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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: Good morning Peter & team,
I have been considering adding more energy stocks to my dividend-oriented portfolio, namely Arc Resources and Vermilion Energy. I am a bit perplexed on the valuations of these companies. Both pay a decent dividend in the 4.35% to 4.55% range. What confuses me is that the payout ratios for each are well over 100% (though the dividends are covered by cash flow), and the P/E ratios are sky-high. Am I looking at the wrong metrics here? Is there another, more appropriate way to evaluate these companies? My initial thought is that despite the energy sector's struggles, these are very expensive stocks. Your comments would be appreciated. Thanks!
Read Answer Asked by Brian on July 10, 2013
Q: your opinion on opel (OPL) would be appreciated, both on the company and share price.
CDJ
Read Answer Asked by claude on July 10, 2013
Q: Good morning 5i. I hold 1,250 shares of BTB REIT in my TFSA account. The stock is down 4%+ this morning, presumably a reaction to issuing new shares to pay down debt and other purposes. Your thoughts on this small REIT?

Thanks as always
Tom
Read Answer Asked by Thomas on July 10, 2013
Q: Peter,

I have a link below to a King World News interview with William Kaye. I was curious about your take on his comments on the physical gold market, if you have a take.

http://www.kingworldnews.com/kingworldnews/Broadcast/Entries/2013/7/10_William_Kaye.html

Thank you,

Marc
Read Answer Asked by Marc on July 10, 2013
Q: btb.un issued a sale of 17000000 trust units at 4.65 with market at 4.80-also did one in december-will this dilution hurt the value ?
Read Answer Asked by terrance on July 10, 2013
Q: AGT - on their website, AGT says that "Major markets include the Indian sub-continent, Egypt and the Middle East, North Africa, South America and Europe." With all the difficulties in Egypt, Syria, Lebanon etc., is this likely to impact the sales of product? Thanks.
Read Answer Asked by wendy on July 10, 2013
Q: Amica Mature Lifestyles (ACC) is very near it's 52 week low. Would you recommend a Buy at this level? Thank you.
Read Answer Asked by Dennis on July 10, 2013
Q: Hi Peter,
I would like to invest $10,000 in RRSP account. Pl advise three stocks as core investment for 5-10 yrs time horizon.
Read Answer Asked by inderjit on July 09, 2013
Q: Hi. I was wondering your thoughts on Cipher Pharma (DND-T). The stock has been on a tear recently, especially after the Canadian release of Epuris. What are your thoughts on this stock and do you think it's too late to jump in? Thank you
Read Answer Asked by Sasha on July 09, 2013
Q: Hello Peter,
What are your thoughts on Brookfield Residential Properties (BRP). It has had a decent run but appears to be stalling lately. How significant will the impact of rising interests in the US be on home builders ? Will rising consumer confidence negate the impact?
Thanking you in advance for your answer.
Read Answer Asked by frank on July 09, 2013
Q: You recommended Patheon over Paladin Labs in a healthcare related question today. Was that intentional or an error given your ratings on both companies?
Read Answer Asked by Christopher on July 09, 2013
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