Investment Q&A

Q: Hi Peter and team,
I really enjoy 5IResearch . Great job.
I was wondering what your current thoughts are on Tim Horton's. I currently own some shares and want to know if you recommend ...buy..sell...or hold.

Upvote 0

Read Answer Asked by john on November 06, 2012

Q: How would you characterize the Third Quarter Report just released by Wi-Lan ? Is this likely to reverse the recent trend ?

Upvote 0

Read Answer Asked by Serge on November 06, 2012

• TC Energy Corporation (TRP $67.71)
  • $67.71 P/E (TTM): 16.36X Cap: $70.06B
  • View TRP Profile
  • View Questions on TRP

Q: Hi Peter/team your opinion about TRP.PR.B please thanks.

Upvote 0

Read Answer Asked by Dimitrios on November 05, 2012

Q: Hi Peter, enjoying your service. I was wondering if you had any comments on MBAC Fertilizer Corp (MBC-T). Thank you.

Upvote 0

Read Answer Asked by Kevin on November 05, 2012

Q: Hi Peter, just read Atlantic Powers recent report and it looks like it will be down on some of its cash flow next year but up on other projects.Seems complicated to me. Can you help me out with this? Does the Div. still look fine , Thanks Ken

Upvote 0

Read Answer Asked by Ken on November 05, 2012

• NFI Group Inc. (NFI $18.10)
  • $18.10 Cap: $2.15B
  • View NFI Profile
  • View Questions on NFI
  • View Reports on NFI

Q: Hi Peter and 5i: With all of the changes that New Flyer Industries (NFI) has undergone (including the elimination of the stapled units and the substantial reduction of cash distributions to shareholders), is it a reasonable buy for someone looking for yield plus some prospect of growth? Is their current debt level a concern? Thanks very much!

Upvote 0

Read Answer Asked by Lance on November 05, 2012

Q: urz,uranerz,starting uranium production 2013.Management bio,s it appears they know the uranium business.Your opinion please.Thank You.

Upvote 0

Read Answer Asked by brian a on November 05, 2012

• Entergy Corporation (ETR $91.39)
  • $91.39 P/E (TTM): 29.66X Cap: $40.35B
  • View ETR Profile
  • View Questions on ETR

Q: Hi,

Could you please provide your insights on ETR.V(Eacom Timber). it has performed well as of late.

Upvote 0

Read Answer Asked by George on November 05, 2012

• Intertape Polymer Group Inc. (ITP $40.48)
  • $40.48 Cap: $2.39B
  • View ITP Profile
  • View Questions on ITP

Q: Hello Peter: Would you continue to hold ITP at this time. Thank you Barbara

Upvote 0

Read Answer Asked by Barbara on November 05, 2012

Q: FTP Fortress Paper No question, just thanks for keeping me out of it!

Upvote 0

Read Answer Asked by Gerald on November 05, 2012

• Empire Company Limited Non-Voting Class A Shares (EMP.A $55.90)
  • $55.90 P/E (TTM): 18.54X Cap: $12.89B
  • View EMP.A Profile
  • View Questions on EMP.A

Q: As I recall you don't typically like IPO's... would appreciate your overall breakdown on EM (Emperor Oil)recent 12mil raise? Positive and negative please.

Upvote 0

Read Answer Asked by Alex on November 04, 2012

Q: Any change from you report on May 31 re: CSE.
Like your view on growth, sustainable divy, is management improving etc?

Upvote 0

Read Answer Asked by Alex on November 04, 2012

• GoldQuest Mining Corp. (GQC $0.66)
  • $0.66 Cap: $200M
  • View GQC Profile
  • View Questions on GQC

Q: Hi Peter/Team,

GQC has had some bad drill results. Do you think they can come out of this and there still is a chance it could be a 2 or 5 bagger stock if gold prices stay firm.

Upvote 0

Read Answer Asked by Imtiaz on November 04, 2012

Q: Peter: Can you explain the tax implications of owning US listed dividend paying MLPs, REITs and ADS/ADRs in Canadian Margin, RRSP and TFSA accounts? Are there any restrictions to purchasing these products? Any insight you can give on withholding taxes and recoverability and preferred accounts to hold these in would be appreciated. Thanks.

Upvote 0

Read Answer Asked by Chris on November 04, 2012

• DH Corporation (DH $25.49)
  • $25.49 P/E (TTM): 13.05X Cap: $784M
  • View DH Profile
  • View Questions on DH
  • View Reports on DH

Q: From a income perspective would you consider a switch from DH to CML , for a RRIF, to be reasonable?

Thanks..Rod

Upvote 0

Read Answer Asked by Rodney on November 04, 2012

Q: Hi Team Peter: Would like any thoughts you might have on the IBI Group (IBG) on the TSX, Hold a few in a "legacy" account and wonder if I should add or bail. Thanks

Upvote 0

Read Answer Asked by Bill on November 04, 2012

Q: Could I have your thoughts on Corby Distilleries - CDL.A. Thanks.

Upvote 0

Read Answer Asked by William on November 04, 2012

Q: Hi, re FP article "But no matter who wins on Nov. 6, Canadian oil and gas producers are losing their market share amid a massive U.S. energy growth spurt."
My question is, with new technology and U.S. political resolve for independent energy, what extent will Cdn oil & gas producers, energy services companies, renewable energy producers and pipelines be vulnerable to a U.S. energy renaissance? Would the oil sands be most vunerable? Thank-you.

Upvote 0

Read Answer Asked by Gary on November 04, 2012

• Empire Company Limited Non-Voting Class A Shares (EMP.A $55.90)
  • $55.90 P/E (TTM): 18.54X Cap: $12.89B
  • View EMP.A Profile
  • View Questions on EMP.A

Q: I am considering adding to my position of EMP.A. I own it to provide some diversification into the consumer staples sector. I would appreciate your opinion of Empire as a long term purchase. Thank you.

Upvote 0

Read Answer Asked by Dennis on November 04, 2012

Q: Great work Peter! I'd appreciate your comments on Allied Nevada Gold (ANV-TSX). Should I continue to hold it in my precious metals portfolio?

Upvote 0

Read Answer Asked by Ralph on November 03, 2012