Investment Q&A

Q: Hello Peter,
Do you have any advise on CTG (Global Minerals)? Recent drilling results on their silver/copper project in Slovakia appear to be quite encouraging. The infrastructure is there, initial capex is quite attractive, with production, I believe, to begin in for 2014. What do you think? Thanks for your continued invaluable insights.

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Read Answer Asked by francesco on June 11, 2013

• Dream Office Real Estate Investment Trust (D.UN $16.85)
  • $16.85 Cap: $306M
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Q: I would appreciate your thoughts on Dundee (D.UN) versus Cominar (CUF). They appear to have similar basics. Or do you have another recommendation in this area? Thanks in advance.

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Read Answer Asked by Gary on June 11, 2013

• H&R Real Estate Investment Trust (HR.UN $11.65)
  • $11.65 Cap: $3.25B
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Q: I have a question about H&R REIT. It is at its 52 week low - whats up???

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Read Answer Asked by patricia on June 11, 2013

Q: Hey peter although resource has been in the dumps how do you feel about iona energy still.. will the summer and increasing european prices of brent and natural gas in addition to cash Flow increases as a catalyst move the share price.. beyond its resistence levels found at .65 within 6 months.

Cheers

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Read Answer Asked by samuel on June 11, 2013

Q: Rob , could you tell me what is happening with UUU .
Thank you Jim.

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Read Answer Asked by James on June 11, 2013

Q: hi guys, could you please give me your opinion on DI.Un-T. Thanks DArryl

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Read Answer Asked by Darryl on June 11, 2013

Q: my portfolio is 12% ADR 19




My portfolio is 12% ADR 19% US stocks 31% in the TSX and the rest fixed income.The ADR and US stocks are in US dollars. As my bonds mature, would it be more advantageous to put the cash in US dollars and invest in the US market considering the strength compared to the Canadian market?

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Read Answer Asked by Clarence on June 11, 2013

• Parex Resources Inc. (PXT $15.73)
  • $15.73 P/E (TTM): 9.24X Cap: $1.56B
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Q: Peter,

What are your updated views for PXT? Is it a good energy play compared to crew, birchcliff and others. Thanks

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Read Answer Asked by Imtiaz on June 11, 2013

• Saputo Inc. (SAP $32.71)
  • $32.71 Cap: $13.63B
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Q: Hi Peter, anything material contributing to Saputo's (SAP) weakness, or just related to general market conditions? If the latter, is this a good entry point? Thanks.

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Read Answer Asked by Hussein on June 11, 2013

Q: KMP/MRC
Please enlighten me as to the differences between REITS and R/E Corps other than paying dividends vs distributions. Since the Corps have fallen with the sell-off in the REIT sector, are they likely to be negatively affected in the same way as REITS if interest rates rise and should they be bought, sold or held through this time? Thanks.

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Read Answer Asked by Gayle on June 11, 2013

Q: Hi Peter and the great team, I really enjoy your advice and highly recommend to my friends. Please comment on NDQ, MPV, LII and QST. Thank you.

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Read Answer Asked by victor on June 11, 2013

• Open Text Corporation (OTEX $42.62)
  • $42.62 P/E (TTM): 12.04X Cap: $11.29B
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Q: Open text Corp (OTC) certainly has been on a tear recently. When I first looked at it in March it was trading at $59.95 today it is trading at $74.88. It even pays a small dividend. Looking at the technicals offered by webroker the stock could reach $117.00 to $133.00.
What are your thoughts on this stock?
Thanks

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Read Answer Asked by shirley on June 11, 2013

• Brookfield Property Partners L.P. (BPY.UN $23.29)
  • $23.29 Cap: $21.72B
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Q: Brookfield Property Partners, BPY.UN, is held by the public as limited partnership units and by controlling owner BAM as "Redeemable Exchangeable Units". Is it unusual to have a LP with differing types of units and if so are the public units at a disadvantage because of the difference?

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Read Answer Asked by Jeff on June 11, 2013

Q: What are your thoughts on SODA? I have held it for the past year and feel I should take profits.

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Read Answer Asked by mike on June 11, 2013

Q: I was wondering how much growth you see in KBL going forward. It seems to be holding up well in this downturn. Thank you.

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Read Answer Asked by Mary Jean on June 11, 2013

Q: Hi! Would you give me your view of E on TSX [Enterprise Group].

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Read Answer Asked by Keith on June 11, 2013

Q: would you recommend cdl.b for a long term holding in a rsp account?

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Read Answer Asked by Dustin on June 11, 2013

• Keyera Corp. (KEY $43.33)
  • $43.33 P/E (TTM): 18.15X Cap: $9.94B
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Q: Hi Team,
If Keyera (KEY) gets back to support at $47.00, that would be a yield of about 4.6% and current P/E of about 27. Would that be a good entry point or is it too soon or too late.
Thanks for your answer.

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Read Answer Asked by Irene on June 11, 2013

Q: Hi Peter,
Please explain briefly how the market works "after hours". The exchanges in North America close at 4 eastern time yet sometimes I hear of further trades. How is this possible?
Thank you

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Read Answer Asked by gord on June 11, 2013

Q: Peter, I am getting rid of front street and timber creek. I am trying to replace a 7.5 yield between the two of them. Your thoughts on Wajax and Richards Packing please to replace the yield. Thanks Ken

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Read Answer Asked by Ken on June 11, 2013