Investment Q&A

Q: shall Ihold these or sell and move on I don't need the money

Q: Hello
Can you comment on TA, and HR.UN earnings?
Thank you
Stephane

Q: Now that Brookfield has 10.1% of the common stock do you expect any changes at TA going forward?

Thanks
Bob Rose

Q: Looking at these companies. In your view do they look attractive and/or reasonable stable (of course considering the environment we are in).

Thanks.

Q: Outlook please

Q: Hi, any particular reason for the near 5% increase in TA the morning. Thanks.

Q: Hi, could you please rank the preferred shares of the above companies best to worst in order of dividend sustainability only going forward. Are there any you would avoid. Thanks.

Q: Hi, to what extent does BEP’s investment in TA make the dividend on TA preferred shares more secure?

Q: Your opinion on the earnings release and other announcements today. Does it justify the move in the stock?

Q: Hello
Could you give your thoughts on recent TA and HLF earnings?
Thank you.
Stephane

Q: Hi, from a recent Globe article (excerpt below) it appears a substantial activist shareholder group is taking issue with the deal announced with BEP. Do you feel it has the potential to derail the Deal or substantially modify it. So far the market has not reacted to this news. Thanks.

“However, Mangrove Partners, Bluescape Energy Partners and Cove Key Management LP rejected the deal earlier this week for leaning too heavily in favour of Brookfield, and said they would nominate five directors to TransAlta’s 10-member board with the aim of being able to terminate the investment.

On Friday, the investors – which own a combined 10.1 per cent of TransAlta’s outstanding shares – issued a statement calling on TransAlta to release more details on its decision to side with Brookfield, which it called a “rushed process.”

Spokespersons at TransAlta and Brookfield declined to comment.

“Let me be clear: Our goal is not to stop this transaction, but rather to ensure that the company retains the option to pursue or renegotiate a better one," Mangrove Partners’ Mr. August said.”

Q: Hello! What do you think of TA now, given this announcement, and in light of your comments regarding their latest results? Also, the stock price is up by about 4% today. Is it best to sell and move on?
https://www.bnnbloomberg.ca/transalta-strikes-investment-deal-with-brookfield-renewable-partners-1.1234074?fbclid=IwAR1JLfnBK_qAif-rT7p-PKE5cavP6PJJEN8w_u4n1Tcj5nVUe7SzSCC0lzw

Q: Hi, I can obtain 7ish% yields on various preferred share issues of INE, TA, NPI, CPX, ALA, BPO, Could you please rank these purely in terms of relative security of divided payments? Thanks.

Q: Hello
Could you comment on new shareholder positions: Bluescape Energy Partners/Cove Key Bluescape?

Do you know of this private equity firm? Are they passive type shareholders like "Warren Buffet'' or are they more aggressive like ''Nelson Peltz/Carl Ican'' type.

Thank you
Stephane

Q: Hello
Could you comment on Tansalta results and opinion?

Is significant revenue and earnings growth expected with coal to gas conversions?

Thank you

Q: Would you consider each of these companies as a Buy, Hold, or Sell and your reason[s] for your decision on each company.
Thank you,
Bob

Q: Opinion on Alta gas ....

Q: Good morning.
I am looking to swap out some preferred shares that have dropped in value, for others that are approximately the same price. One that I found was TA-PR-H, however, I show them as not being profitable, and with high debt. You don't seem positive on the stock, according to other questions, but would you invest in their prefs?
Thanks, and enjoy your weekend everyone.

Q: Hi,

I currently own Transalt. Should I add to my position or sale TA and create a new position with AQN. Which one would be good for a long term investment.

Q: Hello
Could you comment on REI.UN and (TA & RNW) quarterly earnings?
Thank you.
Stephane