Investment Q&A

Q: Hi Peter:
How do you feel about First Capital's equity offering yesterday? Does FCR remain an attractive purchase? Thank you.

Q: Peter,

I am recently retired and I am looking for investments for my RRSP. For tax reasons, I would prefer not to add equities to the RRSP and have been looking at income trusts. Are there any that you can recommend, beyond those that you have reported on to date?
Many thanks,
John

Q: Wilan has been trading up the past few days and I see TD upgraded it today. I know it has good value but is it better to wait for a pull back before stepping in.

Q: Hi Peter, what do you make of BOA/Merrill Lynch report saying that Canadian Oil Sands (cos) need $113/barrel to break even?

Q: Hi Peter,
What do you think of Blackpearl Resources (PXX)? I have exposure to this company and have followed the management team for years with their predecessor firm BlackRock, which did extremely well. They have current daily production of around 10,000 bbls/day, no debt and a huge potential resource in their blackrod lease in Northern Alberta. I'm sure in a few years they will be looking at a exit strategy as they have with all their previous companies once they prove that their oil sands resource is commercially viable. Any thoughts/opinions would be greatly appreciated. Thanks.

Q: Hi Peter, I think you spoke favourably on ENB last Sept. some time so I bought some for an RSP account and watched it go up to about $42.00 now it's coming back down is there a reason, should I take some profit now and move on or do you still like it and would you still hold it? Thanks, Nick

Q: Hi Peter:

What are your thoughts on Southern Pacific (STP) in light of their financing news today.

Thanks again

Q: PBH has been sliding steadily since June. Do you have any idea why. And what is your overall view of this company?

Q: Peter, what is a normal course isuer bid to repurchase common shares approved by the TSX? How does this impact the value of shares held by existing shareholders? Thank you, Roman

Q: Peter, thank you so much for the summary list; you and your team saved us a lot of work.
My question today is on BTB.un; can you please give me an opinion. Thank you.

Q: Hello Peter,
I am interested in buying TWIN BUTTE ENERGY J (TBE: Toronto)for the 6.3% yield and some growth. It seems to be in a nice uptrend at the moment. Do you rate it a buy ,sell or hold at this moment ?
Thanks in anticipation,
Paul Newton.

Q: Hello Peter ... my pension plan is interest rate driven,what is your opinion on when the fed is going to raise interest rates ??March 2013??

Q: Hello, I would appreciate your comments on PJC.A (Jean Coutu Group). Would you recommend buying shares and if so at what price range. Thanks

Q: Hi Peter. Could I have your opinion on CWA, Coast Wholesale Appliances? Thanks Max.

Q: Hello,
I own ZCS (ETF) for the fixed income portion of my portfolio and I was wondering if I should diversify in other names. Is there a specific risk of owning only one ETF for a large portion of a portfolio. I understand that ZCS is diversified in various names and sectors and uses DEX Short Corp. Bonds as benchmark. Would you have suggestions ? I know about CBO which seems OK. I prefer to stay in the short / medium term (5 year max) as I feel the risk/reward for long bonds is not very attractive if the interest rates do go up. I tried to find a low fee mortgage fund without success and my interest in government bonds is very limted (returns are too low).
I would appreciate your thoughts and thank you for offering a great service. Regards, Pierre

Q: What are your thoughts on Exeter Resource Corp. (XRC)? Thank you for the great service you provide!

Q: Peter,
Could you please give your take on Talisman now that Hal Kvisle is taking over the reigns of the company?

Q: Hi, can I get your comments on Stillwater Mining? Is this a good company and your long-term horizon on the platinum / palladium story.

Q: Great work on the summary lists. There are about five "A" and "B" rated companies on the list trading greater than 5% below 5I's recommended price (EQI,ECI,LNF,WIN,CPX). What are your favourite growth stocks in this group? Which one of those is cheapest right now? Thanks Larry

Q: Hi Peter. Morguard Reit Debenture , Soon to be MRT.UN,is being called Sept. 30/12. Choices--- I can sell it , I can convert the debenture to Morguard Reit Units . What do you think . Thanks Cliff