportunists ... or wild eyed gamblers?
Or something else?

Now, the real question: Are we at the point where the risk reward has tipped into the reward camp?

Thanks for your perspective.
Read Answer Asked by Donald on December 04, 2012
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