Investment Q&A

Q: On your Sept 25th response to my question about AQA you noted that they need to raise cash in order to finance development and you would like to see more insider ownership.
If I understand Aquilla's Nov 9/10th press releases they have now raised some cash. Do you agree and do you think $10 million will be sufficient for the next 12 months or will more money be needed in the interim?
Has insider ownership changed? Is OBL considered to be an insider now that they have one board seat and 14% ownership stake?
They note in their press release that project is "high grade polymetallic". Do you think this is an overstatement? I always thought they had a low grade deposit. The market capitalization is somewhere around 70 million dollars which seems about right to me. If it was higher grade I would have thought the capitalization would have been higher.
Thanks
Jim

Q: Is there a correlation between Book Value growth or decline and a company's total return? For example, are companies that consistently grow their Book Value more likely to have price appreciation than those companies whose book value stays flat or even declines?

Q: I'd appreciate your comments on DRA.UN after their recent results were issued. Is it still a good long term hold. The market seems to like the latest results. Thanks.

Q: WHY DO THESE HIGH PRICED STOCKS NOT SPLIT --WOULD IT NOT ALLOW THE SMALL RETAIL INVESTOR TO PARTICIPATE ?
THANKS
DON

Q: Update

Q: Good afternoon. What are the possibilities that this stock splits in the near future?

Q: I own all three. None of them are appropriate weightings. You say?????

Q: Can you please comment on Ensign’s latest quarter results. Would you be a buyer at today’s price?

Q: Following up on recent questions about PTE.
I am also very surprised by the share price weakness. Since hitting a high of $1.50 it has continued its growth path, paid off debt, signed record sales deals, had coverage initiated, been featured on several subscription services, and been subject of discussion on market call numerous times. Yet the stock seems to have lost its steam.

I realize being discussed on BNN shouldn't be a metric but it seems like PTE was on the brink of being 'discovered' only to have the stock price decline while the company continues to perform.

Are you able to comment on any recent institutional or insider buying/selling?

Thanks.

Q: A while ago you had an article on various pair trades. One of them was short MAT and go long TOY. I was already long TOY so added MAT as a short as I wanted to add a little downside protection to an otherwise balanced portfolio. It was working for a while until the merger/takeover talk. Should I cover my short on MAT, or wait to see if the deal goes through? Do you see MAT raising further in price if the deal goes through?

Q: ENB's xd is Nov 14.If I sell on Nov 14,I still get the dividend.Please advise Thanks for u usual great services & views

Q: Can you please comment on $CGY Calian Group, Thanks Valter

Q: If you were to add 3 positions to a well diversified Portfolio, which of these 10 would you choose.


Thanks Valter

Q: Could I get an update on BXE.
They have made some management changes and appear to have cleared up debt. As they are a gas play also your view on NA gas and how the US LNG shipping will affect Canadian gas producers

Q: How much upside is left in this stock? Is it approaching fair value?

Q: Can you comment on earnings and give your outlook. Thanks, Rob

Q: Can you please comment on the WCP acquisition and outlook going forward.
Thanks,
Rob

Q: Can you please comment on Air Canada and why it has been drifting lower as of late?
Thanks,
Rob

Q: Could you provide, for the latest quarter, the ratio of beats and misses todate for both the US and Canada.
Earning and revenue if possible.
Thanks
Ed

Q: I have a question about TPK