Q: The market has downgraded BPF substantially - by about 13% - since March, compared to others such as AW.UN, QSR and KEG.UN. That's two years' worth of dividends. The yield on BPF.UN is now up to 6.6%, which looks excellent, but the downward trend relative to other restaurants looks worrisome. What's happening with BPF.UN? Is it time to get out of the stock or time to enjoy the higher yield and wait for a rebound?
Q: Hi Peter, I have 10% of my portfolio invested in Cameco 6 months back and just basically broke even on that. I know you don't like the sector and it is not going anywhere. So I am planning to sell it and buy 2 high growth stocks. What is your top 2 Canadian high growth stocks to buy today(for a 5-8 year hold)? Do you like any of these? HCG/SW(Sierra Wireless)/PHM/MDA(based on current valuation)? Please give me your best 2 high growth stocks to buy today(it does not have to be one in the list). Would really appreciate your valued opinion.
Q: In the past, you have expressed a bias towards not hedging US ETFs purchased with Canadian dollars. Is this still your view given the significant spread between the US dollar and the Canadian dollar? At what point in time, as we go forward, should one seriously consider hedging US ETFs?
How do you guys view Cinemark Holdings compared to Cineplex. Is Cinemark a better value? Does it have better growth potential and is it a better bet with the US recovery?
I heard that ETFs & Mutual funds that hold foreign companies are not required to report on T1135. If this is true, would it be good to invest in foreign companies but avoid reporting the T1135? Thank you.
Q: Was reading the TD report on PKI today. They were saying it was going nowhere till oil moves up but speculated on its ability to pick up assets on the cheap and that being some sort of outlier catalyst. I am happy PKI for oilpatch exposure but what does it's balance sheet look like to you for it being able to pick up cheap assets in the meanwhile?
Q: Hello- is Keystone is rejected what pipeline companies will be affected negatively or positively?
Is it negative generally for Canadian energy companies?
Thanks
Q: BNN had a special presentation on "What went wrong with PHM" last Friday. And BNN host Amber mentioned that PHM is mainly owned by retail investors. Do you know if this is a true statement? Thanks!
Q: Could you comment on the latest results and their acquisition. The market seems disappointed as the stock sold down over 8% today. As a long time unit holder would you add to a position at the current price, the distribution seems very appealing. Thank You Ron
Q: Can you please comment on the acquisition of True North Apartment REIT and some properties from Starlight Investments? Is this a good deal for NPR.UN shareholders?