Q: Hello 5i,could you comment on LRE Long Run as to the company it self and the sustainability of the dividend (I think they are about to implement a dividend could you confirm). As the stock is below $5.00 I am looking at this as an entry point.
Thanks
I own shares in Brookfield Asset Management (rated Pdf2 low) and Brookfield Renewable Energy (rated Pdf3 high) perpetual preferred shares (BAM.PF.C & BRF.PR.F). These shares are trading at deeper discounts than other company preferred shares with the same ratings.
May I have your opinion regarding the Brookfield and the Brookfield Renewable credit ratings and can you think of any reason why the subject shares trade at a deeper discount to the others?
Many thanks in advance for your consideration and time.
Q: Thank you for your invaluable service. I have deployed some of my Coastal Energy proceeds and purchased BEP.UN, TCN, FSZ, and AVO. My question: As 2013 is rapidly coming to a close could you provide your top 3 stocks for 2014 - one selection based on income, one for growth, and one based on moderate "spec".
Best wishes and good health to everyone in the new year.
Could you give your opinion on the big streaming companies (Franco Nevada- FNV-T and Silver Wheaton- SLW-T) with a perspective of 5 years. Would you prefer them to the producers?
Q: SPH - Superior propane. I could not find any questions on this one. It has a nice yield, is off its highs for the year. Would you recommend this stock as a yield play or both a yield and growth story.
Thanks.
Based on the previous posts, looks that you like the potential of TKM. With more than half the value of the company in cash and a good pipeline, would you recommend buying the company. How risky do you think the company is on a risk spectrum ranging from very low to very high risk. Thanks
Q: CSS has been on a downward trajectory (down over 10%) since it announced it was acquiring Best Transfer. Is this an indication of investor dissatisfaction or is it just profit taking - seems like a large draw-down for "just profit taking". Is this a concern or is it a good buying opportunity?
Q: I have traded XIV several times over the last 2 years and done quite well. While it has some violent swings the trend over the last 2 years in up. What is the risk to holding this for several years?
Q: Peter, my question is on Brookfield Renewable. As an A rated company I have bought it on and off for the last two and a half years.Not counting dividends my share average price is down 6%. Do you expect the share price to rise a lot over the next years, to rate such a high rating? I now have a considerable amount in BEP. Thanks Ken
Q: Hi Peter/Team... need your feed back on the large 42% West Face Capital holding of MND. Do you think they might take MND private in future??? What are the chances MND might be taken over "publicly"?? I want to add to my existing MND position but also want to hold it long-term and not worry about a near-term stink bid.
Q: Hi Peter and Team: You recently answered a question for me about Zimmer Holdings (which I am considering) - thanks for that. Are there any other companies in the health care sector that you might particularly recommend? - I have none in the sector right now.
Q: Hello Peter
I would value your opinion on BSM Technologies, GPS.V a fast grower. BSM Technologies Inc. is a provider of remote monitoring, fleet tracking, fleet maintenance, hours-of-service, and automated vehicle security systems providing real time, web-based tracking of mobile.
Are there any competitors or better stocks in this area?
Many thanks........... Paul
Could you please comment on Dundee REIT (D.un) and Dundee International REIT (Di.un). Are their payouts sustainable? Is there any relationship between the two companies? Thanks!