Investment Q&A

Q: Hi Peter,
can you give me your thoughts on Doxa Energy, DXA. Its market cap is around 4 million, yet, based on its latest presentation, its land value alone on its Mississippian oil play is worth $0.28/share on fully diluted shares and 0.45/share on floating shares. This excludes all other property and the revenue it receives of $213,000/mth (net of taxes but not operating expenses). Is this a major miss-price in this company or is there more than meets the eye. Also based on the Average Sandridge NPV per well (as reported), the NAV potential of Doxa for this Mississippi play alone is $93MM for a cash flow company with a current market cap of just over $4MM. I asked management about the debt and they said all debt is unsecured and is supplied by shareholders and affiliates including the President and Chairman of Doxa, not financial institutions. In addition, the latest S&P Report of June 2nd shows their EPS is now positive 0.01/share along with growing revenue each quarter. So, its mind boggling to me why its trading at $0.12/share.

Q: Hi Peter,
I have held IPL.UN for some time now & am very happy with the dividend & performance. It represents 1% of my portfolio of all dividend paying stocks. Do you rate interpipe a buy sell or hold at this time ?
Thanks & best wishes,
Paul.

Q: Can you give me your views on Vicwest (VIC). Thanks.

Q: Can you give me your opinion on South Pacific resources. Their new SAGD project is supposed to coming on stream shortly but the stock seems pretty sluggish.

Q: bin hit a 52 week low today buy..hold...sell ?

Q: Good Afternoon,
Would you add to positions in AAB and SIL at this time? If so, which would you prefer?
Thank you for your assistance.

Q: In the event of a major financial meltdown such as a Lehman Brothers incident which could be caused by issues in Europe, do you think the REIT sector would fare better, worse, or the same as the general market?

Q: Please givr me your opinion on IAE Ithaca oil
I own some , hold or sell at loss ?

Q: just wondering if you have an opinion on Cequence takeover of Open Range. Would you keep the stock after the takeover?

Q: Peter, your thoughts on FRU please. Have owned it for years and have been very pleased. Some tax credits may be lost going into next year. Is the div. safe looking into the future, Thanks Ken

Q: Peter, is Equitable Group Inc(ETC:TSX)
investable at this point, or would you stay with Home Capital

Q: I can't figure out why Japanese bonds are yield 1%. My understanding of Japan is financially it is in worse shape than Spain, Italy etc. and their future is very bleak as to demographics. Is it because they can fund it within the country? How can the yen be a safe haven?

Thanks

Q: Hi Peter: What are your thoughts on Aurico Gold(AUQ)?. would you be a buyer here?. Thank you in advance.

Loni

Q: I am considering investing in RPI.UN or WB for high yield. Both companies have a C+ rating. Which business offers the best 5 yr investment?
Thanks Larry

Q: Peter,

What is your opinion about WPT. Is it a better alternative to SU for medium term? Thanks

Q: Hi Peter,

Just a brief story. I have always been a struggling investor and never made money in stock market for so many years mainly due to being impatient even with much more than normal investment knowledge. However, recently I picked up one of your comments regarding MT and I actually invested in that company. I just wanted to thank you for all your help in answering my questions regarding the company which made me book the biggest profit of my life. Thanks again for all the advice that you make available on this site. This is certainly going to benefit a lot of people like me down the road.

Imtiaz

Q: Retired ---Riff ---have Telus @ 47 now 60 ---broker feels ---a move to Discover Financial (DfS) --us yield ---1.3 % ---I am looking down the road ! ---I wonder re COS ---yield 7% cdn & I feel oil is down ---but will rebound ---I need yield & I get pd to wait ! ---would like your thoughts -thanks ----Don

Q: I know you folks are growing quickly and have so much to do. I am loving the service and hope you will not do what some letters do, namely delve into the penny stock world, unless of course you truly find value. I have a question/suggestion; is it possible to create an excel file of your company names and ratings? Then I can see everything in one file, sort as I wish and make notes during my due diligence.

Q: Peter, I have been following this company Digitial Dispatch Wireless (DDS-T) for some time and it has promising fundamentals. Could this be a company you would consider for your research universe ? PJI (Etobicoke) Thanks in advance for your reply.

Q: Peter

What is your outlook on Starcore Internation SAM and would you be a buyer seller or holder here?