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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: hello 5i team

At the end of Sept you mentioned EMA looked better than Fortis offering a better yield plus, it was cheaper... price at the time $35.10.

Today I read an article about EMA being heralded along side of Enbridge as two of the better utility stocks that offer a good yield and realistic equity growth opportunity. Plus, it looks like EMA has established (according to the author) an annual dividend growth target of 6% for the next 5 years.

Right now I have a portfolio position of 4.6% in ENB and this is my only utility.

At the current price ($37.40) what is your opinion (sell/buy/hold) on EMA and do you still consider it "cheap" based on current metrics.

As always, thank you so much for all you do... am sure i would be much poorer without you.

Gord
Read Answer Asked by Gord on November 12, 2014
Q: What do you think about Capital Powers current cash flow position, particularly its negative Free Cash Flow and negative Net Free Cash Flow?


Cash Flow From Ops. 426 375 401 415
Capex – Maintenance 943 225 112 112
Free Cash Flow (508) 77 151 157
Capex – Acquisitions (595) (9) 0 0
Cash Flow From Financing (240) (70) (150) 22
Div./Distr. To Common 62 83 138 146
Net Free Cash Flow (153) 17 1 179
Read Answer Asked by Gregory on November 12, 2014
Q: Did you listen to PPL's conference call last week on their results and if so, your thoughts. TD Securities Nov 6 raised the target price to $57.
As always, thanks
Read Answer Asked by Cyril on November 10, 2014
Q: I Looking at a 5yr chart of CBO & CLF which show they have declined in value by about 6% over that period. Bonds are supposed to go up during periods of declining interest rates. trying to get an intuitive handle on this I was led into the swamp of Duration & rolling down the yield curve, neither of which is intuitive. I concluded that CBO.. managers are exploiting volatility to enhance the yield/Cap gain and paying out a mixture of of coupons & trading gains. This would mean that the decline or growth in NPV of CBO.. is not a metric that can be easily interpreted. Could the NPV rise in a slowly rising interest rate? Can you provide an intuitive way to understand CBO..s varying value

I appreciate your answers every day

Ernie
Read Answer Asked by Ernie on November 10, 2014
Q: What is your opinion on the latest news that Veresen is seeking jv with Japanese interests on the Jordan Cove project and does this add more value to the stock?
Read Answer Asked by kenneth on November 09, 2014
Q: Dear Amazing Team:
I would appreciate a current update on your assessment of Capstone Infrastructure. Dividend safe? Thanks so much.
Read Answer Asked by Dr Lorraine on November 07, 2014
Q: I bought the following for income in the 3 weeks. Please suggest 5 or 6 more income stocks. Thanks.....
Read Answer Asked by Tim on November 07, 2014
Q: Hi Peter & Co.,
I read an article in the G&M this morning extolling the merits of Prairie Sky for income investors. No mention of other companies, specifically FRU was made in the article. So I'm wondering, with FRU's dividend yield approximately double that of PSK's, would I necessarily be taking on significantly more risk in taking a position in FRU? Can you please comment on the pros & cons of investing in one versus the other?
Many thanks,
Brian
Read Answer Asked by Brian on November 06, 2014
Q: How should one evaluate ALA against BEP.un given both PE's are VERY high payout ratios exceed earnings and yet both seem to have BUY recommendations with analysts
Are these safe stocks at these PE levels; and on what basis would you recommend them and/or favor one over the other for income and growth
Read Answer Asked by lyle on November 06, 2014
Q: Hello Folks:

Do you the Republican Senate victory as a positive for purchasing TRP?
Thank you so much
brian clarke

Read Answer Asked by Brian on November 06, 2014
Q: Could you comment on the 3rd quarter results issued today on this company? Is this a good time to get into this stock?
Read Answer Asked by Jacques on November 06, 2014
Q: The Q3 results of BEP.UN released this morning are below last year and also against its LTA, prompting a hit on the share price.

Can you comment on its Q3 results and also its prospect for Q4 and the full year as to whether this negative Q3 result is just a blip in the longer term of things?

Thanks.
Read Answer Asked by Victor on November 05, 2014
Q: Hi Peter,
Superior Plus reported good quarter and increased dividend but share dropped below 12, do you know why.
For income, would you recommand to buy Superior Plus or ERF Enerplus?
Thanks
Read Answer Asked by Pui on November 05, 2014
Q: I noticed you did not sell Contrans in the model portfolio at end Oct. If I understand this correctly now that Transforce has 70% it will buy those shares pending regulatory approval but it would need something like 90% to force remaining shareholders to sell. With this as a possible outcome would you continue to hold Contras as a minority shareholders in a Transforce controlled company? If not, sell at discount now or tender?
Thanks
Read Answer Asked by Andrea on November 05, 2014
Q: Hi folks: Would MKP be a good "get paid while you wait" stock to own at this time?
Read Answer Asked by Charles on November 04, 2014
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