Q: DCI has dropped significantly recently. Has there been some fundamental issues impacting the stock or do you see this as a buying opportunity?
Thank you very much,Bob.
Thank you very much,Bob.
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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: With the announced transfer of some assets to Enbridge Income Fund, what affect will this have on Enbridge and its share price in the future, and what do you recommend for holders of Enbridge shares?
Q: Hi Team, might you have a preference BEP as compared to ENF. Only one or half position in both?Potential growth as well as stability of dividend. Thanks,Jerry.
Q: Hi Guys,
I know you like Corby's but I have a question about the relationship with it's parent.
The parent does a lot of the day to day administration and preparation of the actual beverages for Corby's. In addition there are many significant agreements to sell the parent's brands which expire on different dates. For example, Wiser's Canadian Wiskey and Polar Ice Vodka expire 30/06/2017.
Why couldn't the parent just not renew the agreements and sell on their own? This would leave a large whole in revenue for Corby's.
Do you see a problem with Related Party Transactions.
Thanks
John
I know you like Corby's but I have a question about the relationship with it's parent.
The parent does a lot of the day to day administration and preparation of the actual beverages for Corby's. In addition there are many significant agreements to sell the parent's brands which expire on different dates. For example, Wiser's Canadian Wiskey and Polar Ice Vodka expire 30/06/2017.
Why couldn't the parent just not renew the agreements and sell on their own? This would leave a large whole in revenue for Corby's.
Do you see a problem with Related Party Transactions.
Thanks
John
Q: What do you think of selling RLC at this point and buying INO or PHM or do you suggest another similar trade?
Thanks
Thanks
Q: Looking to add to our daughter's TFSA account. We are interested in stability, with some growth. We are considering New Flyer or K-Bro Linen and would like your opinion. Thanks.
Q: Hello Peter, I manage my elderly mother’s accounts. Investments are well-diversified amongst her RRIF and non-registered account. As she had significant unused TFSA room available, we decided to contribute a few stocks and some cash from her non-registered account. Currently, the TFSA is 50% WSP, 23% NPR.UN and 27% cash to be invested. The situation changed, however, when she (thoughtfully) decided to name her grandchildren as the TFSA beneficiaries, which causes me to consider the TFSA’s makeup on a more standalone basis (including to protect the children’s legacy). With a 5-year plan, would you agree with acquiring BCE with the remaining cash (with its almost 5% yield and some growth potential) or do you agree with my inclination to perhaps buy CDZ instead (giving up some yield but gaining some diversification safety and presumably better growth potential). Or you may have a different recommendation. Thanks in advance!
Q: Pza has been selling off for the past 2 weeks or so. Any idea why and is this a good buying opportunity? Thank you. Don.
Q: I have been a happy owner of CHE.UN in a tax advantaged acc't. for some time but have noticed price weakness recently. Is there any company specific or sector specific news to explain this? Also, does the ownership suggest major holdings by institutions or insiders? Thanks for all you and fellow members do. Bill
Q: Hello Peter & Co,
I like the Brookfield family of stocks
I own BPI and BEP from way back when
Do I buy BPY while I also hold FSV,CIG and TCN?
I'd like to buy BAM; should I? I hold TD,BNS,SLF,EFN and CXI (financials)
Thanks
Antoine
I like the Brookfield family of stocks
I own BPI and BEP from way back when
Do I buy BPY while I also hold FSV,CIG and TCN?
I'd like to buy BAM; should I? I hold TD,BNS,SLF,EFN and CXI (financials)
Thanks
Antoine
Q: Hello all at 5i and thank you so much for this forum.
I am grappling a bit with the concept of reaching for yield. What is a healthy stretch vs an unhealthy or perhaps irresponsible overextension?
I am retired, no pension and rely on my investments for my income. I am very comfortable with 4 to 4.5% from dividends, distributions etc. My portfolios are made up of approx. 15% fixed income (etf's) and 85% equities. I am comfortable for the most part with this division as well as overall diversification.
Some of my portfolio anchors, gwo, slf, kbl, sj, stn, fts, sap, dh, t, td, bns etc have dividends below this level. Other like esl, dsg, aya dhx.d, have tiny or no yield but are intended for growth to purchase future income.
I also hold companies like vnr, win, che.un, eif, mkp, rus, wcp with a higher yield to bring the portfolio yield up toward my target range.
