Q: is this parkland deal positive for the stock, it seems positive but it is complicated so i defer to you. dave
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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: Hello,
Long time holder of PKI and SPB. In the past I have watched PKI bounce around and jump up in price and then back down because earnings were weather related (good or bad) and/or input related (ie. contract spreads). Now with the recent price increase (very happy) is it because of their move into convenience stores or is their underlying profit seen to be more "permanent" than "transitory"? Does SPB carry similar characteristics as PKI so that under the right circumstances, they could see a large price increase as well?
Thanks,
Robert
Long time holder of PKI and SPB. In the past I have watched PKI bounce around and jump up in price and then back down because earnings were weather related (good or bad) and/or input related (ie. contract spreads). Now with the recent price increase (very happy) is it because of their move into convenience stores or is their underlying profit seen to be more "permanent" than "transitory"? Does SPB carry similar characteristics as PKI so that under the right circumstances, they could see a large price increase as well?
Thanks,
Robert
Q: Hi, I only have a small ( insignificant) portion of my portfolio in energy..Having not much success in this sector in the past. Is this a good time to start a full position in ENB and PKI? Thanks.
Shyam
Shyam
Q: In a well balanced portfolio that is similar to the 5iR Balanced Portfolio, both BYD.un and PKI have increased in portfolio weighting from the initial investment positions. I recall 5iR saying to keep SIS less than 4.5%. For BYD.un and PKI, what would you suggest be the upper limit for the portfolio weighting of each of these two position?.......and thanks for these position recommendations.....Tom
- Bank of Nova Scotia (The) (BNS)
- Enbridge Inc. (ENB)
- Sun Life Financial Inc. (SLF)
- Parkland Corporation (PKI)
- Superior Plus Corp. (SPB)
- goeasy Ltd. (GSY)
- New Look Vision Group Inc. (BCI)
Q: Out of the stocks you cover can i get your top 7 recommendations for good long term dividend/growth stocks for a non registered account that have a good DRIP option.
TY!
TY!
Q: Hi- looking for your comparison of the two - thinking of dumping ATD
for PKI. Like better yield and growth coming from PKI. Thoughts?
for PKI. Like better yield and growth coming from PKI. Thoughts?
- Sun Life Financial Inc. (SLF)
- WSP Global Inc. (WSP)
- NFI Group Inc. (NFI)
- Parkland Corporation (PKI)
- Kinaxis Inc. (KXS)
- Magna International Inc. (MG)
- Premium Brands Holdings Corporation (PBH)
- Knight Therapeutics Inc. (GUD)
- Savaria Corporation (SIS)
- Spin Master Corp. Subordinate Voting Shares (TOY)
Q: Hello, 60 year old investor looking to add to rrsp and tfsa. Which stocks in the above list would you be comfortable buying now and which would you rate as watch now and maybe buy later?
Thanks, Michael
Thanks, Michael
Q: Can I have your view of the latest acquisition of Rhinehart Oil Co. by Parkland. Is this a good deal? There does not seem to be to many details on this deal. Tnx for the great work.
Q: Do you recommend profit taking in this name? Its rare to see this kind of performance in this industry. Greg
Q: With regard to Zack's comment about McCreath shorting PKI, the question should be read again. McCreath was shorting TFII at about $33 a few months ago, like I said.
Q: Just to clarify a recent Q&A regarding Parkland that someone mentioned that they almost sold PKI because "Andrew McCreath was shorting it at about $33, except for your reassuring comments.". In his monthly update, McCreath mentions "Parkland has been among the fund's largest positions this year and remains a core holding." Believe it is still worth holding for further upside. Thought it would be helpful if there was any confusion. Of course, as you mentioned, fund managers can change their view at any time and one should not solely invest one managers bullish/bearish viewpoint.
Q: Hi Peter, Ryan & Co.,
I bought PKI about 5 yrs ago, and it's done very well for me. I am a bit disappointed, however, with the rather slow dividend growth (this is the reason I bought it). As you noted, it's payout ratio is only 35%. So now I'm debating whether or not I should sell my position and invest in something else with a higher, growing yield, or wait in the hopes that PKI will be a bit more generous to its shareholders. What do think? Is the company hoarding cash for a specific purpose, or can I expect dividend increases in the future? Thanks,
Brian
I bought PKI about 5 yrs ago, and it's done very well for me. I am a bit disappointed, however, with the rather slow dividend growth (this is the reason I bought it). As you noted, it's payout ratio is only 35%. So now I'm debating whether or not I should sell my position and invest in something else with a higher, growing yield, or wait in the hopes that PKI will be a bit more generous to its shareholders. What do think? Is the company hoarding cash for a specific purpose, or can I expect dividend increases in the future? Thanks,
Brian
Q: Hi All,
Looking to round out my fix income side with a high yield bond expiring in 2020, which of the above would be the safer bet.
Thanks
Anthony
Looking to round out my fix income side with a high yield bond expiring in 2020, which of the above would be the safer bet.
Thanks
Anthony
Q: I may have been shaken out of Parkland by the comment on BNN about a month ago at $32 and I may have lost confidence in TFII by the fact that Andrew McCreath was shorting it at about $33, except for your reassuring comments. Thank you.
Q: What was the Q2 concensus for eps?
- Restaurant Brands International Inc. (QSR)
- Parkland Corporation (PKI)
- Alimentation Couche-Tard Inc. (ATD)
- Recipe Unlimited Corporation Subordinate Voting Shares (RECP)
- Cannabix Technologies Inc. (BLO)
Q: Hello Peter & Ryan,
Thank your team for great recommendation on Photon.
Your opinions on the these three companies are very much appreciated.
BLO-for cannabis play
QSR versus RECP
PKI versus ATD.B
Thanks!
Thank your team for great recommendation on Photon.
Your opinions on the these three companies are very much appreciated.
BLO-for cannabis play
QSR versus RECP
PKI versus ATD.B
Thanks!
- Park Lawn Corporation (PLC)
- WSP Global Inc. (WSP)
- Parkland Corporation (PKI)
- Tricon Residential Inc. (TCN)
- Valener Inc. (VNR)
Q: Hi can you give me your top 5 dividend paying stocks with a drip I am looking for a 3 to 5 percent discount on the drip thanks
Q: Saw a remark onBNN on PKI about valuation being very high. How do you see present value versus PKI's growth potential?
Q: I have a question that may be of interest to some of your subscribers who, like me, are relative novices at investment. I've been reviewing my portfolio -- specifically Payout Ratios (I'm using Morningstar data, so there may be some variance when compared to other reporting agencies). I hold the following stocks with payout ratios beginning at 130%; however, two reach into multiple hundreds. VET and AQN are not included in your model portfolios, but ENB and PKI are in the 5i Balanced portfolio; CSH.UN, ECI, and ENB, again, in the 5i Income portfolio; and CLIQ in the 5i Growth portfolio. My question, quite simply, is: Why should we not be concerned about the stability of dividends from these companies? Thanks.
Q: I need to trim my energy positions by one, I currently hold PKI, RRX, and SPB. I like the dividends from PKI and SPB and am holding long term. Like most investors I like income with growth, which of the three should I sell?
Thanks for making my retirement less stressful, Lyle.
Thanks for making my retirement less stressful, Lyle.