Investment Q&A

Q: your comments on their earnings... please

Q: Rates dropping by 5-9% is going to make ENB's debt worse, of course. Is that getting to be a worry? When does it come into effect? Thank you.

Q: Hi Team, A friend told me that Algonquin Power is taking on debt to pay its dividend. I’ve looked at some cash flow metrics and debt metrics and I can’t see how that determination was made. Have you any thoughts on how to assess the validity of this claim? Thank you. Michael

Q: OK so if the ruling is enforced what is the implication for ENB?

Q: Please comment on k-Bro's results. Are these numbers in line with expectations. I know they incurred a lot of costs with aqquisitions and moving facilities, but the numbers still look a little soft.
Cheers,

Q: Good morning. Looking to add a few stocks (services, financial, utilities) for 5+yr hold with growth and income. EFN, AD & ENB are my front runners, respectively. Could you suggest one other alternative to each of those three that you would recommend? especially interested in your opinion on EFN today with their earnings news. And what is EFN payout ratio? great service thx. I am 35 years of age with higher-risk tolerance.

Q: Could you discuss the financial results and provide your opinion on going forward.
Thanks

Q: Never mind my question as I have the reason for the decline:
FERC Revises Polices, Will Disallow Income Tax Allowance Cost Recovery in MLP Pipeline Rates

The Federal Energy Regulatory Commission (FERC) today responded to a federal court remand by stating it no longer will allow master limited partnership (MLP) interstate natural gas and oil pipelines to recover an income tax allowance in cost of service rates.

The U.S. Court of Appeals for the District of Columbia Circuit in United Airlines, Inc. v. FERC, (827 F.3d 122 (D.C. Cir. 2016) held that FERC failed to demonstrate there was no double recovery of income tax costs when permitting SFPP, L.P., an MLP, to recover both an income tax allowance and a return on equity determined by the discounted cash flow methodology.

The Commission today acted in response both to the court remand and comments filed in response to an inquiry issued after the court ruling. FERC will now revise its 2005 Policy Statement for Recovery of Income Tax Costs so that it no longer will allow MLPs to recover an income tax allowance in the cost of service.

The revised policy statement explains that, while all partnerships seeking to recover an income tax allowance will need to address the double-recovery concern, the application of the United Airlines court case to non-MLP partnerships will be addressed as those issues arise in subsequent proceedings.

Q: Any idea why enb is down 5% today?

Thanks
Mike

Q: I have a full position in TV, What is your current opinion of this stock has a long term hold ?

Q: In your recent answer regarding Premium Brand's earnings, you mentioned earnings expectations was 71 cents. I thought expectations was 91 cents. Can you confirm it was 71 cents? Perhaps I am mistaken.

Q: Can you tell me your thoughts on the Q4 report from BIP.un a few days ago please. Are you concerned about the huge non cash charges? Will those non cash charges turn into cash charges down the road? Is the resulting drop in the share price a buying opportunity?

Q: Hi, could you offer any advice on CHIP program or reverse mortgage to release funds to seniors wishing not to downside, thanks.

Q: Peter,
I have looked at the rate of dividend growth of many Canadian companies over the last 15-20 years. There have been many substantial increases. I fully realize that dividends are completely at the discretion of the board of directors and are really dependant on income. However from your time in the business have you seen periods of say 5-10 years where there was very stagnant dividend growth or alternatively has it been more of a consistent upward trajectory? I also am aware of this can vary very much from sector to sector, but am looking more at the type of stocks that would be categorized as dividend aristocrats.

Thank you

Paul

Q: I have owned stocks in above companies for a while. I want to make additional investments in quality dividend stocks.
I also own stocks in KO, GE, MSFT and SYY. Total portfolio about Cnd $ 300K and US $ 120K
1st question, In your opinion, should I sell any of the above stocks, if so which ones.
Which additional stocks would you recommend for me to purchase
Thanks for your guidance. John

Q: Enb is recovering nicely from $40.50 on 3/7.Did U hear rumour of a financing coming soon.Txs for U usual great services & views

Q: Could you please comment/compare the two companies from the point of view of income and safety.

Q: Can I get your thoughts on DR?

Thanks

Q: Hi, 5I
On march 13 William asked you about Enbridge and the possibility of increasing his position. You mentionned ''positive momentum'' as a trigger for adding to the investment.
I am not familiar with what positive momentum entails, so I would like to take the Enbridge situation as a ''REAL'' example.
Enbridge reached a low of 40.38 on march 02, the stock is now at 42.45 (12-03 at 12.43)
Does this increase constitute ''positive momentum'' or would you wait more and particularily at what price would you consider any increase would be a positive momentum.
Thanks
CDJ

Q: As an investor looking for dividend income and some growth,.would you recommend it or some alternative?