Q: Well spoken on BNN Peter. Kudos.
1) Do you feel a special dividend would be a smart use of some of the money Pan Orient(POE)will generate from their recent Thailand sale?
2) What are your thoughts regarding General Cable (BGC)?
3) What are your thoughts on Western Wind Energy (WND)?
Q: My position in gold is split between Gold corp & Centerra Gold ---both have been hit ----I do write some covered calls on gold corp -----but would I have more bang for my buck by buying an etf ----?GLD ? as over the longer haul 12-18 months or more ---Gold should recover ? ---thanks ---Don
Q: RE: management ownership (or large shareholder) and compensation
Thank you again for your service. It's a great source of knowledge and investment ideas.
My question is about management ownership (or large shareholder) and compensation. Where can I find information about this in the filings ? Maybe there is a good website ? (I know Bloomberg is good for the ownership part but as many small investors, I really can't justify the fee). Thank you.
Regards,
Pierre
Q: Have you looked at EXFO, EXF in Toronto. Their first half was only OK but they are building up their cash balances. Could they start a dividend program?
Q: Peter - this is such a great venue. thanks for starting it up. Great advice with no attachments. My question is on AVF. they had a less than stellar last quarter and the stock dropped dramatically. It now has a yield 12%. What are your thoughts on this one. Always looked forward to your comments on BNN
Jim D
Q: Re: ABT What is your analysis of Absolute Software? It seems to be successful in a niche area but the stock price doesn't get much above $6 and no dividend.
Can you take a look at Entrec Transportation Systems Inc. (ENT). Looks like nice growing small cap name in the oil service space (heavy hauling and lifting).
Q: Hi there Peter, I like to ask your opinion of WFI its looks to have hit some what of a bottom, yeilds 5%, and seems like a good green growth company in the feild of geothermal heating and cooling industry. Could you take a look and tell me what you think. Itching to buy!!!! also in article of Forbes Mag. don't want to follow the herd pop on fri may 25
Q: Parkland Fuel (PKI). I am just starting to take "ownership" of my portfolio and I hardly have financial analyst skills. However, I noticed the following about Parkland:
- it is trading near its 52 week high
- it had over $200 million in intangibles on its balance sheet
- its P/E ratio seems high and the forward P/E is less
- its dividend exceeds its profit. I don't really understand the theory of ignoring non-cash expenses in determining an appropriate distribution amount, unless the actual requirement for repair/replacement is less than the recorded distribution.