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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I have shares in BCE telecom,due to low interest rates and global e conomic volatility these shares have become overbought by canadian institutions at the moment they are trading at 6.8 times estimated EBITADA some investers thin they are due for a share pull back to as low as 33$ per share, the question is should I sell now then reinvest after the correction?
Read Answer Asked by Joseph on July 13, 2012
Q: Can the VIX Index go to a zero value, why or why not?
This HUV on the TSX is being crushed, but why?
Horizons Betapro S & P 500 VIX Symbol: HVU-T
Is this reasonable level to buy?
Many thanks for sharing your knowledge with us all.
Sincerely,
ANDY
Read Answer Asked by Andrew on July 13, 2012
Q: How are you feeling about GLN these days. I picked up some shares on what I took to be a stink bid. That I got them so easily makes me suspicious! Do you think they can get their Mojo back?
Read Answer Asked by Gerald on July 13, 2012
Q: Great service by 5i! Do you have an opinion on AXX which was a 'top pick' by RBC a couple of years ago but seems to have gone nowhere?
Read Answer Asked by Lynn on July 13, 2012
Q: Hi
Re:WIN
I just looked up Wi-lan's history and it only showed positive eps in 8 of the previous 10 years. Is this correct and if so how do you justify an "A" rating?
Read Answer Asked by Les on July 12, 2012
Q: Hello Peter. I really like the advice. What do you think of Dorel, years ago it was on every analyst radar. Now not a word, the company seems to make constantly better results, and also over the years the number of shares have been reduced, the only drawback is the too conservative dividend. May be you are working a report on it? Looking forward to your answer.
Read Answer Asked by francois on July 12, 2012
Q: EnerCare (ECI, $8.83, 2-SP, $9.50 target) – Customer attrition could heat up in second half of 2012
 EnerCare announced that it was served with a Notice of Action from a competitor claiming damages resulting from
EnerCare engaging in unlawful surveillance activities. As a result of the allegations, EnerCare will temporarily
suspend its program to combat attrition, while it conducts an investigation of the allegations.
 Attrition spike could be higher than expected in 2H/12. We had previously expected a spike in 2H/12 attrition
stemming from further customer pushback as EnerCare attempts to increase New Contract penetration, without making
the customer terms more favourable (lower termination/buyout clauses). Our current attrition estimates call for 21k in
Q2/12 and 45k for 2H/12, and believe they could be biased
higher.
 Given that the company's multiple trades closely with attrition,
we believe that a sizeable increase in attrition could lead to a
pronounced multiple compression. If we apply a 5.5x
Daily News Alerts
EV/EBITDA multiple on the Legacy segment (same multiple from Q3/09 to Q2/10 when ECI experienced an increase in
attrition driven from D2D competition) and 14x EV/EBITDA on the company's high-growth sub-metering division, we
would get a target price of ~$8.00. any thoughts
Read Answer Asked by andrew on July 12, 2012
Q: Peter,
I'd like your take on Sandstorm Gold. I like the royalty structure and they had some cash on hand last I checked and no debt. They also seem to have the management pedigree to make the right choices in terms of which mines to finance. My biggest concern with them is that they don't have what I would call a "bazooka" of cash to make deals like, say, Franco Nevada does.

Your thoughts are very much appreciated.
Read Answer Asked by Marc on July 12, 2012
Q: In some of your writing and responses you indicate that Canadians have too much exposure to the resource sectors. For someone in their mid-40s with no need to access the capital what would be reasonable? I would include firms that sell to the resource sector. As well, do you see gold miners as a part of that? If not, what would be a reasonable amount of exposure? I have persoanally tried to diversify inflation protection to hard assets other than just gold. Thanks for the excellent service!
Read Answer Asked by Derek on July 12, 2012
Q: Peter, what do you think of Brookfield, BAM.A? They seem to be able to grow their cash flow over time and have exceptional management. Thanks!
Read Answer Asked by Derek on July 12, 2012
Q: Peter..can you give me your thoughts on the Loyalist Group LOY..
Read Answer Asked by Wayne on July 12, 2012
Q: do you have any comments on Student Transportation for growth & yeild? STB.
Many thanks for all your material.
Read Answer Asked by Vicki on July 11, 2012
Q: re: cus (canexus)

The pulp and paper industry seems to be showing weakenss (recent rbc guidance on canfor, cfx) and cus share price are also showing weakness.

What's your current outlook on cus - is this one an exception to
the avoidance of averaging down?
Read Answer Asked by Jim on July 11, 2012
Q: Peter,

Do you think there is still room in ICI to go up in a possible takeover scenario? Is a small position worth the risk? Thanks
Read Answer Asked by Imtiaz on July 10, 2012
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