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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 would appreciate your comments on Espial Group's (ESP) earnings released this morning. They seem very good to me and I am considering adding to my current small holding. Thank you, Peter
Read Answer Asked by Peter on July 23, 2014
Q: re: ET Evertz

Your updated analysis please since your last comment June 12 and... any additional insights into a possible take over?

Thanks for all you do

Gord
Read Answer Asked by Gord on July 23, 2014
Q: I was thinking of selling my cpg and putting the proceeds in half dee and the other half pou, I'm looking for more growth rather than dividend, what do you think.

Thanks,
Richard
Read Answer Asked by Richard on July 23, 2014
Q: re: CHK Chesapeak Energy Corp

Your opinion at this time please

Gord
Read Answer Asked by Gord on July 23, 2014
Q: Do you know anything about Kane Biotech - KNE? It seems like some very good news today:
Health Canada Approves DispersinB(R) for Human Use (ccnm)
Read Answer Asked by Tim on July 23, 2014
Q: Peter; Could you comment on the DHX trading volume , in particular today's at 7.2 million? Thanks. Rod
Read Answer Asked by Rodney on July 23, 2014
Q: Any reason why MRC is down lately? Is this a good time to buy more? Thank you very much.
Read Answer Asked by Francis on July 23, 2014
Q: Hello Peter,
Below is an extract from S"E"D"I" showing an officer of Enghouse being short 20,000 shares of the company. He is long 30,000 options but it seems strange that an officer would actually sell his companies shares short. Not a big short position but still strange in my opinion. Any comment on the short position, and any thoughts on the merit of adding to an initial ESL position at this time. The other holdings in this area are AVO and CSU.
Many thanks.
Insider Name: May, Todd
Insider Relationship: 5 - Senior Officer of Issuer
Ceased to be Insider: Not Applicable

2014-04-04 Common Shares -20,000 0

2014-04-04 Options Employee Stock Option (Options) 30,000 30,000
Read Answer Asked by Robert on July 23, 2014
Q: As a comment regarding becoming a portfolio analyzing service for subscribers in the future I fear that if/when that happens you will not have the time to address the multitude of questions on this site. And as a result the great service and value here will diminish some.

I often wish people would simply read the questions and answers here and then manage their own ports but human nature for most people is to want someone else to do it for them.
Read Answer Asked by Stan on July 23, 2014
Q: Cramer: I am sure the first "Cramer" comment was well intended and sincere.

But clearly a number of other folks disagree with the need for a Canadian Cramer. I am in the latter camp having tracked many of Cramer's favorites over the years using Globe Investor Gold. Since he has recommended hundreds of stocks I have tended to focus on the ones where he has been over the top - provided the most compelling reasons inlcuding detailed charts - and of course rung the bell, blown the horn, uttered the words "Booyah" many many times, etc. etc. etc.

The performance of my Cramer "paper - portfolio" has been terrible - especially compared to the 5i portfolios and highly rated stocks. Recently Cramer's audience size has cratered dramatically - to the point where the numbers are embarrasing for him and the network.

It would seem that his "customers" have realized that they too are wasting their time and money.

Bottom line here: Beware of Cramer suggestions; and 5i - you are great as is and please don't become Cramer-like. I enjoy making money thanks to you and not losing it as I would have if I had actually bought into his hype.

Cramer reminds me of a mutual fund guy I met years ago whose focus was on getting customers to "like him" as opposed to impressing them with his record of success in helping other clients grow their money. Quite the showman, probably a nice guy and a great person to have a beer with - but not manage my family's money!
Read Answer Asked by Donald on July 23, 2014
Q: Hi Peter and staff,
Thanks for all the sensible advice. Shortly after 2 PM today ET took a plunge. I see no news.
Thanks for any input you may have.

John
Read Answer Asked by John on July 22, 2014
Q: I look forward to the day when you can offer individual portfolio reviews. Do you have a time horizon ?
I'm sure many of your subscribers would echo my comment.
Read Answer Asked by Valdis on July 22, 2014
Q: Peter & Staff: Please don't go like Cramer or Motley fool as some people suggested.Your service is great and no conflict.I also have been a Canadian Moneysaver subscriber for a long time.Finally I feel that your service as helped me and my wife to be more prudent with investing our hard earned money.Tks
Read Answer Asked by Guy on July 22, 2014
Q: A subscriber claimes we need a Jim Cramer in Canada in my opinion he is a promoter at best .just ask the investors of deep he recommend it the nite before the ipo the next day on the ipo the owners absconded the the cash and ran off .i settled two years later with five percent of my investment.never watched the show again . Nobody said school was cheap but Cramer as a investment advisor should instead sell hotdogs in new york.
Stan
Read Answer Asked by Stan on July 22, 2014
Q: I have talisman at a loss. Can you suggest 1-2 good names which I can switch this investment to and be ahead on next 3-5 years instead of holding talismas?
Read Answer Asked by S on July 22, 2014
Q: re: TOU + doubling down/repurchase

I originally bought a 2% weighting in TOU @ $50.65. My portfolio Oil & gas weighting as a whole is 20%.

July 8 I sold 50% of my TOU position at $55.72.

Since then the share price (as we all know) has returned to $51.20. I am seriously considering repurchasing my 50% at these prices.

Would you consider this wise or should I wait for a few weeks before executing this strategy?

Thanks for all you do

Gord
Read Answer Asked by Gord on July 22, 2014