Investment Q&A

Q: Please compare these two oil service providers in terms of balance sheets, management and corporate quality. Do you think they both have the ability to ride through this downturn? If so...of the two who has the best upside? In other words which one do you like the best?
Thanks for your calm insights during these uncertain times!!
Dr.Ernest Rivait

Q: With the price of gold heading higher,and this company coming up with good news on drilling results and gold production for 2014,is there not much interest in it's stock? Could it be a takeover candidate by it,s neighbour Primero mining?
I believe it's book value is between 40 and 45 cents where do you see it,s stock price heading over the next 24 months?
Many thanks

Q: Hi peter &team. Update please, And do you think questions should be limited as I get bored with long comments from investors? Thanx and keep up the great efforts, Regards Cliff

Q: Could you please provide your comments on the latest report. Thank you for the great service.

Q: I am interested in adding a solid reit to my portfolio and I believe this one is a winner--your thoughts please

Q: Do you know why Information Services Corporation keeps dropping? It hit a 52 week low today.

Q: Today the Swiss Franc was decoupled from the EURO and it is widely expected that effectively QE will be brought into the Euro zone to stimulate growth. I would have expected that to be a positive for the markets yet they didn't respond that way. The USD continues to trend higher while almost every other currency is going lower, US Treasury yields going lower, worries of deflation in Europe, most commodities continue to tank, gold is trending higher and the VIX is moving past 20. What do you make of all this? The hair on the back of my neck is starting to stand up.

As always, thanks for your wonderful service.

Q: I see a lot of insider buying on this stock. Would you agree that this bodes well for a drug research company. Thanks

Q: This company's stock has been very volatile lately.I realize that it is a speculative stock, but analysts are bullish on it's outlook for 2015 .National Bank has a target price of 1.50$,down from 2.50$.Should one ought to pay attention to target prices ,or let a stock run? What would be your outlook for GXI?
Many thanks

Q: Hi, today they are ringing the closing bell on the Nasdaq and the stock is up a dollar. Is this ceremony significant or indicative of better fundamentals than your last synopsis in May. Would you say buyable or still speculative.

Q: Which of the below co's would you recommend as a buy at present and which one would you reckon would come out in good shape from the current sector downturn (with a good potential for a significant growth down the line)?
WCP.TO, TOG.TO, SPE.TO

Q: Although Peyto seems to be the safest gas play, does Bonavista present a compelling long term investment at the present price coupled with about a 6.6% adjusted dividend and would you pick this one over Pine Cliff or Cequence?
Thanks.
Steven

Q: Hi Peter,

In your view, what would a Big stimulus package (QE Europe) mean for North American Markets. But mostly our Canadian Market (Toronto Stock Exchange). Would it help the TSE get back on solid footing again?..

Appreciate your opinion
Charlie

Q: Hello Team, I am considering purchasing either bep.un or cpx. Can I get your reasoning for giving CPX a B rating, but gave BEP.un an A rating. The numbers would indicate cpx deserves a higher rating.BEP has the following numbers: Debt/equity:2.7, P/E:81, P/B:1.4,EPS:0.42, 3 yr EPS growth is neg and has a 4.5% div yield.
CPX has the following numbers: Debt/equity:0.6, P/E:32, P/B:1.1, EPS: .82, 5 yr eps growth is positive and has a 5% div yield. Granted CPX has less power generation and a little diversified geographically but it would seem very comparable. Can I get your thoughts on this and what else gives Bep.un the edge? If you were to purchase one over the other which would it be and why? Can you confirm that both payout in dividends and not return of capital. Thank you

Q: Hello Peter..BMO Price Chart Analysis says as of today (Jan 15/15) that the long term uptrend of AYA MAY be near an end and that long term investors should proceed with caution. Thoughts? Thanks ahead of time!

Q: hi , with the various problems and issues in some of the african counties ,i was kinda thinking that some resource companies may choose to go too and explore or develop in south America . I would like to know if you have your eye on any prospective companies or ventures in this area of the world ?Thanks again for your advice and opinions.

Q: With Input's latest update what do think about this company now?

Q: Gold seems to be getting a bit of support even with the strong USD which is encouraging compared to other commodities. With a low CAD$ and cheaper oil CDN producers should have an advantage and be able to increase cashflow. I have G but am looking at other low cash cost producers with mines in Canada. What are your thoughts on Detour, Richmont, and New Gold? Any other suggestions?

Q: Hello Peter & Co,
I'm another year less young (71) and thinking of moving 15-20% of my RRIF portfolio into fixed income vehicles; I could reduce each holding on a pro-rata basis (which is easy to do) or I could exit 10 positions (which is much harder to do).
Which of the following would you select to exit?
Consumer discretionary 5.2% of portfolio: LNR,MG
Energy 6.9%: HWO,TOU,VET,WCP
Financials 8.1%: BNS,EFN,HCG,TD
Health/Pharma 12.6%: CCT,CPH,CXR,GUD,RX,XHC
Industrials/Transport 8.5%: CCL,CHE.UN,CNR,SJ
Infrastructure 4.6%: BIP.UN,STN
Materials 4.0%: IFP,WEF
Pipelines/Midstream 11.5%: ENB,IPL,KEY,PPL
Retail 5.3%: ATD,DOL
Services 7.4%: BYD.UN,FSV,CGX
Technology 16.9%: CSU,DSG,ESL,GIB,MDA,OTC
Util/Telco/RE 9.0%: ALA,BCE,BEP.UN,TCN
I greatly appreciate your input
Tony

Q: 5I must be at the Canteck Conference today, as I have been enjoying their tweets.
Amaya provided positive update on developments, and I am getting close to pulling the trigger here. Price to earnings here is in excess of 56 times and wonder if this is appropriate.
Your thoughts please going forward