Q: What do you make of the insider buying regarding JE.T?
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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: Brookfield asset management has a lot of subdivision.Is it better to own BAM for growth or different subdivision ( power,real-estate and etc.)?Thank you,ebrahim
Q: Hello Peter,
Thanks for your prompt replies and expert advice. I was listening to BNN last night, and interesting points were made. I have two questions:When companies buy back stock, the EPS goes up which is good for the stock; however, does it not reduce the book value. I was looking at CNR and the stock is trading over 4 times book. If this is the case, how is it that CNR keeps ticking higher (is it because it has a high barrier to entry and investors feel there is safety in the stock). Second question that came up is that the bank stocks have not hit a top. What metric would suggest a top in the banks? Is it if the PE goes over 15? Thanks again
Thanks for your prompt replies and expert advice. I was listening to BNN last night, and interesting points were made. I have two questions:When companies buy back stock, the EPS goes up which is good for the stock; however, does it not reduce the book value. I was looking at CNR and the stock is trading over 4 times book. If this is the case, how is it that CNR keeps ticking higher (is it because it has a high barrier to entry and investors feel there is safety in the stock). Second question that came up is that the bank stocks have not hit a top. What metric would suggest a top in the banks? Is it if the PE goes over 15? Thanks again
Q: Hi Sir, My question is about Exchange Income Fund [EIF]. This stock has taken a huge fall from +-$32 to +-$19. Are you aware of any problems and is the dividend safe? Thx Colin
Q: Good Morning Peter, It would be appreciated if you would provide your views on MAL, MX LRE, POU and SPE three months and three years out. With thanks, Colin
Q: I am looking to add BDI, which is in your model portfolio, to my portfolio. The share price has been dropping quite steadily since mid June and is down almost 9% in that time frame. It is down 1.5% to-day. Are there developments I am unaware of which are causing this significant downtrend in a market that is up (a bit)? Or is this a buying opportunity?
Q: Good afternoon,
I would appreciate your view upon the outlook for Telefonica (TEF). My only other holding in this sector is Telus.
Thank you.
I would appreciate your view upon the outlook for Telefonica (TEF). My only other holding in this sector is Telus.
Thank you.
Q: CPX - update on your opinion please after release of Q2.
Q: I am looking to compliment my portfolio with an infrastructure dividend paying company , considering BIP.un, but not happy with their latest quarterly results. Can you suggest a better choice. many thanks,Joseph
Q: I have held Premium Brands for a few years and been happy with the results. What are your thoughts going forward with this company? Thanks for the great service.
Q: Hi Peter & Ryan,
I hold 100 shares of Keyera in my TFSA and it is up substantially. I am curious as to whether you think it might have the potential for a stock split should the share price continue to climb and what impact that would have on the dividend (since I bought it for the dividend in the first place). I know the Canadian banks are not adverse to stock splits and we also saw it with Badger. Not too sure how Keyera would view such a move. Any thoughts?
Thanks as always!!
Cheers,
Mike
I hold 100 shares of Keyera in my TFSA and it is up substantially. I am curious as to whether you think it might have the potential for a stock split should the share price continue to climb and what impact that would have on the dividend (since I bought it for the dividend in the first place). I know the Canadian banks are not adverse to stock splits and we also saw it with Badger. Not too sure how Keyera would view such a move. Any thoughts?
Thanks as always!!
Cheers,
Mike
Q: Manulife and Sun Life. Are these good holds seeing that so many weather and other problems are occurring? Thanks James
Q: Would you please comment on the performance of Telus. YTD the stock is up about 3%. I am looking for some growth. Should I keep it or move on? Thanks guys.
Q: Hi 5i: Previous governance issues aside, it seems to me that Enercare’s management is looking like a combination of clever and lucky. Presumably they were working on the details of the announced business acquisition from Direct Energy for the past few months, while watching the ECI share price working its way above the $12 level. They get to a deal they like the look of: immediately accretive to earnings and growing the business in a reasonably logical way. While all that is going on they get an overture from TSSP with a low-end valuation of $13.50 and when that news is released their currency for the Direct Energy business purchase (i.e. their share price) jumps up above 13.50 and they immediately sell out a $310mm financing at $13 per share to fund it. Now that Direct Energy deal is looking just that much more affordable and hence that much better; they have a bunch of new shareholders in at $13 and expecting a profit from that level; and they just made ECI into an even more valuable entity to sell to TSSP or whoever else may be interested. Initially they had responded to TSSP by saying we aren’t even interested in talking to you at $15 per share (which appears to have been a number TSSP put into the conversation). So where does it go from here? Would you consider it to be a good idea to add to a partial position (about 3%) at the current market price? To balance out my little sketch, can you please highlight the main risks for investors? Thanks!
Q: PPY, BXE, TOG, I would like to consolidate my half position in these stocks into one full position. Do you agree and which one would be your recommendation. I am well represented in energy stocks with 37% weight in my portfolio. Thanks for your expertise , Jerry Gazarek
Q: Could you comment on Premium Brands(PBH) for income, with respect to payout percentage, dividend stability and debt levels? I am looking at about a 2% position and currently hold nothing similar.
Thank-you
Thank-you
Q: What are you thoughts on Atrium Mortgage earnings.
Q: A broker research report on IPL states that "Our target price ($30) is predicated 75% and 25% on our 2015 and 2016 financial estimates,respectively, as follows: 1) 25% EV/EBITDA multiple of 15.5x, 2) 25% relative dividend yield of
175%, and 3) 50% free cash flow yield of 6.5%. Our target price also incorporates a 2.50% 10-year
Government of Canada bond-yield assumption."
They give IPL (our 8th largest holding) a forward PE of 28X and the others we hold in the Pipeline Sector at lesser weights than IPL - for ENB 23X and ALA 25X though the target prices for the other 2 are positive. We all know that brokers' research reports are intended to get clients to trade but I wonder if I should at least reduce IPL holdings to boost the other 2 especially as the PE numbers are quite rich?
Also do you agree with the research numbers and do you perhaps feel that the sector as a whole is pricey? Thanks, J.
175%, and 3) 50% free cash flow yield of 6.5%. Our target price also incorporates a 2.50% 10-year
Government of Canada bond-yield assumption."
They give IPL (our 8th largest holding) a forward PE of 28X and the others we hold in the Pipeline Sector at lesser weights than IPL - for ENB 23X and ALA 25X though the target prices for the other 2 are positive. We all know that brokers' research reports are intended to get clients to trade but I wonder if I should at least reduce IPL holdings to boost the other 2 especially as the PE numbers are quite rich?
Also do you agree with the research numbers and do you perhaps feel that the sector as a whole is pricey? Thanks, J.
Q: Hi guys , great service been in for a year plus and am very happy.
Can you project what will happen to dividend flat and dividend growth stocks if we see a bump up in inflation and a rise in interest rates.To the point are dividend stocks overvalued historically, in the relentless search for yield.
Can you project what will happen to dividend flat and dividend growth stocks if we see a bump up in inflation and a rise in interest rates.To the point are dividend stocks overvalued historically, in the relentless search for yield.
Q: Accord financial (ACD) released earnings. Can you comment on its valuation in light of the earnings?
Thanks.
Thanks.