Investment Q&A

• Parkland Corporation (PKI)
  • View PKI Profile
  • View Questions on PKI
  • View Reports on PKI

Q: Firstly, thanks for the great service you are providing to us retail investors. I am spreading the word. My question is:

PKI seems to be stalled at the 17 dollar mark for the last 3 months or so. It has grown a ton in the last year. Is this just consolidating here before more growth or do you think it's growth has peaked?

Upvote 0

Read Answer Asked by Andrew on November 02, 2012

• Freehold Royalties Ltd. (FRU)
  • View FRU Profile
  • View Questions on FRU

Q: Hi Peter;
I wonder if you would be able to explain to me the royalty structure of FRU and how it works. Does FRU actually own the underlying land or do they lease it from others? What are your thoughts on this type of entity?
Many thanks.

Upvote 0

Read Answer Asked by Andrew on November 02, 2012

• Power Financial Corporation (PWF)
  • View PWF Profile
  • View Questions on PWF

Q: Hi folks. What are your thoughts on PWF? is it good for the long hall or is it at its top for the short term
Thanks

Upvote 0

Read Answer Asked by Ken on November 02, 2012

Q: Hi, What do you think of ANS.T(ainsworth lumber).It has performed well recently and seems to be linked to an improving US housing market. Is this a good time to buy?

Upvote 0

Read Answer Asked by George on November 02, 2012

• Obsidian Energy Ltd. (OBE)
  • View OBE Profile
  • View Questions on OBE

Q: I've held Penn West [PWT] for a number of years and have been under water for a while now. However, they do pay their dividends. Do you believe that the actions that company is taking today will allow them to support paying the dividend for the future and that their share price will recover into the $20s at some point? Thanks - Ron

Upvote 0

Read Answer Asked by Ronald on November 02, 2012

• Northland Power Inc. (NPI)
  • View NPI Profile
  • View Questions on NPI
  • View Reports on NPI

Q: Peter your opinion on North Land Power please.Ken

Upvote 0

Read Answer Asked by Ken on November 02, 2012

• Enghouse Systems Limited (ENGH)
  • View ENGH Profile
  • View Questions on ENGH
  • View Reports on ENGH

Q: Hello,

Do you still view ESL as favourably as you did when you first issued the research report. I am thinking of taking a small position in the company and wonder if today's price would be considered a good entry point. Thank you for the very valuable opinions.

Upvote 0

Read Answer Asked by Bashir on November 02, 2012

Q: My investment in Galway (GWY) turned out to be very succesful..
But now I have a hard time deciphering the sudden and very significant volume on a dailt basis. If it was a way to spin off their tungsten asset the huge volume after the announcement should have receded by now.
Your open sharing insider's(as a seasonned market professional) experience is an enormous asset for retail investors who are so often kept in the dark of most markets internals. I dearly value them.

Upvote 0

Read Answer Asked by claude on November 02, 2012

• North West Company Inc. (The) (NWC)
  • View NWC Profile
  • View Questions on NWC
  • View Reports on NWC

Q: I've had my eye on North West Company for a few years but have been reluctant to buy it since retail can be so fickle. Do you see an oppotunity for growth as it seems to be improving at the moment?

Upvote 0

Read Answer Asked by Mary Jean on November 02, 2012

Q: Peter; With the current capex cutbacks announced and the large assets for sale in the oil sands which pipeline stocks would be at risk if development slowed down substantially ? Thanks.

Rod

Upvote 0

Read Answer Asked by Rodney on November 01, 2012

• Coniagas Battery Metals Inc. (COS)
  • View COS Profile
  • View Questions on COS

Q: COS reported its quarterly results on October 29. The market reacted positively, as the share price went up 5% as of today. Do you see anything meaningful in terms of making the company either
more or less attractive ? Any obvious comparison to be derived from SU's results which were just reported ?

Upvote 0

Read Answer Asked by Serge on November 01, 2012

• Veren Inc. (VRN)
  • View VRN Profile
  • View Questions on VRN

Q: I own CPg and enjoy the dividend but where does the continuing issuance of stock to buy more assets end?
How many times can they go to the well and maintain the dividend with no real stock appreciation? Soon they will be selling stock at $35. , then $30.00, and so on - down , down down? Thanks.

Rod

Upvote 0

Read Answer Asked by Rodney on November 01, 2012

Q: Opmedic Group OMG is up 26% in the past month (12.41% today). Do you have any information why the stock is moving up so quickly? Is this a good investment going forward?

Heather

Upvote 0

Read Answer Asked by Heather on November 01, 2012

• Bank of America Corporation (BAC)
  • View BAC Profile
  • View Questions on BAC

Q: Any thoughts about Bank of America, I realize it may be off your radar screen but I think it is intriguing as a turnaround stock it certainly has legacy concerns from the acquisition of Country Wide but it seems to be becoming more focused, should see declining loan loss provisions, and should have significant tax loss carry forwards?

Upvote 0

Read Answer Asked by peter on November 01, 2012

• Descartes Systems Group Inc. (The) (DSG)
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG

Q: Do you have any recent thoughts on DSG I am considering it for my RRSP? I have a long term time horizon and Waterloo software companies seem to be good bets. It also seems to be a favourite of several small cap mutual funds.

Upvote 0

Read Answer Asked by peter on November 01, 2012

• Crombie Real Estate Investment Trust (CRR.UN)
  • View CRR.UN Profile
  • View Questions on CRR.UN

Q: Hi Peter
Could I please have your opinion on CRR.UN(Crombie).Greatly appreciate your service to investors , thanks Drummond

Upvote 0

Read Answer Asked by Drummond on November 01, 2012

Q: Peter, could I have your opinion on Wajax please. Nice dividend. Where would you rank it? Ken

Upvote 0

Read Answer Asked by Ken on November 01, 2012

Q: Thoughts on PTQ?

Upvote 0

Read Answer Asked by Frederick on November 01, 2012

Q: Hello Peter, HNL came out with results today. Would you mind sharing your thoughts on them. Thank You

Upvote 0

Read Answer Asked by Ilesh on November 01, 2012

• Open Text Corporation (OTEX)
  • View OTEX Profile
  • View Questions on OTEX

Q: Hi Peter,
Could you give me your thoughts on Open Text, OTC on Toronto. Is it a buy at these levels.
Thanks,
Barry

Upvote 0

Read Answer Asked by Barry on November 01, 2012