Q: Your opinion on TDI please, is there any light?
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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 & 5i: I’m confused by Dualex (DXE) and Africa Hydrocarbons (NFK), probably within a few weeks of test results from their Tunisian oil well joint venture. It seems all the preliminary log results look promising and “hydrocarbon shows” have been noted but you don’t know if you have a commercially viable well until you flow test it and they are still just about to do that. Meanwhile some of the numbers are not adding up for me. I think NFK has a slightly smaller interest in the project (47.5% for NFK: 52.5% for DXE). NFK had 5% more shares outstanding and just today announced a private placement with Canaccord that could float another 18% more shares potentially, at 18 cents a unit (with each unit including one share and one half warrant good at 30 cents). On the same day the NFK share price catches up to DXE’s and both close with a bid/ask spread of 0.245/0.25. As I understand it NFK doesn’t really have any other assets aside from this JV. DXE on the other hand has a Hungarian nat gas property that has cash-flowed a couple of million $ annually, which while not overwhelming is at least more than nothing. So how does more dilution, less of an interest, and less other assets add up to an equivalent share price? What is NFK’s rationale for doing this financing on the eve of testing the well? Were they completely out of money and caught in a bind? Or is this a signal that they are not so confident in the well test after all. If they aren’t confident, what is Canaccord doing? A dry well means the $0.30 warrants probably never get exercised. Are they going to immediately flip all of the private placement shares for a couple of pennies profit? Or is this NFK maybe giving Canaccord a sweet deal now to lock up a more favorable financing deal that would follow on positive well test results? Can you make this story coherent?
Q: Given the recent runup in TORC(TOG) do you still see it as a buy?
Q: WIN lost the suit against AAPL. What should be strategy in the morning sell and get out or stay put.
Q: Hi - best oil and gas stock for 5 year hold. I'm thinking TOU vs WCP, leaning towards TOU. Can I please have your opinion?
Thanks
Thanks
Q: Is Argent Energy having a credabilty problem,they keep getting hammered even after issuing a statement ?
Q: I am curious if you think CGI Group will start to pay a dividend at some point. Thank you.
Q: wpk reports on Thursday. your thoughts on good/bad
Thanks
Thanks
Q: I hope I am correct in assuming my 100 BPO shares will convert to 100 BPY.UN if I choose that option. Today there is over $1 in arbitrage. Can you explain please? Does it make sense to buy BPO to get BPY.UN? Thanks
Q: Peter .... Possible break out on CAS or CCO .. Which would you recommend or neither ... Thx .. Again
Q: What would you guys do with KMP? I was thinking about replacing it with DH. I'm down on KMP. I have some REIT exposure with AP.UN, AX.UN and KMP. Last week you recommended selling AX.UN and buying CGX.
Thank you
Thank you
Q: Please give an update on the ADF Group (DRX). The stock price has been on a roll for the last couple of months. Have the fundamentals changed since you last commented on it back in March 2013.
Thanks, Tim.
Thanks, Tim.
Q: Hi. I wrote in about ADN in August but now that the quarterly report has been announced the analysts seem to have a SELL. Would you agree? I hold this in a TFSA account, and can't utilize the loss so am not sure of what to do! Thanks for any information you can give me with regard to this company.
Q: Hi,
WIN shot up to 4.74 and is now down to 4.07. Why is there so much volatility in the stock and what could potentially happen if they lose against Apple.
WIN shot up to 4.74 and is now down to 4.07. Why is there so much volatility in the stock and what could potentially happen if they lose against Apple.
Q: I am in a position where I need to begin collapsing my RESP, no new contributions will be made. I currently hold CDZ ishare, PPL, MDA, STN and WEQ. I like them all but my financial needs currently require that I sell 2 of my holdings. What would you let go? Or would you suggest selling a bit of each(they all are about the same weighting) I will be making withdrawals over the next 5 years until the plan is exhausted
Q: Since there is lots of talk about dividends, I have a question...what is the hype about dividends, I've researched this and found that on ex-dividend date the stock value drops about the same as the dividend itself, so isn't like taking the money from your left pocket and putting it in the right pocket?
I do understand if a person is retired and needs money regularly to survive, it is a good way, and there is also a tax benefit is those cases, but is it worth it otherwise?
Keep up the great work team!
I do understand if a person is retired and needs money regularly to survive, it is a good way, and there is also a tax benefit is those cases, but is it worth it otherwise?
Keep up the great work team!
Q: Please comment on NCR- Neptune thank you alan w.
Q: Would you please give you take on Celistica,s CLS.TO, 1/4ly report and your opinion on this company for the next 1-3 years.
Many thanks as always
Many thanks as always
Q: When you are going to sell a stock is there a better or worse time to sell to get full advantage of your dividend or does it depend on the individual stock? Example BAD
Q: I own a company called adept technology(robotics) since it was 3.80 , it has huge swings on any given day with little info available, can you give me some info on this one.would you buy it. thanks dave