Q: ARC Resources Ltd ARX:TSX
your evaluation of the above name at this time
Thanks
Yossi
your evaluation of the above name at this time
Thanks
Yossi
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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: Pater, What about Athersys symbol ATHX in the US. Looks like they have some special patent in the stem cell field and maybe acquired by Pziefer. Do you think this has substance as the price is rising? Thanks
Q: In your December 6th reply to Lina about Peyto Exploration (PEY), you wrote the following:"It is clearly one of the better names out there, in our view. It is susceptible to weak gas prices, but we think it still has some decent potential."
It's Peyto's susceptibility to gas prices that has me concerned. Right now, because of the unusually frigid temperatures in North American, the price of natural gas is higher than it's been in years, and Peyto is benefiting from it. But it won't be long before warmer weather returns and Peyto will start to pull back. Adding downward pressure on its stock price will likely be the arrival of other producers who shut down their operations a few years ago and are now ready to return to the market place given the higher natural gas prices. If Peyto is sensitive to natural gas prices, which in turn is tied to the prevailing temperatures and the quantity being produced, would now be the time to lock in my profits?
It's Peyto's susceptibility to gas prices that has me concerned. Right now, because of the unusually frigid temperatures in North American, the price of natural gas is higher than it's been in years, and Peyto is benefiting from it. But it won't be long before warmer weather returns and Peyto will start to pull back. Adding downward pressure on its stock price will likely be the arrival of other producers who shut down their operations a few years ago and are now ready to return to the market place given the higher natural gas prices. If Peyto is sensitive to natural gas prices, which in turn is tied to the prevailing temperatures and the quantity being produced, would now be the time to lock in my profits?
Q: Cineplex - are any concerning news for recent drop. Can this be a buying opportunity and are you still feel good about continuing success with the stock. On a side note - in your entire stocks rated so far, none has scored A+. Just wondering what would that stock be like.
Q: What would be your top 2-3 small cap (re. under $1billion market cap) oil & gas E&P companies? The other metric would be having 100M or less o/s shares.
Thanks, as usual, for your insights. Your service is invaluable.
Owen
Thanks, as usual, for your insights. Your service is invaluable.
Owen
Q: Hi Peter & Team,
I am wondering if recent decline in Enterprise (E.TO) share price is connected to the Dec issuance of common shares at $0.72 (?). Is it a good buy at this level? This Co (along with MCR.V) has very low PEG ratio. Why does the market price it this way, in your opinion? Or this is common for this type of business activity?
Thank you and Happy New Year
I am wondering if recent decline in Enterprise (E.TO) share price is connected to the Dec issuance of common shares at $0.72 (?). Is it a good buy at this level? This Co (along with MCR.V) has very low PEG ratio. Why does the market price it this way, in your opinion? Or this is common for this type of business activity?
Thank you and Happy New Year
Q: My wife and I contributed our maximum to our TSFAs.
Any suggestions would be appreciated. We are underweight financials and REITS.
Any suggestions would be appreciated. We are underweight financials and REITS.
Q: I really appreciate your spreadsheets would it be possible to add a column for payout ratios as many of your stocks are divided payers. This would be a great service as this often difficult to find quickly. Thank you again for your great service.
Mike
Mike
Q: Hi, all.
I look after the finances for my father, who is 76. He lives simply in a mortgage-free home and his monthly pension more than covers his expenses. He has some cash ($40K) and a GIC ($5K)and I have maxed out his TFSA, which contains CDZ, XEG, SPB, and BNS. That's it for his investments. I would like to add to his TFSA and, based on some of your answers, was thinking Sunlife and/or Boyd.
I would appreciate your thoughts.
Thank you
I look after the finances for my father, who is 76. He lives simply in a mortgage-free home and his monthly pension more than covers his expenses. He has some cash ($40K) and a GIC ($5K)and I have maxed out his TFSA, which contains CDZ, XEG, SPB, and BNS. That's it for his investments. I would like to add to his TFSA and, based on some of your answers, was thinking Sunlife and/or Boyd.
I would appreciate your thoughts.
Thank you
Q: AAA Alana Potash. After being a market darling for a while, AAA has sat in the ditch for the last couple of years. Recently it has come to life and moved up quite nicely. Time to buy or has the big upward move happened already.
NHC Northstar Healthcare: Again looked to be a dead issue, but had quite a year in 2013. Could there be another good year ahead?
Thanks,
NHC Northstar Healthcare: Again looked to be a dead issue, but had quite a year in 2013. Could there be another good year ahead?
Thanks,
Q: Good morning
I am 65 years old retired and was wondering whether or not I should dump the following US$ denominated stocks that although provide a good dividend are now heavily underwater. Specifically, NLY (down 37.7%), CYS (down 42% down) and CIG (30% down. The remaining 85% of my RRSP portfolio is well diversified and doing well. Thank you in advance for your advice.
I am 65 years old retired and was wondering whether or not I should dump the following US$ denominated stocks that although provide a good dividend are now heavily underwater. Specifically, NLY (down 37.7%), CYS (down 42% down) and CIG (30% down. The remaining 85% of my RRSP portfolio is well diversified and doing well. Thank you in advance for your advice.
Q: Thanks a lot to all of you at 5iResearch. I have been a member for the last 9 months, which have probably been the most profitable investing period I have ever known, in great part due to your advice and information form the Question section. Express Script (ESRX) is one of the few US stocks I own directly. Although this is not your area of expertise, I would like to know if selling ESRX and reinvesting in IWO might be a good move (I have primarily a well diversified Canadian equity portfolio), without consideration to risk or balancing and with a long time line?
Q: i have held wok for a while, very "sleepy"; i would rather own a stock with more momentum; what would you suggest for a substitute.
many thanks.
many thanks.
Q: Hi Peter, what can you tell me about EA (Electronic Arts)? How have they performed lately, and what are their plans from a strategic perspective?
Q: Could I have an update on Torex TXG I see you liked them last March. They seem to be expanding the resource and moving forward very nicely, while the stock price has dropped to close to book value. I realize the sector risk but i'm always early to buy, this has to be a winner in a couple years as long as it doesn't go to zero. Am I missing something?
Thanks
Thanks
Q: I believe you mentioned Norrep Funds a few months ago, but
I can't find it in the archive. Would you please restate your
opinion of this family of funds? They seem to be very small,
and am concerned they can achieve the economies of scale to survive over the long term.
I can't find it in the archive. Would you please restate your
opinion of this family of funds? They seem to be very small,
and am concerned they can achieve the economies of scale to survive over the long term.
Q: PETER What is pushing BNS down in relationship to the other banks. Regards Stan
Q: OTC is down significantly today before earnings. Would you be concerned.Thanks
Q: Hi What would happen if the us dollar droped substantially and created hyperinflation? What would the effect be to the canadian dollar and market? Would gold and silver go up and would it be better to hold the equities or the physical commodities?
Q: Hi Peter,
I own a significant position in Potash which has had a nice rally lately. First any reason that you are aware of for this rally? Secondly I'm considering trimming back some POT and adding to my position in Avigilon (AVO). I think I know the answer but comparing the growth rates of both these companies I would conclude that AVO share price should greatly outperform POT over the next 3 years?? Thank-you.
I own a significant position in Potash which has had a nice rally lately. First any reason that you are aware of for this rally? Secondly I'm considering trimming back some POT and adding to my position in Avigilon (AVO). I think I know the answer but comparing the growth rates of both these companies I would conclude that AVO share price should greatly outperform POT over the next 3 years?? Thank-you.