Q: Love the service. I have held MIN for a number of years, and sold about half my position recently after a big gain. I was wondering if you had an opinion and outlook on this company? It appears they are systematically clearing all hurdles and are moving towards production. Do you see them continuing to trend higher and would you agree they are a take-over candidate? Thanks for your insight!
Q: I'm looking to add a staple to my non-registered account in addition to ECI. How would you compare rpi.un and kbl at today's price? And what price would you upgrade rpi.un from a C+ as per August Coverage Summary?
Many thanks
I have just bought the book Market Masters... it is a big book. I was hoping that (other than your interview of course) you could tell me some of the other people that are featured in the book that you think would be the best/most worthwhile to read (primarily for equities but others if you think they are great).
Q: Hi Peter, would you consider Fairfax as proxy to market /financial sector.
would you SUGGEST FFH or buy BNS, SLF, BAM, CSH.UN (in equil weight totalling amount equal to FFH). This would be for RESP with 8 years to go and regular contribution over that time. OR any other suggestions for resp account. Thanks for your great service.
Q: What is your take on the safety of the dividend with GMP.PR.B? Why is it poorly rated by the agencies? GMP Capital doesn't seem to have much debt. The dividend yield and chance of a higher reset in a rising interest rate environment seems attractive.
If you don't like it, what rate reset preferred would offer a better combination of risk/return?
Looking at the group of people who are involved with this company, I see some qualified talent here. I am wondering if you would view this company in the same light as you do GUD, where it appears that it is only a matter of time before a significant catalyst appears.
Thanks
Q: On the tmx website for Grande West Transportation it lists 49 million outstanding shares but it also lists just over 20 million "escrow shares". Can you explain what this means? Thanks.
Q: my rrsp guy had me shift a bunch of $ into agf precious metals. It has lost a significant amount of money when gold dropped. Since gold has been rallying it hasn't joined the party. Do you know why this is the case? Was this an ill advised move from the get go?
Q: What do you think of buying Equifax Inc. (EFX) on the dip. They have lost 15% value due to a hack. It seems like an event the company will rebound from after enough time for people to forget what happened.
Would you buy this company at this time? Is its massive/nonstop share price growth really justified? Isn't there any competition out there for it? What are the pitfalls in your opinion? What do you think about its mid-/long-term prospects?
Q: Given that the Canadian dollar has strengthened a bit after the last two rate hikes, which stocks in your balanced portfolio could have affected the most . Can we expect some of the earning results in the next quarter not match up with the market expectation because of the stronger Canadian dollar? Thank you as always.
Q: I would like to hear from you on the potential impact that bad policies such as the rise of minimum wage, high power costs in Ontario and the risk of losing the NAFTA framework may have on good companies that were thriving under previous governments.
Q: Hello everyone. I was wondering if you have any recommendations for AI companies since GTA seems to be a hot spot for AI research.
I understand that it would be speculative and would only allocate a small amount to it. Thank you
Q: What impact will this devastating hurricane season have on Emera? They have assets in the Caribbean and gas/power business in Florida? Do you recommend switching it to a similar utility?