Investment Q&A

Q: Hello Peter and team,

I don't understand why mortgage REITS such as ARR, AGNC and the like are doing so poorly stock price wise. Is it not better for these companies if the Fed is going buy fewer bonds as the American economy improves? Does this Fed withdrawal not give them a better spread between what they borrow at and what they can buy mortgages for?
Regards,
Max

Q: Hi Peter and team,

I got caught up in all the hype about rare earths and purchased Great Western Minerals Group (GWG). It has definitely not done well - is there any hope for this stock or should i get out.

Thanks

Q: I am a long term investor looking for div growth with some capital appreciation. I took a position a few years ago in ZWU for the high yield. The yield has been decreasing and price is range bound. It is now at the high end of the range and am considering selling and taking a position in INE which looks to have some good growth (both capital and Div) in its future with new projects in the works. Your thoughts!

Q: Is San gold (SGR)worth a look at the current price? Thank you.

Q: There is about $5000.00 in each of my grandsons TFSA. I am thinking about SJ or BCE. What are your thoughts and recommendations

Ernie

Q: AIG - they don't appear to pay any dividend - is it a buy? Tx

Q: National Bank - buy, sell or hold?

Q: Would you buy TMX Group (X) at this time? Thank you for the great service.

Q: CCT (catamaran) confirmed their 2013 guidance on their last recent report. There is,however, a major contract with HealthSpring (recently acquired by Cigna) that is a question mark. The contract is up at the end of the year and renewal (or not) hasn't been confirmed, although I have read that Cigna is expected to make a decision around June. CCT did not comment on this issue when reporting. In your experience, would CCT management have a good idea at this point as to which way Cigna were leaning ? Is it reasonable to assume that at this stage, because CCT seems to be comfortable confirming guidance without any qualifiers that the contract is likely to be renewed ? Also, at the moment, I hold CCT - is there any option strategy that would make sense to handle a future announcement - either renewal or non-renewal.

Q: I would like to take a position in US banks. Would ZUB-T be a good play?

Q: Good Day.
Looking at taking a position with Essential Energy Services Ltd. Reported recently(decent, I thought).
What is your take?
Cheers - Chris

Q: Hi, wondering about your thoughts on LAS.A the juice company. Thx.

Q: Hi Peter and Team,

With the US-Russian HEU Agreement set to expire in 2013 and with Russia having no desire to renew it and the fact that HEU supplies 13% of world or 45% of US annual uranium needs along with the fact that the US consumes 55M pounds per year,
but only produces 4M pounds per year and China consumes 19M pounds per year, forecasted to grow to 73M by 2030, but only produces 3M pounds per year, what is your long term outlook on Uranium? and in particular Uranium Energy Corp, UEC. To me this seems like a contrarian play.

Q: Hi Peter & Co.,

Curious for your comments on ORT (Orbite) recent announcement of new Board of Directors?

http://www.theglobeandmail.com/globe-investor/news-sources/?date=+20130521&archive=ccnm&slug=201305210875071001#dashboard/follows/

That seems to be a qualified list of 3 executives, no? Will this have any impact on finding the new sources of financing and their ability to execute in a timely manner, or will be it same old same old (delay delay delay)? I've lost a decent amount of money with this company over the past year, recently selling most of my position at $1.20 but still have a small stake.... thanks.

Q: Peter, I try to ensure my investments are safe and I separate my GICs into 100K lots with as many different borrowers/banks as I can and in as many different combinations of entities as I can, using permutations of my immediate family members and myself to make sure that these investments are insured by the government of Canada. My question is, however, are my stocks safe. If for example Scotia McLeod goes under and they hold my certificates/shares are these shares safe and can I recover them?

Q: Hi Peter,

What are your views about Boralex (BLX)? Seems like the CPS is very high. Thanks

Q: Hi 5i, my question is regarding Eacom Timber (ETR-T).the recent offer by Kelso has been extended to about mid June.it is my understanding that Kelso has deep pockets and a lot of experience with this type of purchase.after the initial offer by Kelso was made i sold half of my position at a very handsome profit. now my question is, what would you suggest i do with the other half ? should i sell now at a little less than the 38 cent offer and re invest or tender and get the full 38 cents. i guess the chances of a competing bid is slim to none ? thanx for your help, norm

Q: Hello,

The last time you made a comment about Synovus Financial Corp, (SNV) was 6 months ago, I was wondering if you had any updated views?

Q: I owe PPL, ENF, ENB and IPL.UN. I think I have invested too much in one sector. If I want to reduce, which one(s) should I sell.

Thanks,

Q: ZUB is one of my major holdings. It has been doing quite well. I don't know when is the time to take profile. Please tell me what signal to look for.

I also hold ENB. Is 20+X valuation too high for this stock? Should I take profile?

Many thanks,