Q: Peter - what are your thoughts about the supplies to the automotive industry such as Magna and Delphi. I know about and have invested in Linamar in the past during the 2008-09 crisis because of the family behind them but Delphi in particular looks interesting to me because of the increase in share of content per vehicle for components that might be hard to replicate in markets where production is rising. I would appreciate your input as you always have an excellent perspective! Thanks!
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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: Hello Peter - I'm wondering about Telus - my children were given stocks when Telus first sold on the market. With Canada being the most expensive country for phone service, I'm wondering what might happen to Telus if the rates were to come down in line with other countries?
Thanks
Heather
Thanks
Heather
Q: re: cus
well, the companies period of quiet has been broken with a very bad quarter - albeit with the likely prospect of a good earnings recovery for the remainer of the year...
my question is about the LACK of pre-announcement (or warning) about the disappointing quarterly earnings...
in your experience is this a red flag when considering where to put our hard earned investment dollars (the lack of managerial warning is disconcerting point)...
thanks..
well, the companies period of quiet has been broken with a very bad quarter - albeit with the likely prospect of a good earnings recovery for the remainer of the year...
my question is about the LACK of pre-announcement (or warning) about the disappointing quarterly earnings...
in your experience is this a red flag when considering where to put our hard earned investment dollars (the lack of managerial warning is disconcerting point)...
thanks..
Q: Hello Peter: Your thoughts on Genworth MIC please. Thank you Barbara
Q: Hey guys. Love the site. Love how often you answer members' questions. I really appreciate it. Question: what do you think of rmm.un or ppl's earnings, just out today. Pick whatever one, you think, is more interesting. Thanks.
Q: Hi Peter and Company,
I've been holding NML, prepared to be patient in the current resource climate and through the various transitions to actual production. They seem to be proceeding well allying themselves with Tata Steel and contracting for rail access. I'm down overall but, as said, prepared to be patient. What's your take? Thanks.
I've been holding NML, prepared to be patient in the current resource climate and through the various transitions to actual production. They seem to be proceeding well allying themselves with Tata Steel and contracting for rail access. I'm down overall but, as said, prepared to be patient. What's your take? Thanks.
Q: Hi Peter, would you please review GNV. The price dropped after the quarterly report was issued August 9. Thanks
Tim......
Tim......
Q: Hi Peter, what are your thoughts on BIP.UN (BIP in the USA)? By the way, a few days before you recommended BEP.UN, I took a full position on it! I felt pretty good about that. Henry
Q: your views on guide exploration & their takeover of westfire
Q: Your opinion please on BPF.UN please.earnings out hit smorning.
Thanks Phyl in BC
Thanks Phyl in BC
Q: Any opinion on IBG since their report? Thank you
Q: what is your opinion of ritchie bros(RBA-T) at these levels?
Q: Hi Peter
Could i have your opinion on Web Tech Wireless please.I have been patient with this stock ever since they purchased Grey Island systems.I didn't sell because last quarter revenue and their subscriber base was up a little albeit marginally.
Thanks Gord
Could i have your opinion on Web Tech Wireless please.I have been patient with this stock ever since they purchased Grey Island systems.I didn't sell because last quarter revenue and their subscriber base was up a little albeit marginally.
Thanks Gord
Q: Peter, what's the story on Guardian Capital (GCG)? The market cap is almost entirely made up of the BMP shares? Is it a good company and a buy? Also, what do you know about Olympia (OLY)? Thanks!
Q: Fortress Paper (FTP) really popped on postive news from its European operations a few weeks back. Now drifted to below the pre-pop. Thought I missed the party but now am suspicious of becoming a member! What do you think?
Q: Peter, may I please have your comments regarding ANR. Notwithstanding the downturn in coal, is this a good entry point.
Thank you, David
Thank you, David
Q: Peter and team. I would be curious of your thoughts/comments on SIL given your previous employer. Do you think this a "safe" way to play a potential recovery in the beaten down jr resource sector? i.e. make a good cash flow while we wait and get the potential upside through the warrants they get on their deals. How do you value something like SIL i.e. what metrics to use? Thanks, appreciate any insights you have!
Q: Hi Peter,
ARN released what appears to negative production results and non-core asset reductions. Is the sellof on this stock overdone?
ARN released what appears to negative production results and non-core asset reductions. Is the sellof on this stock overdone?
Q: re: fcr
they reported to-day touting "strong Q2 results" and raised the quarterly dividend (which sounds great) but their 6 monthly net income per common share has fallen by 6 cents (due to share dilution from equity financing) which doesn't sound so great..
overall doesn't light a fire in the belly - is this one a "hold" rather than a buy based on these results?
thanks...
they reported to-day touting "strong Q2 results" and raised the quarterly dividend (which sounds great) but their 6 monthly net income per common share has fallen by 6 cents (due to share dilution from equity financing) which doesn't sound so great..
overall doesn't light a fire in the belly - is this one a "hold" rather than a buy based on these results?
thanks...
Q: hi Peter, I am wondering if you might have some JR. resource stocks that have been beaten down that our solid and could have lots of upside on your radar. I appreciate your continued help with sorting out these various companies for us members.