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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: TD gives Bankers Petroleum a future value of $10.00 on their VIP listing. In recent days it has been heading south ... fast. What is happening to cause this?
Read Answer Asked by Colin on September 22, 2014
Q: Ryan; would buying UUP-n be a good way to hedge your Canadian resource holdings? Thanks.Rod
Read Answer Asked by Rodney on September 22, 2014
Q: I would like to have your opinion on "additive manufacturing" in general, and 3D Systems (DDD.US) in particular.
Thanks.
Read Answer Asked by Christopher on September 22, 2014
Q: Your last comments on MRT.un were provided in Feb of this year. Have your views on MRT.un changed at all since then.

Thanks

Don
Read Answer Asked by Donald on September 22, 2014
Q: Is Currency Exchange International (CXI on TSX) worth a full position in a diversified portfolio? I was considering this over Manulife (MFC), for a bit of added exposure in the financial sector, though understandably each is in a different sub-sector of Financials. Or would Manulife be the better investment? What are the inherent risks with CXI other than its size? 5 I philosophy also stresses the value of good management in carrying a company forward: are you at all familiar with this management team and its track record? Thanks, as always.
Read Answer Asked by Sylvia on September 22, 2014
Q: HI,
Could you comment on Interent(iip.un) as a holding for the next 12 months for potential growth and or a dividend increase.
Thank you
Read Answer Asked by Douglas on September 21, 2014
Q: Hi Peter and Team,

Quick thoughts on Vertex Energy, VTNR.US
Read Answer Asked by Graham on September 21, 2014
Q: Delphi Energy (DEE)has dropped about 20% lately. Is it a buy, sell or hold. Thanks
Read Answer Asked by Bruce on September 21, 2014
Q: Good Morning, Could you please offer your view on PRW.TO? Thankyou
Read Answer Asked by Frank on September 21, 2014
Q: Hi,

Can you please give me your current opinion on CanElson Drilling (CDI)?

thank you
Read Answer Asked by Janice on September 21, 2014
Q: Hi Peter and Team,

This is somewhat of an abstract question but is important for my analysis nonetheless. Can you name a couple Canadian companies that you think would have a strong competitive advantage if they were to expand into the US or a similar country (i.e. Australia)?

Stantec (multinational consultant status advantage for companies in Australia, yet similar legal system) and Cineplex ('purchasing power?') come to mind, but I end up banging my head on the desk when trying to come up with others. Does anything stand out to you guys?
Read Answer Asked by Michael on September 21, 2014
Q: Hi Peter and gang.

Question: Shawcor (SCL). I already have a 16% position in pipelines (Altagas, Inter Pipeline and Pembina). However, Shawcor (SCL) is looking extremely attractive, in my opinion, with 2015 consensus earnings, according to CIBC, of $4.35 and substantial growth continuing in the years after.

In your opinion, do you think I can hold my 16% position in my pipelines and add a 2.5% position in SCL? My reasoning is, I can buy SCL as well as hold my existing pipelines because SCL has a forward p/e of under 13 and strong earnings per share growth to support its share price. When interest rates rise, my IPL, PPL, and ALA, may experience a decline because of their very high p/e and slower growth rate but SCL could act quite differently because of its attractive valuation and growth profile.

My other option is to trigger large capital gains and sell a portion of my existing pipelines to buy SCL.

I'd appreciate hearing your thoughts. Thanks, as always.
Read Answer Asked by john on September 21, 2014
Q: With Air Canada (AC.B) too going to join the baggage fees trend which might raise their revenues by $50 and $75 million dollars in new revenue according to globalnews.ca reports and also their fleet changing to 787 models which is believe to save 25% of their present fuel cost, what is your take for this stock ?
Read Answer Asked by Shaz on September 21, 2014
Q: re: ET Evertz Tech

Have read recent comments. I appears to me this is a solid company with good prospects moving forward and that you have confidence in having ET in the Income Portfolio.

I am sitting on cash waiting for an opportunity to reinvest "somewhere." I have been watching ET and have noticed it's recent slide. Would you recommend taking a position at this time or should I continue to wait and watch? Is there any other companies you feel I should be looking at that have recently come back/corrected? (hate using that word)

Thanks for all you do

Gord
Read Answer Asked by Gord on September 21, 2014