Investment Q&A

Q: TN.UN
Hello Peter,
I noticed True North Apartment REIT appears to have bottomed out and is now moving in a
positive direction. I have not been able to find any news as to why this may be happening. Is this a good time to buy and is the dividend safer now (previously a 94% payout ratio)? Thanks.

Q: Your response to Mfi question is probably to sell. But should current shareholders not hold on for awhile for a possible huge dividend announcement to mfi shareholders from all the Monet they will be getting from cby canada bread sale?

Q: I was hoping to get your opinion on Oaktree Capital (OAK). Do current fundamentals look attractive? I was looking at this for its dividend (is it safe) and for its potential to outperform and act as a hedge if/when the market takes a downturn. Thanks

Q: Tetratech(TTEK) dropped quite a bit Friday after announcing what I thought was better earnings and starting up a quarterly dividend.Your thoughts please on the future?Thanks

Q: Can you gaze into your crystal ball and guess what SNC Lavelin might buy with their excess money from Buffett deal.Thanks

Q: GCL -vs- PBH compare prospects?

Q: Hi
I want to invest $100,000 in 5 Canadian dividend paying stocks. I want each company to have a solid history of paying dividends. I would like the portfolio to be well diversified. Would you please recommend 5 stocks to accomplish this. Or if you think there is a better way to do the same thing, I would like your opinion.
thanks

Q: technically, ShawCor SCL kicked the barn door to pieces on Friday -- out of a 13-month flat base

is it backed by numbers?

thanks

Q: re: NOC - Northrop Grumman

I know we aren't necessarily covering US equities at length quite yet. "Greenblats Magic Formula" (John Greenblatt) which according to "Seeking Alpha" has had very good success in finding equities with a high ratio of profits to value has consistently identified names which have vastly outperformed the broad market.

NOC which pays an excellent dividend is one of their top names.

Do you have an opinion on NOC?

Thanks for all you do

gm

Q: Some advisors have suggested APA(apache) is a great buy because it has focused efforts to the oil/gas drilling in southern USA. Could you please give your assessment of this company.
Thanks

Q: Hi,

What is your take on SNC and the recent announcement of the transaction with BRK?

Q: DND -vs- GUD growth outlook mid.term?

Q: re: MFI Maple Leaf Foods

I'm up 17% on the year. Bread Sale hasn't completed yet. What do you see for MFI in the next 6 months please?

Thanks for all you do

Gord

Q: Hi Peter and team,
Please advise your thoughts on Canadian Solar Inc (CSIQ) there was positive talk about this when I bought in and it is presently
down 23%. Its a very small part of the portfolio but should one hold out or just sell and move on? Any suggestion as a replacement.

Q: re: CVL Cervus Equip

Trading Volume remains considerably off (65%) daily averages and value is down 10% in past 60 days with the majority of that drop taking place mid March. It has now been holding where it is for the last 6 weeks.

Any update since we last looked at it beginning of April? Would you consider this a buy or hold?

Thanks for all you do

Gord

Q: Hi Peter and team, I own Atrium Mortgage Investment (AI). They just announced a $30M public share offering at $11.40. I am wondering whether this is positive, negative or neutral. The chart looks good. What do think or the stock generally? Also, is it better than Timbercreek (MTG) in your view. Thank for your input. Always appreciated.

Q: Given the investment period of 1 year, would you consider the rewards worthy of the risk in the volatile stocks of McCoy Corp and Macro Enterprises? If yes, which would you prefer?

Q: re: PRW - Petrowest

Back on Jan 13 Dundee Securities raised their price objective for PRW from $1.20 to $1.50. And Bruce Campbell on Market Call was excited about their prospects considering their highway expansion projects and the infrastructure needs the Canadian Oil & Gas sector would have in the coming months.

Since then share prices saw a brief time between $1.02 & $1.08 before falling to between $0.92 & $0.97 (majority of time closer to $0.92) where we have seen it for the past 6 weeks.

The all of a sudden yesterday is closed at $1.00 and today it is at $1.02 with trading at 2.85 times average daily volume

PRW has one of the larger "Big Yellow" equipment fleets and I have been expecting them to enjoy plenty of new projects as a result of the healthy Oil & Gas Sector and specifically the LNG project in BC.

Can you give any advice re this equity and if in fact there are any reasons to expect PRW to begin heading to the levels The "Experts" expected when they reported at the beginning of the year?

Is this a buy low sell high opportunity?

Thanks for all you do

Gord

Q: why are you so hot on a stock like Concordia healthcare which has been become very expensive compared to a stock like merus labs which is way cheaper by half-- same business, I know merus is much smaller, but gains should be much greater. you seem lukewarm on merus at best.dave

Q: Good morn.
Since the energy sector is rebounding nicely, I would appreciate
your pic on 2 or 3 additional stocks that you feel have legs for the next 12-18 months. I currently hold IPL,PPL,KEY,PKI,
BXE,TOU & SGY in this sector however, I classify IPL,PPL,PKI & KEY as support so I really only hold 3 pure oil& gas plays. Would appreciate you expertise as ever.