I wonder if you have some thoughts on RPT, a very small cap oil and gas firm operating in Argentina. It owns a gas processing plant, has some mothballed close in, off shore wells, and lots of land for exploration. It was down to .005 per share, but after a 25:1 consolidation is up to about .60 a share. It has ongoing stable revenues from its gas plant, and Total just announced a large exploration and drilling program that would likely flow to the RPT gas plant. RPT is very tightly held . I appreciate any thoughts you can offer.
Q: I am wondering if the declining price of Oil is going to take me under water again. I have waited years for SGY, LEG, CNQ and SU to come back to my cost price ... CPG still has not. I have been holding on through this reversal and missed a great SELL window. By your answers , I am feeling that you don't agree with the guys who are saying that Oil is headed for $80 /bbl . With slippage, I am almost back at my cost on SU and SGY . Would you keep positions in these energy companies ?
Q: Cott bcb put up a for sale sign in February. Why would they buy aimia if they want to sell themselves. Does buying aimia make it more attractive to a potential buyer? And who would be interested in buying a declining soft drink company? I own shares and am wondering if I should sell and move on.
Q: Good morning.
Palliser Oil (Pxl) ammagamating with Maha Energy to form a new company. Is this good for Palliser share holders or do I sell Palliser Oil shares now?
Thanks
Q: Hi Peter & Team,
What is the way to calculate an estimate to a target price based on: forward P/E or Price/Cash Flow or Price/Sales or any of "per share data".
Is there any other data I need? or where can I get this info?
Thanks,
Morris
Q: Hello Peter & 5i Team
As a Canadian expat living in Europe, my current equity portfolio includes (in order of magnitude) European, Canadian, US and Australian equities. Given your experience in the industry, I would be interested in your views of international markets. More specifically, would North American markets provide better/worse growth/income etc than European markets or vice versa. I appreciate this is a very broad question that includes currency risk among others but I was wondering whether there is a "common knowledge" within the investment industry of the pros/cons of investing in the various markets with respect to quality of company reporting, dividend issuance, growth potential etc.
Your insight is always appreciated and I am constantly learning from your replies and reports. Thank you.
Q: I was reading some information about Avigilon (AVO) a few days ago. Apparently, Veritas suggests some issues that could affect AVO are channel stuffing (something to do with collaboration between AVO and its channel intermediaries) and early revenue recognition. Veritas also was concerned about uncommon auditor review practices. As a consequence to its review they are suggesting caution. It seems to me that these are probably consequences of a fast growing company rather than something I should be particularly concerned about; however, the frequency I get burnt by trusting my instincts is too high so wished to get your valued opinion. Thank you
Q: Newcomer to 5i after seeing you on BNN. Searched but couldn't find anything on Neptune Technologies (NTB:CA). Alex Ruus was "banging the table" on this one a couple of months ago on BNN, but said the good news would come in the back half of this year. It's since gone from around $2.90 to $2.30 a share. Any thoughts on this turn around story?
What are your thoughts on TOS, company name TSO3 and it's product and viability over the next 12months? I bought sometime ago at $2, should I sell or do you see some life in this company?
Q: With the big drop in HNL (Horizon North) and relatively smaller drop in BDI (Black Diamond), which stock would you pick for the the most capital gain potential (in the next 1-2 years) and why.
Would you buy at todays prices or wait until the dust settles on these stocks. Thanks!
Regarding the question I ask (August 01) concerning portfolio diversification, allocation and types of accounts for tax efficiency. Thank you for your answer and also for Lance’s comments (August 04) may I say I find this most informative and educational in helping me in my investment decisions. Ronald
Questor (QST) down 33% over the last month. Do you consider the current price a good entry point? or should one wait until price stabilizes? I have a long term position in mind.
(Understood that it is a high risk holding.)
Q: Hi Peter,
I initially accepted the investment risk associated with acquiring Questor, but it has been in a downward spiral since and now find myself down 20% since I bought it. If it were not for the eco-conscious potential associated with Questor`s product offering, I would typically move on; could I have your opinion towards the potential upside to this stock? If I stay put, should I be taking advantage of the current price and increase my position, or would you hold off and wait for a rebounding indication of strength. For what it`s worth, BMO have tagged a support price of $.40 ( scary). Can you enlighten me Peter?
Thank you kindly for all you and your team have done for neophyte investors such as myself.
Rick