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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: CFX: Canfor Pulp Products. Even with a dividend cut recently would this company still be a good growth , share price, opportunity. Its PE 8.3X is way less than average of 23X EPS $1.03 is 2.5X better than Industry.PB is only 1.5X, Debt to capital is only 21% & ROE is double industry norm. I don't understand why this stock shouldn't be double or more ??
Thanks Ed G
Read Answer Asked by Ed on September 24, 2012
Q: I have a question about Brookfield Renewable
I use the TMXMoney site to check fundamentals of companies. This site shows that the EPS of BEP.UN is -1.83 yet it pays out a dividend of 1.38. I like the yield that BEP.UN offers but am concerned that it can't possibly be sustainable if the company is actually losing money. Am I missing something here? I am looking to invest in companies with decent yield. I don't need any capital appreciation but I don't wish to incur big capital losses either.
Read Answer Asked by George on September 24, 2012
Q: Not a question, Peter, just congratulations on a great interview on BNN today. Confirms for me yet again that this is the place to be for unbiased, critical research.
Read Answer Asked by Geoffrey on September 24, 2012
Q: Peter,

The gold sector is in the rally mood but OSK is not going up in line with the rest of the market? Is it something to do with the recent change in provincial govt. in Quebec or there is some other reason? Thanks
Read Answer Asked by Imtiaz on September 24, 2012
Q: I have twice submitted questions over the past 2-3 weeks and haven't had a response. I spoke with Peter at the London workshop and he wondered if I might have gotten disconnected in some way.Please advise if this message gets through.
Alan at Stratford
Read Answer Asked by Alan W. on September 24, 2012
Q: Hi,

I am wondering about PBH on Toronto. I note that it has been falling lately and is now flirting with the 200 day moving average. I heard a casual remark on BNN which imputed that there were problems with the stock but did not hear the whole thing. Are you aware of any problems with the stock and should I sell before I lose capital. I am already down about $200. The thing is that the date for being a holder to get the September dividend is the 29th and usually there is a fair amount of buying activity a few days before the date but it is not happening this time.
Read Answer Asked by James on September 24, 2012
Q: Hi Team,
What are your thoughts on ALS,( Altius Min)? Is there much upside?
Thanks.
Read Answer Asked by vera on September 24, 2012
Q: hello Peter:
can I please get your opinion on Rainy River Resources (RR.TO).
thanks
Paul
Read Answer Asked by Paul on September 23, 2012
Q: Have been reading about very signifigant increases in oil shipment by rail. The railways seem fairly well valued but was thinking there might be opportunities in either rail car producers or perhaps leasing companies servicing this rapidly expanding trade. Any thoughts or recomendations on either?
Read Answer Asked by ralph on September 23, 2012
Q: Hi, curious about Valenor (VNR)and its business model and dividend structure with Gaz Metro. Have a small position and may want to add to it for the dividend income of 6%. Your thoughts...Thanks
Read Answer Asked by Cliff on September 23, 2012
Q: I own Arcan (ARN) convertible deb. It appears that things are not going well at ARN as reflected by the drop in converts value on 21 Sept. But I notice from their 2011 AIF that they have P1 reserves of oil and NGL of about 15,500m barrels. Their Q2 financial report indicates total debt of about 380 million, and I believe their netback is about $31/brl. They also have significant P2 reserves that are not included in the above.
Provided they don't pee away their assets, it seems to me that in the end they have enough hard assets to cover all debts. Could you kindly comment on the degree of risk in holding the converts. many thanks.
Read Answer Asked by Robert on September 22, 2012
Q: Good Morning Peter,
Please keep up the great work !!!
I would appreciate your opinion of Horizon North Logistics Inc. (HNL- T) Very interesting little company. Might be a decent way to play a cyclical recovery in the resource sector as central banks crank up the printing presses.
Your thoughts please.
Thank you, Dennis
Read Answer Asked by Dennis on September 21, 2012
Q: what is your view on Chorus Aviation (CHR.B)? I hold this at present.

thanks
Dennis
Read Answer Asked by Dennis on September 21, 2012
Q: Please give me your thoughts on C B Y ( Canada Bread ) thanks
Read Answer Asked by David on September 21, 2012
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