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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: Peter et al,
The market is looking a little better today. Energy(CPG, BTE & SGY) constitute 20% of my portfolio. With some bargains out there, I am considering adding White Cap. I thought of adding more BTE but decided to diversify a little bit. Your comment on that, pls.
Also my wife has almost nothing but cash in her portfolio so I am trying to persuade to consider BTE. Could you recommend that to her (who is extremely conservative)?
Read Answer Asked by Gary on October 17, 2014
Q: I have a position in Ithaca that I intend to hold until they start production from the GSA deposit. That hopefully will be mid 2015. If that happens they are supposed to more than double their production to about 26000boe. They have about 50% of current production hedged at $102 until mid 2016. They claim to be on schedule and appear to be well financed. My question is about todays trading. For much of the day the stock was even or up a few cents. In the last hour or so one broker seemed to sell off a position and most of the trades had a symbol beside them and if you checked the expression MOC Trade appeared. I have never seen that before and wondered if you knew what it means. Thanks for any help. Joe
Read Answer Asked by Joseph on October 17, 2014
Q: This looks to be a good value and high dividend stock. Would this be a safe buy around this time
Read Answer Asked by Tony on October 17, 2014
Q: Hello,

From your model and /or income portfolio can you name a few stocks which look even more attractive from a value perspective after the recent correction. I would like to invest about $10000 with a 2 year time frame in an investment account with a growth focus (some dividents would be great too).

Also I am hoping Peter and Ryans talks at the Moneyshow would be posted on this site. Thanks. Regards, Shyam
Read Answer Asked by Shyam on October 17, 2014
Q: Would you consider this a good time to buy FM in view of the article in the globe that states a "heightened level of risk" from a possible decline in copper prices following Zambia's decision on Friday to raise royalties for open pit copper mines to 20% from 6%." The price still appears to be going down.

thank you,
Read Answer Asked by Janice on October 17, 2014
Q: Hello Team,

Can we please get your outlook on the tanker/shipping industry, specifically DHT Holdings and Tsakos Energy (recommended at Canaccord). Frontline (FRO) had a good bounce from the March 2009 lows and I am wondering if that kind of reaction can be expected from these two names. What do you think of their debt levels and prospects. Finally, from a sector weighting point of view, would they be associated to the energy sector.

Thanks,

BK
Read Answer Asked by Bekaye on October 17, 2014
Q: Hello,

Leg is below $5.00 now and I got into it a few days ago. I wanted to take advantage of these low prices. I was told leg hedged a lot of their oil, is this true? Is leg a good entry point at these levels. This is my only energy position. When will all this oil volatility madness end?

Greg
Read Answer Asked by Greg on October 17, 2014
Q: How does this look to you at this time? I will have some money to invest about mid-November and have presently very little US exposure.
Read Answer Asked by Blanche on October 17, 2014
Q: Hi team. I would like your opinion on (AW.UN) A & W Revenue Royalties Income Fund.
Read Answer Asked by Robby on October 17, 2014
Q: Hello, Peter
I am holding 3000 share of any(Sphere 3D), and i bought them @$9, now it's 30% down, should i hold or sell? thank you so much!
Yingzi
Read Answer Asked by Yingzi on October 17, 2014
Q: Volume in Enterprise Group has been up last few trading days with 1 million plus shares trading. Given the current market conditions is this a positive or negative or should should I just not pay any attention to volume.
Thanks John
Read Answer Asked by John on October 16, 2014
Q: Hi Team,

I have held off buying Apple, Blackrock and Google for the past month or so...a good decision in light of the recent sell-off. Do you think it would be a decent time now to lag into positions of all 3? Or if you had to pick just 2 or 1 which one would you choose.

Thanks
Read Answer Asked by Douglas on October 16, 2014
Q: I was wondering if there is a net net benefit to North Sea oil in this negitive oil enviroment.
I am sitting on a fair amount of Ithaca energy, certainly have not made a profit, and do not know if I should buy more at this price or sell and take my lumps. When I bought it it was about 7% of my RRSP and have cut my hands badly on this falling knife.
This price today is less than 1/2 book value.
What do you think?
Regards
John
Read Answer Asked by John on October 16, 2014
Q: The oil sands are in a rough context. Do you foresee a reduction in dividend for COS ? If so, is this likely to lower further the stock price ? As far as I can see, only Imperial Oil(IMO) has declined less than others in the oil patch. Is all this something transient ? Would you advise awaiting the passing of the storm, and not change anything ?
Read Answer Asked by Serge on October 16, 2014
Q: Hi Team,

Can we get your assessment of Solium, Legacy & BioSyent under current market conditions, debt levels, survivability and prospects over the next couple years. Would legacy be able to withstand a sustained period of low oil prices?

As always, thanks for the hand holding during these difficult times. It made a difference for some of us.
Read Answer Asked by Bekaye on October 16, 2014
Q: Could I get your thoughts on Fortune Minerals (FT). Been watching them for years (since John Embry recommended them). Bismuth project sure looks good.They have recently bought a producing mine which looks good to me. Also can you explain how in INK research it shows 5 individuals plus Procon owning 37 million shares each and China mining with 15 million (adds up to 237 million shares) I don't see them having that many shares issued.
Thanks
Read Answer Asked by Doug on October 16, 2014
Q: I have some money set aside and would like to take advantage of the pullback and buy 2 industrial stocks and 2 consumer stocks. I already own BGI.UN and DH, and the rest of my portfolio is well balanced in other sectors. I am looking at a long term hold with a view of overall return combining growth and div.
I'm looking at the following stocks in Consumer: SJR.B, BCE, T, PJC.A and ATB.B
And the following in Industrial: WTE, CAE, CNR, MG and AC.B
Could you suggest 2 in each sector (or suggest another stock that may be preferable to my choices) and let me know the basics of the choice?
Thanks so much, Kim
Read Answer Asked by Kim on October 16, 2014
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