Q: Hi Peter, new member as of last week. Hope you're enjoying your ride for kids with cancer! My question is on CQE. The stock has been absolutely pounded since they made their disposition and again with the sector weakness of late. Would you view this company as pretty much a bet on a cold winter for the next 9 months? The valuation is cheap ~4xCF and the balance sheet issues have been addressed. Could they be a target? Thanks and keep up the great service!
Q: RX-X Any idea why BioSyent is going up like a rocket these days? Could it fall as quickly or is there something there to sustain the rise? Appreciate your expertise.
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Asked by Dr Lorraine on September 19, 2014
Q: Question on your preference between ENTREC (ENT-T) and ENTERPRISE (E-T). Is there any end in sight to the slide of Enterprise's share price? Which offers more upside from current levels in your opinion?
Q: I am somewhat confused by your response to Gord as to utilities & interest rates. Are you saying that Pembina (PPL) has a relatively higher yield and little in the way of growth opportunities making it a concern when interest rates rise?
Q: Hi Team, As of writing this email, SGY (Surge Energy) has a yield of 7.9%.
Is that not to high? The share price needs to move up and we should be around a 5% div yield level which is closer to where most of the small-mid cap oil & gas dividend payers are. Could you enlighten me? Thanks,
Q: Hi,
I hold SGY but continue to be concerned about the backdrop on oil. Looks like oil is headed resistance at $86. What is your take on the mid & long term prospects for oil price & how SGY will fare in a lower oil price environment if that is what you foresee.
thx
Q: Hi Peter and Team: Hope all is well with your ride. How would you rate Surge Energy, (SGY) vs. Rock Energy, (RE), or is their another similar energy play you would rate higher.
I know we all continue to watch for any mention that it is time to raise interest rates. And it appears to me to be inevitable - just a matter of when.
It is obvious which sectors should benefit once this happens - banks, insurance, lenders - also just as obvious we can probably expect REITs to take a hit when they go up.
Can you please comment on what effect rising interest rates will have on Utilities? And which companies in particular we should have our eyes on when rates do go up?
Q: HCG is down 10% from its recent high. Would you view this as a buying opportunity or are you concerned about the impact of rising interest rates on the housing market?
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Asked by Francis on September 19, 2014
Q: Good evening,
Further to Russell's question on DHX and the proposed share proposal and it's negative impact on small shareholders and detrimental impact on possible buy out opportunity, what is the benefit to DHX to go down this road?
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Asked by Erichsen on September 19, 2014
Q: Hi Peter,
Regarding the question on the potential DHX media share structure, is it best to put a stop loss on the stock if it is a structure that limits its upside (potential take over )? The official announcement(after earnings ) alone could bring pressure to the stock
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Asked by umedali on September 19, 2014
Q: Relative to Antoine's question on sep 17 about a website to follow dividends, I use the Globe and Mail's Globe investor service and have set up a "watchlist" for my portfolio. It includes the div Yield, Div annual Per share amount and Payout Ratio among many other user selected options. It is a free service and I have been using it for many years. Cheers.
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Asked by Russell S. on September 18, 2014
Q: Some of the companies in your Summary, Model and Income names can be traded in the US. For US exposure would you recommend buying your A and B rated companies in the US? Could you indicate the US symbol in the summary where applicable or at least in your answer?
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Asked by Gregory on September 18, 2014
Q: Hi guys,
Could I have your view on Eagle Energy Trust (EGL.UN) and how safe the insanely high dividend is. Lots of insiders buy in September with a 10 year low stock price so what is your general view on the stock. It would be for a div buy and hold strategy.