Investment Q&A

• Macquarie Infrastructure Holdings LLC (MIC $4.09)
  • $4.09 Cap: $359M
  • View MIC Profile
  • View Questions on MIC

Q: The share price of MIC has fallen from $82 to $74 over the last few days.
I have held the shares for several years and have a good capital gain. I also hold BIP.UN ( both stocks in my RRSP). Would this be a good time to
sell MIC and just top up on BIP.UN. Thanks. Joe

Upvote 0

Read Answer Asked by Joseph on February 01, 2017

• AltaGas Ltd. (ALA $41.45)
  • $41.45 P/E (TTM): 16.16X Cap: $12.40B
  • View ALA Profile
  • View Questions on ALA

Q: I hold ALA:T shares. Recently they announced $2.8-bil public offering 2 31/=. Do you thing I should sell the stock and put a buy order for this subscription issue which will participate is dividend also whenever they are on call? How good or accretive is WGL Holding acquisition is and based on this should I acquire more or exit the position now and enter after 6 to 10 months? I have 3% of my portfolio.
Thanks

Upvote 0

Read Answer Asked by Piyush on February 01, 2017

• Noranda Income Fund (NIF.UN $1.97)
  • $1.97 P/E (TTM): 5.6X Cap: $98M
  • View NIF.UN Profile
  • View Questions on NIF.UN

Q: News release: In light of the prevailing market conditions now facing the Fund, it is necessary for available cash, if any, to be used to augment reserves. The Board of Trustees has announced the suspension of future monthly distributions to unitholders. The previously declared January distribution will be paid on February 27, 2017. There is no assurance that monthly distributions will resume in the future.

Upvote 0

Read Answer Asked by Kurt W on January 31, 2017

• Diversified Royalty Corp. (DIV $3.41)
  • $3.41 P/E (TTM): 21.38X Cap: $578M
  • View DIV Profile
  • View Questions on DIV

Q: What is your opinion on DIV? Is the dividend safe?

Upvote 0

Read Answer Asked by George on January 30, 2017

• iShares iBoxx USD High Yield Corporate Bond ETF (HYG $80.69)
  • $80.69 Cap: $18.98B
  • View HYG Profile
  • View Questions on HYG

Q: I have a question about USD corporate bond ETFs

I have some funds in USD that I want to use to buy a US corporate bond ETF with.

Can you give me your opinion on HYG? ishares

Also can you tell me if HYG is considered a <Junk Bond ETF> ?

Lastly if you could also suggest another USD corporate bond ETF that has slightly lower yield than HYG.

Thank you

Regards
Stephane

Upvote 0

Read Answer Asked by Stephane on January 30, 2017

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $81.67)
  • $81.67 P/E (TTM): 17.33X Cap: $14.63B
  • View CCL.B Profile
  • View Questions on CCL.B
  • View Reports on CCL.B
• AutoCanada Inc. (ACQ $31.85)
  • $31.85 Cap: $737M
  • View ACQ Profile
  • View Questions on ACQ
  • View Reports on ACQ
• Premium Brands Holdings Corporation (PBH $95.27)
  • $95.27 P/E (TTM): 46.02X Cap: $4.25B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• Spin Master Corp. Subordinate Voting Shares (TOY $23.31)
  • $23.31 P/E (TTM): 20.15X Cap: $2.36B
  • View TOY Profile
  • View Questions on TOY
  • View Reports on TOY

Q: Hi,

Are any of these companies likely to be affected by Trumps border tax? Also, could you rate your favourites of the above companies. I'm a medium risk investor.

Upvote 0

Read Answer Asked by Graeme on January 30, 2017

• Stuart Olson Inc. (SOX $0.13)
  • $0.13 Cap: $4M
  • View SOX Profile
  • View Questions on SOX

Q: I have held this stock for quite a while, but the share price continues to languish, probably due to the Alberta exposure. The dividend is good. What's your opinion on the company'?

Upvote 0

Read Answer Asked by Scott on January 30, 2017

• Enbridge Inc. (ENB $66.01)
  • $66.01 P/E (TTM): 23.44X Cap: $144.66B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB

Q: Is the 2.5% sell off in ENB primarily due to the announcement re Midcoast Energy Partners. Do you expect this to be dilutive in any way such as issuing new equity? Thanks.

Upvote 0

Read Answer Asked by Gary on January 27, 2017

• Exchange Income Corporation (EIF $72.89)
  • $72.89 P/E (TTM): 28.96X Cap: $3.75B
  • View EIF Profile
  • View Questions on EIF

Q: Did the CEO of EIF not tweet Donald properly? Does the threat of dismantling NAFTA have anything to do with the steady decline ? Whats happening with Exchange?

