Q: Can you please comment on ESL first quarter financial results ending period Jan.31/14. Thanks.
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: What are some some examples of light oil and heavy oil companies-there seems to be a feeling of increased light oil on market ?
Q: Good Morning Peter and Team,
I have been taking a look at Macro Enterprises (MCR- TSXV). Upon reading the most recent Ink Insider report I noticed that one of the two founders (Mark Dodge) has recently been selling down his stake in the company. However the other founder (Frank Miles) still owns about 30% of the outstanding shares. Being a value oriented investor (However I am slowly coming around to your philosophy) I believe that MCR looks cheap with compelling long term prospects to boot. The recent insider selling may explain some of the recent weakness in the share price. What is your opinion of this company ??? Thank you for your help. DL
I have been taking a look at Macro Enterprises (MCR- TSXV). Upon reading the most recent Ink Insider report I noticed that one of the two founders (Mark Dodge) has recently been selling down his stake in the company. However the other founder (Frank Miles) still owns about 30% of the outstanding shares. Being a value oriented investor (However I am slowly coming around to your philosophy) I believe that MCR looks cheap with compelling long term prospects to boot. The recent insider selling may explain some of the recent weakness in the share price. What is your opinion of this company ??? Thank you for your help. DL
Q: I'd appreciate your views on Pure Industrial AAR.UN. I have held it for a while but it doesn't seem to be reviving.
Q: Goodmorning, would you switch PGF with RRX and would you wait for a bit of a pull back on RRX if so??? I am up 43% on PGF. With the profit I am 12% weighting...maybe sell half pgf for RRX? Thanks for the insights...
Q: Hi Peter,
I see you have TOU in your model portfolio but no research on this company. Could you please explain why this is your top pick in this sector.
Matt
I see you have TOU in your model portfolio but no research on this company. Could you please explain why this is your top pick in this sector.
Matt
Q: Is Methanex fairly valued at the current price?
Q: Hi Peter
Could you provide an opinion on Brompton Lifeco split LCS
Thanks
GUY
Could you provide an opinion on Brompton Lifeco split LCS
Thanks
GUY
Q: Hi Peter,
Hoping you and team can provide some advice on when to sell a stock. I consistently struggle with when to hold and when to sell so have always erred on the side of holding. This has generally worked out for me with the exception of cyclical stocks. I have held Magna for a very long time and it is creeping over 8% of my portfolio and wondering if this is the time to trim a bit. However, the momentum in the stock is quite strong and so I continue to dither and sit on the sidelines. Your advice would be helpful.
Hoping you and team can provide some advice on when to sell a stock. I consistently struggle with when to hold and when to sell so have always erred on the side of holding. This has generally worked out for me with the exception of cyclical stocks. I have held Magna for a very long time and it is creeping over 8% of my portfolio and wondering if this is the time to trim a bit. However, the momentum in the stock is quite strong and so I continue to dither and sit on the sidelines. Your advice would be helpful.
Q: I've been reading quite a few articles recently about the high level of margin debt in the US. What is your opinion on the correlation between margin debt levels and major stock market corrections. Apparently margin debt levels are very close to where they were just before both the 2000 and 2007 corrections.
Thanks for the great service.
Thanks for the great service.
Q: I would like your opinion on Synodon SYD.X. With all the activity in pipeline installations and environment regulations, they seem to have the technology and proprietary advantage to allow them rapid growth.
Q: Westshore Terminals, WTE, annouced a few months ago that they capped their dividend to complete some capital projects over the next few years. I am good with this being a shareholder ensuring the future and hopefully future dividend increases. No one expected much growth in the share but here it is up $8-9.00/ share since this announcement. This has grown into about a 7$ weighting in my portfolio.
Any idea what has driven this rise in share price and should I take a little off the table to get back to 5% weighting?
Thanks in advance and thanks to you, your staff and other members for information and answering questions.?
Any idea what has driven this rise in share price and should I take a little off the table to get back to 5% weighting?
Thanks in advance and thanks to you, your staff and other members for information and answering questions.?
Q: Hi
Uranium is getting a lot of attention of late. Do you have any stocks or etf to recommend. What do you think of Uranium Participation, "U" on the TSX.
Thank you
David Wain.
Uranium is getting a lot of attention of late. Do you have any stocks or etf to recommend. What do you think of Uranium Participation, "U" on the TSX.
Thank you
David Wain.
Q: Hi Peter
I'd like your opinion ref the announcement from ESL dated March 4th of its purchase of IT Senix AG of Germany at the price of 7 million Euros.
Is this a good fit and a good price?
Would you be a buyer of ESL after this announcement?
Thanks,
Ron
I'd like your opinion ref the announcement from ESL dated March 4th of its purchase of IT Senix AG of Germany at the price of 7 million Euros.
Is this a good fit and a good price?
Would you be a buyer of ESL after this announcement?
Thanks,
Ron
Q: Good Morning Peter, I have an 11% weighting in the oil and gas sector divided between five companies. This includes both ECA and TLM. I am significantly underwater on both of these stocks. Is it time to take my loss and replace with one of Vermillion or Tourmaline or some other company? I also hold FRC. Would you hold or replace that one as well?
Q: Do you have any information on INO.UN.? It is starting to look interesting from a technical basis, so now we would like a look at the other side of the coin.
Q: Hello Peter :
I'm curious to know what you think about this:
BlackBerry (BB.TO) recently ousted Thorsten Heins as CEO in November and now has John Chen at the helm of the company. Since that time the stock has been steadily increasing with slow and steady short term growth. Chen has announced a new BlackBerry (Q20) taking the company back to its core business and what it does best...the QWERTY keyboard, which will be released the second half of 2014. Do you see this stock as a short-term hold for a quick profit turnaround until the launch of the Q20 and before first sales numbers are released or would you buy in now and hold for a longer period of time?
Thank You.........Paul
I'm curious to know what you think about this:
BlackBerry (BB.TO) recently ousted Thorsten Heins as CEO in November and now has John Chen at the helm of the company. Since that time the stock has been steadily increasing with slow and steady short term growth. Chen has announced a new BlackBerry (Q20) taking the company back to its core business and what it does best...the QWERTY keyboard, which will be released the second half of 2014. Do you see this stock as a short-term hold for a quick profit turnaround until the launch of the Q20 and before first sales numbers are released or would you buy in now and hold for a longer period of time?
Thank You.........Paul
Q: Hi Peter
Enterprise Announces $12 Million Bought Deal Equity Financing.
Just announced. Is this a good?
Thanks
John
Enterprise Announces $12 Million Bought Deal Equity Financing.
Just announced. Is this a good?
Thanks
John
Q: Would you please give your analysis of the PKI Q4 2013 earnings released today?
Q: Hi, what are your comments on ESL earnings? Thanks