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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: Good day folks: I am back to square one on this one and am thinking that it might be a good time to sell what with Alberta's economy, NDP gov't and new carbon rules. I am interested in how you see it over the next 12 months, I have yet to completed the recommended model portfolio and could relocate capital to that.
as always, thanks for your insights.
Read Answer Asked by Cyril on July 03, 2015
Q: I have been struggling with a fifteen percent loss on Direct Cash and just heard Jason Donville say the payout ratio has increased to 85%, which is contrary to the 60% I thought it was. Their operating margins could be improved and, in my hometown, I pay $1.75 at their ATM's and $3.00 from bank machines outside my home bank so I hope they raise their rates soon.
Finally, why is tap hurting cash withdrawals? If someone uses tap then they would have probably used their debit before tap and just completed the steps. If they need cash, then they would withdraw from their bank or an ATM somewhere.
Should I "tap out"?
Read Answer Asked by Steven on June 30, 2015
Q: would appreciate an update on CEW...
the lifeco's are on the rise but the banks are in the doldrums!
what is your outlook for the banks for the short term?
do you think it would be a good time to add to some more CEW to
portfolio (currently at about 2 1/2%)
many thanks - ed
Read Answer Asked by edward on June 29, 2015
Q: Am I to understand that ENB drop down asset into ENF would be advantages to ENF ? Will the deal put ENF into better growth position, perhaps be able to increase dividends in the near future?
Many hanks, Joe. P.
Read Answer Asked by Joseph on June 29, 2015
Q: I read pwf has declared a dividend of .31.Is this a cut? Previously it has been .35 a quarter.
Thank you
glennal
Read Answer Asked by Glenna on June 26, 2015
Q: Peter, I see so many conflicting reports on DCI. I owned it a few years ago then the big scare came of a defaulter and the price weny way down. I sold. Am sorry now I did. BNN guests seem to like it. I obviously am drooling over the div. Your opinion please. Believe payout is in 60 percent range. Need your valued help. Thanks Ken
Read Answer Asked by Ken on June 26, 2015
Q: what do you think of the alaris deal, would you buy the ipo. dave
Read Answer Asked by david on June 26, 2015
Q: What is your opinion of split corp preferreds as a medium term income investment? LBS.A yields 4.75%, matures in 3 years or so at par and appears to be protected in value by the Class A shares. There aren't many other 3 year investments that offer anywhere near this sort of return. What are the downsides? Thanks.
Read Answer Asked by David on June 25, 2015
Q: Good Morning
I was wondering what your opinion is of STB. It pays a great consistent dividend but stock price has been falling lately and I am nor sure why. Would you be a buyer or seller
Thanks
Read Answer Asked by Susan and Philip on June 23, 2015
Q: Further to the question asked today by Ernest re: ipl. Is it not true that the big IF here is the alberta royalty review?
50% of the GOVT royalty revenues come from the oilsands, and 40% of ipl's revenue is from the sands. according to the RSI it is way oversold. The financial metrics according to you are
within limits, yet it won't break out of the descending triangle. If I am incorrect, what in your opinion will make it move. Thanks as
always. Sorry that I didn't put a salutation at the beginning.
Read Answer Asked by BEN on June 23, 2015
Q: Hi Peter

re: ALA versus IPL

Here is what globe and mail data shows

near 52 week lows; both
dividend yield; both >5%
HISTORY OF DIVIDEND CUT ALA YES; IPL NO ?
P/E ALA > 40; IPL >10
payout ratio ALA > 50 % ; IPL > 80 %
size IPL : ALA is about 2:1 based on market cap

Your opinion between the two.

1. is my data correct ? in particular the payout ratio
2. which of the 2 would you say is "safer" in the present climate and why ?
3. Is there anything else I should consider before choosing between the 2 or would you recommend an alternative utility ( I already own BEP and TRP ; only 1 % each)


many thanks

Ernie
Read Answer Asked by Ernest on June 22, 2015
Q: Dear Peter, Would you please give me your assessment of this stock-to keep or not to keep? Thank you for your honest work!
Read Answer Asked by M Anne on June 22, 2015
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