Investment Q&A

Q: IPP.UN has moved up quite suddenly in the last week. i realize that the general market has risen as well. What do you think of this stock, it's future prospects, debt etc.
Thank you. I am jut a new member. i really appreciate all your answers to the questions and am doubly pleased to have become a member.Thank you.Phyl in BC

Q: Thanks for detailed analysis on Badger Daylighting. A few questions about the company:

(1) You mentioned that the high growth of the industry has attracted numerous competitors. Is the Badger Hydrovac design a proprietary technology that Badger owns exclusively? Other than reputation and engineering expertise, does Badger have other advantages over competitors?

(2) Many companies are now forecasting slower future growth and toning down their previous ambitious expansion plan. How do you see this trend affecting the future growth of Badger? Would you still recommend Badger at the existing stock price (approx $26)?

(3) In your report you say Badger's payout ratio is below 25%. What's considered high and low for this type of company?

Thanks!

Q: Hi Peter, Further to MCAN (MKP), I hold some in my RIF (1% of total portfolio). Would appreciate your view of the company prior to my subscribing for units through the rights offering, plus buying additional units. Note that some insiders hold a very substantial position.

Q: Hi Peter,
Do you know why Canfor pulp CFP is trading so much better than its dividend paying CFX? This has fallen alot. Is there a fear of a dividend cut or is CFX perhaps a good buy at these levels? Thanks so much Janis

Q: May I please have your opinion on HWD (Hardwoods Distribution Income Fund) and IIP.U (InterRent Real Estate Investment Trust.

Q: Hi Peter, I am very interested to hear your opinion on Sandstorm Gold (SSL)with a mid to long term call.
Thank-you
S

Q: second request, what are your thoughts on arf armtec, i started buying at 1.74, sold some at 3.30 but still hold a large chunk.
it met its covenants and forecast strong earnings sincerely dave

Q: please, your opinion on emc (us) and target stores
many thanks

Q: Hi Peter, can you please provide an update on your thoughts about Student Transportation (STB) in light of the negative report issued by the Prescience Group. I have been quite happy holding it for a long time now and I can be quite comfortable with risk, if it appears that management is credible and up to the task. But this short-seller's report all but calls STB a Ponzi scheme and suggests a $2 target price. How credible is Prescience?

Q: Hi Peter, I have been a subscriber to MoneySaver for years, and have learned a lot from it! I am a stalwart dividend investor, and I would apprciate your views on GEI (Gibson Energy) and also IGM. Also looking forward to your future reports and ideas...Thanks

Q: mcan -mkp - just issued a rights offering and stock dropped. i cannot find value of the right. you need 10 rights and 11.85 to buy a share . please explain what is happening? brian

Q: Hi Peter

I have held STB since 2009. I reduced my position last summer as a result of a sudden sell-off in which my gains appeared to be rapidly disappearing. But I still hold a substantial amount. Now apparently there have been negative reports put out by short sellers leading to a rapid sell-off. Do you have any insight into the current situation? The company claims they are in a blackout period prior to release of year-end results so they can't make a detailed rebuttal.

Thanks

Ross

Q: GLN just came out with their earnings. Growth has slowed but expansion seems robust. Now that the stock has had the air sucked out of it what do you think?

TIA

Q: I have a question about Extendicare REIT. Apparentyly this company has resolved- part of its problems in the US with the sale of some its properties in Kansas. Is the foregoing fact taken into consideration in rating Extendicare. If not, would it change your rating.

Q: Peter, Iwould appreciate your analysis and opinion on (igt) international game technology following the recent earnings release and steep drop in share price. thank you

Q: Will you be doing an update on RDM after the recent results?

Q: Hi Peter,

With BAD & BDI both in the Petroleum Field Services sector, what made you pick BAD over BDI for the National Post Stock Pickers Challenge for this quarter?

Debbie

Q: Bell Aliant has come down to where it is paying a good dividend.Does your evaluation indicate whether this div is safe?What is your overall evaluation of Bell Aliant?

Q: Hi Peter! Would ABX be a good buy at this time?
Thanks

Q: Peter - I see XTC Exco Technologies Limited reported yesterday. When can your subscribers expect to see an update on the company. I would like to get your thoughts on the quality of the earnings and expectations going forward.