Q: I currently have a 3.09% position in Pembina Pipeline (ppl) to compliment a total 2% position in the oil/gas sector divided between Whitecap and Torc Oil.
I'm wondering why such the big discrepancy between the valuations of Pembina vs Inter Pipeline (ipl)?
I'm considering switching out of Pembina to Inter Pipeline for the lower valuation and to boost monthly income. Would you endorse such a move or would you consider it being "too cute" and just stick with Pembina which has outperformed IPL?
Q: Holding rmp in a tfsa. Would you consider it a sell if oil stays low for one more year. I don't mind to hold if you think it will survive or a take out possibility. Thanks hoping your sunburn aren't to bad. Maybe we can go on your next cruise.
Chris
Q: Hi Guys
How would you compare this company to Gilden, when looking at all the metrics.
GIII has no debt, a higher ROE, better 3 yr Rev growth, cheaper on Price/Sales, more insider ownership, but quite a bit smaller Market cap & free cash flow
thanks Gord
Q: Peter and staff,
I am looking to purchase another utility position in my portfolio. currently holding FTS, IPL, and TRP. I am seriously considering EMA but notice that it is never on your recommended list for utilities.
Is that mainly because of its slightly lower dividend than some others? I thought because of substantial US income it would be a good choice.
Your thoughts would be greatly appreciated. Thanks.
Q: I got lucky and called both a (near term) top in CSU and a further drop in AAPL, exiting my positions leaving $75K cash to invest.
My belief is that the next 12-24 months minimum are going to be very tough sledding for both the global economy and especially Canada therefore I'm adopting a defensive position, shying away from highly volatile growth stocks and looking to deploy that money among 5-7 dividend paying GARP stocks.
My question: adding to a well diversified Canadian portfolio, and irrespective of sector, what would be your suggestions that best combined a secure 4+ % dividend with the likelihood of share price increases in the next 1-5 years.
Q: Have 10K to invest on behalf of each of my children. Timeline is 5+ years. Seeking growth. Risk is acceptable. Your guidance would be greatly appreciated. Thank you for the excellent and informative service.
Q: I would like your opinion of Fortis purchase of ITC Holding for 11.3 billion U.S. Dollars. Would Fortis still be a safe stock for a senior as it looks like they bet the farm on this deal.
I know it is different but when Baytex made a large U.S. deal it never worked out for them.
Read Answer
Asked by CHARLES LA on February 17, 2016
Q: The potential bid of $4.25 per share strikes me as an opportunistic attempt to take advantage of shareholders who are generally spooked by the current markets. Anyone who purchased the shares in the past 3 years or so would certainly be under water on the bid. The offer would represent only a small premium to the price the shares were trading at just a few days ago. Also the company is projected to continue growing, perhaps at a single digit rate, and pays a good dividend. Holding the shares for the next 12-15 months would more than compensate shareholders for the small premium. So why would shareholders tender shares to, what I consider, such a low offer if such an offer is eventually made. Your comments please.
Q: I see that Barclays stock has been under some pressure lately. Do you think they could suspend their dividend? The main reason I ask is because I own their preferred shares BCS.PR.D and I am concerned that they could stop paying dividends all together.
Q: I've held this for about 6 months. My cost is $ 22 per share and it's at $11.80 as of today. I have 8-10 years so I'm not in a hurry to sell. RBC seems very positive on the name. They have target of $ 25 and released a new update this morning. What are your thoughts ?
Q: I currently have a quarter position in Element Financial and as the trend line was down, I was holding off buying additional shares in EFN. Now with the announcement of the split of EFN into two entities, and the most likely increase in the p/e rating increasing, I am wondering if I should buy now, or in a weeks time, say, or hold off until the split is actually done.....Tom
Q: I'm thinking of buying a position in ENB.PR.B. What's your thought on these for a long term hold? What's rate expected to be when they reset? Thanks.