Q: Can I have your comments on Firm Cap Mortgage (FC-T). I am mostly interested in your comments on risk: How risky is FC in the event of a moderate downturn in the real estate market? What about an eventual increase in interest rates? How does the balance sheet look to you? Thanks for your comments.
Q: Peter: I hold both TMC and AGNC and together they make up about 10% of my portfolio. Is this overly aggressive and do you recommend any bond funds?
Thanks
Kyle
Q: Hi Peter; If our weather holds, it looks like Canadian farmers could have a pretty strong year due to the drought in the US. If this plays out and one expects the farmers might go shopping, would you prefer RME or CLV? Or would you prefer a fertilizer play over equipment? Thanks, I always enjoy your insights. (Your comments on portfolio size and structure have been especially thought provoking for me.)
Q: Question re: ARF. Based on past experience, GLN, SWI, WIN, etc, when a stock has a sharp rise, in particular ARF at this time, should I just sell it or is it a turn-around story? Thank you.
Q: Hi Peter, thank you for your answer regarding Kraft(KFT). In your opinion, if I am interested in purchasing shares of both Kraft and Mondelez, would there be an advantage to buying before the split as opposed to after the split? Thank you.
Q: Thanks for analyzing and publishing your recommendation on BEP.UN. I really like the business after reading your report and the corporate presentation on their web site - stable business with long-term contracts and good international growth opportunities. One thing I'm curious about is how the NYSE listing is going to be structured later this year. I assume new shares will be issued. And if so, does that mean the value of existing TSX shares will be diluted? And it's better to invest after the NYSE listing? How is this type of secondary listing usually done? Any thoughts and comments? Thanks.
Q: Hi Peter,
Do you have an opinion of TMC? I've held a small position since before signing up with 5i. I am looking for a long time hold with a good dividend which this stock does have. Just wondering about safety. Also, my compliments on your new service. It is a great deal for small investors.
Brian
Q: Hi.My question is what percentage should each stock be in a portfolio? Can you have too many stocks? When building a portfolio do the rules change when you have 10k,100k,or 1m plus?
Thanks.
All of the talking heads are always going on about the fact that one should only invest in stocks where the company has a record of increasing dividends regularly. I have owned Cap REIT for about 4 years and during that time the dividend has not increased at all. I have experienced a good capital gain and am wondering if I should take it at this point and move on to other opportunities. Should one expect a REIT to increase its dividend.
Q: Any comments on First National's (FN) future given its role in mortgage origination and servicing? The company pays most of its earnings by dividend on the common shares. It also has preferred shares outstanding with an attractive yield due to the softening in their price.
Q: Have you any suggestions regarding Enercare. I read the recent news & note the drop in share price, am interested in adding to my position. What percentage of it's net income are currently paid out & should this continue?