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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: win

why would managment raise the dividend in the face of a disappointing quarter (a reduction in adjusted earnings per share) if they did not forsee a near-term rising earnings profile?

thanks...
Read Answer Asked by Jim on August 07, 2012
Q: Hi - Do you have any comments on the recent reports about STB? Thanks
Read Answer Asked by Geoffrey on August 07, 2012
Q: Peter. IBI Group Inc (IBG) is puzzling, low P/E, low Beta, distribution might be a tad high, but has plummetied since March 2012 ?
Thx Ed G
Read Answer Asked by Ed on August 07, 2012
Q: Hi Peter,

Daniel Drimmer was part of a group that took transglobe apartment reit public, then lead a group to privatize those same properties. A few months later, again, Mr. Drimmer is now taking some apartment properties in Montreal public (TN.UN).

First off, can you offer any insights as to why Mr. Drimmer would go public with a set of properties (tga.un); then privatize them a few years later; then take another group of properties public (tn.un)?

And secondly, what are your thoughs on True North Apartment Reit?

Thanks.
Read Answer Asked by john on August 07, 2012
Q: Can you please comment on SIR.UN. In particular, what do you think of their payout sustainability and debt levels. Would you recommend it at current prices? Will they be required to convert to a corp at some point? Thanks for your help.
Read Answer Asked by Noel on August 07, 2012
Q: could someone please tell em a web site where you can see the current prices of stocks, not delayed 5 minutes, but rather --live, thanks in advance for any help offered
Read Answer Asked by john on August 07, 2012
Q: what is your opinion of DR-T(Medical Facilities)
Read Answer Asked by gary on August 07, 2012
Q: helloooo peter your thoughts on mux would help me on weather to hold or sell as im under water 50% at this point on rod mcewens pet . tkx pat
Read Answer Asked by patrick on August 06, 2012
Q: Hi Peter. Thanks for the the recommendations.
Question: What is your long term outlook for Brookfield Office Properties (BPO-T)? Seems cheap on a P/E basis but has a PEG in the +7 range (if the source I am using is correct). Share price remains relatively flat, unlike the REIT sector in general.
Thanks.

Al
Read Answer Asked by Allen on August 06, 2012
Q: Peter hi....the SG US Equity Market Neutral small cap Fund from Arrow (AHP410) returned 3.5% annually over a 5 yr. period......how does that square with the FP (Dave Kaufman) comments as below....
am I mis-reading something......

http://www.arrow-capital.com/PerformancePrices/OpenEndedFunds/ClassA.aspx



"...The performance of SG has been nothing short of remarkable since its inception in 2006. Its annualized return of 12.6% compared to an annualized return of 2.3% for the Russell 2000 over the same period..."

regards

Art
Toronto



Read Answer Asked by Art on August 05, 2012
Q: CIC Energy (ELC) will merge with Jindal Steel at $2 but the stock is trading at 1.77. Do you think there would still be some risks to this merger agreement or is it ok to hold it from this point to get around 13% return in two months.
Read Answer Asked by Imtiaz on August 05, 2012
Q: Peter, great job. Your comments please on 2 positions I hold: Major Drilling MDI and SNC. Buy, sell or hold? What are your views on the sectors they operate in and on the companies themselves? Would you recommend any alternatives? Thanx.
Read Answer Asked by Chris on August 04, 2012
Q: Hi, more of a request than a question. Is it possible for you to include tax treatment of dividends in your reports. I know the tax is not the main consideration in an investment decision but it can help decide which type of account to purchase. For example in 2011 Boston Pizza distributions were almost 100% taxable as other income, A&W dividends were 100% "ineligible" while DH paid 100% "eligible" dividends. Different tax rates apply to all three - if I was interested in buying Boston Pizza I'd be looking at using RRSP/TFSA funds to do it. thanks for the great service, Ed
Read Answer Asked by Ed on August 04, 2012
Q: IBG - On June 3 you thought IBG was a pretty good company. Any ideas on why it has hit a new low today and does this make it a buy or a falling knife?
Read Answer Asked by Alayne on August 03, 2012