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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: 1. If Oil prices do not recover in the next couple of years, is HNL at risk?
2. Does it have any significant debt maturing in the next 2 years that they might not be able to renew?
3. I know that you rated HNL as a C+ in October. Has your view changed in the last couple of months?
4. Would you recommend selling? It is a very small portion of my portfolio.

Thanks,
Hans
Read Answer Asked by Hans on December 12, 2014
Q: Are cannacord individuals and the company also being investigated regarding the amaya deal? Heard about amaya raid but nothing about cf investigation?
Read Answer Asked by Helen on December 12, 2014
Q: I have come to the conclusion that after all my years of investing, I really don't understand the dynamics of the market. I cannot figure out the huge daily gyrations up $2.00 down $2.00 etc on the same day. Years ago without all the technology we now have things did not move that fast. I guess it is a sign of the times which is difficult to decipher what something is actually worth. On another note could the world survive without a stock market?
Read Answer Asked by Helen on December 12, 2014
Q: Hi Peter, my pm portfolio consists mainly of streaming/royalty companies as well as Mandalay MND. If you had to pick one other gold/silver miner besides MND, which stock would it be ??
I'm looking for excellent management (similar to Mandalay) where the market cap is less than $300MM. The stock does not necessarily have to be a producer.
Read Answer Asked by Ralph on December 12, 2014
Q: Hi folks,
I'm asking you to think about a bottom in oil and how this will all play out. If you put aside the gripping fear for a moment around the oil "crash", calmer heads suggest these sort of events have happened before in history many times and we have a good idea how it plays out. Peter called it by saying dividend cuts and reigning in cap ex would occur. Where do we go from here? Insolvencies? Do you think when Buffet throws one of these oil majors a hefty lifeline that were close to a bottom? Remember when he bailed out GE at $3/sh or did the same to GS at $75 share. Thanks for your thoughts.
Read Answer Asked by mark on December 12, 2014
Q: Good Afternoon
Will the following two securities be fine for tax-loss/rebuying purposes?

ta.pr.j and ta.pr.h

Thanks
Read Answer Asked by Terry on December 11, 2014
Q: i held health lease HLP.un, and was thinking of adding extendicare with the funds from the HLP buyout (I also hold leisure world). Extendicare has now dropped somewhat, making it even more attractive, but - do you see it going lower if rates should actually increase, how stable is the dividend and how dependent is exe on government funding? This would be held for income.

Thanks
Read Answer Asked by grant on December 11, 2014
Q: Hi guys, your thoughts on the price of gold for a 3 to 5 year timeline. A few so call experts are calling for a $ 5000.00 + / ounce.
Thanks

Jim
Read Answer Asked by jim on December 11, 2014
Q: Hi Peter
I suspect I have been overweight in oil/gas and have lost more "paper equity" as it has been dropping though I prefer to think I have still spent it on "good companies".
When you say 10-15% energy weighting and that TSX is 21% or 25% do you include
a)PIPELINES like ALA,ENB,IPL,KEY,PPL,TRP
b)SERVICES COMPANIES LIKE BDI,CFW,FRC,HWO,PHX,PD,SVY
c)OIL BASED OTHERS LIKE BAD,MTL,PRW,QST
Thanks for all you do
Dennis
Read Answer Asked by Dennis on December 11, 2014
Q: Hello team, DHX is not reacting too well to today's news....they announced additional Teletubbies licensing deals. It has had a big run this year. Maybe it's just some people booking profits (?). What are your thoughts please.

Thank you!
Read Answer Asked by Silvia on December 11, 2014
Q: Hello Peter and team. I currently own TVA.B. Yes I know! Look at it this way: we all make mistakes. Part of the learning process. At any rate, I see today that Moses Znaimer is possibly interested in purchasing the Sun News Network from Quebecor. It is my understanding that Quebecor's subsidiary TVA.B owns 51%. If this deal ever materialises is there any possible upside for TVA.B. The corporate structure is so complicated that what I think is real may not be.
Cheers
Read Answer Asked by roland on December 11, 2014
Q: Kevin O'Leary was on BNN and said he hopes oil goes to $35 a barrel. He mentioned that we should instead be investing in the S&P 500 like he has. Now he says a lot of junior oil and gas companies are going to go bankrupt. Why would a Canadian, and a owner of a fund company add fuel to the fire of panic. Do they have alterior motives to help drive the price of oil and gas stocks down?. Are they shorting? CNQ chairman Murray Edwards said that he predicts oil will drop to $30.00 a barrel before it rises again. Why don't they just keep quiet rather than add to the panic selling? What is in it for them to say these things which are only their opinions.
Read Answer Asked by James on December 11, 2014
Q: Stantec recently had a 2 for 1 stock split that is currently reflected on the stock market but 5i files are still showing the pre-split price. Does your system not update stock prices of stocks you provide a profile and rating(A)on when there are material changes in a stock?
Read Answer Asked by Arnella on December 11, 2014
Q: Could I have your opinion on Nuinsco Res.

Thanks
Read Answer Asked by Valdis on December 11, 2014
Q: Hi Guys
In a related question to my last one would you suggest Callidus Capital or Currency Exchange as a buy with growth as a consideration at todays levels. I would like to enter either position slowly over the next few months,year. Also if you could answer why the choice or do I add both?
Thanks
Read Answer Asked by Jeremy on December 11, 2014
Q: Thanks for a great service...I hold both wcp and bdi and a little sgy...my energy holdings are 3.5% of my portfolio ...my question is with wcp and bdi down approx. the same would a sell of bdi and a buy in wcp make any sense as the producers will probably go up quicker than the service related stocks.
Read Answer Asked by gene on December 11, 2014
Q: When an oil company announced a reduction in capital expenditures for the coming year, how quickly does that reduction get put into effect? Do they actually start reducing spending immediately or is just an indication of where they think they will be going? I am wondering if the announcements coming out of the oil patch are as much for PR purposes to calm investors or if they are real. I ask from the point of view as to how these announcements should be viewed as they affect oil service companies like BDI, BAD etc

Thanks.

Paul F
Read Answer Asked by Paul on December 11, 2014
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