Q: Hi Peter. I'm wondering what you think of Constellation Software. I own Enghouse, and Constellation seems to have the same business model but just 5 years and a billion in market cap further down the road. Would it be inherently more stable than Enghouse in a recession? Is the fact that OMERS owns a big chunk of it and wants to get out too big a stumbling block in your opinion? Thanks, Mike
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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,
Thank you for this site and your thoughtful analysis. My question is about CVL on Toronto. There was a flattering article in the papers on the weekend and your opinion would be appreciated.
Thank you for this site and your thoughtful analysis. My question is about CVL on Toronto. There was a flattering article in the papers on the weekend and your opinion would be appreciated.
Q: re: msi (morneau shepell inc.)
Could you comment on the growth prospects of msi as a finacial service stock - or is it just a defensive, dividend income stock?
I've been looking at this one as a possible companion investment to DH in the financial service sector.
tbanks,
Jim
Could you comment on the growth prospects of msi as a finacial service stock - or is it just a defensive, dividend income stock?
I've been looking at this one as a possible companion investment to DH in the financial service sector.
tbanks,
Jim
Q: Hi Peter: Once again great job !! Any words of wisdom on Sylogist (SYZ) ? Thanks!!! Dave
Q: Hi Peter: what is your view on Pengrowth (PGF) please, in light of their dividend cut announcement? Do you think a further significant trough is likely for oil and natgas commodity prices between now and winter? Thanks very much!
Q: I invest in a number of REITs and was interested in Granite Real Estate (GRT), and whether it looks like a decent alternative to a REIT i have my eye on.
Q: I'm interested to know your view about CNQ at price of 26 for 2or 3 years term buy and hold.
thanks
thanks
Q: Peter
ESI - Ensign Energy Services .... seems to me like trading cheap relative to intrinsic value. A Good Margin of Safety. What do you think ? I am not sure if I am missing something about the going forward business - and what to anticipate with the impact to this business due to price of nat gas and oil.
Regards, Patrick
ESI - Ensign Energy Services .... seems to me like trading cheap relative to intrinsic value. A Good Margin of Safety. What do you think ? I am not sure if I am missing something about the going forward business - and what to anticipate with the impact to this business due to price of nat gas and oil.
Regards, Patrick
Q: I would like your opinion on RN Rio Novo gold.
Thanks Doug
Thanks Doug
Q: Just Energy (TSX:JE), What do you think about this company? Is their dividend rock solid and are there growth prospects for the share price.
Q: your ottlook on pinetree capital please symbol pnp thank you dennis
Q: Peter, I had Viterra bond pulled today that yielded 8.5% taxed as interest. I need about 7% div. to end up with same after tax money.Tough. Would you please give me four or five suggestions as I am thinking of dividing the monies up for less risk. Cap power, just energy,wajax,D and H,Parkland? Please help, Ken
Q: I got your most recent 5i research note. Congratulations on the NATPOS Stock market challenge! You mentioned a new pick -- MMT. Could you give us some colour on this most interesting choice?
Q: Peter: I'd appreciate your opinion on IGM as stock in which to invest for the next 5 t0 10 years, in terms of both price and earnings stability. Thanks.
Q: Interested in your opimion on Chorus (Jazz) Income Fund CHR.A.Un or CHR.B.Un.
Tx.
Tx.
Q: Hi Peter: Could you please comment on CAE. It seems to be a well managed company with a large order book, yet the stock seems to languish. Is it possible it has too much exposure to military orders. Thanks, David
Q: Trican (TCW) dropped over 7% today. Should I sell? I am already down over 20% but have kept holding on since the fundamentals seem to be strong. Thanks for your response.
Q: Peter, could I please get your take on Peyto Exploration (Ticker PEY)? They recently became a white night for Open Range Energy and am curious about your opinion on their financial strength, the quality of their assets, the sustainability of the dividend, and anything else you wish to provide. I hold Open Range currently and now it appears I will be holding PEY if this deal goes. Thanks!
Q: Hi Peter,
Love the Q&A section. Any thoughts on Orko Silver? They'll be coming out with their resource estimate shortly. I'm hoping another JV will result or a take-over from a larger producer. I understand their property in Mexico contains large deposits. Thanks very much.
Love the Q&A section. Any thoughts on Orko Silver? They'll be coming out with their resource estimate shortly. I'm hoping another JV will result or a take-over from a larger producer. I understand their property in Mexico contains large deposits. Thanks very much.
Q: is this fair value at the price