Q: Firstly, thanks for the great service you are providing to us retail investors. I am spreading the word. My question is:
PKI seems to be stalled at the 17 dollar mark for the last 3 months or so. It has grown a ton in the last year. Is this just consolidating here before more growth or do you think it's growth has peaked?
Q: Hi Peter;
I wonder if you would be able to explain to me the royalty structure of FRU and how it works. Does FRU actually own the underlying land or do they lease it from others? What are your thoughts on this type of entity?
Many thanks.
Q: Hi, What do you think of ANS.T(ainsworth lumber).It has performed well recently and seems to be linked to an improving US housing market. Is this a good time to buy?
Q: I've held Penn West [PWT] for a number of years and have been under water for a while now. However, they do pay their dividends. Do you believe that the actions that company is taking today will allow them to support paying the dividend for the future and that their share price will recover into the $20s at some point? Thanks - Ron
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.
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.
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?
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.
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 ?
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.
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?
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?
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.