Investment Q&A

Q: Can I get your evaluation of Gibson Energy.

Thanks

Q: Bell Aliant(BA-TSX) is trading at higher than normal volumes which has led to a very nice increase in stock price. Any idea why? Would you hold, sell or buy.

Thanks.

Q: Your opinion on Altagas please? Buy? Dividend safe? Growth prospects?

Q: Hello 5i Team. Will the new June 1 rule by the dairy marketing board on cheese, effectively allowing Canadian businesses to buy mozzarella at market prices, mean that either Boston Pizza of Saputo now get strong buy recommendations. I believe that the new rule will lower cheese cost by approximately 30% and mozzarella is a significant portion of each pizza. Thanks for your thoughts on this question.

Q: Peter and team,

I have owned keyera pre $40.00. It has had a very good run lately and seems to have gotten ahead of itself. Is it worth continuing to hold here?

Thanks

Q: Re: EXE (Extendicare)
Hi,
I was puzzled by the wild ride this stock had in yesterday's trade. Was up almost 10% in the morning and of course way down (28%) by end of day.
Yes, I understand the reason it went down so much later, due to the big dividend cut. However, I'm totally confused about the way some news obviously must have passed around the large number of investors who "knew something was up" earlier on.
Just how and where is this kind of info available, since no news or public announcements were published about the company before this happened.
I am really turned off about this whole thing, how some investors are privvy of confidential info and many others are not. Was there inside info provided and why does it happen so often ? (See most recent price swings for CAE up 10% in one week).
Thank you for your comments.
Paul

Q: In the past I have held both CPD and ZPR etfs. Given the risk of interest rates eventually starting to move back up. Would ZPR be a better "buy and put away" long term hold

Q: Peter what's your view on the Canadian banks - many articles recently on the risks facing the banks - housing bubble, debt levels etc - so far at least, the banks don't appear to have gotten the message that they should be going down - what are your thoughts in general - thanks in advance for your feedback.

Q: I have been following a trust company srv.un sir royalty trust would appreciate your thoughts thanks

Q: Hi Peter,
Great information. I have held Sun Financial for several years, and have seen its value eroded, although still providing a decent dividend. Would it be advisable to divest on a portion of my holdings in this company? I'm looking to replace it with other div. stocks.

Thanks,
John

Q: Hello Peter & team,
I am thinking of adding to MSI-t. (about 2.8% of the portfolio at present).
It seems to have been in a downward trend since reporting in March, but has just popped its head above the 20 day moving average. MSI seems to peak seasonally in about March of each year.
What do you think ?
Paul.

Q: Hi Peter, my question is about BEP.UN which is rated "A". When one looks at BEP.UN stock quote on the Web (see link below),one sees: EPS -0.38; Forward P/E 105.90. Is there something I do not understand? May be these numbers are wrong? Thanks, Gervais

http://www.theglobeandmail.com/globe-investor/markets/stocks/summary/?q=BEP.UN-T

Q: Hi Peter, I hold BCE in several accounts, and it has done very well. However it is becoming a disproportionately large holding in these accounts, so I wish to sell some in exchange for Telus. Should I wait until Telus has a bit of a pullback, or do the telcos tend to move up and down together and thus it does not really matter. Thank you.

Q: I'd like your opinion on Algonquin Power. I like it for the dividend, but will it grow? I already have positions in AQN, EMA,FTS and BEP, but should I sell AQN and spread the money into the others, or do you prefer another utility?.

Q: Hi Peter: I am looking at buying a position in an Infrastructure or Utility company that is not related to the Oil Sands.
Fortis, Gibsons, ATCO, Keyera, Altagas all come to mind. Do you have a favorite or something else? Thanks.

Q: Any idea when you will review your research on AW.UN.
Thanks

Q: Hi guys,

Sold my Big Rock and looking for something decent dividend and growth. I currently own RY, TD, BNS, CN, IPL.UN, AD, AP.UN, COS, AX.UN, BR,BNP, BEP, BIP, PEY, CSU, EIF, THI, KMP and CFN all about equal weight and a few others smaller ones that I hope to clean up over the year. I want something that pays a decent dividend, (I'm thinking 3% plus)

Thanks for your help!! Brent

Q: Another question on Leisureworld(LW). Their subscription receipts are trading at about 40 cents below the value of the common shares. Is this a good way to buy into the company. Thanks

Q: Hi
I plan to sell a significant portion of my portfolio at this time, but I would prefer not to let my money languish as cash. I am considering the purchase of VSB.T as a holder for a few months. What do you think of this move? Is VSB a good place to stash it for a while?
Thanks for the advice.

Q: Good Afternoon All,

Relating to the recent question by Michael on DR (Medical Facilities Corp) what concern would you put on changing government medical policies in the US? Some time ago I had looked at DR and discussed with an advisor who didn't like due to potential US regulatory changes.

Thanks for your thoughts.

Terry