Q: I have 32% of my registered portfolio in energy and 0% in utilities if pipelines are considered in the energy sector. I own IPL, PPL, TRP, ENB, GEI and SCL among other oil and gas names none more than 5% per name. I wonder if I own too many pipelines that may be simular. Would you recommend I sell any and if so which one. Thank you very much for the valuable service. I will chime in and agree that you limit the number of questions asked per member per year. I must say I have hesitated to ask questions as I didn't want to overwhelm your team. I would feel more comfortable knowing you will continue this service with set boundries.
Q: NIF.UN-stock price same zone last four years, good ROE, low debt, low payout ratio. Buy for income only-however, not sure I understand it's structure??
What is your take on the early warning report filed today (November 11th) by Smoothwater Capital, suggesting that Mr. Kyprianou may be trying to effect change in the management of Equity Financial? Is there a legitimate possibility that Kyprianou will be re-appointed to management? The market appears to like the idea of people fighting for control.
Q: Good morning. After reading through EIF's earnings report I am considering averaging down because the poor results appear to reflect expenses involved in Westower's rapid growth, and management has encountered such situations in the past with early return to profitability. I would appreciate your insight. Thanks.
Q: Hi
Is there any advantage to buying Shaw [SJR.B] compared to Corus [CJR.B]? Dividends are close and Corus earnings a bit better and Shaw is the parent of Corus. Shaw has cable etc., and Corus has radio and TV. Which is better for a long hold for a dividend investor?
Thank you... Paul
Q: Good morning. I would appreciate your thoughts on recent results from CDL.A and BPF.UN. Any change in your long term outlook for these companies?
your insight is much appreciated.
Q: Hi Peter
I see Corby Distilleries changed its name to Corby Spirit and Wine on Nov 07 13. Corby will now trade on the TSX under the symbols CSW.A and CSW.B effective at the start of trading on Tuesday, November 12, 2013.
In your May 09 13 answer to John you state the dividend on CDL.A [Corby Distilleries] is 3.3%, yet my TDWaterhouse site gives a 6.176% yield with a $1.26 dividend. Is the difference because of special dividends and can we count on the 6.18% dividend in the future? The TTM earnings are shown at $0.96 far less that the dividend. Is this a concern? And do you sense a change in direction for the company with the new name and logo?
Thanks... Paul
Q: Re: Inter Pipe - IPL: When you say Macquarie (whoever they are) downgraded IPL, do they have to give a reason, or is it just a whimsical kind of thing?