Investment Q&A

Q: Hi,
please provide your comments regarding TOU's announced acquisition on Friday. Given the increase in share price, it looked like the market like it.

Also, can you provide the % of revenues derived from gas vs. oil?
Thanks,
Dan

Q: LIF announced:
"TORONTO, May 28, 2021 /CNW/ - Labrador Iron Ore Royalty Corporation (the "Corporation") announced that Iron Ore Company of Canada ("IOC") has declared a dividend payable on June 25, 2021. The Corporation's portion is U.S. $60,400,000 or about CDN. $73.0 million"
This is over a dollar per share by itself (their last "quarterly" dividend), and doesn't account for royalties. Yet there is no announcement of their new "quarterly" dividend, or a date for same. Is there any further information besides this? ... and is this not a bit odd for them not to be able to make some decision in this regard, given that they had committed to a quarterly dividend? Perhaps you could suggest a reason(s) for this "delay"?
Thanks!
Paul K

Q: A question on PPL, specifically regarding the potential for it having to tap the debt markets, possibly in a very material way, given its ambition to close on IPL, build out LNG growth with its plans announced yesterday, and its rumoured desire to bring TMX in-house as well. Could they actually achieve this - financially - from the base where they sit today? Would it be wise to take a position in this ambitious set of (possible) plans, or would the debt simply be too much for the rating agencies to like, and therefore be an overhang on the stock?

Appreciate your views very much...

Q: Would you kindly suggest 5-7 of your favourite US dividend paying stocks in order of preference for a long term hold. Thx.

Q: 2 questions for a margin account with 10+ year time horizon:
(1) What 10 great Canadian income stocks would be the core of your margin account?
(2) What 6 core great Canadian balanced stocks would you hold (must have a dividend no matter how small)?
Please rank from with best first; selection ignores sector and cap size.
Thanks!!

Q: Could I have your opinion on Keyera? Is it time to take profits or hold or buy more?

Q: You have mentioned several times that it is expected that later this year the big banks will be given a free hand in allowing dividend increases, is there any analyst guidance/guesses out there on what sort of increase is 'expected' from the banks over the next 1-2 years (and may be baked in to the share price at the moment). Or is it expected to be more a case of just going back to a more normal cycle of increases rather than catching up.

Q: Good morning. Watching Saputo ease after recent annual reporting. Encouraging that there didn't appear to be much news slippage prior to the release.

Interested to know what the current forward p/e estimates are for some of the consumer defensive names including SAP, L, WN, PBH, HLF and MFI.

Also could you please rank in terms of estimated dividend growth going forward - best to least.

Thanks so much!

Q: As a retiree, I am looking for some solid long term investments for my non-registered account. Can you please make some recommendations. Thank you.

Q: Do you have a preference between ITP and TCL for a long term investment? It is likely for a registered account. Thanks

Q: With the possibility of SJR.B being bought by Rogers what do you think of selling SJR.B shares now in case the deal does not go through and SJR.B 's shares drop.
Thanks for our advice.

Q: Good Morning Peter & Team,

Can you please a recommendation for a U$ ETF with a good dividend, reasonable MER & some growth.

Thanks for all you do

gm

Q: Hi,
If I wanted/could buy only one Canadian bank, which one would it be today and why?
Thanks

Q: Have had BEP.UN for a couple of years and did sell off some for a profit however I am now down 23% on 400 shares and wondering your thoughts on if I should close my eyes and sell or hang onto it. I am 71 and like growth stocks as I seem to make more money that way but without ridiculous risk. Can you suggest anything if I do sell.

Q: I am wondering if you have any idea what is going on with Keyera, it is up about 30% in the last 6 weeks or so, and does not seem to be stopping. Would the idea that IPL is in play maybe have someone looking at Keyera as the next possible take out. Would someone with very deep pockets be acquiring shares, possibly a Brookfield entity, thinking if they lose IPL to PPL, they would go after Keyera. I am not complaining, but I have just had to trim my position, and it has been top of mind for a week or so now.
Thanks

Q: Hi there please give me your thoughts on ED from a US growth, income and valuation perspective. I believe they are investing increasingly in the renewables sector.

Thanks!

Q: I have 1100 shares of Pembina (PPL)in three accounts- cash, rrsp and my tfsa. present share price approx $38.00 my costs are $35, $42.and $49, What in light of the Inter pipe deal is your view of ppl. I was thinking of a trade for TC energy.

Q: Can I get your opinion of CPX using FTS as a benchmark. I own FTS and would like to add to the sector or should I just add to FTS?

Carl

Q: Lots of questions on this topic! Senior, primarily dividend oriented but like some upside catalysts... Would it be an entry point for ppl given all the noise or wait till dust settles. I hold enb and divested most of my IPL as a precaution but looking to enter PPL or would it be wiser to wait and see where the dust settles. If PPL is not successful in the acquisition might they see a significant pull back ?
BTW not a BAM fan don't trust they would be good for IPL
Appreciate your commentaries

Q: Why is ISV climbing? I purchased for income but obviously happy to see such growth!