Investment Q&A

Q: BCE
Hello. As a shareholder of BCE, I would like to know your thoughts on how the abcense of NHL play may affect the stock price and the behavior of institutional share holders(the larger holders of the stock). Thanks for all you offer.

Q: PWT: I understand the advice to wait and see a turnaround before buying in but what would you read into insider buying @10.50 to 11 during Nov? Same is true with insiders at PGF. Could they just be looking for a seasonal "dead cat bounce" in the stock prices or perhaps they know something the rest of us don't. Thanks, Jeff

Q: Just wondered what you & team think of my diversifying some by purchasing a say 27 month debenture paying 6% plus. I have a number of your listed basket of A & B rated holdings, (not more than 5% in each) & thought that I may put say a 3% holding in UUU.DB.A ? Or should I rather add to AW.UN or ATP, or BAD, BPF.UN, BYD.UN, BEP.UN, CUS, CFN, CSU, FCR, LIQ, or PKI, to bring a few of them up to say 5% ?
Thanks in anticipation,
Best wishes for X-Mas,
Paul Newton.

Q: XTC
This Q4 seemed to be a blowout. What was the street consensus on EPS?

thanks,
Sandy

Q: Hello Mr. Hodson.
Quite enjoy this Q&A section.
Do you have any info/news on Iona Energy Inc (INA)?
Cheers - Chris

Q: Hi Peter:

I've got a micro cap for you - Nordex Expolosives - NXX-X -
They recently did a private placement which was over subscribed by 100+ % , in order to grow the business into Central & Southern Ontario as well as modernize their facilities.
Any insights?

Thank you,

Don

Q: RE: CUS

with this low interest environment, why would managment do an equity raise - with the resultant dilution of share holder equity and a resultant increase in cash flow requirements to fund the quarterly dividend - rather than do a fully tax-deductible debenture offering, for example...

thanks

Q: Hi Peter and 5i: Oil commodity – I know there are some significant differences between the North American markets for oil and for nat gas, but I am wondering whether we should expect to see the oil market over the next year or two trace a path similar to the nat gas market's over the past year, with improved techniques for exploiting shale-based resources creating a progression of over-investment, supply glut, price trough, cap-ex cuts and dividend cuts, and an equity market sell-off, before coming back to a more stable and probably intermediate commodity price, as supply and demand come back into balance. The recent buzz about the US having the means to approach supply independence seems to me to fit the scenario, as does the lack of conviction around oil futures over the last several weeks, with the prices flipping back and forth between contango and backwardation a number of times. I'd appreciate any thoughts you may have on this? Thanks!

Q: URI on the NYSE? Receent large acquisition-ergo dominant market share with > pricing power. SP has high rating with a Strong BUY & pr. tg of $60.00 going fwd.. What can you add? Is it a buy for my USD portfolio Peter? Thank you!!

Q: What are your thoughts on Lake Shore Gold (LSG)? Im looking to buy some beat up junior gold stocks due to tax loss selling. Any recommendations? Thanks!

Q: RPL:(TSXV)
Renegade Petroleum Ltd. h
Have they announced the dividend? If not what might be a good guess.
thanks
Yossi

Q: TFSA Question: Please give me 2 or 3 of your current top ranked suggestions for my TFSA. Thanks!

Q: would you please comment on CQE is it a good buy at this level
thanks!

Q: Hi Peter and Team. I've been following USGGBE05:IND chart (US 5-year breakeven) on Bloomberg.com to keep an eye on future US inflation expectations. This ties in with my PM portfolio. They recently withdrew this free chart (now available on Bloomberg Professional Service). Is there an alternative to this that I can use ?? Thanks.

Q: Canexus has accounced that it is taking on $75,000,000 in debt. Is this reason for concern? Is this a buying opportunity? Cheryl

Q: EH has made some nice moves recently. I notice your last review was mar 2012 and no member questions. This stock has shown up in my screen to buy, I would appreciate your opinion.
Tks Stan

Q: What is your opinion about natural gas prices and ECA as a play for rising NG prices

Q: what is your opinion on sprott power. yd 4.8% what about growth

Q: Do you like the Boyd deal announced today?

Thanks,
Sandy

Q: could i please have your opinion on (gs) gluskin sheff. its been on a downward trend for the past two years. pays a nice dividend. great job peter and staff!