Investment Q&A

Q: You have already commented on OSK's bid for Queenstone Mining - thank you.
Appreciate your comments on the continued high short position on this company for the past 2 years. The Short Interest of 31.04m equates to about 8% of the existing Float and approximately 22% Short Interest Ratio (I may be wrong on this ratio).
Granted that there is a high short position on many commodity companies as well as financials and utilities on the TSX, but does the "smart money" know something that will cause the price of OSK to tank?
Do you still "like OSK a lot, and hope to cover it"?

Q: Hi Peter:

Wondering if you could please give me your view on Ag Growth given its continued slide.Has the fear of a dividend cut grown since the last time you commented on it (Oct.13)?

Thanks

Neil

Q: Hi Peter
Do you see any signs yet that ATP has found a bottom. I've been buying shares for income in the $12-$12.50 range. Any other comments?
Thanks Larry

Q: Peter/Team any thoughts on AGT.T I own a few, it swings wild on little volume. Looking to possibley double down on it? Thank You in Advance

Q: I was planning to take a small position in CML (CLC) but the last few days volatility put me on hold. Having said that, I think the valuation now looks very attractive. My main concern about the stock is its debt level/refinancing risk but looking at their Q2 report, the company has a swap on $200M in debt at about 2.25% fixed rate for another 4 years - which I think is a positive. Would you recommend to take a position at these level, wait until the volatility settles down or buy 1/2 position now and the remainder in a few weeks ? Based on your research, is there more to the stock weakness than the possible dividend cut ? I am planning to hold the stock for the long term and wouldn't mind a reduced sustainable dividend. Thank you.

Q: AYA has been steadily falling in the last few weeks. Are there any worries here? Thanks

Q: Hi Peter and team >>I've noticed some recent upgrades in Freehold Royalties FRU. Do you concur and do you think it is a buy at this level?

Q: can iget your opinion on Veresen, and do you think there dividend is safe, thanks?

Q: Peter do you have any thoughts on Essential Energy Services (ESN)? It has recently had a pullback and I am wondering why?

Q: Hi Peter, further on IBI Group (IBG), this seems odd, with such a negative Q3 report containing the following guidance:

"As a result of the above efforts, EBITDA1 for the fourth quarter is expected to result in the Company's highest to date."

That would be a pretty quick turnaround, wouldn't it? What do you make of the guidance? Thanks!

Q: I have used Globeinvestor for years but in the last year or so I find their server to be often slow (not to mention their new subscripton fee). Can you please recommend a free reliable alternative ? and specific to the globeinvestor website, can we rely on the financial statments information it provides. I usually use Globeinvestor website for a preliminary review of companies that I research. Thank you.

Q: Hi Peter,

WOF has been a trading range for quite some time. Do you think a buy at the 32 cent level is a good bet. What would be the fundamentals to buy this company now as if people know the potential wouldn't they have bumped up the price already. Thanks

Q: What's happening to IBI Group (IBG) today, they are getting hammered? Good time to buy or wait? Thanks.

Q: My wife and I (she-RRSP), (me-RRIF)buy our stocks online with Qtrade. We are considering buying bank stock and doing the DRIP. We were also considering SPP, but the stocks have to be in our name. We're not bright enough to figure out how we can do the SPP and DRIP for a moderate amount of banks shares to start without incurring the wrath of the CRA. Any help would be appreciated. Thanks, Dale

Q: How do you like Osisko's acquisition of Queenston?

Q: Hello Team,
I read where Leons [LNF] is buying The Brick. The commentary I read referenced Target's entry into Canada. I don't see Target as being furniture & household furnishings focused. Can I have you initial thoughts on this transaction? Thanks.....Ron

Q: Assuming Washington drives over the fiscal cliff for about two weeks (i.e., long enough to warp markets out of shape but not long enough to do any real damage); how would 5i play this scenario?

Q:
Would you buy GRT now or wait for the REIT conversion? Thanks.

Rod

Q: In order to protect himself from the dire future that he envisages for the US economy, Rogers has stated that he will invest in commodities, such as crude oil. “The commodity index is such that crude’s price will stay higher than most people expect and also it will go very high.”

The above quotation attributed to the well-known commodity expert Jim Rogers indicates Rogers favours commodities, and oil particularly. These views were uttered since the election of Barrack Obama. Do you think Rogers is a bit too much bullish on oil ?

Q: I own some CHE.Un and am becoming a bit concerned as the stock is slowly dropping, just like ERF did before their earnings.Do you have an opnion on the company and it's main products relative to the slower economic picture? Thanks.

Rod