Investment Q&A

Q: I'm considering picking up some shares of First Capital Realty (FCR) to diversify my portfolio and get some exposure to real estate. I know very little about real estate investments though so I hope you could give me some pointers. Currently, interest rate is low and real estate asset value is relatively high, both of which are good for financing. In the medium term, real estate prices may cool down and interest rate will go up. How would this affect the stock price? In general, how sensitive is the stock price to the overall real estate asset value?

Is real estate a good investment to get in right now as a long-term investment? (I have a >10-year horizon)

Also what's your view on REITs? And US REIT vs. Canadian REIT?

Thanks
Dennis

Q: Two Questions, first will you be updating the report on EXE as they just reported the latest quarter. Second will you be reporting on DGI. Thanks Max

Q: HRG
high river gold shares are being bought by nordgold.what is your opinion of this acquisition?
what if I choose to hold nordgold as they trade on the london exchange.
thanks

Q: hello:
first, I am a brand new member. so, I'll withhold any opinions until a rational one can be discerned, though I am totally impressed with the ability to ask and have questions answered. Peter, I have a medium position in SGC (Sunridge Gold) that is a long way underwater. Your opinion please.

Q: Peter, could I please have your comments on Precison Drilling, PD.Would this be a good time to initiate a position given that at some point capex budgets will likely increase. Thanks, David

Q: our advice on Archer Daniels would be appreciated. Namely the weakness is weather related or there is more damage under the hood. This is for opening a position.
Thanks in advance.

Q: Hi Peter, Can you please update me on NKL - Prophecy Platinum? Thanks in advance.

Q: Peter - what are your thoughts about the supplies to the automotive industry such as Magna and Delphi. I know about and have invested in Linamar in the past during the 2008-09 crisis because of the family behind them but Delphi in particular looks interesting to me because of the increase in share of content per vehicle for components that might be hard to replicate in markets where production is rising. I would appreciate your input as you always have an excellent perspective! Thanks!

Q: Hello Peter - I'm wondering about Telus - my children were given stocks when Telus first sold on the market. With Canada being the most expensive country for phone service, I'm wondering what might happen to Telus if the rates were to come down in line with other countries?
Thanks
Heather

Q: re: cus

well, the companies period of quiet has been broken with a very bad quarter - albeit with the likely prospect of a good earnings recovery for the remainer of the year...

my question is about the LACK of pre-announcement (or warning) about the disappointing quarterly earnings...

in your experience is this a red flag when considering where to put our hard earned investment dollars (the lack of managerial warning is disconcerting point)...

thanks..

Q: Hello Peter: Your thoughts on Genworth MIC please. Thank you Barbara

Q: Hey guys. Love the site. Love how often you answer members' questions. I really appreciate it. Question: what do you think of rmm.un or ppl's earnings, just out today. Pick whatever one, you think, is more interesting. Thanks.

Q: Hi Peter and Company,

I've been holding NML, prepared to be patient in the current resource climate and through the various transitions to actual production. They seem to be proceeding well allying themselves with Tata Steel and contracting for rail access. I'm down overall but, as said, prepared to be patient. What's your take? Thanks.

Q: Hi Peter, would you please review GNV. The price dropped after the quarterly report was issued August 9. Thanks

Tim......

Q: Hi Peter, what are your thoughts on BIP.UN (BIP in the USA)? By the way, a few days before you recommended BEP.UN, I took a full position on it! I felt pretty good about that. Henry

Q: your views on guide exploration & their takeover of westfire

Q: Your opinion please on BPF.UN please.earnings out hit smorning.
Thanks Phyl in BC

Q: Any opinion on IBG since their report? Thank you

Q: what is your opinion of ritchie bros(RBA-T) at these levels?

Q: Hi Peter
Could i have your opinion on Web Tech Wireless please.I have been patient with this stock ever since they purchased Grey Island systems.I didn't sell because last quarter revenue and their subscriber base was up a little albeit marginally.

Thanks Gord