Investment Q&A

Q: Hi, In case the WGL deal fails, holders of subscription receipts will receive full amount of $31 ( Not $31 less the dividend equivalents already received, as mentioned in your recent response). Could you please clarify. Thanks
Here is the January 25, 2017 press release:
" In the event such notice has not been delivered prior to September 4, 2018 or if the Acquisition is terminated prior to such time, or AltaGas advises the underwriters or discloses to the public that it does not intend to proceed with the Acquisition, then the Escrow Agent and AltaGas will return to each holder of Subscription Receipts an amount equal to the aggregate issue price of such holder's Subscription Receipts, plus any unpaid Dividend Equivalent Payments owing to such holders of Subscription Receipts (the "Termination Payment"). The Termination Payment will be made from the balance of the Escrowed Funds at the Termination Time, including from any remaining interest on the Escrowed Funds. If the balance of the Escrowed Funds, together with any such interest, is insufficient to cover the full amount of the Termination Payment, AltaGas will pay to the holders of Subscription Receipts any difference."

Q: Can you tell me your thoughts on Alaris' report today? They say that POR is 90% - is that true? They certainly minimize (spin?) the problem investments, and say that they have turned the corner - especially with the largest new investment in their history, plus increasing dividends (to them), etc. Are you confident they have turned the corner?

Q: AGT appears to be in a freefall for the last week or so and in particular today March 5th. Is there a particular fundamental issue at play ? Is it nearing a " value play " point of inflection ? It would seem that the food space and in particular the protein alternative space is not that crowded and this company has traded for more than twice the current values. Your thoughts and observations would be appreciated. Thanks.

Q: Hi Peter and Ryan,

Pls comment on Pulse Seismic's latest earning report of today.

What is your thought on this company, it is trading in a norrow range, would you expect future growth?

Should I continue to hold?

Thank you for your professional advice as always.

Q: At what point do you take enbridge out behind the barn and shoot it? Or is the flip side true and its becoming a screaming buy to be averaged into? I thought it was a steal at 48. Less than keen to watch it slide even further.

Q: Hi, there is an article on Motley Fool today that lists these 3 stocks as forever hold (especially on recent pullbacks) for value, growth and dividend growth. What is your take on this? I have 30+ years and use any drips available. I already own bns as well. Do you know if anything that presents major issues or headwinds for them?

Thanks

Q: Hello, I have two questions on KWH. First, what is the debt to cash flow ratio of KWH? Second, I see a P/E ratio of 230, is that what you have in your database? This seems to me pretty expensive. Thanks, Gervais

Q: Could you please suggest 2-3 undervalued US stocks with dividend 4% or more.

Thanks,
Milan

Q: Dear Sirs,

All three of the above are in my portfolio, which if any would you reduce?
thank you
Brad

Q: I own BNS, and TD, and would like to add one more Canadian Bank. Which other bank has the highest US exposure. Which other bank has the best dividend growth, and lastly which one would you recommend for a 3rd position.
Thanks

Q: Hello
Can you comment on TA and AX.UN earnings please?

Thank you.
Stephane

Q: Hi

Which pipeline would you favour at this time for dividend, safety and growth?
Thanks
Amy

Q: Please comment on the future outlook for these two companies. Would you be a buyer or seller?
Thanks RAM

Q: If the WGL acquisition doesn't go through, will Altagas have to cut the dividend because of paying out the subscription receipts and a break fee? How safe is it in this case? Thanks and great service, keep it up.

Q: Hello,
I have no Utilities in my registered portfolio and I am going to add one at a full position. I am likely holding it for 5 years, and my overall investment window or horizon is long-term at 20+ years. The dividend yield on all three of these stocks is over 4% which I like. None are currently 'oversold' on the RSI chart.
Three questions:
Is AQN still a reasonable buy even with a P/E of 26x?
Do you expect H to stay range-bound with a price in the low $20's because of their future planned share issues?
If you could recommend only one, for a younger person, which one do you like? (feel free to deduct 3 credits). Thx, Rob

Q: good morning:
just wondering why aqn did not raise dividend at this quarterly release.
that makes 5 quarters without a increase in dividend
anything to worry about
thanks

Q: Hi, could you please post the estimates for Enercare and Crius. Thanks

Q: Hello -
I'm looking to add some Canadian large cap stocks that pay their dividends in USD into my USD account. I believe NTR, MG, and TRI are three to consider. Are there any more that you may be aware of?
Thanks.

Q: Can you give me your opinion on this company for an income portfolio? Does the dividend look safe?

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.