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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: Hi Peter,

Considering the recent strength in the gold sector, what is going to be your best stock picks of the sector in the junior to midcap space. Also is it better to instead buy an ETF like ZJG to play the sector recovery?

Thanks
Read Answer Asked by Imtiaz on September 16, 2012
Q: Hi, could you pls comment on correction in Bell(BCE) and Telus(T) vs. Rogers(RCI.B) which has held steady. Anything to be concerned with group re competition bureau litigation, or with BCE re CTRC review of Bell-Astral deal? Or is correction in BCE and T due more to rotation from defensive to growth names? Are they good value here? Thanks..
Read Answer Asked by Gary on September 16, 2012
Q: Exco Technologies - Peter, I was checking out the IR presentation on the company's website and it memory serves me - Exco has really broadened their customer base for the casting and extrusion segement of their business. I thought Chryslet was their big customer but now I see Ford, Mercedes, Honda and General Motors....any comments you can add - is this new business or diversification of their customer base ?
Read Answer Asked by Patrick on September 16, 2012
Q: Could I please have your opinion on Bankers Petroleum.
Read Answer Asked by garry on September 15, 2012
Q: CLT
Celtic Exploration has been on a good roll lately but at $18.55 it is still a long way off its 52 week high of $27. Would you hold or sell? Thanks.
Read Answer Asked by Peter on September 15, 2012
Q: Could I get your opinion on T- OER. Would you buy it at this price because of past performance of management and how is the valuation? Or is Nigeria too risky to be invested in for very long.Thanks
Read Answer Asked by Andrew on September 15, 2012
Q: Is KEG.UN a buy, sell or hold? Is the dividend solid?
Read Answer Asked by RANDY on September 15, 2012
Q: Peter, Thanks for the great site and advice. I'd like to buy a non-North American bank. I'm looking at Banco Santander (SAN) or Banco Bilboa (BBVA). Is either a reasonable buy? I have a high risk tolerance. If not, can you suggest something with a 5% dividend.
Thanks
Kyle
Read Answer Asked by Kyle on September 15, 2012
Q: Hi Peter: Could I please have your thoughts on Innvest REIT. I have held reits before, but primarily through an ETF, (XRE). I believe this one is a franchisor of hotels vs what i am accustomed to, i.e. commercial real estate property owner.

Thanks, David
Read Answer Asked by david on September 14, 2012
Q: I have been following SAN Gold SGR , It was badly oversold because of a production miss caused by a broken ball mill and a one month repair . Now it has rebounded nicely . It is in the same set of rocks as GoldCorp`s Red Lake Mine and is starting to look much the same at depth. However I am leary of all gold stocks but friends tell me this is the time to jump because of QE FOREVER . What do you think I should do ?
Read Answer Asked by William on September 14, 2012
Q: Hi Peter,

your thoughts on Erdene Resources(erd)?
Read Answer Asked by Robert on September 14, 2012
Q: WIN
- do you feel the recent QE3 should positively impact WIN?
- after the US court ruling in favour of apple, WIN's stock increased about 30-40cents. Do you believe these are related and did that ruling increase the legal strength of WIN's patents? (If so any in particular that you're aware of?)
- In the 5iResearch report on WIN it was commented that most tech stocks trade at 18X and WIN was at below 10X. Is WIN undervalued by an inefficient market or is something being missed?

I hope you're still a proponent of "buy" with WIN as I took a position today. Thanks as always for the wealth of information this website provides.
Read Answer Asked by Frederick on September 14, 2012
Q: Thoughts on the recent US Q3?
Do you feel it was open ended and will continue into any recovery and thereby make companies less concerned about interest rates?

Thoughts on Euro bonds?
Read Answer Asked by Frederick on September 14, 2012
Q: Hi Peter - can I have your opinion on Mood Media (MM)? Valuation looks reasonable and growth looks attractive; plus a high % of revenue is recurring/subscription based. Thanks.
Read Answer Asked by Travis on September 14, 2012
Q: Hello, When reviewing allocation in an overall portfolio, should registered and non-registered accounts be kept separate? Thanks, Ron
Read Answer Asked by Ronald on September 14, 2012
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