Investment Q&A

Q: Hi: I am interested in opening a position in Enbridge. Are there any near-term catalysts, positive or negative that I should take into account prior to investing? Does the Northern Gateway project pose any risks or has this already been priced in to the stock? Anything else you could tell me that would be material to my decision making process would also be much appreciated.

Thanks!

Q: As income sources in an RRSP which one would you regard as higher risk, XHY or TMC? Thanks

Q: Hi team:
I sold half of my position in CPD (i shares for preferred shares)
which I held for over a year, finally break even
I am looking for abit of income (dividends) with low risk for
capital appreciation
I already have WTE.un and Bep.un and Peyto, which one would you choose to add with the new money coming out from CPD ? thanks!

Q: Re: FTS.IR
I am an owner of FTS and have been quite interested in following the merger/take over of UNS. I have been part of other take overs/buyouts with other companies but can't figure out why the .IR units are pounding so much higher. I was hoping you would be able to tell me what is happening with these .IR units and why they are gaining so much. Thanks

Q: I have held BBD.B for a long time. With C series in difficulty, I would like to hear your opinion. Buy, sell or hold. BK (US) and BKL.

Q: Hello 5i team,
I have been reading your general guidelines on asset allocation in the various comments and have decided to add some fixed income in my portfolio.

My plan, in this case anyway, is to sell some companies that I hold in my RRSP and buy them back in my non-registered account.

One company that i am considering selling is Atco. Now, my question is whether, at this point in time, i would be better to buy back Atco, or one of its peers instead. I note in the RBC site that it cites Enbridge as a peer. I am not sure that they are the same but maybe so.
So, my question is whether i should buy a peer company or buy back Atco at this time? And on what basis would you decide this?
I should say that I suspect that Enbridge is fasting growing than Atco and has a higher dividend. I should say that I don<t immediatly need the dividend. Really appreciate your service and thanks for any help

Q: Good Morning, could I please have your updated view on CSE and any comments related to their recently announced financing.
Thanks

Q: Hi Peter
I have held LIF for many years.
Could you or your team please give your appraisal of LIF.
The price has gone down steadily since Jan. Results were reported May 6. How were they in your opinion? Would you consider adding to a position at the current price?

Q: I would appreciate your opinion on VSN Veresen as to growth,
management and do you feel the dividend is sustainable?
Thank You for all the great information.

Q: Hello just want to know your thoughts on Duke energy

Q: My wife and I are looking to retire in 6 to 7 years and are setting up our portfolio so that we will have investments paying approximately 7% dividends in 7 years relative to the current purchase price. Could you suggest five stocks that have the best chance of growing to a 7% yield relative to initial purchase price in 7 years and continuing to rise with inflation over time? We look forward to your response.

Q: Hi,
I'm following your new Income portfolio and I would like to add a company in the Health sector, Consumer discretionary and Consumer staples (other than Loblaws.) Do you have any recommendations in those sectors? Thank you.
p.s. It was tough to find a web site that broke down the TSX into 10 sectors and tougher to find a site with the constituents of each individual sector.
Really enjoy reading your articles and listening to the webinars.

Q: Good morning
I would appreciate your thoughts on. VSN. and. TMC

Thanks

Q: Peter; I read with interest the article by Peter Lantos . But I don't see it in your income portfolio. I realize it
is only a three year term- but it is AAA. I'm not sure why investors , at 8%, wouldn't be flocking to it? Am
I missing something ? Thanks. Rod

Q: Your opinion on JE.DB please. JE recent results and the fact that TD downgrades JE from a BUY to REDUCE (wow) have hit the debenture as well as the stock. I hold a small position in the DB and was going to add as results improved. I have a small loss of 10%. Buy more? Sell? Thanks Ron

Q: I would like to add Real Estate in my portfolio,

i am looking at FCR first capital realty with a p/e of 18.3, a book value of 15.93 (below its trading value and Dream Properties D.un which is trading at less then book value, has a p/e of 9.6 , which would you recommend and why, it seems D.un is well underpriced at this time. thanks for the service, Jean

Q: Peter; I have made a substantial profit on IPL. Should I take some money off the table and put it in VSN for the dividend and long term growth still in the mid-stream/pipeline sector?

Q: Hi Peter;
I am interested in VSN and MFC. Both could double in 2-3 years. Right? VSN pays much higher dividend than MFC. VSN also has a diversified business. Your thoughts please. Thank you.

Q: Re Timbercreek, I had hoped to hear whether the dividend from this mortgage company would be treated as interest or capital gain.

Q: Hello Peter and Team,
Can you advise as to the most effective means to identify a company`s debt, expressed as dollars as opposed to D/E ratio. Just got stung on JE and was not tuned in to the debt scenario as the fundamentals ( value in PE/PR ) all seemed solid on the BMO Investor site. However, in hind sight, the D/E was posted at -5.7+ and the Div yield is 10%+.... caveat emptor I guess, but I would appreciate a suggestion to a more informative resource to truly identify excessive debt. Please be gentle .....
Thanks as always!