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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: I'd like to know what your current view is on MCR. In response to a question I posed on Dec 9/14 the answer was "Macro had a very tough year; even before the recent energy sector meltdown, it experienced cost overruns on a fixed cost project, and this destroyed its profit margins. Now, sector retrenchment means there will likely be fewer opportunities for growth over the next two years. But.....it is still profitable, and very cheap. It has some debt, which may be more of a concern if there is not a recovery. After its big drop, we would consider it a hold, but would not buy any more. Note however that its small size now adds some more risks, especially in the short term while the sector tries to stabilize. We think it survives this cycle, but you will likely need to commit to it for another two years."
Yet, in a response to another persons question on Jan 16/15 you respond: "...Both stocks are very, very cheap, reflecting the debt and the sector. As far as survivability goes, much depends on how long the sector situation lasts. MCR, likely, has a better ability to reduce costs, as CET owns its equipment and when business slows it earns nothing on unused equipment. MCR insiders have much more skin in the game than CET insiders.

With the risk of the dividend cut hurting CET, we would reluctantly side with MCR today. But neither looks particularly interesting to us anymore. "

I realize that not the same person answers questions, and there was a period of time between those questions, and now...

What is your current view? Is it worth holding, or time to sell while I can still get something out of it.

Thanks for everything! Love your service!
Read Answer Asked by Brenda on February 25, 2015
Q: There are 2 types of shares for Shell on the NYSE. They are both the same wrt voting rights and dividends except that the B shares tend to trade slightly higher valuation and in smaller volumes. The other difference is that they are taxed differently.I know this from the Shell website (12 paragraphs writen by a Lawyer)
As a Canadian (buyin this Dutch company on a US Mkt)what is the better share to buy? which will let me keep more of the dividend that started out the same but is taxed diffrently?
Read Answer Asked by Kurt on February 25, 2015
Q: Can you please comment on Cipher's latest earnings and your opinion going forward? I know the health sector has been hot but wonder if I should continue to hold or swap out and add to my half positions of Knight, CRH Medical or perhaps intimate a position in Convalo?
Read Answer Asked by Marty on February 25, 2015
Q: Hi Peter and Team, regarding AHF, would you consider the stock a soft hold, a strong hold or simply a sell into this current strength? Almost at break even at .90 cents. Thanks!
Read Answer Asked by Hussein on February 25, 2015
Q: Hi Peter,

Sylogist declared quite good results and they did an equity offering for 11 cad. They did a few acquistions too if I am not mistaken. Conventional wisdom states that a company grows by acquistions case in point csu,valient, Amaya so why is sylogist not following. They also increased their dividend what else do they have to do to increase their share value your
comments will be appreciated.

Thanks
Paul
Read Answer Asked by PAUL on February 25, 2015
Q: Could you please comment on the latest earning numbers of Leisure World and rank Leisure World, Chartwell (CSH.UN)and Regal Life Styles (RLC). Ok to own all three as part of a diversified portfolio for income and some growth in a low interest rate environment?

Thank you

Dave.
Read Answer Asked by David on February 25, 2015
Q: Hello,
What is your current view on Uranium and which mid size companies would you recommend if the sector rebounds. thanks Clare
Read Answer Asked by clara on February 25, 2015
Q: Good afternoon I was think of creating a portfolio of etfs, say 6-8 of them firstly is this a good idea and second what is an acceptable amount of fees to be paying I believe MER is the amount paid per etf so what's too much when they are all added up thanks
Read Answer Asked by jason on February 25, 2015
Q: Please provide comments on their earnings and how the stock might react? Any change in the future picture?
Read Answer Asked on February 25, 2015
Q: convalo has 76 million warrants that have to be exercised at 20 cents i think in the next 2 weeks. my question is convalo hit an intraday high of .385 cents, but i would think it would sell off considerably as shareholders sell the stock to exercise the warrants. am i right or wrong. dave
Read Answer Asked by david on February 25, 2015
Q: Can you please comment on CLR and CPH results released today. Also, Peter Imhof recently suggested ESP as a takeover target. Do you agree with his thesis? Thanks
Read Answer Asked by Imtiaz on February 25, 2015
Q: Hello Peter & Co,
Could I have your opinion on Ciphers numbers reported today?
Thanks
Dave
Read Answer Asked by Dave on February 25, 2015
Q: Your take on Clearwater's report today? It didn't impress the markets. What do you think of Clearwater going forward?
Read Answer Asked by John on February 25, 2015
Q: Hi Peter and Co.
I looked at VNP numbers from last night's earnings release and I'm trying to find a positive somewhere in them but I'm struggling mightily. They look pretty awful. I suppose the only positive is that the stock isn't down more today.
Your thoughts?
Thanks,
Michael
Read Answer Asked by Michael on February 25, 2015
Q: IAE is down today. Is this a dip to buy some?

Thanks Greg
Read Answer Asked by Greg on February 25, 2015
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