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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: Greetings Peter: Firstly, thank you for your great work and the prosperity it ha brought me.
Re: HLP.un - Healthlease. The split of the distribution is of somce conern to me. The Sept. distribution is made up of 25% is dividend; 64% is ROC, and 11% is interest credit.
The very large ROC indicates the EPS is just not happening at the present time. ROC in itself helps to transfer more dollars into the eventual capital gain column, which shaould be beneficial when stock is sold. Interest of course it as the high personal tax rate.
Your comments on future earnings and cash flow would be appreciated. thanks.
Gil
Read Answer Asked by Gil on October 19, 2012
Q: I was wondering what your thoughts are on Soda Stream? Cost of the product seems high compared to the bottled waters on the market.
Read Answer Asked by mike on October 19, 2012
Q: Hi Peter,

I am concerned with my big position in SCS which has been coming down without any reason. I have asked a question about it before and you said that at two times annual cash flow the debt is not a problem. The company is making money and has half year cashfow of 22 cents. It has excellent locations with no country risk. I firmly believe it is excellent value at this point. However, you showed some concern on one of your other comments. Apart from the fact that it is small, what other risks do you see? Why would it go down even further from this point?

Thanks
Read Answer Asked by Imtiaz on October 19, 2012
Q: Hello, I am considering purchasing SIR Royality Income Fund. You have provided reviews af A&W and Boston Pizza Royality Fund.
Is SIR as good or better company?
Read Answer Asked by Alan on October 18, 2012
Q: I hold some mutual funds MFC653 inside a self directed RRSP , but can't see where I've made any gains in the past 7-8 yrs. Also the MER is about 2.5%. Can you suggest an ETF that follows the resource sector but would lower my fees?
Really appreciate your blogs.
Read Answer Asked by steve on October 18, 2012
Q: Hi, Could you please give your opinion on DCK-Donnycreek Energy. It has had a nice run since about May. Is this sustainable? thx
Read Answer Asked by George on October 18, 2012
Q: what are your views in the uranium industry in general and also more specifically on uranium one (UUU), sell or hold? Thanks!
Read Answer Asked by Gary on October 18, 2012
Q: Could I please have your opinion on TEMPLE REAL ESTATE INVESTMENT TRUST?

Thanks,
Sandy
Read Answer Asked by sandy on October 18, 2012
Q: It seems coal stocks are on the rise - can you comment on this ie- because of nat. gas price? Is this just a bounce of the low? Also, please recommend a solid coal company that could benefit if the demand for coal increases. Thanks
Read Answer Asked by yvonne on October 18, 2012
Q: Good morning Peter,
Still enjoying your website! Does BRP pay a dividend? What do you think of this company....it's only recently come to my attention. Many thanks, SE
Read Answer Asked by Susan on October 18, 2012
Q: John Wright, CEO of Petrobank (BPG) was on BNN today. Frances H. of BNN noted that PBG owns 57% of PBN and that when you subtract the market value of the BPN shares owned by BPG, that the rest of PBG almost comes for free. John (who is also CEO of PBN) said that in 4-5 quarters they planned to distribute all the PBN shares owned to PBG shareholders. This should then unlock the value in PBG and give PBG a pop. Would PBG be a reasonable speculative buy at current levels (assuming 1-1.5 year horizon)?
Read Answer Asked by Douglas on October 18, 2012
Q: Atlantic Power preferreds trade un AZP pr. A and B. A's yield 7.6 (redeemable at 25 and trading in 15's) and B's yield 6.92---why the high yields?
Read Answer Asked by Bryon on October 18, 2012
Q: Good Morning Peter and Team,
Looking forward to the Canadian Moneysaver Seminar this Saturday. My question is about Enghouse Systems (ESL-T). I know you have rated it highly (A-) and for very good reason. Would you consider this company a mini Constellation Software where one should just purchase it at a fair price (like now) and enjoy the ride ??? Just as an aside, I am finding that, over time, the smaller, well run, wealth creating, companies (i.e. Constellation Software, Paladin Labs, etc.) seldom, if ever, get really cheap in a Graham and Dodd sense. Therefore someone with a deep value orientation, fixated on price versus value, ends up tripping over the dollars to pickup the pennies. Thanks, Dennis
Read Answer Asked by Dennis on October 18, 2012
Q: Enervest EIT.UN is offering a VOLUNTARY ANNUAL CASH REDEMPTION
Unitholders are entitled to redeem units of the Fund at a price equal to 95% of the average Net Asset Value (NAV) of the three trading days preceding the November 22, 2012 redemption date, less direct costs. Direct costs are expected to be less than 1%.(Current NAV is 14.65 and todays close was 13.16) If all redemption requests exceed 10% of the aggregate outstanding units of the Fund, the Fund will process redemptions to this maximum on a pro-rata basis based on the total amount tendered. Please note that any units tendered for redemption in excess of this 10% maximum will be returned to the unitholder on a pro-rata basis following the November 22, 2012 redemption date.Redemption price is determined based on average NAV of November 19, 20 & 21, 2012. Payment for units that have been tendered and accepted for redemption will be made on or before December 21, 2012.
My questions are: Is this a good deal for current holders and what would you rate this security on an A to D scale ?
Thank-you
Read Answer Asked by Alex on October 18, 2012
Q: Peter, with all the majors ie. Shell, Exxon etc. acquiring assets for the LNG projects on the west coast are there any infrastructure investments that we could consider?
Read Answer Asked by steve on October 17, 2012
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