Investment Q&A

Q: My income stars of 2 years ago , Banks, Energy , Pipelines : have all taken me down …
Although we are told that volume ( not price per bbl ) is the big issue with Pipelines , I am concerned at a never ending downturn . I have stuck in there and I am overweight pipes: PPL, TRP, ENB .

Certainly Kinder Morgan’s debt problems are worse than the Canadian pipelines, but with the demise in energy, and an interest rate cloud on the horizon, should we be pulling back substantially to avoid a catastrophic loss ?

Q: Hi Peter, Ryan and Team;
Would you please render an opinion ob Empire Industries Ltd. What do you think about the current debt levels? Have the debt levels improved? The shares seem cheap, but there is a truckload of them on the market. Do you have an impression of the management?

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?