Investment Q&A

Q: Peter, what kind of returns do you expect from buying a group of say ten or so of your higher rated companies on 5i, over the long term? Most of the companies seem to be dividend payers and lack cyclicality...do you expect to make 10%, 15% or more over a ten year period investing in this fashion? Thanks.

Q: Inter tape polymer incomegroup ITP buy sell hold?

Q: MITL Mitel has just reported its earnings and the street looks to be unhappy about it. The debt looks horrible but I like the space and they seem to have the technology. As the company use to haunt the TSX i am hoping your team might know it fairly well. What does your team think of the company?

Thanks

Q: Hello, I was wondering if you have an opinion on TTEK (tetrateck) keeping in mind the growing need for water around the world?

Q: Peter, could I please have your opinion on Wajax, Ken

Q: peter, you seem very bright and very qualified but how do you respond to the comments attributed to you about timminco that you made on bnn, these comments are in a long article in this months report on business magazine.i am sure you were on the right side of this trade but an awful lot of people got burnt.
dave

Q: I have a question about Enghouse
What are you expecting for Revenue and Earnings for Q3?
Do you know what the consensus on the street is?

Thanks,
Sandy

Q: Hi
I was wondering if LIF.UN is a good investment right now. It has fallen today due to a proposal to restructure.
Thanks
M Murray

Q: I am holding some GLN in my TFSA, hoping for a good capital gain. I am significantly under water now, and wonder if I should continue holding it? I have a concern re the new Apple products coming out before and in the Christmas season and the commissions seem to be much less than previously collected by these small operators. Please advise,
Phyl in BC

Q: PETER HOW WOULD YOU RATE EASTMAIN RES (ER)

THANKS GEORGE

Q: Hey guys. I have about a 60% position in cuf.un at $21.75. Today, with the units retreating below $24, representing more than a 6% yield, do you think its too early to slowly start adding to my position? Do you like the name? Thanks again.

Q: Hi Peter...do you have any new comments on JE since their earning release and Aug 29th press release ?
Many thanks.

Q: Hi Peter,
I am nearing retirement and really value your advice on dividend growth stocks. I do have the residual of my early investments still hanging in there. I am asing about one very iteresting situation Canstar Resources (R0X)I have own for more than 10 years. A year after I bought they become embroiled along with freeport and Xstrata against in a 10 year court battle for ownership against the a wealthy local nickel tycoon (he discovered Voisey Bay). The property is a highly prospective VMS property in NFLD in the same area as the famous buchans mine(a 50 year mine). The little company is now waiting to hear if Xstrata is going to go in for 50 percent in the exploration cost. My $64 dollar question is how to play a explosive jr. I know I shouldn't be waiting for the mine to actually be developed. I don't want to be greedy and I don't want to miss a good portion of the big gain after this long wait. What are the stages to exit a jr mining stock. I would appreciate your advice and a strategic approach if possible. A geologist with 30 years experience who saw the previous core said they were the best he had seen in 30 yrs. Thank you for your assistance. Mike

Q: BEP.UN is pulling back on the Western Wind stock purchase. As I recall one of the things you liked about BEP.UN was that it was primarily a hydro based utility. Does this purchase represent a change of direction in your opinion and what do you think of BEP.UN at this time.

Q: I have a question about aya. Peter could you please let us know what you think of their earnings out yesterday? Thank you for everything you are providing for us small investors.

Q: Good morning,
Do you consider POT a buy at these price levels?
Thank you for your advice.

Q: your opinion on mourguard...mrg.un going forward

thanks

Q: Hi Peter, please advise on DeeThree (DTX). Is it a good company to invest in? Thank you.

Q: Hi. What is your opinion of Royal Gold (acquisition and management of precious metals royalties)? What price range would you consider shares to be cheap? thanks Larry

Q: For most of your reports I usually check some of the fundamental data against my sources (Stockwatch). When I looked at your recent report on BEP.UN I noticed that you show them as having a market cap of $7.6B. I saw that Stockwatch shows the market cap of $3.9B – so I inquired and they supplied me with this statement from the TSX (their source):

I have confirmed with our Listings Dept. that 132,884,483 units are issued and outstanding for BEP.UN - Brookfield Renewable Energy Partners LP. And that this balances with the company's "Form 1" for July 2012.

This is an issued and outstanding number and not fully diluted.

The number from the email below is most likely the fully-diluted number which TSX does not display on our site.

So I’m wondering what number is correct?

Please feel free to post my question and answer if you feel it would be helpful to others.