Investment Q&A

Q: Thank you for your recent update on Atlantic Power. The common shares do not provide a good investment opportunity at this time as outlined in your report. My question has to do with the convertible debentures. Below is a comment from quarterly update pertaining to convertible debentures as follows:

Our convertible debentures are currently trading at substantial discounts to par, and repurchases at these levels create value for our common shareholders by reducing our cash interest payments, delevering our balance sheet and improving our debt maturity profile," said James J. Moore, Jr., President & CEO of Atlantic Power.

Based on this comment is it a good time to buy the Atlantic Power Convertible debentures?

Thank you

Q: Hi, can I have your updated thoughts on the following pipelines: IPL, ENB or its income fund, and TRP. Which ones are of better value to you right now? And future Growth? Would you know the payout ratios for each and are they sustainable? Are LNG exports looking positive in your views and for these positive? Thanks!

Q: Which companies we should consider to benefit from the spending budget? FEDRAL.

Q: Hi- can you compare EIF vs RNW for income and growth. Which would you choose to hold for the next 3-5 years? thanks

Q: I've been looking at companies in the groceries line, and am impressed by Metro's ROE of 20% or so. However, on reading your past responses to questions on Metro I see you don't rank it as "best of group". Do you still think Loblaws is better for a medium term hold (or some other, like Dollarama)? I already own ATD.B so that is a consideration, I suppose. Thanks for your always excellent advice.

Q: According to media reports Venezuela is on the verge of bankruptcy and the more the oil price falls the greater the odds. From the Scotia Global site:
"Scotiabank is proud to have a strong presence in Venezuela through ... Banco del Caribe"

How strong is their presence there and will default have long term effects on BNS shares? I note it is a 3.6% position in the BE portfolio which presumably went in at 5%. Thanks, J.

Q: thinking of adding this----on a roll right now ---nice div
What do you think?

Q: I currently own Fortis, Emara and Canadian Utiliites. I am considering ZUT but am looking for a dividend grower. I see their 5 year dividend growth rate is negative ( G & M watchlist ). when I look at the dividend growth of some of the stocks in the ETF this does not make sense. Many have positive dividend growth over this period.
Is there any reason I would not expect the dividend growth to be weighted average of the underlying holdings less the MER of .62%?

Can you think of any other reason not to buy ZUT for utility exposure ( as opposed to the individual stocks )

Many thanks as always.

Paul

Q: Would you please list your top five utility picks for income investors? Many thanks,
Peggy

Q: Do you have any opinion on this ETF as a small part of FI portfolio? Thanks

Q: Can you please rank the following Power companies best to worse. AQN, RNW, BLX,CPX and INE. I currently hold AQN and am thinking of adding to the sector. AQN is 5% of my portfolio. What is your view of the maximum % to hold in this sector?

Q: Hello Peter and Team,

Should the news below be of concern, or does it represent a good entry point for AQN, since it's down today? I was considering AQN for my TFSA, since I have some new cash to deploy since the 'merger' of CDV. Or would you say that AQN isn't enough of a "grower" for a TFSA?

NEW ORLEANS, Feb. 11, 2016 /PRNewswire/ -- Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of Kahn Swick & Foti, LLC ("KSF") are investigating the proposed sale of The Empire District Electric Company ("Empire" or the "Company") (NYSE: EDE) to Algonquin Power & Utilities Corp. (TSX: AQN). Under the terms of the proposed transaction, shareholders of Empire will receive only $34.00 for each share of Empire that they own. KSF is seeking to determine whether this consideration and the process that led to it are adequate, or whether the consideration undervalues the Company.

If you believe that this transaction undervalues the Company and/or if you would like to discuss your legal rights regarding the proposed sale, you may, without obligation or cost to you, e-mail or call KSF Managing Partner Lewis S. Kahn (lewis.kahn@ksfcounsel.com) toll free at any time at 855-768-1857.

To learn more about KSF, whose partners include the Former Louisiana Attorney General, visit www.ksfcounsel.com.

Kahn Swick & Foti, LLC206 Covington St.Madisonville, LA 70447

As always, thanks for your valuable insight.

Q: will you please advice if this is a safe buy? whats with the dividend

thanks donald.

Q: Peter and Team,

TransCanada has a bond with a maturity in July 17, 2025. The bond has a yield to current ask of 3.48% (coupon is 3.30%). Any thoughts or concerns about purchasing this bond with the intent to hold to maturity?

For information, my current portfolios are 85% equity and 15% debt.

Q: I own a bond issued by Aimia, (Corp. AIMC 6.95 01/26//17). The company seems to be having its troubles lately. Is the company secure and do you think the bond is safe and will mature at par on its maturity date? If you can help I would greatly appreciate the support.

Q: good morning to you all
do you think its a good time to get in at 1.70 +or -
thanks

Q: could you explain the Dutch Auction ?

Q: Your thoughts on the earnings and should I keep holding.

Q: Hi Peter just wondering what you thought of fcd.un is the div. safe thanks for your input Kim

Q: Do these have a place in this market for a retiree seeking for moderate income and security and would the tlt have better potential . Thanks have a good day. Tom