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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: Hi Peter, Can you re-visit Labrador Iron Mines please (LIM)?
I see you made a comment on May 25. It looks interesting here at $1.20, they are a producer, don't seem to have any debt although hit hard from a rapid decline in iron ore prices. Cash balances are getting low around $10 mill ( I have been told although most recent financials show $22 mill although that was end of June). They have postponed planned capex and have recently scaled back planned production for the balance of 2012 to conserve cash. I guess this is a play on iron ore prices?? If iron ore recovers over the next few months this would have proved a great entry point, if iron ore prices remain soft for a few quarters this company may be in trouble. Any thoughts/opinions would be greatly appreciated. Thanks.
Read Answer Asked by Chris on September 25, 2012
Q: Hi Peter,
I just became a member of 5i today. Earlier this morning I found a chart of many companies that contained "current" and suggested "buy" prices. I can't seem to find it again. How do I find the information on your site?
Read Answer Asked by Les on September 25, 2012
Q: hi, new member, great site, great info. What are your views on Pollard Banknote (PBL). They seem to be on a roll contract wise. Good dividend. Tightly held by founding family. Thx for your thoughts
Read Answer Asked by Alain on September 25, 2012
Q: Hi,
New member and look forward to working with you. What are your thoughts on DNI-X. I see they are issuing lots of shares lately. Is this not diluting the shares. Thx
Read Answer Asked by David on September 25, 2012
Q: Hi Peter, what is your view on Lorex Technology (Lox.v)? Emerging growth story. 15 consecutive quarters of profitability and recent product launches and geographic expansion that would indicate growth is going to continue at a high rate. Mgmt has consistently outdone their guidance and owns over 20% of shares. Funded growth through internally generated cash and eliminated debt and now has net cash position. Seems dirt cheap relative to Avigilon. thanks.
Read Answer Asked by Evan on September 25, 2012
Q: Relatively new to investing and using direct investing account so asking you: if a US company is a subsidiary of a Canadian company that is a potential take over target, am I to assume that the US stock price will benefit relative to the Canadian company’s stock price? Or should I stick to purchase of the Canadian company?
Read Answer Asked by William on September 24, 2012
Q: Hey Peter. Nice job on BNN today.

I'm thinking about taking a position in WEQ.UN. Is there anything I should be concerned about, like debt levels, or specifically look out for in the coming quarterly reports. Thanks again.
Read Answer Asked by john on September 24, 2012
Q: Do you have a view on Com Dev CDV T ovr the next year ?
Read Answer Asked by Bruce on September 24, 2012
Q: CFX: Canfor Pulp Products. Even with a dividend cut recently would this company still be a good growth , share price, opportunity. Its PE 8.3X is way less than average of 23X EPS $1.03 is 2.5X better than Industry.PB is only 1.5X, Debt to capital is only 21% & ROE is double industry norm. I don't understand why this stock shouldn't be double or more ??
Thanks Ed G
Read Answer Asked by Ed on September 24, 2012
Q: I have a question about Brookfield Renewable
I use the TMXMoney site to check fundamentals of companies. This site shows that the EPS of BEP.UN is -1.83 yet it pays out a dividend of 1.38. I like the yield that BEP.UN offers but am concerned that it can't possibly be sustainable if the company is actually losing money. Am I missing something here? I am looking to invest in companies with decent yield. I don't need any capital appreciation but I don't wish to incur big capital losses either.
Read Answer Asked by George on September 24, 2012
Q: Not a question, Peter, just congratulations on a great interview on BNN today. Confirms for me yet again that this is the place to be for unbiased, critical research.
Read Answer Asked by Geoffrey on September 24, 2012
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