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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: Wondering about JE (Just Energy) vs KWH.UN (Crius Energy Trust). KWH was a recent IPO at $10. Now trading at $9.15 - 10.8% yield.

Some are recommending selling JE because what they call distorted financial reporting and a current payout ratio of over 150%. The recent CPPIB investment seemed like a vote of confidence, but will this mean that they could force JE to reduce its dividend and would you agree that there’s a financial reporting issue?

Do you think one looks better than the other? Similar business.

Thanks
Read Answer Asked by Dean on December 17, 2012
Q: Income Investor Question:
1. As one who prefers cash to a return on capital, is there a source to use in order to find out which companies issue a cash dividend?
2. Is my thinking regarding cash vs. roc misguided?
Thank you in advance.
Read Answer Asked by Donald on December 17, 2012
Q: Hi Peter - any recommendations for companies who's stock prices have been overly beaten-up by tax-loss selling this year?
Read Answer Asked by Travis on December 17, 2012
Q: Hi, guys. Do you think a move out of di.un (been holding since $10.10) and into ala reduces the risk of my portfolio while keeping the same growth potential? I have been overweight the reit sector, including d.un, for the past few years and am looking to build my positions in the pipelines (I have been holding ppl, ipl.un for the past few years and have added enb more recently). I intend to hold most of my reit positions because I like the yield but also want more exposure to the pipelines because of their growth. What do you think?
Read Answer Asked by john on December 17, 2012
Q: Hi Team
What are your thoughts on CET ( Cathedral Energy)?
Many thanks.
Read Answer Asked by vera on December 17, 2012
Q: Peter; With Harper closing the barn door on oil sand takeovers do you see companies with diversified assets, including oil sands, ( I.e.PWT), spinning out their oil sands to make them still either an acquirer or being available for local takeovers/mergers ? Thanks.

Rod
Read Answer Asked by Rodney on December 17, 2012
Q: Hi Peter can you give me your thoughts on Centamin Egypt "CEE" based on the last events. Would it be worth averaging down at this point and hope for a recovery to try and recoup some loss. Thanks, Nick
Read Answer Asked by Nick on December 17, 2012
Q: What is your opinion on pbn at this price level?
Read Answer Asked by Jeremy on December 17, 2012
Q: PZA.UN - T - PIZZA PIZZA ROYALTY INCOME FUND would recommend this one for income and why. very happy with you service
thanks
Yossi
Read Answer Asked by JOSEPH on December 17, 2012
Q: On Mainstreet Equity - MEQ - there's one statement in today's press release that bothers me, "The U.S. is another area of growing interest for Mainstreet." I cannot fathom why Canadian companies that are excellent at what they do here continually try to go to the big US market only to have their heads handed to them with big financial losses. Why not just stick to doing what you're good at? So long term, if they do enter this market, would that make this stock a sell? Thanks, Jeff
Read Answer Asked by Jeff on December 17, 2012
Q: At least one BNN reporter and a growing number of other reports suggest REIT's are due for a significant pull back because they have been run up by investors looking for yield. Do you feel a pull back is imminent? Why or why not?
Read Answer Asked by Larry M. on December 17, 2012
Q: Hi there, do you have any tax-loss candidates to buy this week - ones that have a longer-term upside and good chance for improving company fundamentals also?
Read Answer Asked by Kel on December 17, 2012
Q: Hi, I have been made aware that rimm will be delisted from the Nasdaq. How would this affect the share price at least in the short term?thx
Read Answer Asked by George on December 16, 2012
Q: Peter,

Can you give a bit more insight into CLQ as to why it would be a safe/risky investment. They are going to produce 20,000 tonnes of lithium carbonate with a first year EBITDA of $33M. TLH product mix was a bit different as they had more of the low margin lithium products compared to CLQ. If ROC or someone else comes in with a takeover offer what would be a reasonable offer? Also with the smooth production rampup in the next few weeks do you see a runup in price. Thanks
Read Answer Asked by Imtiaz on December 16, 2012
Q: This is a follow up to my question on Westwhore which is necessary because of my error--a senior moment. On checking, I find the article did not say Westport has applied for a license to export oil but it did say that Westray has applied. Sorry for the incorrect information.
Read Answer Asked by Bryon on December 16, 2012
Q: I have been watching Gold Canyon Resources GCU.Could I please have your opinion on this stock.
Thank you.
Read Answer Asked by Chester on December 16, 2012
Q: When you rate a company's debt as low, medium, etc, how does that relate to their debt to equity ratio?
Read Answer Asked by Charles on December 15, 2012
Q: Hi, Peter. I sold a fair bit of my Athabasca Minerals holdings when the stock was going parabolic. Is now a good time to repurchase my positions or do you see problems for the company?
Thanks for the great service.
Ed
Read Answer Asked by Ed on December 15, 2012
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