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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: Hi team:
Is there a seasonal trade for the utilities stocks like FTS, EMA and CU?
Does it peak in the winter months like Dec and Jan ? my 2nd question is that CU trades at a lower P/E (16) as compared to Fortis (23) and EMA (19), the return of CU is lower, is there a fundamental reason for CU for the relative poor performance ? Thanks for educating us
Read Answer Asked by Michael on November 21, 2014
Q: Hi Peter,
Down about 20%+ on BTE,thinking of selling and replace it with WCP(better growth and safer dividend) or ARX.What do u think?
Also,is HNL at these level a buy?
Many Thanks
Read Answer Asked by Sergio on November 20, 2014
Q: Further to 5i's response re: David's question on Nov. 19th about Potash Corp. It might be useful to note that the world's largest Potash producer, Russia's OAO Uralkali had a shutdown at one of it's mines within the last few days that seems to coincide with POT's pop(as well as Mosaic's in the US). Though preliminary, it appears as if the mine closure will be an extended one. The mine in question supplies roughly 20% of Uralkali's total production. This could be viewed positively for the potash market as this drop in supply may help keep near term supplies tighter.
Read Answer Asked by Simon on November 20, 2014
Q: Good morning ,
I have owned BCE for several years now and I have always been happy and comfortable holding it and have done well with a "2 bagger". Lately I have heard several guests on BNN and a few analyst reports that would rate Telus ahead of BCE. Should I perhaps diversify within the sector and sell half of my position in favour of Telus or just continue on with BCE alone, or jump entirely to Telus?
You guys Rock! Many thanks,
John
Read Answer Asked by John on November 20, 2014
Q: What do you think of the recent bought-deal by Chemtrade, which appears to be mainly for debt repayment? Good thing or bad? I hold about a 2.5% position, for income and am considering bumping this up to 3%.

Thanks
Read Answer Asked by grant on November 18, 2014
Q: With a diversified fixed income portfolio, which would you prefer:
Arits REIT AX.DB.U 5.75% 30-JUN-2018 Price:104.75, YTM:4.3%
Parland Fuel Bond 5.5% 28-May-2001 Price: 102.50, YTM: 5.2%
Also, an RRSP has to be converted to a RRIF in the year someone turns 71, do you have to withdraw that year, or is it the year in which you turn 72 that you have to start withdrawing?
Read Answer Asked by Ian on November 18, 2014
Q: Hi,

I own TD, T, Sun, MLF, PBH, CNR, CPR, ZLB, ZUH, GC, and BCI as well as higher growth US names like FB, DIS, SBUX. I'm looking for another canadian dividend payer with some growth (10%? Annually) and wonder if you feel the pipelines are reasonably priced and which you'd recommend?

Or another area/choice? I tend to avoid resources as they are too volatile for me.

Thanks
Read Answer Asked by Graeme on November 18, 2014
Q: Hi Team,

Would you please recommend a couple of US funds ETF'S geared towards income and growth, and one which is strickly income? safety of principal is a priority. I need a US dollar income stream, with a $100,000 to invest.

Thanks for your help

Stephen
Read Answer Asked by Stephen on November 17, 2014
Q: Hi Team

Can I get your opinion on Enbridge Income Fund Holdings Inc ENF-T versus Brookfield BEP.UN-T for a non-registered account with both objectives of longterm growth and safe yield. (for long term hold.)

they seem to have similar yields yet different P/E ; P/book ratios and payout ratios ?

please tell me if

1. are they in similar sectors (? utility)

2. are they subject to similar or different economic pressures.

3. are yields more secure one or the other

4. is growth better on or the other.

5. is the yield on one more tax advantageous versus the other

6. subjective , but is one "bluer" chip than the other

thanks

Ernie
Read Answer Asked by Ernest on November 17, 2014
Q: I recently saw a list of Div Stocks with Discounts via a DRIP. How do I avail of the Discounts? e.g. BTE with a Div of 6.4% + a 3% Disc.

Thanks, Austin
Read Answer Asked by Austin on November 16, 2014
Q: Hello Peter & Team,

Could you give provide a "mini-report" covering the reasons for inclusion of Valener within your income portfolio. Obviously its yield is one factor but your views on management, its position within the industry etc would be appreciated. Apologies if this has been provided previously, I may have missed it.

The service you provide is undeniably the best I've come across. Thanks.
Read Answer Asked by mike on November 16, 2014
Q: Hey folks, I've held DCI for a while now because I have confidence in their management, but despite three good quarters the stock price just won't move much. Could I get your comments on their latest quarterly numbers, and whether you would hang in there with this stock. Thanks.
Read Answer Asked by Noel on November 16, 2014
Q: What is your current opinion after the latest quarterly report.Possible long term hold for income?
Read Answer Asked by John on November 16, 2014
Q: AQN announced earnings on Friday. Judging from the sell-off, they apparently underwhelmed the street. However, reading them over myself, they seem to me to be more or less as expected. I still see a compnay that is growing a dividend (now in $USD!) which is reasonably well-covered with cash flow. Emera appears to have some faith in the company as they recently increased their share ownership. I have been a holder for several years. In your opinion, was the earning report a red flag or more likely just a bump in the road ?

Cheers
John
Read Answer Asked by john on November 16, 2014
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