Investment Q&A

• Whitecap Resources Inc. (WCP $10.50)
  • $10.50 P/E (TTM): 6.93X Cap: $12.64B
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Q: Hi Team, your thoughts on WCP after their 3Q results would be greatly appreciated. And, is there enough cash available for another possible takeover in their core area, such as NVS? Would NVS be a good/strong candidate for Whitecap?
Thanks, Hussein

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Read Answer Asked by Hussein on November 08, 2012

Q: Hi peter,
What do think of BRP's latest quarter. it took a big hit and further today but didn't seem that bad. thanks. jack

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Read Answer Asked by John on November 08, 2012

Q: Any thoughts on PBH?

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Read Answer Asked by Jason on November 08, 2012

Q: I have a question about CML Healthcare, Inc. They indicated they would be reviewing the dividend payout which is now over 100%. Do you have an estimate of what level it should be? 50%, 70% ? Clearly, the dividend is going to be cut, just not sure how much more downside to expect. It is down 15% today on 3M shares volume...

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Read Answer Asked by Mike on November 08, 2012

• DH Corporation (DH $25.49)
  • $25.49 P/E (TTM): 14.24X Cap: $784M
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Q: Hi Peter et al, it's not that I'm slavish to diversification by sectors but it is nonetheless worrying that a particular event can affect a large part of the porfolio. So, which sector would you put DH, BPF.UN and BIP.UN? Are they both interest-rate sensitive AND economy sensitive? Henry

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Read Answer Asked by Henry on November 08, 2012

Q: Hi I am considering going into some reits that invest in appartments and condos. What are your picks in Canadian and American reits that do this
Thanks Ken

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Read Answer Asked by Ken on November 08, 2012

• Avigilon Corporation (AVO $26.98)
  • $26.98 P/E (TTM): 13.26X Cap: $18.39B
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Q: Do you have any thoughts on Avigilon Corporation ((AVO) that reported very good earnings and revenue growth last night

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Read Answer Asked by Mark on November 08, 2012

Q: your thoughts on Tim Hortons

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Read Answer Asked by David on November 08, 2012

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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Q: Hi all
Been looking again at Boyd (BYD.UN) for registered account. Price appreciation has continued. Just wondering if your thoughts have changed in any way since your original report. It does appear a bit on the expensive (P/E) side.
Thanks, as always
Neil

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Read Answer Asked by Neil on November 08, 2012

• Dream Office Real Estate Investment Trust (D.UN $19.78)
  • $19.78 Cap: $306M
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Q: Your opinion on D.un (Dundee REIT) please. It seems it had a good latest quarter, but it's price is continuing its descent to lower day over day prices. It's chart looks very weak. Thanks.

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Read Answer Asked by Max on November 08, 2012

Q: CML is down 7% today after Q3 results release. Is this a buy opportunity given the latest 5i Report that indicates buy for income only?

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Read Answer Asked by john on November 08, 2012

Q: Are you still looking into at Leisure World? Your last comment was in May. thanks

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Read Answer Asked by Vicki on November 08, 2012

• Canadian Natural Resources Limited (CNQ $43.24)
  • $43.24 P/E (TTM): 10.62X Cap: $89.43B
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Q: Considering the recent disappointing quarterly report for CNQ, would you rate it a buy, hold or sell ?

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Read Answer Asked by Serge on November 08, 2012

• Brookfield Renewable Partners L.P. (BEP.UN $34.83)
  • $34.83 Cap: $22.94B
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Q: BEP.UN is weak today after release of third quarter results. Is this a buying opportunity?

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Read Answer Asked by Douglas on November 08, 2012

Q: What are you thoughts on Joy global - good buy at theses levels?

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Read Answer Asked by yvonne on November 08, 2012

• Just Energy Group Inc. (JE $0.21)
  • $0.21 Cap: $9M
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Q: good morning. Have held just energy (je) for a few years in my tfsa. They just reported this morning and the last sentence in their report is reminding us that payout ratio is high. Do u think they are warning of a cut. Should i run ?

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Read Answer Asked by Alain on November 08, 2012

Q: Peter I can't thank you enough for this website. I have a broker, but the answers I get aren't remotely as useful as yours. Could you please give some feedback on Talisman Energy? (TLM) I have held this stock for a long time and I am running our of patience.

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Read Answer Asked by Cathy on November 08, 2012

Q: Hi,

Could you give me your opinion and insight on HRN(Horn Petroleum). I beleive there largest shareholder is AOI.

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Read Answer Asked by George on November 08, 2012

Q: MCB McCoy Corp just came out with their numbers. A real change from the last quarter! I never did buy all the shares I had planned. Does this quarterly report sound the all clear?

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Read Answer Asked by Gerald on November 08, 2012

Q: Peter, with the proviso that no body is prefect, do you set any triggers (e.g. __ % drop in stock price) that cause you to re-examine your analysis? Are there any triggers that cause you to sell a position?

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Read Answer Asked by Douglas on November 08, 2012