Investment Q&A

Q: In following your recent dividend info webinar, I'm trying to find the financial ratios you suggested to track the stock's performance -ie payout ratio, for starters. When I look on Qtrade to get the 2014 financials, I see the free cash flow is $132 Million, the dividend is $1.28 X 81 million shares = $104 Million, that makes the payout ratio $104million/$132 million = 78%, which is high according to your webinar comments. Am I performing this calculation correctly? Is there a better place to go to get stock financials than Qtrade?
Thanks for your reply....Jim

Q: With a dividend yield of 2.21 %, and an MER of 0.23%
this appears as a good choice for fixed income. May I have your thoughts. With thanks, Bill

Q: Is this a good entry point for Veresen? Tx

Q: Hello Peter and Team, I am considering PSI, Pason Systems and /or LIF Labrador Iron Ore as a contrarian move (5%)within an otherwise diversified folder, with a focus on income while riding the potential rebound of both. Could I get your assesment of the risk to dividend payout and metrics of each?
Thank you kndly, Rick.

Q: Gamehost's share price seems to be moving down with the price of oil because they are tied to the Alberta economy. Assuming the worst, a prolonged recession of several years, would GH survive? would they maintain their divvy? GH seems like a great contraian pick with a good div. I already own a small position and would like to add. My portfolio is diversified in both geography and sector. Your advice please. Thank You

Q: Hi 5i,
Do you believe McDonald's current woes are reflective of the fast food industry as a whole or do you think it's more specific to that company? I've been eyeing a&w for a while but am not sure about the whole fast food industry with more health conscious consumers.

Thanks in advance!
Wayne

Q: Thinking of picking up some Pembina Pipeline and Brookfield Infrastructure Fund for income. What do you think of these companies? Also I know we are a ways away from a rate hike here in Canada but when rates start to rise, will the stock prices of these companies get hit hard?

Q: As a Canadian investors having US funds available am I better off to invest on the New York side or the Toronto side for companies like this that list in both markets? Are there negatives to purchasing LP (I'm assuming Limited Partnerships) equities for RRSPs? You have a great service and I look at my membership as a real bargain! Thanks for all your sage advice.

Q: Peter, your help please. I am selling some of my weaker names in gas and oil. I am looking for good solid companies that pay a good dividend. I already own the Davis and Henderson ect. of the world. Your opinion please on Evertz,Sirus xm.Alaris and Liesure world for long term holds. Thank you Ken

Q: Do you think that there is going to be much more share price appreciation in view of lower oil. Thanks

Q: What is your recommendation on IPL? I see it has been downgraded from a buy to hold. Is it time to move away from this stock or should I ride it out?

Q: Do you consider this stock to be in the Financial Sector. What is your opinion of this stock at the moment and it's dividend? Thanks for great service.

Q: Its been awhile since you have commented on LIF - what is your current view. Thanks

Q: Hi There. I am looking to round out my portfolio by adding some utilites. Do you have any stock recommendations. Looking to invest for 5 years in an investment account.

Q: What are your thoughts on First Trust Aberdeen Global Opportunity Fund FAM for income ?

Q: I'm confused as to why CPD would be dropping now. I thought they would move up with an interest rate cut. Is this a buying opportunity for the fixed interest part of my portfolio or is the market concerned with the safety of preferred shares? Thanks.

Q: Are the pipelines a good buy at the current price? Any preference between PPL or IPL or any other option?

Thanks
M

Q: May I please have your opinion on Supremex, I'm looking for income for the longterm.

Q: Hello Peter,
Fairfax has been on a roll lately. The fundamentals are good from PE and ROE, but the technical now are over bought (RSI). Any reason why the stock continues upward? I do not see any news other than Fairfax india IPO and potential Blackberry takeover (as Fairfax owns 10% of the company). Any comments. Also, to de-risk my portfolio, if I am to put more money in Fairfax, is it better to add to FFH or use those proceeds to invest in FIH (Fairfax india ) once the IPO stables (as you had indicated in prior replies about potential of fee covering of 8% from brokers etc from IPO). I have seen your replies on Knight Therapeutics that is a sector and management bet. When it comes to companies like these, does one simply go on technical charts to buy and sell as there is not much in terms of fundamentals to base the buying decision (what price to pick it up at). Also, BioSyent has been referenced as the next potential Paladin Labs. If so, can you see a potential of Knight buying BioSyent? Thanks again and appreciate the detailed replies you provide.

Q: Hello,
Can you please comment on Reitmans. Is there really a turnaround story there ? I have been holding for 1 year now with about 25% gain. Since they cut the dividend I don't really see a reason to hold on to it. Not to mention the retail space doesn't appear to be very exciting at the moment. Thank you for your comments.