Q: I heard about this one to-day on BNN: auto prop. leased to dealership who are responsible for all prop. servicing costs - long-term leases with 1.3% escalation clause annually, long-term debt. just over 3% not due until 2022. Looks like a great set-up - comments please. Have been adding new dealership properties - one just recently.
Q: You have presented some very compelling and cogent reasons for avoiding the Ultrashorts of this world (e.g. SPXS). Apart from protecting a portfolio with stop loss orders and careful diversification, what do you suggest for proper downside participation or protection in the current environment?
Thank you for your excellent service!
I have been comparing the key statistics for EMA and BEP for the years 2011 – 2014, and EMA appears to be the clear winner on paper. I know that BEP has strong backing from BAM, is globally positioned and pays a higher dividend. I hold a full position in BPY.UN and BIP.UN in a reasonably diversified portfolio.
Because of my age income and security of capital are more important than growth.
Are there other considerations that I am not taking into account in deciding which to invest in?
Q: I want to grow my investment by 6% return and will invest 12500 in each stock - Can you please give me your opinion for below stock and will achieve my goal. I dont need money for next 14 years.
Feel free to add any other stocks or make changes.
Q: This is a mortgage insurer with great fundamentals: TTM PE 5.8, ROE 11.6%, P/B of 0.65, D/E of 13%, low P.R. and has beat EPS last 3 Q 2015 & increased it's dividend in Nov. 2015. The company does not think we are going to have a real estate crash - neither do I - only caveat is AB - what is their exposure there as a % of their total book? This is a pure negative sentiment play, I guess? Stock is down a lot since Nov. 25 th even with the D > & EPS beat. What am I missing here??
Q: With today's announcement and Shaw moving forward with the Wind acquisition do you agree that Shaw will need to commit increasing amounts for Capex to build out Wind's network to take advantage of the unused spectrum that Wind owns? Will this have an impact on Shaw's dividend?
Q: Hi team,
I am aware of your positive view on this company and am a follower of BNN,and noticed that Peter will be guest of Market call this Friday,Jan.15. He will possibly be asked by a viewer/follower about his opinion of PHM.
Fabrice Taylor was a guest on BNN, 2015-12-04,and mentioned that this company would"probably be sold in the next 12 months" I have not heard that they were up for sale,and as a speculation what would be a fair price should it be taken over?
Many thanks,
Jean C.
Q: I see that DFN is dropping like the rest of the market. Rob Carrick from The Globe and Mail is recommending preferreds in the form of CPD. Are preferreds in any form a good safe haven right now?
Q: What do you think of cnq at this level, trading below book, at this level appears to be a buy. Is the balance sheet good enought to get them through this ???
Q: Could you please share your opinions of closed end funds? For example, I own both NXC and PCF.UN from Purpose Investments in my registered account, as I found them to be interesting contrasts to how I invest as an individual investor. I greatly respect your opinion, and appreciate your 5i approach.
Many thanks,
Mary
Q: Could you please explain why AQN has significantly outperformed BEP over every time period despite a significantly higher yield offered by BEP. Which one would you favour for purchase today? Thanks.
Q: Hi Peter, Ryan & Team
I am interested in HBM and LUN for a three year hold.would you please reveal your thoughts on these two companies. I am mostly concerned about survivability and future prospects. Which one do you feel is the better value? Thank you.
Q: Please provide your opinion on XSR's results today.A small position,but losing 48%.Buy,hold or sell.If sell,please provide 3 to 4 stocks(growth with dividend like those in BE portfolio).This market is making me very neverous.Appreciate your normal great services & views. Will be watching You on BNN this friday
Q: I Would appreciate your comments on XSR Q1 2016 results released after the close today including the impact in the decrease in free cash flow from 2015 Q1? Also, do you know what is their payout ratio?
Thanks