Q: Hi Peter & 5i: I made a spec purchase of Kelt Exploration (KEL) very recently, on its first day of public trading. My thinking was just that the successful management team from CLT would probably have spun themselves out a pretty attractive asset base to provide the E&D opportunity for their next project, Kelt that is. The announcement of their bought deal equity financing at $5.55 immediately pushed the stock up over $6 - kind of a rare sequence in the resource area recently. Obviously there is no company history here but can you offer any comments to help fill out my picture a bit? Are there any "typical" patterns in stock movements or other signals to look for with this kind of spun out asset company? Thanks!
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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: Hello 5i.
With their recent 50 million debenture debacle is San Gold (SGR) done like dinner?
Cheers - Chris (a beleaguered and frustrated shareholder)
With their recent 50 million debenture debacle is San Gold (SGR) done like dinner?
Cheers - Chris (a beleaguered and frustrated shareholder)
Q: I have a strategy question about the merits in investing in life insurance companies. I simplistically see this business as two businesses - life insurance and investment. If the results from each sector were available, I would ask whether the return from the life insurance business is good. My next question would be whether I could do as well with investments. I wonder whether an insurance company devotes the same level of investment expertise as would a business devoted to managing a comparable portfolio or relies more on third party analysis eg rating agencies.
Q: Your update on Equity Financial EQI raises in my mind a strategy question about investing in mortgage finance companies. I figure that these portfolios consist of 2nds with high loan to value. Why invest in these (having no upside) instead of a high quality REIT. While the sector is different, I see it as fundamentally investing in the same asset - real estate. Chances are that, with 2nds, the collateral and covenant value would be second rate. Moreover, their supply depends on brokers whose business is based on volume, not quality.
Q: I would appreciate any information you have on today's more than 3% drop in price of BIP.UN.
Q: Hi! Peter I am a new subsciber but long time fan. My question is on CPG and WCP both companies have dividends of 6% or better. I don't see these or other similar companies on your list. What is your view on these companies or oil producers in general. Thanks
Q: IF YOU WERE GOING TO INVEST IN Banks would you go with a specific bank ,or would you invest with [ZWB]
Jim.
Jim.
Q: How important is "number of trades per day": some say that a Canadian stock should be over 200 trades per day to merit consideration: and, what do you think of CLS as a comeback stock?
Q: I would like to know if you have an opinion on PAA Pan American Silver. Thank you.
Q: mosaic...this time of year it seems to pop up, scotia raised it, do you have an opinion
thanks
thanks
Q: I have a question about Patheon, Inc. Hi Peter,what do you think about the last quarter earnings report that was announced on Friday Mar 8/13.Thanks,George.
Q: Do you have any opinions or recommendations on phosphorus investing? Best regards, Don
Q: Would appreciate your opinion on BTE.
Thanks,
John
Thanks,
John
Q: Peter; I own PWF and am a income investor. Cost is $25.75. But I am concerned about any upside re low rates for the next 18-24 months. Would a switch to RioCan make sense ? Thanks,
Rod
Rod
Q: I would appreciate your thoughts on Tupperware (TUP). It took a pretty good hit today - have I missed something?
Q: Peter,
What Canadian companies in your opinion have a high probability of being taken over in the next 6 to 12 months and are otherwise good to hold as well for income and growth.
What Canadian companies in your opinion have a high probability of being taken over in the next 6 to 12 months and are otherwise good to hold as well for income and growth.
Q: is this the time to buy bev with all the changes in process?
Q: Hi Peter,
Any initial thoughts on SIGA?
Any initial thoughts on SIGA?
Q: any good short ideas for overvalued stocks, given the run many stocks have had?
Q: Hi Peter & 5i: My discount broker's site shows Fiera Capital (FSZ) as last having gone ex dividend November 22, 2012, for a dividend that was paid out in December. It also lists FSZ as paying its dividends quarterly, most recently at 8 cents. It's now more than three months since the last ex dividend date and I haven't seen any announcements about the next one. Did I just miss it or is FSZ instituting a payment pattern change? Thanks.