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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Do you have an opinion of Churchill Corp(CUQ)? The share price has dropped due to construction delays yet they recently introduced a dividend.Price is below book value.
Read Answer Asked by Joseph on July 30, 2012
Q: Could you let me know your thoughts on IIP.un please. The stock has moved up , and I would appreciate your recommendation re "holding " or selling it now.Debt, ?
Thank you, Phyl in BC
Read Answer Asked by Kate on July 29, 2012
Q: IPP.UN has moved up quite suddenly in the last week. i realize that the general market has risen as well. What do you think of this stock, it's future prospects, debt etc.
Thank you. I am jut a new member. i really appreciate all your answers to the questions and am doubly pleased to have become a member.Thank you.Phyl in BC
Read Answer Asked by Kate on July 29, 2012
Q: Thanks for detailed analysis on Badger Daylighting. A few questions about the company:

(1) You mentioned that the high growth of the industry has attracted numerous competitors. Is the Badger Hydrovac design a proprietary technology that Badger owns exclusively? Other than reputation and engineering expertise, does Badger have other advantages over competitors?

(2) Many companies are now forecasting slower future growth and toning down their previous ambitious expansion plan. How do you see this trend affecting the future growth of Badger? Would you still recommend Badger at the existing stock price (approx $26)?

(3) In your report you say Badger's payout ratio is below 25%. What's considered high and low for this type of company?

Thanks!
Read Answer Asked by Dennis on July 28, 2012
Q: Hi Peter, Further to MCAN (MKP), I hold some in my RIF (1% of total portfolio). Would appreciate your view of the company prior to my subscribing for units through the rights offering, plus buying additional units. Note that some insiders hold a very substantial position.
Read Answer Asked by Robert on July 28, 2012
Q: Hi Peter,
Do you know why Canfor pulp CFP is trading so much better than its dividend paying CFX? This has fallen alot. Is there a fear of a dividend cut or is CFX perhaps a good buy at these levels? Thanks so much Janis
Read Answer Asked by Janis on July 28, 2012
Q: May I please have your opinion on HWD (Hardwoods Distribution Income Fund) and IIP.U (InterRent Real Estate Investment Trust.

Read Answer Asked by Deborah on July 28, 2012
Q: Hi Peter, I am very interested to hear your opinion on Sandstorm Gold (SSL)with a mid to long term call.
Thank-you
S
Read Answer Asked by Alex on July 28, 2012
Q: second request, what are your thoughts on arf armtec, i started buying at 1.74, sold some at 3.30 but still hold a large chunk.
it met its covenants and forecast strong earnings sincerely dave
Read Answer Asked by david on July 28, 2012
Q: Hi Peter, can you please provide an update on your thoughts about Student Transportation (STB) in light of the negative report issued by the Prescience Group. I have been quite happy holding it for a long time now and I can be quite comfortable with risk, if it appears that management is credible and up to the task. But this short-seller's report all but calls STB a Ponzi scheme and suggests a $2 target price. How credible is Prescience?
Read Answer Asked by Lance on July 27, 2012
Q: mcan -mkp - just issued a rights offering and stock dropped. i cannot find value of the right. you need 10 rights and 11.85 to buy a share . please explain what is happening? brian
Read Answer Asked by brian on July 27, 2012
Q: Hi Peter

I have held STB since 2009. I reduced my position last summer as a result of a sudden sell-off in which my gains appeared to be rapidly disappearing. But I still hold a substantial amount. Now apparently there have been negative reports put out by short sellers leading to a rapid sell-off. Do you have any insight into the current situation? The company claims they are in a blackout period prior to release of year-end results so they can't make a detailed rebuttal.

Thanks

Ross
Read Answer Asked by Ross on July 27, 2012
Q: GLN just came out with their earnings. Growth has slowed but expansion seems robust. Now that the stock has had the air sucked out of it what do you think?

TIA
Read Answer Asked by Gerald on July 27, 2012
Q: Peter, Iwould appreciate your analysis and opinion on (igt) international game technology following the recent earnings release and steep drop in share price. thank you
Read Answer Asked by marlene on July 27, 2012