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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: Zcl Composites (zcl on the tsx) took a beating during the financial crisis. Despite this, the company made an acquistion during that time to complete their suite of containment systems (chemical corrosives, Dualam) that was on the expensive side; but regrouped (with a new CEO and CFO) but has just reinstated their dividend.

What is your outlook for this company. Does their business model (long-life fiberglass containment systems) have an economic moat (sustainable competitive advantage?).

Thanks
Read Answer Asked by Jim on April 27, 2012
Q: Over the previous and current quarterly reporting periods I have noticed a curious trend. US companies seem to always surprise on the upside versus the consensus estimate which of course gives an instant boost to the share price. The trend is so obvious that it has me asking myself how could so many analysts all be so wrong about so many companies? It appears to be the opposite for Canadian companies that are reporting, in that as of late they always seem to fall short of expectations. It almost seems like there is an organized conspiracy among US stock analysts to under forecast making it easy to beat expectations thus moving the stock (and overall market) higher. Have you noticed this and do you have an opinion or comment in this regard? I really like your service and the new question forum and if anybody can be honest if this goes on within the industry I figure it would be you guys.
Thanks,
Steven
Read Answer Asked by Steven on April 27, 2012
Q: I am looking at investing in Parallel Energy Trust (PLT.UN). The current yield is 13%. How sustainable is the dividend at that level.
Read Answer Asked by Chuck on April 27, 2012
Q: Glentel - the stock has been a bit wonky this year. Are there any signs that revenue growth is plateauing? What do you think is going on? Is it still buyable? Thanks Peter - great service!
Read Answer Asked by Derek on April 27, 2012
Q: Hi Guys, any thoughts positive or negative on TLM - Talisman and Trinidad Energy (TDG).

Thank-you for any information you can provide.
Read Answer Asked by Steve on April 26, 2012
Q: Hi, No response necessary..

Your 'question' feature is VERY educational;
gives a reason to come to your site more frequently
than otherwise; and as a value-added proposition,
virtually guarantees your success...

Keep up the good work, Peter et al!

Jim
Read Answer Asked by Jim on April 26, 2012
Q: Is Enervest Diversified Income Fund (eit.un) a reasonable low-to-moderate risk income alternative for a tax-sheltered account?

It has a high-yield (about 9% right now); however, the income is produced variously by the use of leverage; a share price that generally trades at a large discount (8-10%) to NAV; capital gains selling and the non-cash monthly drip program.

Thanks.
Read Answer Asked by Jim on April 26, 2012
Q: Hi Peter: In terms of Mart Resources, your former colleagues at Sprott-Allan Jacobs and Peter Imhoff-have recently added MMT to their portfolio. I've including some of what Peter had to say when he made it a top pick on BNN 29/12/11.

"Oil/gas producer in Nigeria and producing about 5000 BOE's and their net backs are between $40 and $45. Earned $20 million in Q3. Expect they will be ramping up their production. Just announced that the pipeline is going to be expanded so will be able to produce more so expects that in Q1 and Q2 production will increase quite a bit. Extremely cheap. Now analysts are following this. Expecting a special dividend followed by regular dividend next year."
Read Answer Asked by David on April 26, 2012
Q: Hi. Perhaps you could add McCoy Corp (MCB.TO) to your list of potential reports because I would like to get your opinion on it. They manufacture equipment for the energy services sector and it looks interesting to me because it pays a dividend and their earnings seem to be good. I think you mentioned somewhere you were concerned about the sustainability of dividends on small cap energy service stocks. Do you think this falls into that category and should I be concerned about a dividend cut? Is there any upside here?

Thanks,
Anthony
Read Answer Asked by Anthony on April 26, 2012
Q: Hello Peter,
Could do you a research report on CHL.A i.e. Canadian Helicopters going forward, so far the stock has held up very well. Is the dividend safe & if you owned the stock would continue to hold it & buy more on the dips? Thank You, Lucy
Read Answer Asked by Lucy on April 26, 2012
Q: Great work Peter - thank you.Re Innovative Concepts [ IC on tsx].Their $60 million contract for housing in Haiti has been delayed.No info or announcement on their website nor any details about this.Do you have any detail about causation,future probability of the contract etc?
Read Answer Asked by drew on April 26, 2012
Q: What are your thoughts on Mart Resources (MMT)? This is a great service. Thank you!
Read Answer Asked by Joseph on April 26, 2012
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