Investment Q&A

Q: Enervest EIT.UN is offering a VOLUNTARY ANNUAL CASH REDEMPTION
Unitholders are entitled to redeem units of the Fund at a price equal to 95% of the average Net Asset Value (NAV) of the three trading days preceding the November 22, 2012 redemption date, less direct costs. Direct costs are expected to be less than 1%.(Current NAV is 14.65 and todays close was 13.16) If all redemption requests exceed 10% of the aggregate outstanding units of the Fund, the Fund will process redemptions to this maximum on a pro-rata basis based on the total amount tendered. Please note that any units tendered for redemption in excess of this 10% maximum will be returned to the unitholder on a pro-rata basis following the November 22, 2012 redemption date.Redemption price is determined based on average NAV of November 19, 20 & 21, 2012. Payment for units that have been tendered and accepted for redemption will be made on or before December 21, 2012.
My questions are: Is this a good deal for current holders and what would you rate this security on an A to D scale ?
Thank-you

Q: Peter,


Avigilon Corporation (AVO) strikes me as the type of company that you may find interesting. While it doesn't pay a dividend, its growth within its particular market niche looks to be quite impressive. I'd appreciate any comments you may have.

Thanks,
Scott

Q: Peter, with all the majors ie. Shell, Exxon etc. acquiring assets for the LNG projects on the west coast are there any infrastructure investments that we could consider?

Q: I hold some POT shares, at today's price would you consider buying more, holding on or selling and buying back when demand improves? Thanks Peter,

Stan

Q: Where did you find out that Octavian is liquidating its position in Enercare? It recently issued a press release that said the rumours are wrong and that it is continuing to hold and has no intention of selling.

Q: Methanex-MX-huge grwth coming next 3 or 4 yrs with increased revenues and profit-increased dividends etc. Would you recomment this one for a 3 to 4 yr hold assuming of course that eethanol prices stay where they are?

Q: Hi Peter, I can understand if you have no comment on this one but will ask anyway, Any thoughts on Zenyatta Ventures, It is an intriguing story............Thanks

Q: Peter....how would you compare hi-yield small caps to preferreds or convertible debentures.....vis-a-vis risk/reward....thx...............

Q: Hi Peter,

I have shares of AGU and the opportunity to participate in their Dutch auction.could you please explain how this will work.. Do I ask for a specific price. What are your thoughts. Mike

Q: Can you comment on Legacy Oil and Gas (leg-T)

Q: ALA seems to pricey right now but there never seems to be a lower entry point? Would you personally invest for the long-term now? in this company.

Q: HNZ.A owned for 4 yr.-cost adjusted base $3.60 per share. Low debt, high ROE, low payout ratio & down from summer high of $37.00-lots of room to > dividend. I was thinking of buying some more as this is a solid company from what I can see? What am I missing in my analysis??

Q: Hi Peter,
What do you think of Birchcliff Energy (BIR)? Nat gas seems to be moving and always nice to follow the smart money with Seymour Schulich owing 40,000,000 shares.
Thanks.

Q: Hello, can you please give me your opinion on Canadian Energy Services, CEU? Thank you.

Q: Hi again! In your answer to Paul's question (Oct 17), you said: "Many companies are priced as if there will be a bad recession already, so share prices may not even move down too much if/when one occurs." That sounds a lot like a signal of a cyclical bottom, with the emergence of very attractive low risk/substantial reward investment scenarios. At the same time, many stocks are up significantly over the past 6-12 months, particularly those with dividend yields. So can you please suggest a short list of stocks and sectors that maybe best exemplify your comment to Paul? Thanks!

Q: Hi I would like your thought on Longview Oil LNV Would it be a good time to take a position? Thanks

Q: Hi Peter, would like your opinion on nwc? Being considered for long term dividend (2% of RRIF portfolio) Is it too late after having such a good run? Thanks.

Karl

Q: Any thoughts on Fairfax? Hold some already and thinking of adding some more. Suspect shares are being impacted by RIM investment. Woudld you view Fairfax as a more defensive name? Thx

Q: Have you had a chance to look at the new IPO of RLC? Are the operators experienced and does the company look viable? Thanks.

Eightiron

Q: Hi Peter, Today there is news about Aurico Gold selling their 11% stake in EDR. What does this mean and how it effects EDR stock. Today they are down by 4.5%, Thanks for great work and prompt response.