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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Current price $40.57(5yr low),6.62% yield(mainly due to drop in price,partly div.growth)& high $66b debt.A rising interest rate environment,which will be further aggravated if Trump impose tariffs.New York Fed Governor W Dudley stated"raising trade barriers would risk setting off a trade war,which could damage economic growth prospects around the world".Recently filed for potential mixed shelf offering.Will be dilutive & negative if sell shares @ such low price(remember CPG which keeps on issuing shares).However it does have $10b non core assets,of which $3/4b are to be sold In 2018.Have not heard of any sale,maybe not getting the desired price. I have 1/2 position @ $49,so add,hold or sell.Txs for u usual great services & views.
Read Answer Asked by Peter on March 05, 2018
Q: Are there any utility companies with low debt levels? Canadian or American.

My thoughts are that with increased adoption of electric vehicles, electricity demand will continue to grow in a substantial way. I would like to invest in an electric utility for the long term based on this expected trend. However with the potential for rising rates, a company with large debt loads may not see as much benefit from increased demand as a company with lower leverage.

Your thoughts please.
Read Answer Asked by Marco on March 02, 2018
Q: The EPS of Altagas for 3/18 is shown on your "companies" chart at .38, whereas you had stated to Jason on Mar 1 re his question on ALA results that the EPS was in line at .36, wouldn't that be a miss? The EPS for ALA for the next quarter (6/18) is shown as .14, why the big drop, is the falling cdn$ and rising interest rates going to cause any problem for ALA carriage of debt?
Read Answer Asked by Phil on March 02, 2018
Q: Hey 5i,
My question is about what kind of upside remains in CRH after its bounce off the bottom? Any idea of a target price and is it even possible to reach the high prices of the past?
That said AltaGas has tanked and am wondering if I am better served selling CRH and getting some ALA. do you think there is big upside there? And they are going to more utility then pipeline after the acquisition? Thanks
Read Answer Asked by Tyler on March 02, 2018
Q: I hold Crius primarily for income. The sharp drop today though was a big surprise...despite knowing that Seeking Alpha is behind it and they could be spreading misinformation.
While I plan to continue holding for now I would like to be reasonably confident that Crius has been and is being responsible in managing dividend payouts. That information will be pivotal in deciding whether or not to buy more.

Would you please outline the “math” to support the fact that Crius. been fiscally responsible in this regard ....or not.

Thank you for helping out here.
Read Answer Asked by Donald on March 01, 2018
Q: Looking to consolidate the number of these dividend payers down to only two,max three.
I would appreciate your ranking,in order,of these that would provide best sustained dividends paid, while preserving capital value.
Read Answer Asked by Peter on February 28, 2018
Q: I averaged into BGI as I purchased a 2.5% position in a RIF portfolio I'm now down 13% from the average purchase price, the dividend yield is now 9.5% do you think this is sustainable? Also do you have an opinion on why this is not doing so well compared to the other parts of Brookfield which seem to be firing on all cylinders.
Read Answer Asked by Thomas on February 28, 2018
Q: Good afternoon,
Can you help bring some light to the Rogers Sugar news release and halt, sounds like they are issuing 85M debt to pay off existing 60M debt and some other items I don't fully comprehend other than Mr. Market doesn't like the news and the stock is down 2% Tuesday. What are your thoughts on this development and stock drop?

Thanks,
Craig
Read Answer Asked by Craig on February 28, 2018
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