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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: 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.
Read Answer Asked by Douglas on June 15, 2015
Q: hi, I am a new member and am enjoying your site. Any thoughts on ATCO. Thank you, Bryn.
Read Answer Asked by david on June 12, 2015
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.
Read Answer Asked by Helen on June 12, 2015
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
Read Answer Asked by Brad on June 12, 2015
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!
Read Answer Asked by Michael on June 10, 2015
Q: I've held TRP as a major position in my portfolio for years and it has increased only 3.5%. I always hope the XL pipeline will be approved, or the pipeline to the east coast, but I'm getting tired of waiting. Should I keep hoping or sell now and spread the $30 Gs around to better things? I also own PPL and IPL. What is your opinion on ENB? It always seems to me that the PE ratio is too frothy.
Read Answer Asked by Edward on June 10, 2015
Q: Hi Peter and Team, Is there anything going on at KBL that would account for the 2.91% decline today, or is it just normal market activity? Thanks in advance for all your timely and pertinent advice.
Read Answer Asked by Jerry on June 10, 2015
Q: Pipelines are correcting downward - can you comment on the catalysts for this move/
Read Answer Asked by Greg on June 09, 2015
Q: You continue to support interest sensitive stocks on the grounds that interest rate hikes are built into the present price. What are your parameters on the size of the rate increases? If interest rate on 5 year GICs rise 1%, do you think the price of ENB, for example, would remain unchanged from a rate perspective, all other factors remaining constant.
Read Answer Asked by Tim on June 09, 2015
Q: Hi Team

I bought Canadian Utilities at beginning of year and would like to sell for capital loss and buy in its' place either Emera EMA or Transcanada Corp TRP.

1. Is this "ok" for capturing capital loss ?

2. Does this seem like a reasonable move, I REALLY wasn't intending on jumping around but had actually been watching ALL 3; with ideas of buy potentially; it just so happens I started with CU and then the sector fell apart. I figure since I liked all three I might as well capture the loss if the move is legal accounting-wise.

3. of TRP versus EMA ; would you favor one more than the other from a "better buy " point of view, i.e. what metric would you look at and please compare the metrics.

Ernie
Read Answer Asked by Ernest on June 09, 2015
Q: Good morning - what's your take on DR selling its interest in one of the surgical centers. Is this a buying opportunity or a negative sign (market doesn't seem to like the news)? Thanks!
Read Answer Asked by Neil on June 08, 2015
Q: For a yield investor does electricity producers/distributors currently offer a safer alternative than pipelines. They seem to offer around the same yield but in the current environment do pipes carry more inherent risk. While pipes are more volume than price sensitive some predict volumes could be impacted by a prolonged period of lower oil prices (what do you think the odds of this are?). So is BEP, VNR and BIP.UN generally a safer yield choice than PPL, IPL and ALA for example? Thanks...
Read Answer Asked by Gary on June 08, 2015
Q: My portfolio is primarily stocks. Only bond position is XHY at 2.5% of portfolio. Want to add considerable fixed rate/bond holdings to get some balance. Could you make some suggestions. Thanks.
Dave
Read Answer Asked by Dave on June 08, 2015
Q: Peter and His Wonder Team
On April 30th in response to a question you choose CPX over TA and stated TA was expensive. Since then TA has fallen approximately 20%.What do you think has caused this? Is it company related, the sector or fear of the NDP...or all three? If the shares fell another 10% or 15% would you consider it a possible long term contrarian play? Thanks for your thoughts!
Dr. Ernest Rivait
Read Answer Asked by Ernest on June 08, 2015
Q: I purchased Alta Gas some time back as a long term hold. Everything that I read about the company is very positive about its long term prospects. Your comments on this site have tended to be supportive of this position. Yet the shares continue to fall despite all this. The shares are down a lot since February and technically look extremely weak. Is there something that we are all missing relative to this company's prospects as the fall since February has been relentless. Today's trading appears to be starting another leg down having broken the support around $40. Clearly the market is not as positive about this company. at least in the past 4 -5 months. Is there any explanation for this drop and any rationale for continuing to hold the shares rather than stepping aside. I would appreciate your comments.
Read Answer Asked by John on June 05, 2015
Q: I'm hold some Pipelines and REITs and these have unrealized capital gains in a registered account. There is no need for income. Blue skying it - with interest to increase and 1/4 point seemingly backed into the stock prices for pipelines and REITS, when is the time to sell them?.....Thanks Tom
Read Answer Asked by Tom on June 05, 2015