I have a nice capital gain embedded for year end and am willing to roll the dice a little at this point.
I would appreciate your insight as to what junior oil and gas names you would recommend as a speculative buy that may be subject to a takeover in the next 6-12 months. I'm thinking of CR, RRX, or RTK. Thoughts?
Many thanks, as always.
Q: I'm looking a two new companies that I have not previously followed. Would appreciate your insights on both Norbord and Wajax, both pay a nice dividend and have pulled back from their highs. Thanks
Q: MCB McCoy Stock is selling off on reported earnings. I sold a part of my position at a way lower price and been feeling chagrined. Somewhere in here do you think it is worth buying back?
Q: Premium Brand Holdings (PBH-T) released earnings this morning, and I am interested in your thoughts. My read is nothing surprising, but holding its position and still positioning for the future. I would not buy more, but rather should hold what I've got if it suits my portfolio. Am I reading it right? - Cheers.
Q: Hi team:
I have in my position on oil and gas sector:
SU, CNQ, CVE as well as HSK (all long term holdings)
I do hold Baytex as well and a smaller position in Vemillion energy
Baytex has not done well, should I switch to Vemillion ?
Thanks
Q: "November 06, 2013 (asked by Philip)
Question: No question, just a comment. Thank-you so much for providing this service. This Q & A forum has taught me so much as an individual investor."
I could not have said this better! Thank you so much for everything.
Q: Good Afternoon Peter and Team,
Great call on PLB !!! Just wish I had a truckload of it rather than a few hundred shares. I will patiently await your updated recommendation.
My question is with regard to gold in constant backwardation i.e. the Gold Spot price stubbornly stays above the Comex Futures Price by a small amount. My understanding is that this is quite unusual. Of couse John Embry and Eric Sprott believe that this indicates that the price of gold will soon rise to infinity and beyond.
What is your take of this rather peculiar situation ???
Thank you. DL
Q: Indigo Books (IDG) took a bad hit today on the basis of the earnings report. I know it is not your favorite stock, but am wondering if you have any indications of what to expect going forward from here.
Many Thanks.
Elliott
Q: I see you like IM (imris) and PM (prism medical)a lot.
If you had a choice which one would you choose?
The are both in the same sector.
Thank you very much and keep up the good work.
Q: Do you think (BDI) Black Diamond's results were OK? And do you consider Badger (BAD) and Macro (MCR) to be classified in the same sector? Could BDI's results tell us anything about Macro's earnings going forward. Can't decide if these are oil service sector companies or not. Thank you. Very grateful member.
Q: Thank you for providing this service. Could you provide 2 or 3 small cap opportunities currently not covered in your portfolio. Is RIFCO still worth looking at? Regards.
Q: Could I gave your thoughts on HNZ.A pursuant to yesterday's share price drop as a result of their announcement on the Afghanistan contract. Would you consider this a buying opportunity or should I wait for the 3rd quarter results on Nov 12th. Thanks.