Q: Why are the BAM.A group of companies (BAM.A, BPY.UN, BEP.UN, BIP.UN) all of which I own, are under such selling pressure of late? I know they will be releasing quarterly results either this week or next but this seems to be the more than pre earnings release sell-offs I've seen with other companies?
Any possible reasons would be much appreciated. Thanks.
Q: Can you comment on the latest quarterly results Q2 2016 for Corus. It seems like this quarter is a return to profitability but I wanted your opinion as an income stock for retirement? Given the debt load, how much of this stock do you think I should have .. a full position, half position or lower?
Q: I owned Lakeshore Gold and knew something about this company. I know very little about Tahoe Resources. Should I hold onto these or sell and buy another silver or gold company. I already own Silver Wheaton, Franco Nevada and Osiko. Precious metals are less than 10% of my portfolio. I would appreciate your thoughts on this
Q: my ACB is $56. CXR is not a big part of my portfolio and in my TFSA. I was going to buy more on the low 30's then the Blackrock news came out. the price has now come back to $36/$37. My planned purchase would bring my ACB down to $46 at the current price. Am I throwing good money after bad? If CXR is sold now does it get more than $65/share? Or less because of the debt load? If you were a potential buyer what would you pay? What is your advice? Thanks
Q: What is your general evaluation of this company and CEO Steve Marshall? Will it be difficult to sell their mineral assets? Are they overly dependent on the "normalization" of relations between the US and Cuba? Many thanks in advance.
Q: Primarily curious to see if platform recognized GABC (German American). Your comments on recent earnings & balance sheet appreciated as always - understand not your area of focus.
Q: Hello Peter,
Can you please explain the various reasons for gold to move higher? One of the reasons i have been reading is deflation. If that is true, it appears that Prem Watsa at Fairfax is betting on deflation. His portfolio supposedly will do well if he is correct. If gold is going up due to deflation, why is Mr Watsa not buying gold? I would appreciate your thoughts. Thanks very much.
Q: Skyworks was a company Bruce Tatters had recommended on BNN. I asked you about it a few months ago, and you seemed to think it was alright. It seems to me that it is a recipe to lose money. What is your opinion of it now?
Also, what do you expect when DRT reports? Will it be a good or a bad report? (rather than a numerical answer)This stock last quarter went up for a few days and then went right back down. It also had a big drop on April 29th. If you think that the quarter will be fine, I will hold on to it and watch it carefully.
Thanks for the good advice. I spend a lot of time reading your question & answer section, and have learnt a lot from 5i Research.
Q: How is a metals producer usually valued? I see Scotiabank has an adjusted eps calculation, but I wonder if book value should also be considered. I calculate an BV/sh of approx. $15 form their recent filings today. In your opinion what would be a reasonable price range for this company at todays copper/gold prices +/-10%?
Thanks, Gordon