Investment Q&A

Q: Could you comment please? Thanks.

Q: I am a retired, conservative dividend-income investor looking to add to the stocks I hold in the telecom-pipeline-utility sector. My current holdings are ALA, AQN, BCE and those contained within ZLB.

The candidates include ENB, FTS, IPL, KEY, PPL, TRP. I then filtered these down by using the following criteria = Beta < 1.0, Dividend yield > 5.0%, P/CF < 10.0, P/BV < 2.0. The result is TRP.

I am looking for a blue-chip, stable, dividend-payer, dividend grower, with obviously some capital growth potential.

Do you agree with my methodology? Any other filters to use? For diversity within the sector, should I included other candidate stocks?

Thanks for your help,
Steve

Q: This turn around story continues to be very exciting. Management has pulled off a near impossible feat. I know overseas but would like your comment?

Q: I am so glad you are now offering the same for EFTs! I just subscribed. I would value your opinion on BMO Low Volitality US Equity/ZLU & iShares S&P/TSX Consumer staples.

Thank You! Austin

Q: Would CBX be a good candidate for tax loss selling? Down70%.

Q: hi Peter

Can you give us a few names in sectors outside oil& gas that you would pick up during this tax loss selling season.

Thanks Gord

Q: Have watched this stock for quite awhile. Would you call this a good entry point and how does the backlog look for this company for the next few years? When will the report be updated on MDA? Thank You Ron

Q: Comment on recent issue and its earnings' quality.

Q: Do you like TH? Did management sandbag buyers of its units at $2.40?

Q: Some of the BNN language that they use are a "trailing P/E". Please explain. Is a lower or higher number better? Same goes for a forward one year P/E - higher or lower number better? A PEG ratio. Please explain. What is better a higher or lower number? Two for one questions -- I have for one year now - DRT and IT which are down 30% and you say everything should be looked at as holding for 5 years. In other words, four years from now will these stocks be in the green? Will they be in the green enough to be as good or better than a GIC for the same time period? Thank you. Dennis

Q: I hold 200 BRF.PR.E series 5 preferred shares. My ACB is $20 so I'm yielding 6.25% on my original investment. The current price is pretty close to my cost price, which is Ok since I bought for income and these shares are only a very small part of my overall portfolio. I've read your answers to a couple of other questions about the proposed exchange to the new preferred "units". From what I can tell by reading the prospectus the new units will be transferred on a 1 to 1 basis so I'll get a bump in the payout to $1.3976/unit, from $1.25/share, which would yield 6.98% on my ACB. And the distribution would still be cumulative. However, I understand some of the return on the new "units" will be classified as return of capital as opposed to a 100% dividend on the old pref shares. This is not an issue for me since I hold the shares in an RSP account. I don't see any real negatives for me on the exchange. But I think I might have a different opinion if I held the shares in a non registered account. Do I have this right? Thanks in advance for your answer.

Q: You folks at i5 are excellent for all things CDN. Could you recommend a similar service like yourselves covering the US markets?

Q: Is there particular reason for Husky's share price to fall so sharply in the past few days with respect to the shares of another integrated producer like Suncor?

Thanks!

Q: The trends at company and in apparel generally are distressing. Mall traffic over Thanksgiving in US, corroborated by a drop in gas consumption, was down. I've noticed that a number of malls' vacancy both sequentially and yoy is up. Reitmans e-commerce is great (or getting better) but its stores are seemingly always empty even if its recent marketing campaign was very fresh even exciting. I think its game over here.

Q: I notice that you have BEP rated as an "A". I am looking for diversification in my wife's portfolio, for safety and stability. I notice, however, that BEP has a very ugly chart for the past year and some disappointment re earnings reports. What is your present opinion of BEP?

Q: What is difference between real growth and organic growth? In a Nestle context (global company)

Q: Can you comment please?

Q: Its last quarter was a disaster. What is your outlook for this company?

Q: Can you provide update. Can't believe the vol.

Q: This security's price action continues to disappoint. Comments?