Upvote 0

Read Answer Asked by Alan on January 27, 2017

• Exchange Income Corporation (EIF $72.89)
  • $72.89 P/E (TTM): 28.96X Cap: $3.75B
  • View EIF Profile
  • View Questions on EIF

Q: Hi Peter
What do you fell is causing the downward pressure on this stock ?Any change in fundamentals?
Kind Regards
Stan

Upvote 0

Read Answer Asked by Stan on January 27, 2017

• Sunco Logistics Partners LP (SXL)
  • View SXL Profile
  • View Questions on SXL

Q: Hi Peter
In view of President Trumps pipeline decision, can you please tell me what you think of Sunoco Logistc Partners
Thanks

Upvote 0

Read Answer Asked by Richard on January 27, 2017

• Algonquin Power & Utilities Corp. (AQN $8.02)
  • $8.02 Cap: $6.15B
  • View AQN Profile
  • View Questions on AQN
• TransAlta Renewables Inc. (RNW $12.48)
  • $12.48 P/E (TTM): 45.91X Cap: $3.33B
  • View RNW Profile
  • View Questions on RNW

Q: Good Morning
I currently have a 3% holding of AQN and 2% Rnw. Would you recommend increasing AQN by reducing RNW? If yes by what %? My Utility portfolio is 8-9%.

Thanks Team

Upvote 0

Read Answer Asked by Warren on January 27, 2017

• BCE Inc. (BCE $34.98)
  • $34.98 P/E (TTM): 76.61X Cap: $32.61B
  • View BCE Profile
  • View Questions on BCE
• TELUS Corporation (T $22.89)
  • $22.89 P/E (TTM): 35.84X Cap: $35.13B
  • View T Profile
  • View Questions on T

Q: I would like to initiate a full position in telecoms. Would you prefer Telus, BCE or another name for a full position? Or should I split the full position between 50/50 Telus and BCE? For up to 10 year hold in my TFSA. Thanks

Upvote 0

Read Answer Asked by Marco on January 27, 2017

• Evertz Technologies Limited (ET $12.01)
  • $12.01 P/E (TTM): 15.36X Cap: $920M
  • View ET Profile
  • View Questions on ET

Q: Looking to add one more stock to my non registered portfolio as a long term hold. I am buying mostly for income and stability. some growth would be nice. Which would you pick between ET and ABT?

Upvote 0

Read Answer Asked by Carla on January 27, 2017

• Fortis Inc. (FTS $69.59)
  • $69.59 P/E (TTM): 20.77X Cap: $35.27B
  • View FTS Profile
  • View Questions on FTS
• Brookfield Renewable Partners L.P. (BEP.UN $34.85)
  • $34.85 Cap: $22.92B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• AltaGas Ltd. (ALA $41.45)
  • $41.45 P/E (TTM): 16.16X Cap: $12.40B
  • View ALA Profile
  • View Questions on ALA

Q: In a TFSA, 5+ year hold, if purchasing today, would you buy ALA, BEP.UN, or FTS.

Upvote 0

Read Answer Asked by Ian on January 27, 2017

• AltaGas Ltd. (ALA $41.45)
  • $41.45 P/E (TTM): 16.16X Cap: $12.40B
  • View ALA Profile
  • View Questions on ALA

Q: Hi peter
On ala you state the acquisition underpins the dividend increase .What do you mean by underpin?
Kind regards
Stan

Upvote 0

Read Answer Asked by Stan on January 27, 2017

• BMO Junior Oil Index ETF CAD units (ZJO $21.98)
  • View ZJO Profile
  • View Questions on ZJO
• BMO Equal Weight Oil & Gas Index ETF (ZEO $77.66)
  • $77.66 P/E (TTM): 43.8X Cap: $225M
  • View ZEO Profile
  • View Questions on ZEO

Q: I am looking to sell my Energy stock holdings as I move all of my portfolio to ETF's - I am looking for a bit more stability in the energy sector as well as income - I have a 10 yr horizon and can live with some moves with the market - Can you recommend a couple good ETF's that focus on Income from Energy and Energy services - Thanks

Upvote 0

Read Answer Asked by Ron on January 26, 2017

• Information Services Corporation Class A Limited Voting Shares (ISV)
  • P/E (TTM): 23.54X Cap: $482M
  • View ISV Profile
  • View Questions on ISV

Q: I would like to buy ISV shares in my TFSA.
What is your opinion on this stock?

Thank you.

Albert

Upvote 0

Read Answer Asked by ALBERT on January 26, 2017

• Vanguard Dividend Appreciation FTF (VIG $209.83)
  • $209.83 P/E (TTM): 68.92X Cap: $91.56B
  • View VIG Profile
  • View Questions on VIG

Q: Can you tell me your favorite ETFs for USA income growth - Looking for stability with focus on income growth - I have 10 years horizon - thanks

Upvote 0

Read Answer Asked by Ron on January 26, 2017

• Mawer International Equity Fund Series A (MAW102 $92.71)
  • $92.71 P/E (TTM): 18.1X Cap: $1.12B
  • View MAW102 Profile
  • View Questions on MAW102

Q: I am thinking about replacing MAW102 in my RRSP with a combination of ZWE
and ZDI or MAW150 ( Global Small Cap Fund) to enhance income with some
growth. What is your opinion of this change? Joe

Upvote 0

Read Answer Asked by Joseph on January 26, 2017