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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 heard different opinions. Is MNT a good way to hold phsical gold? Thank you for your guidance.
Read Answer Asked by Ian on November 25, 2012
Q: Is MUX a buy at this time. Great advice and info, thanks
Read Answer Asked by Ian on November 25, 2012
Q: Peter, based on your review of HLF (Highliner Foods) I purchased shares which have done quite well. I noticed that the P/E for this stock is 224! I also noticed that the difference between the trailing P/E and forward P/E differs by more than an order of magnitude. The forward looking P/E is 9. I'm wondering if you can explain why there is such a large difference between the two numbers and how I should interpret this as a shareholder.


Read Answer Asked by Neil on November 25, 2012
Q: Hi Peter- Canadian General Investments is trading at a 29% discount to NAV. I believe that this is much higher than the average over the last decade although I cannot find any data on its historical discounts to NAV. On the other hand the MER is 2.5%. What do you think about this closed end fund?
Read Answer Asked by RANDY on November 25, 2012
Q: Hi Peter : I recently bought Tembec (TMB)because it is a re-organized company that hasn`t participated in this year`s forestry company rally . It moved up slightly , then tanked 25% in two days after the co. reported a $50 million writedown on the closing of a B.C. pulp mill .This shouldn`t have been a surprise . The selling was only 2% of the shares but at market paniced investors creamed TMB . I bought some more but not fast enough . The shares bottomed for two days and in the next three regained all the lost ground and then some . I`m not going to list all of the companies recent innovations or the steadily improving forest products picture but Tembec has been left behind . For example last week the company`s market cap was less than they are spending to build one power boiler at a Quebec mill with excess bio mass power sold to Hydro Quebec at a cost with turbine and building of $190 million . Am I wrong about it being undervalued. Last week Chad Wasilenkoff CEO of Fortress Paper said they would be looking at a merger with Tembec in the future . News to Tembec apparently . My experience with foresrty CEO`s is that he will wait till the price is much , much higher before driving it up some more with an offer.
What do you think ? Thanks ; BILL
Read Answer Asked by William on November 24, 2012
Q: Hi Peter,

What is your personal opinion o n the STO and PRY merger. The analyst community as well as the shareholders seem to dislike this deal a lot as is evident from the drop in share price of both post merger. Do you think this will be a good hold into the next year maybe for a one year time frame. Thanks
Read Answer Asked by Imtiaz on November 24, 2012
Q: Could I have your assessment of Richelieu Hardware - RCH. Thanks.
Read Answer Asked by William on November 24, 2012
Q: Hi Peter,
I hold GlaxoSmithKline PLC (GSK) in my RRSP and which is 1% of my total stock portfolio. I hold it for both income and growth. I would appreciate your opinion on 1) this company 2) what % of a portfolio is recommended in this sector ( pharmaceutical) and 3) other names you may recommend in this sector.
Thanks John
Read Answer Asked by John on November 23, 2012
Q: Northwest healthcare REIT looks good at this price. I like the REIT sector and like healthcare and the combination of both appeals to me. What are your thoughts.


Read Answer Asked by DAVID on November 23, 2012
Q: Do you have an opinion on Chorus aviation (CHR.B)?

Thank you,
Sandy
Read Answer Asked by sandy on November 23, 2012
Q: Hello Peter. My question is what are the differences between Common Shares, Deferred Share Units and Options. When looking at insider ownership of a company what kind is better in regards to the insiders confidence of a companies future? Thanks Max
Read Answer Asked by Max on November 23, 2012
Q: Could you please comment on Torstar?

Thank you very much,

Dave
Read Answer Asked by David on November 23, 2012
Q: HYD Hyduke I've been looking over this company and liking what I see. What does your team think of it?

TIA
Read Answer Asked by Gerald on November 23, 2012
Q: Further to the previous questions on gold, I understand that you prefer senior gold companies over junior ones; and prefer dividend paying gold producers over holding the bullion itself. Given this, I would like to ask how you think a royalty company fits into the mix. As a hedge against inflation, would a royalty company (i.e. Franco Nevada) be preferable to senior gold producer (i.e. Barrick Gold) or would the two types of companies complement one another in this scenario? Thanks.
Read Answer Asked by Stephen on November 23, 2012
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