Q: How would you compare CPX and Gibson Energy going forward for the dividend and some growth.
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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: Your Q&A refers to potential dividend and cash flow concerns raised by short sellers. I cannot find any discussion of this issue in your notes so I wonder if you could follow up and indicate whether these concerns have any merit and if so what basis they have. The price is down to a level which otherwise could be an attractive entry point. Thank you.
Q: David Taylor was interviewed in the Globe and Mail today. He feels there is value in HCG. His optimism rests on the book value of the company, which he estimates is between $15 and $28 a share. Do you feel this is a reasonable estimate of book value? If so could there be a significant opportunity for brave and patient investors?
Q: Regarding VSN (Veresen) being bought by Pembina (PPL), some are suggesting this might put Enbridge in an untenable position (50% of Alliance!), and they will/should/could make a competing bid, particularly as the premium for VSN is still below what it was trading for a year or two back (as high as $19.40 in 2015, although they have sold assets since). Do you see this as a likely possibility? Is that what is causing VSN to trade below its takeout price?
Q: Can you please rank the three pipeline utility companies: IPL, PPL, and ENB. I'm particularly interested to see your thoughts given the PPL/VSN deal and the big drop in PPL's share price.
Thanks!
Thanks!
Q: Hi everyone,
Could you please provide comment/analysis on CanWel Building Materials with specific reference to: 1) growth rate over the next few years 2) characteristics of industry sector
3) sustainability of rich dividend based on available cash flow/payout ratio 4) debt/equity relationship and finally 5) the close (conflict of interest? relationship of CanWel CEO and their largest shareholder, Fortuna whose founder/CEO is one and the same as the CanWel CEO. I am investing for the long term based on solid capital gain expectation and dividend income.
Thanks so much,
Dean
Could you please provide comment/analysis on CanWel Building Materials with specific reference to: 1) growth rate over the next few years 2) characteristics of industry sector
3) sustainability of rich dividend based on available cash flow/payout ratio 4) debt/equity relationship and finally 5) the close (conflict of interest? relationship of CanWel CEO and their largest shareholder, Fortuna whose founder/CEO is one and the same as the CanWel CEO. I am investing for the long term based on solid capital gain expectation and dividend income.
Thanks so much,
Dean
Q: After 6 1/2 years I finally sold Verizon as its share price and prospects have been trending downwards.
I hold BCE and T, together worth 7.2% of my portfolio. I usually keep Telcos at around 10% so I am debating whether to add to BCE and T or to consider Rogers or Cogeco to replace V.
- BCE and T have both been on a tear and sporting rich RSI's, but have a notably higher yield than RCI.
- Rogers is up 50% in the last 21 months.
- Cogeco has caught fire after years of treading water.
What's a guy to do?
Thanks!
Kim
I hold BCE and T, together worth 7.2% of my portfolio. I usually keep Telcos at around 10% so I am debating whether to add to BCE and T or to consider Rogers or Cogeco to replace V.
- BCE and T have both been on a tear and sporting rich RSI's, but have a notably higher yield than RCI.
- Rogers is up 50% in the last 21 months.
- Cogeco has caught fire after years of treading water.
What's a guy to do?
Thanks!
Kim
Q: I own 1400 shares of VSN,collecting $117 per month! What will I collect from PPL per month in November?
Q: I own them both in significant quantity. Vsn trading about $18.16 and Ppl at about $42.56. Do you see any arbitrage trade between the two at this level or do you have any comments about this first day of trading after the news?
Q: What are your thoughts on this takeover by PPL? It is a good long term move for the company? Pros and Cons please.
As always, your advice is highly valued.
As always, your advice is highly valued.
Q: Advice re the Pembina/Veresen deal. VSN is up and Pembina is down. Would you sell VSN and then purchase PPL with the proceeds on the hope it returns to its original price.
Wayne
Wayne
Q: Would you buy Pembina now knowing about the up-coming deal with Veresen. I see Pembina is down today so has it become a good investment buy for a long term hold and dividend income security?
Q: I own both companies, should I sell Veresen or take the .4287 PPL exchange,either of those options would take me over a 5% allocation in my portfolio. If I sold the VSN and wanted another pipeline company who would recommend.
Q: Hi5i,
Could you comment on Keyera. How does the balance sheet look and the sustainability of the dividend? Would it be considered a decent buy at these levels?
Thanks Dave
Could you comment on Keyera. How does the balance sheet look and the sustainability of the dividend? Would it be considered a decent buy at these levels?
Thanks Dave
Q: Hello 5i team,
Do you have an explanation for the big jump in KEY share price today?
Thanks,
Antoine
Do you have an explanation for the big jump in KEY share price today?
Thanks,
Antoine
Q: Hello, I would like to "park" some money in a safe dividend paying stock. Your service provides lots of choices/recommendations. However, can you say with any degree of comfort which sector or particular dividend paying stocks therein would be less sensitive to an interest rate hike, and less of a bond proxy. Or, are all stocks paying a reasonable dividend subject to this risk. I was thinking of Enbridge. Thanks very much. Bill.
Q: Being an owner of veresen shares if i accept pembinas shares, instead of cash is there any
capital gains, or just when i sell the pembinas shares. thanks
capital gains, or just when i sell the pembinas shares. thanks
Q: Which of these two for growth,income,and dividend increases in both the near and long term, up to 5yr hold.
Thank you
Thank you
Q: Hi Peter This stock has very volatile for the last month since the short recommendation on BNN .It has since dropped to a year low,
Do you think there is any chance of recovery or should I cut my losses?
Kind Regards
Stan
Do you think there is any chance of recovery or should I cut my losses?
Kind Regards
Stan
Q: If you own shares in VSN now,should one hold or sell at 18.65?