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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: I was wondering if you guys have an opinion on the recently listed Dundee International, DI.UN.
Thanks, Harry
Read Answer Asked by Harry on December 18, 2012
Q: I have held EXE for a number of years in a RESP account. Not factoring in Dividend payments I'm at about a 20% loss at the current price. Considering I have about 8 more years to run on the RESP what is your opinion on hanging on for a turnaround or the sustainability of the current Dividend? Any suggestion on an alternate investment?

Thank you for this excellent resource and all of your advice so far!
Read Answer Asked by Marty on December 18, 2012
Q: Peter,

Any change in opinion on NKO since the have overcome the debenture
overhang now and also as a potential buying opportunity after the end of tax loss?
Read Answer Asked by Imtiaz on December 18, 2012
Q: Would appreciate your thoughts on North American Palladium. Thank you in advance.
Read Answer Asked by Vince on December 18, 2012
Q: I know that you do not provide much advice on the Junior sector which I hope you expand in the future as I value all your advice. My question is on a Canadian IT Security company - Route 1. Thanks for any info you can provide. I like the product but not the amount of shares outstanding. Jim
Read Answer Asked by William on December 17, 2012
Q: Hi Peter and team. I have been thinking about your advices that increasing interest rate will have a negative influence on REITS. I also hold A&W, Boston Pizza and Enercare (aw.un. bpf.un and eci) for income. Would these also suffer if rates were to rise? Thanks John
Read Answer Asked by John on December 17, 2012
Q: Hi Peter & 5i: Is Bonavista (BPN) in a similar boat to Longview? Both of these stocks have been moving steadily lower. LNV's managment's recent guidance appeared to indicate that their 2013 budget, for maintaining their distributions and otherwise treading water, required somewhat higher nat gas and oil prices than present levels, as well as maintaining a reasonably favorable (i.e. small) discount from WTI pricing. They also indicated that they had no protective commodity hedging in place. I'm wondering how similar BNP's situation might be. I know that BNP is a gas-weighted producer and that they have about 40% of their distributions going into DRIPs. Is it possible for you to estimate what BNP would need as an average AECO gas price in order to continue paying at their current distribution level, make their debt maintenance payments, and fund their cap ex sufficiently to replace natural production declines, all from FFO? Also what price they would require if shareholders were to stop reinvesting their dividends? I realize that their are enough moving targets in these calculations that I can't hold you to the numbers but estimates would be appreciated in any event. Thanks!
Read Answer Asked by Lance on December 17, 2012
Q: Wondering about JE (Just Energy) vs KWH.UN (Crius Energy Trust). KWH was a recent IPO at $10. Now trading at $9.15 - 10.8% yield.

Some are recommending selling JE because what they call distorted financial reporting and a current payout ratio of over 150%. The recent CPPIB investment seemed like a vote of confidence, but will this mean that they could force JE to reduce its dividend and would you agree that there’s a financial reporting issue?

Do you think one looks better than the other? Similar business.

Thanks
Read Answer Asked by Dean on December 17, 2012
Q: Income Investor Question:
1. As one who prefers cash to a return on capital, is there a source to use in order to find out which companies issue a cash dividend?
2. Is my thinking regarding cash vs. roc misguided?
Thank you in advance.
Read Answer Asked by Donald on December 17, 2012
Q: Hi Peter - any recommendations for companies who's stock prices have been overly beaten-up by tax-loss selling this year?
Read Answer Asked by Travis on December 17, 2012
Q: Hi, guys. Do you think a move out of di.un (been holding since $10.10) and into ala reduces the risk of my portfolio while keeping the same growth potential? I have been overweight the reit sector, including d.un, for the past few years and am looking to build my positions in the pipelines (I have been holding ppl, ipl.un for the past few years and have added enb more recently). I intend to hold most of my reit positions because I like the yield but also want more exposure to the pipelines because of their growth. What do you think?
Read Answer Asked by john on December 17, 2012
Q: Hi Team
What are your thoughts on CET ( Cathedral Energy)?
Many thanks.
Read Answer Asked by vera on December 17, 2012
Q: Peter; With Harper closing the barn door on oil sand takeovers do you see companies with diversified assets, including oil sands, ( I.e.PWT), spinning out their oil sands to make them still either an acquirer or being available for local takeovers/mergers ? Thanks.

Rod
Read Answer Asked by Rodney on December 17, 2012
Q: Hi Peter can you give me your thoughts on Centamin Egypt "CEE" based on the last events. Would it be worth averaging down at this point and hope for a recovery to try and recoup some loss. Thanks, Nick
Read Answer Asked by Nick on December 17, 2012
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