Today you replied regarding d.un 8.9% and cuf.un 8.2% yield - “We would consider both buyable within the context of the REIT sector. Their valuations largely reflect rate concerns already. Distributions are quite secure. We think the sector will relax a bit once rates do move up: we do not expect a big increase in rates, and the market is good at anticipating. Like last year, we think investors will eventually reconsider the sector's merits.”
My question is how do you determine a healthy stretch vs over extension for yield? What do you think of my plan and could you provide a few names that I can consider to bring portfolio income up to my target 4 to 4.5% range. I apologize for so many words
Thank you very much,
Brian
I am grappling a bit with the concept of reaching for yield. What is a healthy stretch vs an unhealthy or perhaps irresponsible overextension?
I am retired, no pension and rely on my investments for my income. I am very comfortable with 4 to 4.5% from dividends, distributions etc. My portfolios are made up of approx. 15% fixed income (etf's) and 85% equities. I am comfortable for the most part with this division as well as overall diversification.
Some of my portfolio anchors, gwo, slf, kbl, sj, stn, fts, sap, dh, t, td, bns etc have dividends below this level. Other like esl, dsg, aya dhx.d, have tiny or no yield but are intended for growth to purchase future income.
I also hold companies like vnr, win, che.un, eif, mkp, rus, wcp with a higher yield to bring the portfolio yield up toward my target range.
Today you replied regarding d.un 8.9% and cuf.un 8.2% yield - “We would consider both buyable within the context of the REIT sector. Their valuations largely reflect rate concerns already. Distributions are quite secure. We think the sector will relax a bit once rates do move up: we do not expect a big increase in rates, and the market is good at anticipating. Like last year, we think investors will eventually reconsider the sector's merits.”
My question is how do you determine a healthy stretch vs over extension for yield? What do you think of my plan and could you provide a few names that I can consider to bring portfolio income up to my target 4 to 4.5% range. I apologize for so many words
Thank you very much,
Brian
Q: Can I have your comments on this as a consumer stock for dividend, and is there potential growth? Thanks, Ted
Q: At times we want to take money off the field of play and sit it on the sidelines for any number of reasons. I have used money market funds for this purpose in the past. I have been reading that these are not guaranteed even though most people think of them that way. Please give us your take on this and any alternate suggestions for short term sideline holdings. Thank you.
Q: Is this a good entry point for Transalta? Thank you
Q: hi, I am a new member and am enjoying your site. Any thoughts on ATCO. Thank you, Bryn.
Q: Would you recommend establishing a full 5% in Enbridge today for someone with no energy, utilities or pipeline exposure or is this something you'd prefer to accumulate more slowly given the potential rising rate environment? Thanks and have a good weekend!
Q: I own Enbridge. Want to buy another utility for yield and some growth. Would you prefer TRP, IPL or AQN or another utility at a 3% weighing of portfolio. Thank you.
Q: Dear Sirs,
Noting that question queue was wiped clean, I thought I would resubmit:
In the past one of Peter's metrics in stock selection has been to identify equitiies initiating a dividend. Could you please pass along a listing of companies that would fall into this category, perhaps over the last 1 to 2 years , and as well offer advice as to the companies that you feel are worth owning.
With thanks,
Brad
Noting that question queue was wiped clean, I thought I would resubmit:
In the past one of Peter's metrics in stock selection has been to identify equitiies initiating a dividend. Could you please pass along a listing of companies that would fall into this category, perhaps over the last 1 to 2 years , and as well offer advice as to the companies that you feel are worth owning.
With thanks,
Brad
Q: IPL fell badly today and has been very unstable since the end of April. Is it time to dump it? I also have PPL and TRP which have done fairly well.
Q: Hi team:
I am looking for dividend, safety and abit of capital appreciation
the above has pulled back esp CU and FTS
which one is the higher quality in terms of safety of dividend and abit of appreciation ?
Fortis, Canadian Utilities , emera or algonquin power ?
I would like to add to an existing position of all 4 which I owned a 50% position at the moment, thanks team!
I am looking for dividend, safety and abit of capital appreciation
the above has pulled back esp CU and FTS
which one is the higher quality in terms of safety of dividend and abit of appreciation ?
Fortis, Canadian Utilities , emera or algonquin power ?
I would like to add to an existing position of all 4 which I owned a 50% position at the moment, thanks team!