Investment Q&A

Q: What are you thoughts on Joy global - good buy at theses levels?

Q: good morning. Have held just energy (je) for a few years in my tfsa. They just reported this morning and the last sentence in their report is reminding us that payout ratio is high. Do u think they are warning of a cut. Should i run ?

Q: Peter I can't thank you enough for this website. I have a broker, but the answers I get aren't remotely as useful as yours. Could you please give some feedback on Talisman Energy? (TLM) I have held this stock for a long time and I am running our of patience.

Q: Hi,

Could you give me your opinion and insight on HRN(Horn Petroleum). I beleive there largest shareholder is AOI.

Q: MCB McCoy Corp just came out with their numbers. A real change from the last quarter! I never did buy all the shares I had planned. Does this quarterly report sound the all clear?

Q: Peter, with the proviso that no body is prefect, do you set any triggers (e.g. __ % drop in stock price) that cause you to re-examine your analysis? Are there any triggers that cause you to sell a position?

Q: Peter and team: Any further thoughts on Wajax WJX since they reported Q3? TD did a big downgrade on price today based on weakening backlog and outlook. I have held this stock in an RRSP for 4 years and added a bit more in September. Dividend is great and they keep raising it. This has been an outstanding stock but the chart is starting to look weak. Should I be trimming it back?

Q: hello Peter:
could I please have your opinion on VLO? And if you could add a general comment on what range you see oil trading at in 2013 please.
thanks
Paul

Q: ATP,
I'm interested in high yield income stocks and value looks attractive here. Your previous responses indicate fairly strongly that ATP's $1.15 annual divivdend is safe. Why? Thanks
Larry

Q: Hello Peter, Great Canadian Gaming Corporation has released their quarterly results. I don't understand the note on the "$8 million non-recurring foreign exchange loss" and can you explain. I would also appreciate your thoughts on the overall results. Thanks John

Q: Came across DPS.UN with positive comments.What I can find on them is the following.
Diversified Preferred Share Trust (the Fund) is a closed-end investment trust. The Fund is designed to provide holders of the units (the Units) of the Fund (Unitholders) with the opportunity to receive quarterly cash distributions by investing in an equally weighted diversified portfolio of preferred shares and preferred securities of Canadian issuers (each a Portfolio Security) on a passive basis and to receive the benefits of a low management expense ratio. Sentry Investments Inc. acts as the Fund's administrator. State Street Trust Company Canada acts as the custodian for the Trust.

Can you please do some digging and provide a brief run down including buy,sell and an A to E rating.
Thank-you

Q: Now that obama has been elected - I like gold. What junior/mid cap companies would you recommend, A number of them have pulled ahead after QE so I am finding it harder now to evalute which ones have the best growth potential for the next 12 months. Thanks.

Q: I have a position in WiLan and a similar U.S. company Virnetx Holding Corp who got a favorable decision re Apple today. Wondering if Virnetx is still a good hold.

Q: Woah! Do you have any idea what is spurring the drastic drop of Atlantic Power (ATP) the last couple of days? 15.05 on Nov.5, today Nov.7, 12.73 and falling. More than a 15% drop yikes!

Q: You have consistently liked Agrium (AGU) and I have held it for a long time. Is today's earnings report just a blip? Would seem so given the recent share repurchases and increase in the dividend but maybe management is just pulling out the stops to prop up the share price too. Appreciate your thoughts and work!

Q: Can you give opinion on LRE going forward after recent merger of GO and WFE. CIBC has market perform rating. Thank-you
Best regards
Harold

Q: CWA Coast Appliances just came out with its numbers. The stock looks very interesting to me. How does it look to your team?

Q: Radinat Communications TSXV:RCN reported Q3 results today. Given their strong cash-flow, cash position and improving profitability the company appears significantly undervalued. What is your opinion?

Q: I hold an initial small position in Melcor (MRD). Based on their recent financial reports which look extremely positive to me should I look for a favourable opportunity to add? Any potential hazards? Thanks.

Q: Peter,
Any insight on Coastal Energy - CEN? I have held this stock for a couple of years, pleased with it's performance. It appears to be on the verge of being taken out according to a article in the Financial Post yesterday, time to sell into this speculation or hold for more? I am inclined to hold given it's NAV, what say you?