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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: Re: Just Energy: JE.TO
Can you please update your expectations for Just Energy. I have held it for some time and am obviously underwater with this one. The just released Q2 earnings sounded positive but a smaller hedge fund has reinforced it's Short stance because of the sale of the most stable part of JE's business. If I keep it, do you feel the dividend is now more secure or is it time to sell and move on?
Thank you.
p.s.- I have SGY so if I were to sell could you recommend a safer higher dividend yielding stock to replace JE.
Read Answer Asked by Alan on August 08, 2014
Q: I have taken some profits from equities as I am rebalancing my allocation to a 75/25 split. However, now that I have increased cash what are recommendations for fixed income holdings? I am thinking ETF's such as HFR or do see other better options?

Thanks again for your great analysis and work
Read Answer Asked by Kevin on August 08, 2014
Q: Hi Peter:
Re EIF, CNW reported a couple of hours ago that the company claims the negative media reports are "inaccurate" and that the 2nd quarter report Aug 12 will reveal this inaccuracy. The company also claims they have "no intention to change the current dividend."
Read Answer Asked by Elaine or Gerry on August 07, 2014
Q: Hello Peter and Team,
I have to choose between Capital Power (CPX)and Long Run Exploration (LRE) for income primarily, but with the objective of adding steady growth. I currently own CPX and had previously owned LRE but sold it over concerns of Debt/Equity. Your recent postive comments in regards to LRE having the debt under control and that the dividend being relatively secure has tweaked my interest. Either one, as I have to pick one over the other is part of a well diversified portfolio of which this position would represent a weighting of aprox 2.5% . My investment horizon would be 2 to 3 years. Thanks as always for all you do for us!
Rick
Read Answer Asked by Rick on August 07, 2014
Q: chw What do you think of chestwoods results today. thanks
Read Answer Asked by don on August 07, 2014
Q: Hello, I own Exchange Income Fund. It has dropped over 30% since I purchased it. Could I have your opinion on its possibility for recovery to a better level. In addition, if I were to sell is it better to wait until they announce their second quarter results on August 13. Thank you Alan
Read Answer Asked by Alan on August 07, 2014
Q: Of the Canadian pipelines, which would you recommend and is it a good time to buy now?
Read Answer Asked by Norm on August 06, 2014
Q: I bought Capital Power CPX.PR.A preferred shares. Should I have bought instead CPX Capital Power, not the preferred. They keep going up and they increased dividing to 7.9%. The preferred just keep going down. I thought buying the preferred would be safer but there is no gains with them, only losses. Thanks.
Read Answer Asked by Helen on August 06, 2014
Q: Good morning! I am about to have 350K proceeds from the sale of a house, and wish to “park” it for probably 1 to 2 years. I would hope to be able to comfortably invest it into one or more equities paying a 4% dividend or more, and would appreciate the “ safest” names you might recommend (i.e low beta, not much downside risk). I am also looking at preferreds and would ask for a couple or more of names you might suggest, again with the payout of a minimum of 4%. My goal here is twofold – sustainable income and security. Growth is not a key element. Your comments and any alternative thoughts are appreciated!
Read Answer Asked by Paul on August 05, 2014
Q: I am a long term dividend focused investor---I am looking at two utilities, GEI (gibson energy)and CPX (capital power). They have wuperior 10 year dividend growth according to todays globeinvestor article. Would you be comfortable with these as a dividend investment in a long term diversified portfolio for a person 5 years from retirement, as compared to the bigger more well know names enbridge, transcanada and inter pipeline?

Thanks for all you do.
Read Answer Asked by joanne on August 05, 2014
Q: A company I have been very happy with (WFI.TSX) looks like it will be bought out and I am selling it. I am looking to replace it in my portfolio. Brookfield Rebewable (BEP.UN) looks like a good fit with its dividend but the current portfolio report is dated to September of last year. Is 5i still considering this an 'A' rated company.
Read Answer Asked by Bill on August 05, 2014
Q: Peter, LONG RUN ENERGY please. I have read your comments on it under oil sector, but could you be more specific? Management, pay out ratio, long term sustainability of dividend, amount of debt. Would you rate it B/? I hear a lot about it on BNN> Thanks Ken
Read Answer Asked by Ken on August 01, 2014
Q: Hello Peter and Team,
I am looking to add a little punch to the Energy sector of an otherwise diversified portfolio. Energy currently makes up almost 20%, so I am not looking to add, but to hopefully refine. I am considering a swap of Surge (SGY) for Vermillion (VET). I like them both, but am leaning towards the income feature of Surge as well as the continuation of good results as was indicated in the last Q report. Could I have your thoughts to this?
Read Answer Asked by Rick on August 01, 2014
Q: Thoughts on NCC.A or Newfoundland Capital Corp. please?

Thank you...Dave
Read Answer Asked by David on July 31, 2014
Q: Hello,
I have been slowing adding stocks from the model and income portfolios over the last 3 months. I currently own G,DHX,BAD,SGY,ESL,SLF,DSG & SJ. All with 5K original investments. I now have another 15K to invest. Should I buy more shares of the stocks that are down that I currently own (BAD&SJ) or add new positions? If new what stocks would fit best?
Many thanks
Luke
Read Answer Asked by luke on July 31, 2014
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