Investment Q&A

Q: Hello Peter
I have some Genivar which is raising more funds for expansion in Canada and internationally. What are your thoughts on this engineering company over next two years for yeild play with some upside. Hamish

Q: Have you done any research on Galvanic Applied Sciences (GAV)? It's financials look interesting to me and I'd appreciate your comments. I'm finding this Q+A section very useful.

Q: Is there a Canadian publicly traded company that would see significant growth and share appreciation from the prospective switch from plastic to paper bags (Toronto et al.)? Thanks Larry

Q: got a request to buy ipo of healthlease properties. landlord not operator of seniors homes with 8-8.5 yd. your comments?

Q: Could you please elaborate on reasons jfs.un might be a good choice for a TFSA? I am quite certain that I read an explanation of the costs involved in this fund but unable to find now so would appreciate a link or site location. Were these costs or limitations relevant only to the IPO?

Q: Hi Peter, based on your favourable view of Amaya would you be adding to a current position based on the latest news. Thanks, Nick

Q: Peter, could you please share your thoughts on the following stock positions: Home Capital Group HCG, an alternative lender in the mortgage business, and also Davis and Henderson DH, a financial service provider that has been diversifying away from their former primary business of cheque printing. Could you comment specifically on their business outlook and potential effects on their stock valuations.

Q: CWA-T ... housing market in Canada on rise so they need Appliances. Good or bad ??

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