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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, Peter & Co.
Have you had any clarification about insiders' holdings of IPL.UN shares?
Great service.
Ed
Read Answer Asked by Ed on August 17, 2013
Q: Recently you gave me your opinion on Fortis and Emera. I am still looking at those and other options. I have Algonquin purchased in 2009 and Brookfield Renewable Energy purchased in 2013. Should I buy more of either of these?
Also what is your opinion of Northland Power. Thanks in advance.
Gary
Read Answer Asked by Gary on August 16, 2013
Q: Would appreciate your opinion on NIF.UN. Very high D.@9.3%.
Thanks.
Read Answer Asked by Robert on August 16, 2013
Q: Hi Peter and team,

Thank you for providing good insight into this very volatile environment! I am a recent graduate into the trading game and review the Questions every day!

Now to my question: Approximately 8 months ago, I purchased CBO and XCB as part of my fixed income portfolio. Since the threat of rising interest rates, both of these have declined. I have a 5% weighting on each and wondering if I should keep these or take my losses before interest rates really do rise?

Looking forward to your response.

Thank you.
Read Answer Asked by Janice on August 15, 2013
Q: Re Roy question and others on preferred
There is today an exceptionally interesting article from Eric Parnell linking the fate of Preferred NOT on the vagaries of interest rates (negative correlation of -0.13), but more (and THIS is very interesting)from the performance of the stock market (correlation +.63) which leads him to believe that the poor performance lately of the preferred bodes badly for the stock market.
You can get it from Seeking Alpha.
As usual, publish if you think it is worth doing so.
CDJ
Read Answer Asked by claude on August 15, 2013
Q: Hi Team,
I'm considering adding to my position on Enbridge (ENB) given the current weakness. Reading previous Q&A on Enbridge suggests you favour this stock even at a higher valuation. Is there anything currently applying pressure lowering the stock price that I should be cautious about, or is this still the fallout from the interest rate issue of the last few months?
Your views are much appreciated.
Marco.
Read Answer Asked by Marco on August 15, 2013
Q: Good Morning Peter

What is your opinion on DCI's latest quarter? Eventhough their numbers are up they don't appear to be as good as the first quarter. Having said that how does the payout ratio rise in the absence of issuing any new shares?
Read Answer Asked by Marty on August 15, 2013
Q: Peter a question on some ETFs i'm holding one the BMO U.S. Corporate bond fund, which has been doing quite well with a nice monthly income despite dropping in value a bit during the summer, and the other the BMO monthly income ETF. Should i be thinking about exiting these in light of the expected QE reduction later in the year
Read Answer Asked by Tony on August 14, 2013
Q: Enjoyed your guest appearance on BNN last night. Researched your web page after the show and you already saved me money with your "Selling Too Early Might Be A Mistake" article.
Question: Been watching BCE for a buy, I am getting to the point in my portfolio where I should be taking less risk, but not sold on GIC's etc. Should I be considering preferred shares over common shares?
Thanks
Roy
Read Answer Asked by Roy on August 14, 2013
Q: Hi Guys,
I was wondering about your thoughts on CSE, Capstone Infrastructure, after what looked like a better quarterly earnings report?
Thanks...Harry
Read Answer Asked by Harry on August 13, 2013
Q: I recently purchased liquor stores (liq). Could you please comment on the recent downturn and would it be a good time to buy more. Thanks. Shirley
Read Answer Asked by alan on August 13, 2013
Q: Why are so many bank preferrerds appearing as 52 week lows? Can you comment pls? Tx
Read Answer Asked by hugh on August 13, 2013
Q: Hello and thank you for making me money. Any thoughts on DR for income which I greatly appreciate also. Cheers.
Read Answer Asked by Cameron on August 12, 2013
Q: Which is a better choice- VSB or XSB? Is this a good time to buy or would you recommend waiting? Thank you.
Read Answer Asked by Mary Jean on August 12, 2013
Q: Hey Peter & Team, KBL: I have held this stock since Dec 2009 and it has been a great ride and I have followed K Bro closely. Friday's report was a shock. Modest revenue growth but lower EPS and net income and negative operating cash flow. Debt has doubled to 15% of total assets as they build Edmonton plant to handle lower margin Alberta contracts recently secured. I have been waiting for another dividend increase but on these results can't see one coming any time soon. True, there are still significant contract wins, but gone are the bolt-on, high return consolidations and in with the high cost plant builds (Saskatchewan is next) to handle lower margin new long term government contracts. We are to count on higher efficiencies eventually from these plants to offset lower margin business. Is there sufficient growth to support at 23x PE multiple? I am grateful of your advice. Many thanks, Keith
Read Answer Asked by Keith on August 12, 2013
Q: Since your last response to a question re Timbercreek Senior Mortgage ( MTG ) on May 29/13, it has, or is in the process of,converting from a close-end fund to a corporation. Could you comment on the implications of such a conversion for potential investors, including fees involved in owning it as a corp.
Thank-you for this and your uniquely valuable sevice - renewed my subsciption today.
Read Answer Asked by William on August 12, 2013