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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 and Team,

what are your thoughts on Payment data systems? i know its a small market cap, however, their growth and the cash and cash equivalents of 60M vs their market cap of 19M makes no sense to me. am i missing something?
Read Answer Asked by Graham on November 16, 2014
Q: I have small positions in CFL (-30%) and OR (-2%) that I am thinking selling. I am also looking at increasing my positions for CHW, DR, HWO, PRW and KLS. I am a long term investor and can handle risk.

Looking at the basket above, do you recommend selling CFL and/or OR to invest in CHW, DR, HWO, PRW and/or KLS ?

Can you also rank CHW, DR, HWO, PRW and KLS for long term growth ?

Thanks !
Read Answer Asked by Etienne on November 16, 2014
Q: Peter & Co. I am building a basket of small cap bioteck stocks. I currently have modest positions in Cipher (DND), Knight (GUD) and ProMetic (PLI). I am lookin to add a couple more small positions to this group. I am considering Nova Research (NRI) and Intellipharmaceutics (I). Do you consider these two companies as appropriate selections for an investor with high risk tolerance or would you suggest other names?
With appreciation for your great servicee.
Read Answer Asked by Ed on November 16, 2014
Q: Where can I find the TMX sector category for a given company? And would you consider giving your categories when you do a company report? Thanks.
Read Answer Asked by M.S. on November 14, 2014
Q: I am a retired Dividend-Income investor and need to bump up my asset allocation in the Industrial-Tech sector.

I have narrowed it down to WSP and ET from your Income portfolio. ET looks good but seems fairly illiquid. WSP appears to have better metrics than ET (P/BV, P/Sales, upside based on Globefund summaries), but the beta is a little higher. Additionally, RBC has WSP as overvalued.

I like to give a stock time to run and have a healthy dividend. What are your thought on buying WSP vs ET at this time?

Thanks for your great service.
Steve
Read Answer Asked by Stephen on November 14, 2014
Q: I currently hold a significant number of shares in this company and it represents approx. 10% of my portfolio. I am down 47% and am wondering if it is time to throw in the towel or double down. My understanding is that Argonaut is a low cost producer with little or no debt, but their share price keeps plummeting.

I realize that this company represents too large a proportion of my portfolio but believe much of what AR is experiencing is sector related. but I would appreciate you comments on the company in general and their financial in particular.

Thanks,

DON
Read Answer Asked by Donald on November 14, 2014
Q: hi folks,if no one else has asked,can get your opinion on Q results for western forest and going forward,is it buy/hold/sell,thanks as always,jb
Read Answer Asked by John on November 14, 2014
Q: This is more of a comment than a question, although I would be interested in knowing what drove the action yesterday - extremely unusual for any stock. It started with a huge gap down, no doubt in response to their earnings. Then, wow! It took off with volumes 5 times the 100 day MA. My first response was, as other correspondents, to sell. But the four analysts available on the Scotia iTrade website are all on the positive side, agreeing with you at 5i. And since I am not a trader but an investor, I am holding on. Something positive seems to be in the works.
Read Answer Asked by Fred on November 14, 2014
Q: Good Morning
Have you taken a look at Spectra7 since August? It seems they have moved a bit. It seems they have developed a Virtual Reality Wireless headset which I assume would be enjoyed by gamers. Am I correct? How do their prospects look going forward?

Thank You
Read Answer Asked by Clarence on November 14, 2014
Q: Good Morning
Pure Multi-Family REIT has two issues listed RUF.U and RUF.UN. What is the difference between them? Would you recommend an investment in this company?
They also have a 6.5% convertible debenture. Would the DB be a safer place to go in a young business? Would the shares be better held in a RIF or TFSA?


Thanks as always for your guidance.
Read Answer Asked by Warren on November 14, 2014
Q: Despite being out of your focus area I was very impressed by the complete answer you gave to Gordon on WM Morrison supermarkets UK on November 5. I currently hold both J Sainsbury and Tesco in this space. What do you think is the best of these three UK supermarkets and why?
Read Answer Asked by Andrew on November 14, 2014
Q: Your opinion of CXS results today and future prospects. I'm currently underwater and had hopes of target price going into $3.00 range.
Read Answer Asked by richard on November 14, 2014
Q: I would like your thoughts on the lastest quarterly results on CXS and with the beat do you see more investors buying this stock thanks.
Read Answer Asked by david on November 14, 2014
Q: Hi team, your thoughts on KBL's recent results. Please ignore this if already asked. Thanks!
Read Answer Asked by Hussein on November 14, 2014
Q: A comment to Marc's question.

Note that, as of Feb.10, 2015 (i.e. one year before maturity), Vermillion can redeem ("call") this bond at 100% of face value (plus any accumulated interest), i.e. without any additional "sweetener". If Vermillion feels that it can refinance this debt in the current environment with a better interest rate than 6.5%, it is quite likely to be redeemed and you likely will actually lose a bit of money (based on your above-par purchase price).

I suspect that this is the reason that the apparent >4% yield-to-maturity looks so attractive for such a short-term holding, since it is quite likely that the bond will be called.
Read Answer Asked by Gregory on November 14, 2014
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