Q: I took a very small position in RIM. More to help watch the stock than anything. I'm curious what your thoughts on the recent Apple vs Samsung court decision and how it may affect the playing field in general and RIM in particular. Does this make RIM a more attractive take over target?
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Asked by Frederick on September 07, 2012
Q: Hi Peter and Team I own AGF.B shares. I was quite surprised today to see an 11% gain in one day and high volume. I can't find any news. Do you have any idea what is going on. Thanks.
Q: what do you guys think of mrt.un? I've held it for a few years and have recently notice Morguard Corp has been adding to its, I think, 48% holding. Today, Morguard Corp picked up 57,500 shares of mrt.un (according to the tsx website) and earlier this week they picked up another 14,500 (according to canadian insider). Scotia shows they have a book value north of $20. Is there a possibility that Morguard takes them out?
Q: I am considering buying shares of Bell Alliant (BA) as it doesn't seem that risky, pays a good dividend and has come off its high. Would you recommend buying it or is there another company in that sector that you prefer.
Thanks
Q: CPX is down 7% in the last two weeks. While I am down about 11% on CPX, I am not really concerned as long as it remains stable and continues paying dividend. Is your rating of the company still unchanged? Is there a risk of dropping or reducing dividend?
Q: Hi, your view of the Altagas acquistion of Semeco please. Will this be accretive to eps and increase regulated utility component of business? Thanks...
Q: I have a question/s - on EE -exall energy can you explain the problems they are having -is it debt and/or well issues. Do you think they can turn the situation around. Thanks
Q: Hi Peter,
I was waiting for a correction in quality REIT names as Dundee (D.UN), Brookfield Infrastructure (BIP.UN) and Brookfield Renewable. It looks like their correction is over. Would you step in at this point. Do you still like REIT sector. For 40% of my portfolio including Alaris.
Any opinion, by any chance, on Beutel Goodman LT Bond fund for another 40% of portfolio in current environment.
Thank you,
Mike
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Asked by Michael on September 05, 2012
Q: I apologize but I forgot to give the stock symbol. SRPT - Sarepta Therapeutics.
Hi, Could you give me your thoughts on this stock. It has been hyped in the media recently with some families coming forward regarding the drug curing patients. thx
Q: Looking to increase my exposure to silver producers.
I like SLW but with the recent 20% price increase I am hesitant to make a move here. Looking at others such as EPZ and AUN for the mid-term.
Would like your comments on above and suggestions on a couple with great potential please.
Q: Hi Peter,
I have read on Transat (TRZ.B)last week, and it said that the company has a book value, without intangible assets , of $ 4,80....and as soon as they get rid of their commercial paper,(57MM$) they would have more than $7,80 in cash ....is it possible??
The stock trade at $3,50....value ou trap ????
Q: Have you done any research on Pure Technologies (PUR-T)? Could I get your comments on the company. I'm concerned about consistency of earnings and potential for growth. Is it expensive at current valuation? Thanks for your feedback.
Q: Peter, could you comment on PRU? The stock appears to be attractive (strong financial & large gold deposits) but the stock has been flat for the past year+?