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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: I would appreciate your thoughts on Prophecy Coal Corporation (PCY).
In Mongolia, planning to mine, produce power, and sell power. Have covenant with Mongolian Energy Authority (elections just finished not sure if that'll change things).
They own 30% of Prophecy Platinum.
They have over a billion tonnes of easily accessible coal.

I'm even more curious after the bid for SouthGobi Resources (and the delay in that, related back to new government?).



Read Answer Asked by Frederick on July 08, 2012
Q: Hi Peter. I'm wondering what you think of Constellation Software. I own Enghouse, and Constellation seems to have the same business model but just 5 years and a billion in market cap further down the road. Would it be inherently more stable than Enghouse in a recession? Is the fact that OMERS owns a big chunk of it and wants to get out too big a stumbling block in your opinion? Thanks, Mike
Read Answer Asked by Michael on July 08, 2012
Q: Hi Peter,

Thank you for this site and your thoughtful analysis. My question is about CVL on Toronto. There was a flattering article in the papers on the weekend and your opinion would be appreciated.
Read Answer Asked by James on July 07, 2012
Q: I invest in a number of REITs and was interested in Granite Real Estate (GRT), and whether it looks like a decent alternative to a REIT i have my eye on.
Read Answer Asked by John on July 06, 2012
Q: I would like your opinion on RN Rio Novo gold.

Thanks Doug
Read Answer Asked by Doug on July 05, 2012
Q: your ottlook on pinetree capital please symbol pnp thank you dennis
Read Answer Asked by dennis on July 05, 2012
Q: Peter, I had Viterra bond pulled today that yielded 8.5% taxed as interest. I need about 7% div. to end up with same after tax money.Tough. Would you please give me four or five suggestions as I am thinking of dividing the monies up for less risk. Cap power, just energy,wajax,D and H,Parkland? Please help, Ken
Read Answer Asked by Ken on July 05, 2012
Q: I got your most recent 5i research note. Congratulations on the NATPOS Stock market challenge! You mentioned a new pick -- MMT. Could you give us some colour on this most interesting choice?
Read Answer Asked by Gerald on July 05, 2012
Q: Interested in your opimion on Chorus (Jazz) Income Fund CHR.A.Un or CHR.B.Un.
Tx.
Read Answer Asked by wim on July 05, 2012
Q: Trican (TCW) dropped over 7% today. Should I sell? I am already down over 20% but have kept holding on since the fundamentals seem to be strong. Thanks for your response.
Read Answer Asked by Lesley on July 04, 2012
Q: Peter, could I please get your take on Peyto Exploration (Ticker PEY)? They recently became a white night for Open Range Energy and am curious about your opinion on their financial strength, the quality of their assets, the sustainability of the dividend, and anything else you wish to provide. I hold Open Range currently and now it appears I will be holding PEY if this deal goes. Thanks!
Read Answer Asked by Marc on July 04, 2012
Q: Hi Peter,
Love the Q&A section. Any thoughts on Orko Silver? They'll be coming out with their resource estimate shortly. I'm hoping another JV will result or a take-over from a larger producer. I understand their property in Mexico contains large deposits. Thanks very much.
Read Answer Asked by Chris on July 04, 2012
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