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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: Peter; Would you add to a position in GRT after it's quick drop this AM? Thanks. Rod
Read Answer Asked by Rodney on December 03, 2012
Q: what would happen to a reit if they said "we are going to stop issuing equity and stop acquiring new properties for the foreseeable future (2,3,4 5 years?). our plan is to now slowly grow our cash flows by paying down debt and existing mortgages".

I'm not opposed reits issuing equity to purchase properties and pursue growth through acquisition. however, I've always wondered if a reit would ever make the decision to simply focus on paying down existing mortgages rather than continually grow through acquisition.

thanks again for your help.
Read Answer Asked by john on December 03, 2012
Q: Hi Peter & 5i: Just a follow up on my last question on oil. I like getting income + growth from oil producers so I'm happy to see RPL and WCP added to TBE and LNV in the small producer income space. But if the expectation is that there may be oil price weakness for a quarter or two sometime in the next year or two, I'm wondering how these will do relative to each other, but also relative to larger oil income names like CPG and BTE. If I want to maintain some exposure to this oil income space, which ones might be best able to withstand lower oil prices the longest and be most able to continue their dividend payments in a rocky commodity environment. The oil market may be more global than the natural gas market, but Canadian oil producers don't get WTI, let alone Brent. If there is more oil coming from US soil, I'm concerned that Canadian producers may suffer a more punitive spread from WTI. Thanks again!
Read Answer Asked by Lance on December 02, 2012
Q: Peter...do these guys trak as interest income? SRV.UN ax.un INN.UN PAR.UN TR.UN Is that their only difference to basic dividend paying stocks? any cons here?

thx regards Art
Read Answer Asked by Art on December 02, 2012
Q: Hi Peter,

Have your views changed on WND after the bid from BEP.UN? Would 2.5 be a new floor or it still poses a lot of downside risk from this point.
Read Answer Asked by Imtiaz on December 02, 2012
Q: PWT: I understand the advice to wait and see a turnaround before buying in but what would you read into insider buying @10.50 to 11 during Nov? Same is true with insiders at PGF. Could they just be looking for a seasonal "dead cat bounce" in the stock prices or perhaps they know something the rest of us don't. Thanks, Jeff
Read Answer Asked by Jeff on December 02, 2012
Q: Just wondered what you & team think of my diversifying some by purchasing a say 27 month debenture paying 6% plus. I have a number of your listed basket of A & B rated holdings, (not more than 5% in each) & thought that I may put say a 3% holding in UUU.DB.A ? Or should I rather add to AW.UN or ATP, or BAD, BPF.UN, BYD.UN, BEP.UN, CUS, CFN, CSU, FCR, LIQ, or PKI, to bring a few of them up to say 5% ?
Thanks in anticipation,
Best wishes for X-Mas,
Paul Newton.
Read Answer Asked by Paul on December 01, 2012
Q: XTC
This Q4 seemed to be a blowout. What was the street consensus on EPS?

thanks,
Sandy
Read Answer Asked by sandy on December 01, 2012
Q: Hello Mr. Hodson.
Quite enjoy this Q&A section.
Do you have any info/news on Iona Energy Inc (INA)?
Cheers - Chris
Read Answer Asked by Chris on December 01, 2012
Q: Hi Peter:

I've got a micro cap for you - Nordex Expolosives - NXX-X -
They recently did a private placement which was over subscribed by 100+ % , in order to grow the business into Central & Southern Ontario as well as modernize their facilities.
Any insights?

Thank you,

Don
Read Answer Asked by Don on November 30, 2012
Q: RE: CUS

with this low interest environment, why would managment do an equity raise - with the resultant dilution of share holder equity and a resultant increase in cash flow requirements to fund the quarterly dividend - rather than do a fully tax-deductible debenture offering, for example...

thanks
Read Answer Asked by Jim on November 30, 2012
Q: Hi Peter and 5i: Oil commodity – I know there are some significant differences between the North American markets for oil and for nat gas, but I am wondering whether we should expect to see the oil market over the next year or two trace a path similar to the nat gas market's over the past year, with improved techniques for exploiting shale-based resources creating a progression of over-investment, supply glut, price trough, cap-ex cuts and dividend cuts, and an equity market sell-off, before coming back to a more stable and probably intermediate commodity price, as supply and demand come back into balance. The recent buzz about the US having the means to approach supply independence seems to me to fit the scenario, as does the lack of conviction around oil futures over the last several weeks, with the prices flipping back and forth between contango and backwardation a number of times. I'd appreciate any thoughts you may have on this? Thanks!
Read Answer Asked by Lance on November 30, 2012
Q: What are your thoughts on Lake Shore Gold (LSG)? Im looking to buy some beat up junior gold stocks due to tax loss selling. Any recommendations? Thanks!
Read Answer Asked by Roy on November 30, 2012
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