Investment Q&A

Q: Hi, I would like your opinion on CEU (Canadian Energy Services) at this price. It seems like a little talked about company thats become strategically importent to the frackers. Do you think there will be any impact to this company if Canada applies sanctions to Russia in the energy technology sector. It reports next week, would it be profitable to purchase now?
As usual, many many thanks for your service!

Q: Hello Peter and Team,
I have to choose between Capital Power (CPX)and Long Run Exploration (LRE) for income primarily, but with the objective of adding steady growth. I currently own CPX and had previously owned LRE but sold it over concerns of Debt/Equity. Your recent postive comments in regards to LRE having the debt under control and that the dividend being relatively secure has tweaked my interest. Either one, as I have to pick one over the other is part of a well diversified portfolio of which this position would represent a weighting of aprox 2.5% . My investment horizon would be 2 to 3 years. Thanks as always for all you do for us!
Rick

Q: What do you think of of ITP (Intertape Polymer Group) earnings and guidance? Thank you!

Q: I want to find the short position of a particular stock trading on Toronto. I think this info is available somewhere on the TMX website but all I've come up with is the top 20 biggest positions for the Exchange. Help? Thanks, J.

Q: chw What do you think of chestwoods results today. thanks

Q: Hi, thanks again. Husky has gone down recently. Is it still a hold . Thank you. Linda

Q: Hello, I own Exchange Income Fund. It has dropped over 30% since I purchased it. Could I have your opinion on its possibility for recovery to a better level. In addition, if I were to sell is it better to wait until they announce their second quarter results on August 13. Thank you Alan

Q: Hello, I sold Enercare at $13.45 for a 30 % profit. I am wondering if I should by this stock back if it dips or if it would be better to purchase First Service at its current price.
Thank you Alan

Q: TOU Tourmaline Oil came out with record Q@ earnings yesterday and in my opinion everything looks VERY good but the stock price is down today. WCP Whitecap also came out with GREAT earnings and its stock price is up 4% -- am I missing something?

Thanks,
Ken

Q: Norbord: After a brief spike in response to its good earnings report, the share price has resumed its decline, down even more than before the release of its report! On July 30 you suggested to John that now would be a good time to top up his position, but I'm sure having doubts about even continuing to hold. Any thoughts?

Q: I own shares in Cognizant Technology Solutions Corporation (CTSH) and quite like the Company. Today they reported the results for their last quarter. Earnings exceeded expectations and they showed nice revenue growth. Forward guidance was not, however, well received and the stock dropped over 12% today. This seems to be an overreaction. What are your thoughts on the Company's future relative to today's stock price?

Thank you.

Don

Q: re: SPY Sprylogics International Corp


took a small position in March after a Market Call guest with a history of finding small cap winners recommended it.

It's down over 50% since. I fully realized it was risky which is the reason for the small position.

What would you recommend moving forward? Any chance this company shuts it's doors?

Thanks for all you do

Gord

Q: BIOA.us, opinion please on this one. i looked at the fundamentals and they looked not so good but then again im not the sharpest tool in the shed tkx pat

Q: Hello 5i team,
In the energy services sector, I have a half position in HWO (High Arctic); should I add to it or take a half position in CEU (Canadian Energy Services Technology)?
Thanks,
Tony

Q: Hi Peter and team,
Alimentation Couche-Tard (ATD) has grown to become my largest holding at just over 6.5%. I am just wondering what your opinion is for the company/stock. I am happy to continue holding but I am also considering selling roughly 1.5% to bring it down to a 5% holding. If I were to do that what stock (growth with a small dividend) would you recommend putting it in?

My other Canadian holdings (which are between 2 and 4% of my portfolio) are AVO, BAD, BEP, CNR, DH, EFN, ESL, EH, MG, OTC, RY, RX,and TD.

Also, just wondering if you are considering covering ATD any time soon?

Thanks very much.

Q: Hi Peter - Presently I have around $160,000 in cash. Should I wait for the correction (who know when that coming)or invest in the model portfolio with some changes to take into account that I am 65 and semi retired. So if I do invest in the model portfolio what changes would you make taking into account my personal situation?...thanks for your insight

Q: re: TWX Time Warner

as per your advice I sold 50% (% was my decision) of my position @$84 as we all know the takeover game has it challenges. Today the price is down 12.5% to $74.52.

In reading a number of reports some are saying TWX isn't open to any further discussions at this time. Others are saying TWX isn't doing it's shareholders any favors but not having any talks with Fox. And then I find two other articles saying the deal isn't dead and that $93 is where they are looking.

What have you heard and what do you feel is the likelihood of the Fox takeover happening based on recent news? And what would be your advice re TWX moving forward?

Thanks for all you do

Gord

Q: Hello again,

I'd like to have your opinion on E-L Financial Corp Ltd (ELF.TO). They offer life insurance and wealth management products, employee benefit plans, and financial services.

It's a 2B cap company with absolutly no coverage. Its very illiquid and trade at less than 4 times TTM earnings! It has a very low debt and is trading at 0.73 x book value. The stock has more than double in two years, yet nobody seems to be interested by that company. They also seem to like special dividend. What are your thoughts ? It looks like a very good value play on the long term to get some exposure to insurances ? Have you ever have contacts with management?

Thank you very much

Q: RE: Bellatrix (BXE)

I bought this at $8, watched it climb to over $11, and now it's back below $8. I'm still holding.

Is there anything to be concerned about or is this just market fluctuations?

Thank you,

Q: Good morning,

My question is about People Corp on the venture(PEO.V). They are 'engaged in the delivery of employee group benefit consulting, pension consulting and third-party benefits administration services, as well as, recruiting services, strategic human resources consulting and career management services.'
Market cap is over 100 millions. Revenue and earnings seem to been growing. They are doing some aquisitions. Debt to equity is at a 0.5 ratio. Also, the CEO just bought 100 000 shares on the public market @ 2.40 $.
The bigger player in that area is , from what I understand, Morneau Shepell. ( what do you think of MS ? seems like a great and steady growing company ? ).
I would like to have your opinion on People corp on the long term. Do you know management ? Thats one of the info I'm missing to make a decision. I really feel this could grow in a great company like MS and I aiming for long term results. I know there is risk, but from what I see it's already a profitable, well run company .

Also, 4,815,050 shares bought in a financing at $2.15 become free trading on August,24,. Given the current price, would you wait to start a position ?

Thank you very much and sorry for my english