Investment Q&A

Q: What are your thoughts about TET?
Does it have a lot of debt or is there something else fundamentally wrong with TET?
Why has it been hit so hard and is staying on the canvass?

Q: Hello Peter and Team,
After reading the update on McCoy Global, we thought that the company might be a good fit for our grandson's RESP [ a toddler ] . According to the news, McCoy will announce their annual report on Mar12th. If we decide to purchase some shares, would it be wise to wait until after the report ? We were also thinking of Precision Drilling.
Thank you for your opinion.

Q: on marh 4 you answerd a question on baytex you mentioned that it was not your favorite in the sector which names are your favorite

Q: Hi Guys can I have your thoghts on bte results .
The market is not that impressed but the volume is high
Regards and thanks Sta

Q: Would appreciate your thoughts on LRE after yesterday's eps. Thanks

Q: Hi- is it my imagination or did WEQ post a pretty good report?
Thanks

Q: I own both in a tfsa. about 2k together. would you fold for better opportunities or hang on. I don't need the money there. Just, is it a sensible bet?
Thanks

Q: I own PKI and they reported today. They raised the dividend slightly but the 3 month payout ratio shows at 117%. What are your comments on the results? Thanks for all your help.

Q: Good morning: I have owned Mullen a couple times in the past, bought for income but sold after decent capital gains. It is starting to look like it might have that potential again. What percentage of their business is oil-related, and do you think their other businesses are growing and could offset loses on the oil side? Is it oversold? What is their payout percentage and how sustainable is the dividend? I am looking for income, about a 2.5% position, and am prepared to hold for the long term.

Thank-you

Q: Hi - I have held positions in BTE,ERF,BNP and VET for a long time. In an earlier answer to a question on BTE you said that:

"We are mostly neutral on it: good potential offset by high risk. It would not be for everyone, certainly, and we would prefer less risk and less potential"

Would WCP be a better choice - or the other names I hold above?

Thanks

Q: Hi,

I'm interested in your thoughts on Baytex Energy in light of the recent decline in share price. Is this a chance to pick up some shares at a bargain price? Thanks!

Q: Your take on company and is it a buy at these levels for income

Q: I came across AET.UN. I went over some of the answers/comments provided by this site to questions asked by members over the years. To your credit, you "never really liked the company" but I noticed there was really no strong sell conviction (I know you don't use the term, but you understand) when there certainly was enough evidence things were going terribly. Price action/money flow is the ultimate fundamental. A lot of us were sandbagged especially because of "chasing yield" or Eric Tremblay's record at Enerplus. Any lessons? What checks and balances exist at 5i to ensure minimizing this sort of implosion.

Q: Hi,
Mart Resources has an offer of .80 a share on the table. I currently own over 10, 000 shares at .99 and the share price hasn't moved much today. Would it be wise to buy more to try to lower my share price to minimize my loses?

Q: Good Morning Peter & team,

Read an article this morning in the Globe & Mail stating that

"Unfortunately the serenity has been shattered and the reading of the fourth-quarter results on March 5, 2015 will be an entirely different experience. Analysts from Raymond James and National Bank Financial cut their target prices in early February which put another warning flag on the track."

It goes on to explain the dividend may be in danger and, there doesn't appear to be any stopping this down trend.

I have a small position which is down about 50%. I am thinking about selling now prior to the report and taking the loss - my first ever - as I don't see the downtrend stopping any time soon.

What is your advise at this point, and what do you think we can expect on March 5?

Thanks for all you do

Gord

Q: Would EC be a good long term hold for my RRSP? Last report, comment
Thanks
Cec

Q: Hi Peter,
What happened to all the O/G questions ? :)
Of the 3 listed where would you add at this time ? TOU has held up well. Dividend for WCP certainly looks healthier than SGY. Thank you.

Q: Bankers come out with there quarterly report and there capex spending for 2015 would like take report and is it a hold Thanks Barry

Q: I see bnk just came out with reserve numbers etc. I have to admit a little above my head. I note from a Dec letter that you know mgm and think highly of them. Td also has a buy on them. I own about a 10% position in oil/gas. MEG, SGY & TOG. I figure with a 4% drop today that the mkt didn't like what they had to say..What do you think of bnk at this time, should I buy, or might you suggest something else. Thanks very much.

Q: A non binding offer of $.80 has been made by Midwestern, an affiliate of Mart, for the oil & gas company Mart.Is this a good deal for shareholders or can other offers be expected? It appears there is very little confidence in this price since the stock rose to $.72 today then fell back to the low sixties.Your comments ,as slways, would be appreciated.