Q: Will QE help the economy? Do we not need to see higher GDP and increase in jobs before we can have any confidence in the market? I am concerned about chasing this market - what is the downside risk to S&P. It seems (or feels like it) many stocks have priced in the last QE - with the upcoming election, fiscal cliff etc - any negative news we will get a pull back - maybe a significant one. Everybody seems to have different opinions - it is hard to know what to do.
Q: BSX - can you please comment. There has been some local news re enviromental issues - how do you think the government will react? Also, they have released news re financing. The management has a good track record - they seem to have lots of gold - but are not in production. I am concerned about the risk profile of this company.
Q: Hi Peter, CHL.A looks like a good company with some growth potential and a safe dividend. However, after reading the latest MD&A I have some concern regarding the contracts with the US government for work in afganistan that end in october or november 2012 and may or may not be renewed. Do you know how much percentage exactly these contracts contribute to revenue ? And would you be concerned for the cashflow in the case that the contracts are not renewed ? Thanks a lot
Q: GLN Glentel I bought this name in the pull back to below $12. It had a great pop recently and am now (comfortably) in the black. I know you have been feeling some chagrin on how this stock has performed since you first recommended it and I am presuming this pop was on the back of Apple's new i5 (5i!). Is this a good presumption and how do you feel about the name at this point? Should I book my profits? Thank you
Q: Hey guys. I stumbled across RUF.U, today (Pure Multi-Family Reit LP on the venture). I know its a new name but do you have any insights on this reit? Any familiarity with their management team? Thanks, as always.
Q: Hi Peter any thoughts on Anderson Energy (AXL)? JC Anderson had success in prior companies but I guess this time around they got burned in the low price nat gas environment hence their focus into oil, I believe 35% oil exposure currently ( Cardium). They have a high debt load but management believes the market isn't putting the correct value on the company and hence the strategic review. 7 months have elasped since they intiated the strategic review so a positive outcome is looking less likely.
Thanks.
Q: Hi Peter, you must get tired of answering these similar questions on capital power and Brookfield renewable. As you know Capital is near a one year low and really near a 5 year low. Sure looks like a time to buy to me with 6% yield.With this past years trading record ,is it a good safe investment for the long run. I mean 5 years or more? I will not buy anything with a div. under 5% and Brookfield is so close, with the news on Brazil. I lean towards Capital with a bit higher yield and the potential problems in Brazil for Brookfied. Your thoughts please with the recent drop in Capital. Thanks for the patience and good advice, Ken