Q: It looks like AQN was hit extra hard in the 08 recession falling from around $8 to $2.30ish when they cut the dividend substantially. Do you know why they had to cut their dividend and could you see this happening again whenever the next recession hits? From the chart it doesn't look like this was a very 'defensive stock' back in '08.
Q: As a holder of aw I am consernd about your comments that the beef used is antibiotic free .
The use of growth hormones in the beef industry is all but redundant due to the advancement on genitics.there for a easy thing to say and advertise.
Antibiotic free beef is something that is impossible on a commercial scale and AW on there website verified this .
In 5:i assessment of aw claimed it sells only antibiotic free meat not so
Kind regards
Stan
Q: Are FSV, CIGI, SIA, and CSH.UN considered to be REITS? I would like to increase my REIT exposure and I would appreciate recommendations on 2 or 3 that you believe to be reasonably priced now for growth rather than income. Do you consider ownership in property to be counted as part of an exposure to REITs?
Q: Hello,
I hold TRP 5%, FTS 4%, ENB 3%, EMA 1.2%, PPL 1.2%, & AQN 1.2% in my accounts. I plan to increase the smaller holdings to about 2% each. I like these stocks for their dividends and their international diversification. Are these 6 utilities reasonable choices as long term holdings or should I look elsewhere?
Would you please rank them.
I am way past my retirement age but do not relay on the dividend income from these stocks.
Q: Hello, I just came across ISV in an article I was reading. It seems to be a rather unique company that has just growth potential and pays a decent dividend. I wonder what your thoughts would be on it. Thank you.
Q: The fixed income portion of my portfolio is largely made up of high yield corporate Canadian bonds. Infrequently, during the past decade or so, a company will exercise its right to "call" one of my bonds, and an early redemption occurs. This past week, however, a high number of companies have called their bonds, many to be redeemed next month. The companies include Parkland Fuel, Russel Metals, Cascade, Air Canada, Superior Plus, Laurentian Bank, Sobeys, Cameco and Brookfield Asset Management. I am very puzzled as to why so many different bonds are being called at the same time? I also want to endorse a recent comment made by Lance about Hank Cunningham's book, which as very helpful in my early bond-investing days.
Q: Hello Peter & Ryan, I am wondering why Crius simply said it received another unsolicited offer by a second company that was superior to the first one and offered that to explain the increase in the purchase price of the first offer. Do you find it unusual for Crius not to give us (the shareholders) the details of this second offer? Who was it from, was it all cash, was it a combination of cash and shares in their company etc... Maybe this information war released and I missed it? Thanks.
Mario.
Q: I've held ALA for many years. Unfortunately I didn't get rid of it when they bought WGL. My question is about the % of revenue (or net income) that is expected from "utilities" and "energy infrastructure". Before the take over, they were about 60% energy infrastructure and 40% utilities. I can't find any information on the the proportions going forward.
Many thanks!
Q: Hi gang, could you please comment on EIF’s earnings results just released. Another quick question- does this change your opionion on whether to buy the stock and what percentage of one’s overall port to hold. Thanks a million. Alan
Q: Thanks for your prompt reply to my question re: Crius pricing. I was also trying to find out if the final distribution is for 3 months (,quarterly) or 5 months (Jan. - May) unless it closes sooner.
Thanks.
Q: Good Morning
Raymond James lowered their IPL target to $20 from $23 today with an underperform rating. The Street target is $25.
Do you foresee another fiasco with a substantial dividend cut like we saw with Alberta Gas? Would you recommend holding the stock or selling?
Thanks
According to my broker's website IPL insiders performed the following transactions on December 31, 2018:
NATURE OF TRANSACTION SECURITY PRICE
Rights Exercise Rights Restricted Share Units $19.18
Over 140,000 share units were involved
Can you please explain as to what these transactions are all about ? Are they rights not exercised? Further are these transactions positive with respect to the activities of the insiders?
In general what is your opinion with respect to the activities of the IPL insiders?
Thank you as always for your insight.