Q: Hi Peter: Could you please comment on CAE. It seems to be a well managed company with a large order book, yet the stock seems to languish. Is it possible it has too much exposure to military orders. Thanks, David
Q: Trican (TCW) dropped over 7% today. Should I sell? I am already down over 20% but have kept holding on since the fundamentals seem to be strong. Thanks for your response.
Q: Peter, could I please get your take on Peyto Exploration (Ticker PEY)? They recently became a white night for Open Range Energy and am curious about your opinion on their financial strength, the quality of their assets, the sustainability of the dividend, and anything else you wish to provide. I hold Open Range currently and now it appears I will be holding PEY if this deal goes. Thanks!
Q: Hi Peter,
Love the Q&A section. Any thoughts on Orko Silver? They'll be coming out with their resource estimate shortly. I'm hoping another JV will result or a take-over from a larger producer. I understand their property in Mexico contains large deposits. Thanks very much.
I'm interested in investing in stock(s) that trade on the TSX (or TSX Venture) that has a good chunk of their revenues (>40%) coming from emerging markets (i.e. Asia, Africa and/or Latin America). It's hard to find out this information without going through all the company reports and even then it's not always obvious and explicit. Can you help by pointing out a few companies that are expanding in those regions that you know?
Q: Can I get your thoughts on Aurcana AUN. They do seem to be making the right moves to ramp up production, although not without some controversial decisions being made.
I am thinking the timing is right now with the new mine in Texas in production, La Negra production upgrade completed and pm's starting to firm up. Or is there another small cap silver producer you prefer?
Q: Peter.....ran Globe filter for quality INCOME FUNDS. several came up that had either high minimums or were closed/restricted....i.e....Acuity,Bonavista,Desjardins,MFS,Montrustco Bolton..............are these guys smarter than us,do they have insider data, their long term performance numbers are superior by a bit...is it the lower MER?............
Followup...I like PHN&N and INTEGRA...thoughts?
Is there any advantage to having a Wealth mgt. advisor? do we get fees overall as low as 1%....will the performance be superior?
Q: Hi Peter: Two questions: Do you have an opinion on Pinecrest Energy (PRY)? Secondly, by now hopefully most of your readers have about $20,000 in their TFSA. Are you wiling to entertain the idea of making some recommendations of 2-4 stock mini-portfolios for TSFAs based on the investor "types" and the stocks on which you have purchased research to date?
Q: Further question on POE.Is it likely that POE's share price will increase as the distribution date approaches? Is it usually good policy to sell in advance of the distribution or take the distribution and retain the stock, all things being equal? Thank you.
Do you think BBY will eventually be taken private? If not does it deserve some attention on its own fundamentals keeping in view the switch from store to online sales
Q: Hi Peter, the million dollar question, does Rim survive? Is it worth investing in at these levels for any reason, a takeover or a long term hold in the hopes it will come back or could it be another Nortel. Would you start a position in it? Thanks, Nick
Q: Hi 5i team;
I am looking for some junior oil names to buy , thinking we may be near the bottom (but who really knows). MEI and VRO look to be promising. What is your opinion and are there others you prefer?
thx; Mike
Q: Could I please get your comments on Counsel (CXS-T) as a long term hold. It is easy to get the positives (I just read their latest report) so I'd especially appreciate any contrary or cautionary comments. Thanks.