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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: Peter,

Please provide your list of favorite utility stocks. Focus should be on debt levels able handle higher interest rates, a competitive yield and a history of regularly raising dividend payments.

Thank you

Paul
Read Answer Asked by paul on February 28, 2022
Q: Good Morning Peter & Team

Clarification please regarding your answer for Rob on Feb 23rd comparing Tourmaline & Gibson. You mentioned the Dividend for TOU is 4.3%. I have the dividend at 1.5%. What have I got wrong?

Thanks for all you do

gm
Read Answer Asked by Gord on February 28, 2022
Q: My accrued gains from the last few years on these tech stocks are evaporating. I'm thinking of selling the works and buying an energy ETF like IXC. Does this trade make sense?
Read Answer Asked by MATHEW on February 28, 2022
Q: my question is on the oil stocks in general. with the market selling off, oil at 95.00 what is holding the oil stocks back. yes they are up but they are selling like oil is at 60. not 95. and will iranian oil really make a difference.dave
Read Answer Asked by david on February 24, 2022
Q: In TRP's Feb 15 report there are two phrases used:
- "Net income attributable to common shares" and
- "Comparable earnings"

What is the distinction being made by TRP here?

Thanks.

For context, here is a portion of their Feb report:


Net income attributable to common shares for fourth quarter 2021 of
$1.1 billion or $1.14 per share compared to
$1.1 billion or $1.20 per share for the same period in 2020.
For the year ended December 31, 2021, net income attributable to common shares was
$1.8 billion or $1.87 per share compared to net income of
$4.5 billion or $4.74 per share for 2020.
Comparable earnings for fourth quarter 2021 were
$1.0 billion or $1.06 per common share compared to
$1.1 billion or $1.15 per common share in 2020.
Comparable earnings for the year ended December 31, 2021 were
$4.2 billion or $4.27 per common share compared to
$3.9 billion or $4.20 per common share for the comparable period in 2020.
Net cash provided by operations for the year ended December 31, 2021 was
$6.9 billion compared to
$7.1 billion for 2020.
Comparable funds generated from operations for the year ended December 31, 2021 were
$7.4 billion, in-line with 2020 results.
Read Answer Asked by Robert on February 24, 2022
Q: Hi Peter, Ryan, and Team,

I and others have recently commented on Parkland's relatively poor performance lately. PKI is held in our son's TFSA (which I manage). Being reluctant to sell at a loss, I've held off, hoping for better days ahead.

I found this analysis (from National Bank Direct Brokerage) and am curious if you agree with their assessment, or should we take our lumps and move on?

Could changing the sector index help PKI?
We note that PKI is classified in the S&P TSX Energy Index, which could be
misplaced given that retail constitutes >40% of its business. In our view, PKI’s
share underperformance is related, in part, to fund flow imbalance (given
that PKI doesn’t benefit from rising commodity prices). We further note
that many peers, including Alimentation Couche-Tard, Casey’s and Murphy
USA, are in the Consumer Index (either Discretionary or Staples). With a
growing non-fuel business (including the recent M&M acquisition), sector
reclassification for PKI to the Consumer Index could direct investor focus
more toward PKI's operational performance versus commodity exposure (it
could also help to reduce share price volatility in the long term). We remain
constructive on PKI given ongoing end-market recovery, attractive valuation,
and anticipated future accretive acquisitions.

Thanks in advance for your continued help as we navigate this difficult market.
Read Answer Asked by Jerry on February 24, 2022
Q: SPB has taken quite a beating missing estimates, trouble with the Kamp purchase ;but has 2 big investors, one being BAM, has experience with growth through acquisitions. I initially bought at
$15.00 and looking at topping up to 3% position. I am a patient investor and like the almost 6.5 % yield with the stock now just north of $ 11.00.
Your thoughts. are appreciated. Derek
Read Answer Asked by Derek on February 24, 2022
Q: As I write this Feb 23/22 Russia has begun to bomb Kyiv in Ukraine. All market commentators are saying that oil will go up with this invasion as a catalyst. Do you agree? please name a ticker or two or three. I have noticed Devon DVN and GUSH the three times leverage.
I am down about 20% in my Tesla shares in a margin account. I will probably be margin called in the next few days.
I could trim my position taking a 20-25%.
Should I put something into Oil as this Russian conflict persists?
Read Answer Asked by Daniel on February 24, 2022
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