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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: re: PRW - Petrowest

Back on Jan 13 Dundee Securities raised their price objective for PRW from $1.20 to $1.50. And Bruce Campbell on Market Call was excited about their prospects considering their highway expansion projects and the infrastructure needs the Canadian Oil & Gas sector would have in the coming months.

Since then share prices saw a brief time between $1.02 & $1.08 before falling to between $0.92 & $0.97 (majority of time closer to $0.92) where we have seen it for the past 6 weeks.

The all of a sudden yesterday is closed at $1.00 and today it is at $1.02 with trading at 2.85 times average daily volume

PRW has one of the larger "Big Yellow" equipment fleets and I have been expecting them to enjoy plenty of new projects as a result of the healthy Oil & Gas Sector and specifically the LNG project in BC.

Can you give any advice re this equity and if in fact there are any reasons to expect PRW to begin heading to the levels The "Experts" expected when they reported at the beginning of the year?

Is this a buy low sell high opportunity?

Thanks for all you do

Gord

Read Answer Asked by Gord on May 05, 2014
Q: why are you so hot on a stock like Concordia healthcare which has been become very expensive compared to a stock like merus labs which is way cheaper by half-- same business, I know merus is much smaller, but gains should be much greater. you seem lukewarm on merus at best.dave
Read Answer Asked by david on May 05, 2014
Q: Good morn.
Since the energy sector is rebounding nicely, I would appreciate
your pic on 2 or 3 additional stocks that you feel have legs for the next 12-18 months. I currently hold IPL,PPL,KEY,PKI,
BXE,TOU & SGY in this sector however, I classify IPL,PPL,PKI & KEY as support so I really only hold 3 pure oil& gas plays. Would appreciate you expertise as ever.

Read Answer Asked by Robert on May 04, 2014
Q: Hello..I am underwater about 40% with tlm..Was thinking about averageing down.. .Down about 6 grand .Has your thoughts changed since March's last comments? Thanx for your advice in advance..Cliff
Read Answer Asked by cliff on May 04, 2014
Q: For those of us who are time challenged I very much like your bullet response to Paul's question on the Utility Sector, where 9 companies were covered (8 requested). Just wondering: in the new/future question limit would such a question count as 4, 8 or 1 question or perhaps a blending of 2 (best/worst)? Perhaps you could clarify the limits for questioners who ask for opinions on multiple stocks in one email, too. Thanks, J.
Read Answer Asked by Jeff on May 04, 2014
Q: HellO,
I read in the May Canadian MoneySaver (pg 30) about Fixed Invstment Certificates. A little research tells me they are basically 2nd or 3rd mortgages. The return of 12% is appealing. Your comments on safety of the investment? What would be a maximum portion of a portfolio to invest in FICs
I do like the new cover designs.
Read Answer Asked by Gerald on May 04, 2014
Q: Which would you prefer for a non-registered account for the next 3 to 5 years?
Read Answer Asked by Malcolm on May 04, 2014
Q: David Maris of BMO is quoted as saying:
"As of now, we think the Valeant bid stands at a less than 50% probability of being successful, and we base this on our belief that the cost cuts announced are not credible.” There's also discussion about an Allergan golf course in California that may or may not exist (how could such a thing be hidden from public view?). This is the same guy who exposed Biovail's contorted explanation as to why they missed earnings, so he would seem to have some credibility. Also Bill Acker's past record on acquisitions is far from perfect.

I still hold VRX from the 2012-13 model portfolio. Would it be better to stand aside with this latest revelation? Thanks, J.
Read Answer Asked by Jeff on May 04, 2014
Q: hi guys can not find any news on why Torstar ts.b is up 22%
plz. tell if you can & advise if its a sell @ 25% up or hold
thanks shaun
Read Answer Asked by shaun on May 04, 2014
Q: I would appreciate your assessment of the controversy concerning Partners' Reit (PAR.UN) and your opinion as to whether there is value in the stock at the current price.
Read Answer Asked by Peter on May 02, 2014
Q: Hello, what do you make of the Orange Capital allegations on PAR.UN? I could not find out how many shares they owned, would you know?
Do they have ulterior motives in mind for bashing this stock down?
Read Answer Asked by Max on May 02, 2014