Investment Q&A

Q: Hi
do you have an opinion on Bunge Ltd. Ticker BG
thanks

Q: Partners reit, par.un what is your opinon on this company, I like the dividend but not sure about it valuation

Q: Hello team ... do you have any idea why Boston Pizza Fund has gone down so much lately. Thanks for the portfolio et. al.


Al

Q: Hi:
In my RRSP, I have some bonds, XTR and Mawer Balanced fund
I still have some cash in my RRSP
I am thinking of adding some Sun Life and MFC because if the interest rate continues to edge up, the bonds will decline but the insurance company could do well, it is logical ?
thanks!

Q: what is your take on mnm? It actually produces gold but is a penny stock. Thanx Robbie

Q: Hi Peter,

I continue to find your service very useful and keep recommending it to others !! If you had to buy 2 stocks of those you cover (or others you like) with the greatest upside potential, what would they be ?

Thanks

dave

Q: Your opinion on TDI please, is there any light?

Q: Hi Peter & 5i: I’m confused by Dualex (DXE) and Africa Hydrocarbons (NFK), probably within a few weeks of test results from their Tunisian oil well joint venture. It seems all the preliminary log results look promising and “hydrocarbon shows” have been noted but you don’t know if you have a commercially viable well until you flow test it and they are still just about to do that. Meanwhile some of the numbers are not adding up for me. I think NFK has a slightly smaller interest in the project (47.5% for NFK: 52.5% for DXE). NFK had 5% more shares outstanding and just today announced a private placement with Canaccord that could float another 18% more shares potentially, at 18 cents a unit (with each unit including one share and one half warrant good at 30 cents). On the same day the NFK share price catches up to DXE’s and both close with a bid/ask spread of 0.245/0.25. As I understand it NFK doesn’t really have any other assets aside from this JV. DXE on the other hand has a Hungarian nat gas property that has cash-flowed a couple of million $ annually, which while not overwhelming is at least more than nothing. So how does more dilution, less of an interest, and less other assets add up to an equivalent share price? What is NFK’s rationale for doing this financing on the eve of testing the well? Were they completely out of money and caught in a bind? Or is this a signal that they are not so confident in the well test after all. If they aren’t confident, what is Canaccord doing? A dry well means the $0.30 warrants probably never get exercised. Are they going to immediately flip all of the private placement shares for a couple of pennies profit? Or is this NFK maybe giving Canaccord a sweet deal now to lock up a more favorable financing deal that would follow on positive well test results? Can you make this story coherent?

Q: Given the recent runup in TORC(TOG) do you still see it as a buy?

Q: WIN lost the suit against AAPL. What should be strategy in the morning sell and get out or stay put.

Q: Hi - best oil and gas stock for 5 year hold. I'm thinking TOU vs WCP, leaning towards TOU. Can I please have your opinion?
Thanks

Q: Is Argent Energy having a credabilty problem,they keep getting hammered even after issuing a statement ?

Q: I am curious if you think CGI Group will start to pay a dividend at some point. Thank you.

Q: wpk reports on Thursday. your thoughts on good/bad

Thanks

Q: I hope I am correct in assuming my 100 BPO shares will convert to 100 BPY.UN if I choose that option. Today there is over $1 in arbitrage. Can you explain please? Does it make sense to buy BPO to get BPY.UN? Thanks

Q: Peter .... Possible break out on CAS or CCO .. Which would you recommend or neither ... Thx .. Again

Q: What would you guys do with KMP? I was thinking about replacing it with DH. I'm down on KMP. I have some REIT exposure with AP.UN, AX.UN and KMP. Last week you recommended selling AX.UN and buying CGX.
Thank you

Q: Please give an update on the ADF Group (DRX). The stock price has been on a roll for the last couple of months. Have the fundamentals changed since you last commented on it back in March 2013.
Thanks, Tim.

Q: Hi. I wrote in about ADN in August but now that the quarterly report has been announced the analysts seem to have a SELL. Would you agree? I hold this in a TFSA account, and can't utilize the loss so am not sure of what to do! Thanks for any information you can give me with regard to this company.

Q: Hi,

WIN shot up to 4.74 and is now down to 4.07. Why is there so much volatility in the stock and what could potentially happen if they lose against Apple.