Investment Q&A

Q: CU has been one of my most steady dividend growers and I have held it for about 15 years. BUT is down +10 in Nov alone. Any idea why? Does utility exposure in a portfolio include pipes and renewables like ENB and BEP?

Q: Hi Guys. Down about 30% on cpx. Bought it for income and stability. Would you advise to switch to another stock or hold for dividend. Thanks Mike

Q: Hi the market seemed to have turned sour on this co my thinking is to bail out while l still have some green .
Your thoughts please
Stan

Q: 3:12 PM 11/24/2015
Hello Peter
Could you please suggest several very stable Canadian dividend stocks with dividends in the 4% to 5.5% range, with growing dividends and some possible capital appreciation that are "as safe as the banks" but NOT in the Financials, Pipelines, Utilities, or Telco sectors as we are already overweight in these sectors. You may be hard pressed to find much as I cannot, so I would appreciate your thoughts
Many thanks........ Paul K..

Q: Hi there,

Can you provide and update on Pivot?

Thanks.

Q: Hi Peter and 5i team,

Canadian Utilities(CU) has been weak recently. Is this due to its exposure to the current Alberta Government policies? Do you still think it is a solid company that is worth holding for income and growth?

Thanks in advance for your opinion on this company.

Q: I sold Capital Power for a loss earlier in fall, with the plan of buying it back - never did - whew! Now I am looking at Emera or Fortis, to keep my utility weighting. Do you have a preference, and why? I am more interested in dividend sustainability/dividend growth than capital gains. If you have a better idea, or would just stay away from utilities for now, please comment.

Thank-you

Q: Peter and His Wonder Team
I thought the $200M investment in TA would have been good news...but the stock is down almost 5% at mid day. Please provide your insight into this transaction. Does it have much benefit if you are a TA shareholder?
Thanks in advance for your assistance!
Dr.Ernest Rivait

Q: Hi Peter What your thoughts on bce bought deal financing?
Kind Regards
Stan

Q: BCE has been one of my better holdings over 10 years. Today they announce a bought deal and the stock is already below the deal. My last experience with Mr. Market when this happened was with FM and I got killed. I thought I was being smart when I bought FM at 15 dollars because the market had a bought deal north of this around 16.50 I believe. Should I be concerned?

Q: would you have any small to midcap names that are in wind power that stand to gain with the increase in investment in this area from Alberta and rest of Canada ?

Q: Hello Peter and Team.
I am about to buy EIF, ITP, TRP, DRG.UN and CRT.UN with the plan to buy and hold for income, dividend growth and growth in share value.
Do you have any cautions concerning these stocks?

Thank you.

Q: peter;
had this issue since new at $10.00. Original plan was for it to
have modest growth. Hasn't happened. could you please review and comment? hold or sell.

Q: Is TRI a good buy at current levels($53)?

Q: Hello,
I want to sell either Inter Pipeline or Pembina Pipeline but can't decide on which one. If you had to choose, which would you sell. I like both but want to use the funds elsewhere.
Thanks,
Martin

Q: Hi Peter & Co.,
Can you please comment on the latest quarterly results for Rogers Sugar? I don't expect much from the stock in terms of capital appreciation, but do hold it from income. Thanks!
Brian

Q: Hi, 5i team,
Just wondering what your thoughts are regarding investing in TIPS, Treasury Inflation Protected Securities in the USA?
Thank you

Q: Hello Peter & Team,

I bought @ $36.48... Current price $30.63.

I have a concern regarding a reported long term debt of $1.5B and a fairly high cost on this debt at 4%. Also, it's business appears to be negatively effected by a strong U$ and from what I can tell, the U$ strength isn't going to change any time soon and in fact could get stronger.

I was wondering if you could comment on their debt scenario, what effect that could have moving forward and what you see long term (1 - 2 yrs) for the share price.

I am considering selling at a loss and moving on.

Thanks for all you do

Gord

Q: I will likely be retiring within a year, and plan to regularly draw a small amount of income from my investments to supplement my needs. I am slowly transitioning my holdings from a mostly equity oriented portfolio to include a moderate income portion. I am looking for buy and forget type of investments that pay a safe 4% or so dividend with an important caveat – capital protection. I am of the view that a 5-7% dividend has little meaning if you lose 20-40% of the principal investment amount in a short year or two. I understand that with greater safety comes limited upside potential which I am willing to accept. What would be your 5 top picks that best fit this requirement. I am willing to consider whatever investment type you feel is best suited between common shares, preferreds, REITs, income funds and corporate bonds or debentures. I already own T, BNS, AW.UN, BEP.UN, HR.UN, CSU.DB, XHY, CVD, CPD in case you were considering naming any of these so please try to select a few others (from any sector).

Q: Good Evening
What is you view on the recent purchase of Transalta assets and the issue of shares at $9.50?

Thanks to all