Investment Q&A

Q: I'd appreciate your thoughts on Western Wind Energy's (WND) announcement that they will be selling the company.
I was going to buy back into the company when it was trading in the low to mid $1.20's but with a busy job and a busy summer I forgot.
Now I see it shoot up and I am regretting my lack of attention. However I'm loath to chase it.
The previous offer was around $2.5 and WND wants that as the low end and WND's assessed value as the higher end.

Does a company have any bargaining power after they refuse an offer, the stock drops lower, and then they decide to sell?? I look forward to your comments.

Thank you for your recent blog - Don't Count Your Takeover Chickens too Early.

Q: Peter,
Am setting my 14 year old son up with an account so he can start learning and saving early. Room for only 2-3 stocks and he has to be able to understand the business. Thinking of a bank (TD or National), Brookfield Renewable, and a tech stock. Any recommendations on the tech side?
Petra

Q: Could I pls have your view on CPX in view of their latest quarterly results which on the surface look pretty ugly and the stock has sold off. Is this a near term hiccup/ good LT buying opportunity or is it wise to wait to see improvement in CPX's results over next few quaters.Thx.

Q: Genivar GNV has a lower purchase price and a larger dividend than STN. Are they involved in similar engineering activities? Would GNV be close to STN in terms of overall current valuation and annual growth from dividend and capital gain.
Thank you Alan

Q: comment on PJC.A - Jean Coutu versus NWC - North West Company
Does one have an overall advantage in regard to dividend, growth, valuation and risk?
Thank you
Alan

Q: Do you have an opinion of Churchill Corp(CUQ)? The share price has dropped due to construction delays yet they recently introduced a dividend.Price is below book value.

Q: Could you let me know your thoughts on IIP.un please. The stock has moved up , and I would appreciate your recommendation re "holding " or selling it now.Debt, ?
Thank you, Phyl in BC

Q: Which stock do you prefer for an income with growth porfolio. I own both Northland, and AlA as well as Brookfield Infrastructure.Thank you,

Q: IPP.UN has moved up quite suddenly in the last week. i realize that the general market has risen as well. What do you think of this stock, it's future prospects, debt etc.
Thank you. I am jut a new member. i really appreciate all your answers to the questions and am doubly pleased to have become a member.Thank you.Phyl in BC

Q: Thanks for detailed analysis on Badger Daylighting. A few questions about the company:

(1) You mentioned that the high growth of the industry has attracted numerous competitors. Is the Badger Hydrovac design a proprietary technology that Badger owns exclusively? Other than reputation and engineering expertise, does Badger have other advantages over competitors?

(2) Many companies are now forecasting slower future growth and toning down their previous ambitious expansion plan. How do you see this trend affecting the future growth of Badger? Would you still recommend Badger at the existing stock price (approx $26)?

(3) In your report you say Badger's payout ratio is below 25%. What's considered high and low for this type of company?

Thanks!

Q: Hi Peter, Further to MCAN (MKP), I hold some in my RIF (1% of total portfolio). Would appreciate your view of the company prior to my subscribing for units through the rights offering, plus buying additional units. Note that some insiders hold a very substantial position.

Q: Hi Peter,
Do you know why Canfor pulp CFP is trading so much better than its dividend paying CFX? This has fallen alot. Is there a fear of a dividend cut or is CFX perhaps a good buy at these levels? Thanks so much Janis

Q: May I please have your opinion on HWD (Hardwoods Distribution Income Fund) and IIP.U (InterRent Real Estate Investment Trust.

Q: Hi Peter, I am very interested to hear your opinion on Sandstorm Gold (SSL)with a mid to long term call.
Thank-you
S

Q: second request, what are your thoughts on arf armtec, i started buying at 1.74, sold some at 3.30 but still hold a large chunk.
it met its covenants and forecast strong earnings sincerely dave

Q: please, your opinion on emc (us) and target stores
many thanks

Q: Hi Peter, can you please provide an update on your thoughts about Student Transportation (STB) in light of the negative report issued by the Prescience Group. I have been quite happy holding it for a long time now and I can be quite comfortable with risk, if it appears that management is credible and up to the task. But this short-seller's report all but calls STB a Ponzi scheme and suggests a $2 target price. How credible is Prescience?

Q: Hi Peter, I have been a subscriber to MoneySaver for years, and have learned a lot from it! I am a stalwart dividend investor, and I would apprciate your views on GEI (Gibson Energy) and also IGM. Also looking forward to your future reports and ideas...Thanks

Q: mcan -mkp - just issued a rights offering and stock dropped. i cannot find value of the right. you need 10 rights and 11.85 to buy a share . please explain what is happening? brian

Q: Hi Peter

I have held STB since 2009. I reduced my position last summer as a result of a sudden sell-off in which my gains appeared to be rapidly disappearing. But I still hold a substantial amount. Now apparently there have been negative reports put out by short sellers leading to a rapid sell-off. Do you have any insight into the current situation? The company claims they are in a blackout period prior to release of year-end results so they can't make a detailed rebuttal.

Thanks

Ross