Q: I have a question about Brookfield Renewable Energy LP.
I have owned BEP.UN long enough to have done fairly well with it. However, Vectorvest shows BEP.UN's earnings as fairly flat and low, give it a lower safety rating, and a '0' dividend rating.
Any thoughts as to why they are bearish and you are still bullish on the firm?
Thanks
Q: Magna has had a great run but now starting to level off and turn down.Still a good company with lots of good news but now rated a Hold..Do you think there is more upside in the near term
I think you last reported on them July 21st
I really want to add AVO and TCN to my portfolio but I'd have two sell two of my stocks to do so.
I was thinking of selling Magna to buy the AVO. I know Magna is a great company but I already own LNR and ACQ which are doing better than Magna in my portfolio right now and are in the same sector, so I'm thinking I'm overweight in the sector with Magna.
Also thinking of selling Ciniplex to buy Tricon. I know totally different companies, but my ciniplex has gone up 15% since I bought it a few months ago and I don't see as much upside with it as Tricon.
Please let me know what you think of this strategy?
Q: I would like to add either Fiera Capital or CI Financial to my portfolio. Which has more growth over the next 3 years and which would you recommending holding
Q: Peter, I see that Fiera Capital is selling off today on news that Desjardins is selling some shares. What is your make on this? Is this a good buying opportunity?
Q: Hello Peter and team,
We took profits on TD bank and would like to reinvest that money in financial related companies. We were considering BNS, Davis and Henderson, Home Capital, Carfinco, or Equity Financial. I like BNS and my wife likes Davis and Henderson. Could you please give us your thoughts for a 2 year investment .
thanks for your great service
Q: Re WIN.... With the CAD significantly challenged against the USD how does this affect WIN. Since it reports and collects in USD but pays in CAD is this not a game changer in thinking just like a commodity play? Are not most expenses for WIN are in CAD? What currency does it hide under its bed?
Q: I am wish to buy a half position in either HLF or CLR. I am looking for growth with a one to two year time horizon. Which would you suggest. Thanks Ian.
Q: I read the US has passed legislation designed to discourage patent trolls from filing law suits. Will this put further pressure on WIN. Is it time to get out even with a 40 % loss? Thanks
Is AVO's cameras and software patented by them? I can't seem to find any info. If not, does this not create an opportunity for a bigger player in the space to simply copy what they are doing?
Q: Magna has had a great run the past year and I was wondering is this a goodtime to take some profit, or should I continue to hold with expectations of continued good growth? Thanks again and keep up the great work.
Q: Hi Peter,
Thanks for the excellent service provided to the small investor.
I read your positive report on Tricon. I own Morguard North American MRG.UN which is in the same business lower PE and higher dividend (I am down 6%). Should I switch to Tricon?
Thanks.