Investment Q&A

Q: Zcl Composites (zcl on the tsx) took a beating during the financial crisis. Despite this, the company made an acquistion during that time to complete their suite of containment systems (chemical corrosives, Dualam) that was on the expensive side; but regrouped (with a new CEO and CFO) but has just reinstated their dividend.

What is your outlook for this company. Does their business model (long-life fiberglass containment systems) have an economic moat (sustainable competitive advantage?).

Thanks

Q: News on Stantec (STN) - acquiring ABMB Engineers and PHB Group. Is this a good thing for investors of Stantec? Is this a good entry point or hold on a little longer?

Q: What do you think about Decartes Systems dsg. With the US economy slowly picking up steam the amount of shipping should hopefully increase

Q: Over the previous and current quarterly reporting periods I have noticed a curious trend. US companies seem to always surprise on the upside versus the consensus estimate which of course gives an instant boost to the share price. The trend is so obvious that it has me asking myself how could so many analysts all be so wrong about so many companies? It appears to be the opposite for Canadian companies that are reporting, in that as of late they always seem to fall short of expectations. It almost seems like there is an organized conspiracy among US stock analysts to under forecast making it easy to beat expectations thus moving the stock (and overall market) higher. Have you noticed this and do you have an opinion or comment in this regard? I really like your service and the new question forum and if anybody can be honest if this goes on within the industry I figure it would be you guys.
Thanks,
Steven

Q: I am looking at investing in Parallel Energy Trust (PLT.UN). The current yield is 13%. How sustainable is the dividend at that level.

Q: Glentel - the stock has been a bit wonky this year. Are there any signs that revenue growth is plateauing? What do you think is going on? Is it still buyable? Thanks Peter - great service!

Q: I would like your opinion on POE.v and its potential. As well can you provide your opinion on ERF.t and it's current valuation, I think it's trading low but am worried about a dividend cut. Thanks!

Q: Hi Guys, any thoughts positive or negative on TLM - Talisman and Trinidad Energy (TDG).

Thank-you for any information you can provide.

Q: Do you have a couple favourites for capital appreciation this year. I know you picked cfn for the contest.

Q: Hi, No response necessary..

Your 'question' feature is VERY educational;
gives a reason to come to your site more frequently
than otherwise; and as a value-added proposition,
virtually guarantees your success...

Keep up the good work, Peter et al!

Jim

Q: Greetings, Do you have a recommendation to replace Trans Global Apartments (TGA.un)which will be "taken out". Looking for an apartment REIT with a 6% + dividend
Thank you!

Q: Is Enervest Diversified Income Fund (eit.un) a reasonable low-to-moderate risk income alternative for a tax-sheltered account?

It has a high-yield (about 9% right now); however, the income is produced variously by the use of leverage; a share price that generally trades at a large discount (8-10%) to NAV; capital gains selling and the non-cash monthly drip program.

Thanks.

Q: Can I please get your opinion of Energold (ENG) ? I believe its a hidden gem because of its small size and the large # of shres it owns of Impact Silver. Thank you !! Dave

Q: Hi Peter: In terms of Mart Resources, your former colleagues at Sprott-Allan Jacobs and Peter Imhoff-have recently added MMT to their portfolio. I've including some of what Peter had to say when he made it a top pick on BNN 29/12/11.

"Oil/gas producer in Nigeria and producing about 5000 BOE's and their net backs are between $40 and $45. Earned $20 million in Q3. Expect they will be ramping up their production. Just announced that the pipeline is going to be expanded so will be able to produce more so expects that in Q1 and Q2 production will increase quite a bit. Extremely cheap. Now analysts are following this. Expecting a special dividend followed by regular dividend next year."

Q: Hi. Perhaps you could add McCoy Corp (MCB.TO) to your list of potential reports because I would like to get your opinion on it. They manufacture equipment for the energy services sector and it looks interesting to me because it pays a dividend and their earnings seem to be good. I think you mentioned somewhere you were concerned about the sustainability of dividends on small cap energy service stocks. Do you think this falls into that category and should I be concerned about a dividend cut? Is there any upside here?

Thanks,
Anthony

Q: Wood Gundy have mentioned a small company in the equipment rental and waste management business they call CERF. I can't find it anywhere. Have you heard of it and if so what do you think?

Q: Hello Peter,
Could do you a research report on CHL.A i.e. Canadian Helicopters going forward, so far the stock has held up very well. Is the dividend safe & if you owned the stock would continue to hold it & buy more on the dips? Thank You, Lucy

Q: Great work Peter - thank you.Re Innovative Concepts [ IC on tsx].Their $60 million contract for housing in Haiti has been delayed.No info or announcement on their website nor any details about this.Do you have any detail about causation,future probability of the contract etc?

Q: What are your thoughts on Mart Resources (MMT)? This is a great service. Thank you!

Q: Husky(HSE) or Suncor(SU)?

With oil prices down at the moment I'm thinking this may be a good time to enter the Energy Sector.
In looking for both value and growth, along with a long-term investment (10-15 years).
In your opinion, which company best meets these qualifications?
Thank-you.