Investment Q&A

Q: Would you be comfortable for someone retired in their mid 50's to hold PKI rather than ENB in a RIF account?

Q: How would you rank these based on valuation, growth and management. Market seemed to yawn at CPX results, it isn’t as high profile as FTS but seems to have gotten more shareholder friendly, sixth consecutive annual dividend increase, wondering if this one and NPI are flying under the radar, Thank-you.

Q: How does their debt compare to their revenue

Q: As you have indicated today, "The quarter did not appear to have much to be excited about", but why the market is so over joyed about it: up 7% with 3 million plus shares traded. It accounts 3% in my portfolio, should I trim it or buy more? thanks.

Q: Hi Peter
Long time since I asked a question . Canadian tire seems to have gone south . Scotia gave it a 195 target price . Do you think that going forward in their businesses they are heading in that direction . Or in other words, would you buy it at this time .

Q: Hi, please provide your comments on recent earnings. Shares are selling off today.

Q: Kindly provide your view on the Q2 results and guidance for the rest of the year. Looks like both are off/lower, and would it be a buying opportunity or stay away for now. Thanks.

Q: Good morning from the left coast
I would appreciate your opinion of this company as a long term hold in the Income Portfolio, thanks Rick

Q: Hi 5i
I'd like your comment on ENB, why the share price keeps dropping?
Thanks as always!

lil

Q: Please provide your top 3 CAD and US equities with annual dividend growth for past 5 years at least that you would recommend buying now.

Q: In light of where we are in the business cycle and the trend of lower interest rates, I’m doing a review of my portfolio, $620000.
Recently reduced my position in ENB by half going from 10% to 6% and subsequently bought PPL. I’m looking for a second opinion. I’m an experienced investor familiar with the volatility of the market. Just looking to position myself for the next 6 maths to a year.
Price quoted is cost also % of portfolio.
CPX- 29.77 -4%; ALA - 19.38-6.45%;ECN.PR.A-23.56-8.5%(total return is positive);VGG-43.07-4.38%;CSH-UN-15.57-4.2%; NWH-UN-11.10-3.6%;ENB-42.16-6.2%; EIF-29.66-6.4%;VET-36.11-5.7%; WMT-98 US-4%; PKI-37.41-4.3%;AD-20.39-3.5%; CHR-6.79-4.5%; SIS-13.51-1.4%;AQN-14.23-5.7%; NFI-33.08-2%; PPL-49.50-3.7%.
Use whatever credits necessary. I find your answers given to your clients very valuable. Great unbiased opinion . Thank you. Supplementary to my question I have 8% cash and a quarantined income of $50000.

Q: Hi Team :

Telus has been retreating from $ 50 to $ 47 in a short span
are there any news or earnings that is accounting for that?
like to buy a small position for my TFSA for both income and capital appreciation
thanks

Q: Does the 50% investment in X-ELIO have an accretive affect on earnings?
Thanks
Bob Rose

Q: It's been said that this name has the best balance sheet in the producer business - would you agree and if so, would that make a dividend cut less likely, come what may?

Q: I am looking for a short term, low volatility, ETF earning better than the daily interest in my chequing account.

Q: Husky is in an unloved sector and has never been a preferred name in that sector for various reasons, but at $10.70 is it getting to a point where it should be considered over some of the usual go to names. The yield is decent and the balance sheet is good... not sure why it is getting punished so severely for a q that seemed within expectations.

Q: I am hanging on to Quarterhill pending news on the Apple court case. It has been in a narrow trading range for three weeks now. They offer no press release but I think earnings is August 12. There are rumours that the US courts may consider all patents worthless. Is this true. If so, Quarterhill could be worth nothing. I own a lot so am a little concerned about this rumour, true or false. Thanks.

Q: I've owned Game Host since 2016 mostly for income. I used its monthly 5% dividends and put them towards my mortage payments. Since my mortgage interest is now 2.85%, I think it makes sense. I just wanted to check if the company is still doing "ok" to continue with my strategy (GH.CA is a 2.0% position relative to my total account and 1 of 5 income stocks that pay my mortgage interest). Could you share some of its metrics, like debt-to-equity and other metrics that matter to income stocks?

Q: Is the takeover completion still expected in September? Also, would a dividend be expected with ex day in late Sept.?

Q: Is American Electric Power to expensive to buy at the current price?