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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Peter, I am thinking of selling North West Health reit and taking a small capital loss in taxable accounts and splitting the proceeds between Cominar and Dundee, D. I would like your opinion please. Is D.Un debt too high? Thanks Ken
Read Answer Asked by Ken on September 04, 2013
Q: hey Peter,

PRY has commented that they should be FCF positive in 2 quarters from now. would you look at this as a value play or is there better options in PPY or LEG? Cheers.
Read Answer Asked by william on September 04, 2013
Q: Could I get an update on Stillwater SWC, especially how you think the recent change in board, and the Clinton Groups comments will affect the company.
Thanks
Read Answer Asked by Doug on September 04, 2013
Q: I am a bit conflicted by Badger Daylighting - BAD. On the one hand my investment has more than doubled ( on your recommendation)and the last quarter was great. On the other, I wonder about the lack of barriers to entry - already a "little Badger" ( Lonestar West - LSI-X ) has emerged in the Canadian market. Of more concern would be a larger U.S. player ( where BAD's growth will be)entering the space. Could I have your thoughts on Badger specifically in regard to this concern over lack of barriers to entry? Do you see it as a cause for concern?Thanks.
Read Answer Asked by William on September 04, 2013
Q: Hello, what are your thoughts on Kelso Technologies ( TSX.V : KLS ) ands Cipher Pharma (TSX:DND ) as far as buy, hold or sell ? thanks, Michael
Read Answer Asked by Michael on September 04, 2013
Q: Peter, what is your opinion of the value of the information compiled by INK Research, related to the insider trades of Canadian listed companies?

Bob
Read Answer Asked by Bob on September 04, 2013
Q: I have a question about Wi-Lan Inc.
Given Microsoft's purchase of Nokia's Handsets, what do you think MSFT will do with the agreements between NOK and WIN. Is there an outside chance that MSFT will suspend the agreements?
Read Answer Asked by Laura on September 04, 2013
Q: PFD.UN - are you familiar with this new product? It makes sense...but I'm uncertain as it has no track record. Any thoughts?

Description from website:
The Limited Duration Investment Grade Preferred Securities Fund’s investment objectives are to provide shareholders with: (i) a stable stream of monthly distributions; (ii) to preserve the net asset value (“NAV”) per Unit; and (iii) to reduce the risk of rising interest rates by managing Portfolio duration. The Portfolio will be actively managed by Nuveen, seeking to capitalize on historically wide credit spreads currently available in the market.
The Fund will invest at least 80% of the Total Assets in preferred securities (including hybrid securities), at least 80% of the Total Assets in Investment Grade securities and 100% of the Total Assets in U.S. dollar denominated securities.

“Investment Grade” refers to a security / issuer, which, at the time of purchase, has at least one of the following ratings: (i) at least BBB- by S&P; (ii) at least Baa3 by Moody’s Investor Services, Inc.; (iii) at least BBB- by Fitch Ratings, Inc.; or (iv) the equivalent rating by another “approved rating organization” as defined in NI 81-102


Thanks!
Read Answer Asked by Norman on September 04, 2013
Q: Hi Peter & Team,

I am holding TOL and NGL for takeover possibility. Do you think any of these is worth holding for this reason. TOL is doing fine as it is up but NGL is down about 15% since I bought. I looked the CPS for both and they look pretty good. What do you think?
Read Answer Asked by Imtiaz on September 04, 2013
Q: Hi Peter and Team, I would appreciate your thoughts and opinions on the definitive agreement Novus, NVS, has entered into before the markets open. Sell when they begin trading again? Thanks!
Read Answer Asked by Hussein on September 04, 2013
Q: Hi Peter and Team, I would appreciate your thoughts and opinions on the definitive agreement Novus, NVS, has entered into before the markets open. Sell when they begin trading again? Thanks!
Read Answer Asked by Hussein on September 04, 2013