Investment Q&A

• Enghouse Systems Limited (ENGH $22.41)
  • $22.41 P/E (TTM): 15.7X Cap: $1.22B
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Q: Hello,

Do you still view ESL as favourably as you did when you first issued the research report. I am thinking of taking a small position in the company and wonder if today's price would be considered a good entry point. Thank you for the very valuable opinions.

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Read Answer Asked by Bashir on November 02, 2012

Q: My investment in Galway (GWY) turned out to be very succesful..
But now I have a hard time deciphering the sudden and very significant volume on a dailt basis. If it was a way to spin off their tungsten asset the huge volume after the announcement should have receded by now.
Your open sharing insider's(as a seasonned market professional) experience is an enormous asset for retail investors who are so often kept in the dark of most markets internals. I dearly value them.

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Read Answer Asked by claude on November 02, 2012

• North West Company Inc. (The) (NWC $51.46)
  • $51.46 P/E (TTM): 18.34X Cap: $2.45B
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Q: I've had my eye on North West Company for a few years but have been reluctant to buy it since retail can be so fickle. Do you see an oppotunity for growth as it seems to be improving at the moment?

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Read Answer Asked by Mary Jean on November 02, 2012

Q: Peter; With the current capex cutbacks announced and the large assets for sale in the oil sands which pipeline stocks would be at risk if development slowed down substantially ? Thanks.

Rod

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Read Answer Asked by Rodney on November 01, 2012

• Coniagas Battery Metals Inc. (COS)
  • Cap: $1M
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Q: COS reported its quarterly results on October 29. The market reacted positively, as the share price went up 5% as of today. Do you see anything meaningful in terms of making the company either
more or less attractive ? Any obvious comparison to be derived from SU's results which were just reported ?

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Read Answer Asked by Serge on November 01, 2012

• Veren Inc. (VRN $9.14)
  • $9.14 P/E (TTM): 19.56X Cap: $5.63B
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Q: I own CPg and enjoy the dividend but where does the continuing issuance of stock to buy more assets end?
How many times can they go to the well and maintain the dividend with no real stock appreciation? Soon they will be selling stock at $35. , then $30.00, and so on - down , down down? Thanks.

Rod

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Read Answer Asked by Rodney on November 01, 2012

Q: Opmedic Group OMG is up 26% in the past month (12.41% today). Do you have any information why the stock is moving up so quickly? Is this a good investment going forward?

Heather

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Read Answer Asked by Heather on November 01, 2012

• Bank of America Corporation (BAC $48.26)
  • $48.26 P/E (TTM): 14.18X Cap: $357.45B
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Q: Any thoughts about Bank of America, I realize it may be off your radar screen but I think it is intriguing as a turnaround stock it certainly has legacy concerns from the acquisition of Country Wide but it seems to be becoming more focused, should see declining loan loss provisions, and should have significant tax loss carry forwards?

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Read Answer Asked by peter on November 01, 2012

• Descartes Systems Group Inc. (The) (DSG $137.82)
  • $137.82 P/E (TTM): 59.52X Cap: $11.82B
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Q: Do you have any recent thoughts on DSG I am considering it for my RRSP? I have a long term time horizon and Waterloo software companies seem to be good bets. It also seems to be a favourite of several small cap mutual funds.

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Read Answer Asked by peter on November 01, 2012

• Crombie Real Estate Investment Trust (CRR.UN $15.04)
  • $15.04 Cap: $2.79B
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Q: Hi Peter
Could I please have your opinion on CRR.UN(Crombie).Greatly appreciate your service to investors , thanks Drummond

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Read Answer Asked by Drummond on November 01, 2012

Q: Peter, could I have your opinion on Wajax please. Nice dividend. Where would you rank it? Ken

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Read Answer Asked by Ken on November 01, 2012

Q: Thoughts on PTQ?

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Read Answer Asked by Frederick on November 01, 2012

Q: Hello Peter, HNL came out with results today. Would you mind sharing your thoughts on them. Thank You

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Read Answer Asked by Ilesh on November 01, 2012

• Open Text Corporation (OTEX $44.39)
  • $44.39 P/E (TTM): 13.17X Cap: $11.28B
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Q: Hi Peter,
Could you give me your thoughts on Open Text, OTC on Toronto. Is it a buy at these levels.
Thanks,
Barry

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Read Answer Asked by Barry on November 01, 2012

• Suncor Energy Inc. (SU $54.29)
  • $54.29 P/E (TTM): 11.49X Cap: $65.86B
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Q: Hi Peter, Suncor ( SU) reported earnings today. Your opinion going forward please. It is up 3.8% today.Thanks

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Read Answer Asked by S on November 01, 2012

Q: it was announced that seymour schulich acquired the 7 million shares of LOY. what are your thoughts?

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Read Answer Asked by George on November 01, 2012

• Capital Power Corporation (CPX $59.95)
  • $59.95 P/E (TTM): 18.37X Cap: $9.27B
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Q: Hi Peter, CPX just reported. What is your opinion and does the report change your recommendation? Thanks

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Read Answer Asked by Karl on November 01, 2012

• Cameco Corporation (CCO $99.28)
  • $99.28 P/E (TTM): 79.48X Cap: $42.55B
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Q: In light of today's announcement that CCO has cut its long term output goal (by about 10%) on slowing demand, is their dividend safe?

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Read Answer Asked by Douglas on November 01, 2012

Q: I have this fund that does not seem to be doing anything is it worth holding? BNS COMMODITY LINKED DEPOSIT NTS,SER 6 (147) MATURITY DT: MAY 06, 2016

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Read Answer Asked by mike on November 01, 2012

Q: My Parents,in there late 70's have some canadian equities left(aprox 10% of there portfolio mainly ECA,TA,BCE,COS)and where thinking of moving the funds to a RBC Managed Payout Solutions fund (6%). Would this be a good idea, their West Van house is MTG free and have aprox $1m in thier portfolio.

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Read Answer Asked by mike on November 01, 2012