Q: Hello Peter. Constellation Software (CSU) has jumped to $117+ recently. Do you see more upside coming or would it be best to wait for a dip? Thank you.
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Asked by Mary Jean on October 27, 2012
Q: What do you think of the total return prospects for Morguard Corp (MRC) versus Morguard REIT(MRT.UN)? (MRC has much smaller div, but seems to be the cheaper of the 2.)
Both look very cheap in terms of p/e, p/cf, p/b; leverage seems ok; am I missing something? Thanks
Q: no question here but just a comment, wilan is turning into the dog it was before i bought it, i knew it going in but succumbed to your and imhofs both having it in the contest, i am a seasoned investor and should know better, their ceo is a bad guy who wastes the companies money 10 million on that mosaid attempted takeover.and peter you should know better.their earnings will probably not be good and they will make excuses ,i had bought 15000 but sold it today.dave
Q: You recommended - ADN -, it will be reporting on the 31st. Do you recommend to wait until they have reported before buying? Also with the us housing market improving - I am assuming stocks like this will benefit? Can you provide a 12 month target for this stock?
Q: I've owned Reitmans RET-A for years primarily for the dividends. However in the last year or more the stock continues to drop. Can you please give me your opinion on why and whether I should continue to hold for the future?
Q: What do you think of Tricon (TCN.TO) as a play on US residential housing recovery? They raise private funds for condo developments in the US and Canada, but recently the have partnered with local market experts to buy distressed home in hard hit US cities, rent them and operate the assets. I also want to note that management has recognize the risk in the Canadian condo market and have pulled back from Toronto and Vancouver. What do you think of the strategy and the valuation? Thank you.
Q: Hello Peter. LOX Lorex Technologies has agreed to be bought out at $1.30 share. I have 17000 shares and I plan to just hold on till the transaction closes through its normal course. Is there anything I should be concerned with?