Investment Q&A

Q: Hi Peter,
Two companies that I have been following closely are New Millennium Iron (NML) and Royal Nickel (RNX).NML has the largest iron ore deposit in all of Canada, no debt, production starting late in the year and a wonderful strategic partner in Tata Steel out of India. RNX is essentially the ex Inco/Falconbridge guys with a huge nickel depsoit in Quebec. Mgmt currently in Asia talking with potential equity partners. I know commodities have been hit hard, both these companies have been hit hard but look like a buying opportunity. Any thoughts/opinions would be greatly appreciated.
Thanks.

Q: Any timing on your review of Glentel?

Q: Once again regaring Fiera: could you expound upon how the new relationsship between Fiera and Roycom will work (the creation of a new real estate investment managment company?

Invest in what manner: ?form a reit, dividend paying real estate corp, etc.

Jim

Q: In this type of environment--where the market looks broken technically, and there is so much macro risk (Europe), does one just sit on their hands or begin to nibble? What market signals would you look for to begin to nibble? Thank you!

Q: When companies are over-distributing (pay-out ratios above 100%)where does the money come from(and how does it show up on the financial statements.

Thanks

Q: How is the business model of Fiera Capital sufficiently different from both IGM and CI to allow for profit growth, rather than contraction - which is being experienced by the latter two companies?

Thanks

Q: I have a question about Boston Pizza Royalties Fund
The payout ratio has been high in the past, but now it seems very high. Is this not a concern?

Q: Do you have an opinion on MI Developments (MIM)? Thanks!

Q: Do you have an opinion on Home Capital Group (HCG) and Intact Financial (IFC)? Thanks!

Q: Hi,
I have some shares of ABX, WIN, and BYD.UN in my TFSA account. I would like to add two more stocks. Can you recommend a couple for such an account from among your many recommendations. Also, do you think it is a good idea to keep ABX given that it is dropping in price almost everyday. Thank you.

Q: I would appreciate your thoughts on AutoCanada (ACQ). I have a 60% return in two months, thanks to your recommendation. Is this price sustainable and is the dividend safe?

I appreciate the clarity of your opinions. Many thanks.

Q: Portfolio Strategy - Bases on your investing experience, what you consider is good money management/ portfolio strategy. Do you suggest employing stops, trailing stops. How to protect profits and capital. Incremental buying like buy more if stock drop 20% or rise 20%. I know there is no 1 size fit all, but any guidance is appreciated.

Q: About -Site improvement. You might be working on this already but would love to have -1) ability to save ID / Password, so that dont have to put in everytime. 2) Under member QA on any symbol, please show the link " View 51 research on this symbol" only if we do have a report on this company. Example - question on ABX / GC.
There is no 5i report on these companies

Q: Why are gold corp & Barrick at 52 wk lows?

Q: cfn.un has been my single best investment is it still a
good buy ? have a question about Carfinco

Q: I own CATS and BATS i.e bmo cibc and td i.e. BMO 10.2%of 2107
CIBC 9.7% 2108 and TD CAP 10% 2108. I have been in the market as an investor and briefly as a broker I have read the prospectus and have asked patients who were Bond specialist college professors et all and can not get an answer to the following.WHAT IS THE FIRST CALL DATE OF THESE ISSUES? please

Q: Hi, do you know of a public webpage where you can compare performance of mutual funds vs. ETF's? Along the lines of Stockcharts, but not only for stocks and indexes. I want to compare performance of Sprott Precious Metals Fund to GDXJ ETF over the last year and 5 year period.

Q: Can I please get your assessment of AvenEx (AVF). Thanks !!

Q: Hi Peter,
Your concept is a breath of fresh air and long over due. May you have great success. Can you comment on FGX.to. Thanks.

Q: I have a question about Boyd Group Income Fund
My question concerns the outlook for Boyd; the shares seem to be consolidating for the moment, possibly with negative implications given the rating and current market conditions.

Comparing Boyd to other issues, Carfinco has an apparantly unique strategy to support its prospects and Auto Canada appears to have just added a new sector to its business opportunities. Boyd`s prospects - its opportunity to add some new features to its strategy, it`s market share, the degree of fragmentation in the industry and the opportunities for consolidation - are however unknown. The `body shop` business is perhaps the quintessential mom and pop - at least pop - private venture and while I doubt that has much relevance to Boyd`s business I would doubt that the business metrics allow for extensive or expensive competitor acquisitions. So where does Boyd go from here and what is the scope. Mike