Q: Peter, your performance on BNN tonight was excellent. You mentioned that the US is 60% of Bin's business. Could you list a few more Can Co's where the US is a % of their business that you like. Thanks for the wonderful service!
Q: Any thoughts on JPM? It still trades at a low price-to-book value of 1.3 or so and the just over 12 times P/E. How does it fare as a stock with exposure to the US recovery?
Q: Hi, looking to add an American insurance company to my portfolio. Any recommendations on a couple of potential candidates that has a reasonable value entry point?
Q: I've been looking to add some high growth, low beta U.S. stocks to my portfolio. Some stocks that I screened are TYL, MANH, ABMD and VASC. Given their valuations, do you think these stocks look buyable?
Q: Could you give me your thoughts about PayPal (how expensive is the stock compared to it's peers? expected growth? balance sheet? and management?). I thought that I heard it was valued similar to VISA?
The only US company I currently own is Boeing, and I would like to diversify with 1-2 more names. I know you don't formally cover US stocks, but I've been looking at Time Warner, Priceline, and Toll Brothers. Which would you recommend? Are there any others you would pick over those for a combination of growth and stability. I'd like to stay away from volatile small caps.
Q: Have a 4% position in Allergan (formerly Actavis). Would you recommend selling all or a portion given the Teva takeover of the generic drug division, or continuing to hold.