Investment Q&A

Q: We would like to start dipping into energies and are considering WCP,NBZ and TOG.Could you comment please ?

Q: Happy Holidays. CBM which I hold is one of a few US stocks that I have on my 5i list of US stocks that you endorse. Three weeks ago it hit $55.00 and has been down daily over the last ten days to $48.00. I am at a break even point now. Obviously there must be something causing this steady selling of the stock and hopefully you can enlighten me about what it is. If there is any negativity in the company. Thanks Dennis

Q: I have a portfolio of about $1 m spread across 37 stocks? Is this too many holdings.

Q: I am down 22% on MRT.UN versus up 26% on CSH.UN with investments made at about the same time. I wanted to diversify a bit.

I like the almost 7% dividend that MRT.UN is paying but would like to see the share price come back up. How are they doing with leasing the retail spaces that became vacant or non paying when Target moved out?

Is it a buy, sell or hold. I might be happy to put more money in (RRIF) as long as there is not too much risk of downside.

Thanks your input.

Q: i think the worlds coal use for power is going to decline as time marches on.Coal has other uses ,would this be enough to keep wte . viable. thank you.

Q: Hi Peter can you tell me if it is legal for a public company to withhold information on a arrangement with another public company .iam referring to the Wi-lan net flicks deal
Kind regards
Stan

Q: Now that tax loss selling is over, and you can see which stocks actually were sold off, which stocks in your Balanced and Growth portfolios do you consider most likely to bounce back?

Q: Hi
My holdings in VRX are near my purchase price after the bounce back from the short attack. I'm concerned about headwinds from the issues around the short and wonder if it would make sense to switch to one of CXR, CRH or GUD.Thanks Keith

Q: Good morning Peter and Team. Hope you all had great holidays.

Where would one find a history of a companies outstanding share count over time? Is there a convenient place to see the history of a company's share buy backs or new issues? Thanks,

Wes

Q: Seasons Greetings! Exchanging US dollars to Can. dollars: I had several US stocks in my non-registered account thanks to my former advisor. I have now liquidated them, and have about $100K US that I need to exchange to Can. dollars. What is the most beneficial way to do this? Is Norbert's Gambit still recommended?

Q: goodmorning, Anything new about this company? its been awhile since we had a update. Thanks, CR

Q: Could you comment on yieldcos vs parent companies from the point of view of the individual investor. I understand that a yieldco should provide higher yield and more predictable dividend growth. But is there a tradeoff in terms of expected growth in the share price? Also, is one - ie, the yieldco vs the parent - more attractive than the other in registered accounts? I am particularly interested in ENB vs ENF.

Q: Could you please provide your comments on this company. Is it good time to buy?
Thanks

Q: In TFSA I have 250 shares of XIC, I'm thinking trading XIC for MAW150 or MAW105. In RRSP I have MAW104 should I trade for MAW150 or have both. Would you consider fees to be too high. MAW150 fee in USF or Canadian?
Thank you

Q: What is your opinion of this high interest savings ETF. Is this a safe place to park 100K in order to get a small return (1%) while waiting for an investment opportunity.

Q: I want to segregate about 10% of my portfolio to provide income to cover some living expenses. I'm looking at this list of stocks for higher yields; EIF, MKP, GRC, ALA, AD, MIC, CHR.B, CPX, GH, RNW, BDT. Would you please provide your evaluation? Also, I'm open to other suggestions.

Q: Looks pretty good right now-PE 5.7--EPS 3.03--Div 3.95%--Rev and Inc UP--
fundamentals look good--Insider plus Company buying shs--1st two weeks of Dec dropped $4 dont know why?--US$ helping profits
What do you think of them?
Best of the season to everybody

Q: I am trying to understand dividend payouts and their implications.
A fund manager on BNN who is shorting Enbridge claims that they don't cover their dividend adequately using profit parameters. He also assumes that they will need to raise cash to cover the capex needs that might prove difficult to raise from the market.
In an article by Tim Mc Aleenan ( http://seekingalpha.com/analysis/investing-income/all) he talks about BP having enough PROFIT to cover the divide: " unlike many peers BP still has enough Profit to cover the dividend"

Questions :

1.Please explain payout ratio's as to different parameters and how they can be evaluated.
2.BP: is it a wise investment if you feel oil will recover reasonably in a year or two ?
3.comments on Enbridge, its div., balance sheet and Capex.?
4. ( BNN person claims that cash flow can be interpreted in many ways while Enbridge claims their payout ratio is 50% of cash flow ??? ) what say you ????

I understand that it is a long question and may be answered briefly here. You may use it as a subject for a wider presentation (webcast ?) as many seniors like me seeking income, depend on Dividends and may have been burned ( like me) running after yield without knowing the dangers.
thanks
Yossi

Q: Wow...a lot of talk about pipeline recently at i5R. I have a 5% sector position in Pipelines, equal parts of ALA, IPL, KEY and PPL...plus the start of a full position in ENB, all in a registered account. Seeing how KEY has momentum, I am pondering replacing ALA with KEY. And also seeing the differential of p/e metric for PPL and IPL, I am considering replacing PPL with IPL. Another consideration is to concentrate in fewer positions, aka cutting down on the number of positions to monitor. What say you about these two ideas?.....Tom

Q: Merry festive season! I am pleased with BIN, and am wondering if you know of 4-5 Stable Canadian companies who have European exposure with dividends and growth as a long term investment.
Thank you