Investment Q&A

Q: 10:18 AM 6/10/2014

Hello Peter :

I am confused as to which sector in which to classify certain companies which I own. The S&P/TSX lists a lot as "Energy" but you seem to classify some as "Utilities".

It seems important to know which are Utilities and which are Energy because as you said to Gord today, for example : "Altagas. As a utility, it should act quite differently from the oil and gas holdings, and may provide more diversification and balance to your portfolio."

Which of these are Utilities and which are Energy? : ENB, ENF, TRP, PPL, PKI, PSK, BNE, BTE

Where would you classify BIP.UN, and BDT ?

I would really appreciate it if you could please classify these for me. What maximun Secor weighting would you place on Utilities and on Energy in a large well diversified income portfolio.

Thank you very much.............. Paul

Q: hi

Re 5NPlus (VNP)

With a recent contract renewal, debenture issue and a stock price coming off a recent high, any update would be appreciated.

Robert

Q: I have uninvested US funds. Would like to invest in an US dividend Aristocrats ETF. In this regard would you prefer NOBL yielding 2.28% (MER .35%) with 54 Companies and appear to follow the S&P Dividend Aristocrat Index or the HDV yielding 3.26% (MER .40%) with 75 Companies. If you do not like either of these, do you have other alternatives?

Interestingly, BlacRock US website indicate that a new Core Dividend Growth ETF (DGRO) is expected to be launched on June 12, 2014. There are no facts as of yet except the MER will be .12% and the objective of this ETF "seeks to track the investment results of an index composed of U.S. equities with a history of consistently growing dividends."

Your comments will be helpful and greatly appreciated. Thanks.

Q: Hi team, I have become (happily) overweight in Whitecap, and will trim it to buy a couple of new positions. I am slowly rolling into your growth portfolio stocks. I own AYA, BNS, CGX, CSU, and from your income portfolio I own SLW and SGY. Continuing to build on your Growth Portfolio, which 2 stocks would you suggest I add. Thanks so much.

Q: I would appreciate your comparison of Enerplus (ERF) and Whitecap (WCP). I have done well by ERF but RBC's recent downgrade on the basis of its price appreciation makes me wonder if the growth prospects for WCP might be appreciably better. There would be no tax consequences to me of making such a switch and the dividends are similar. I look forward to your reply.

Q: I am considering taking positions in two of the following>: sgy, wcp and spe. How would you rank them.

Thank you
David

Q: I have noticed alcoa (aa) and a french company has been testing and promoting an electric car battery that extends a vehicle range up to 1800 kms. There has been some talk of creating a plant in Quebec. I have looked into the technology and it seems they do have something that has the potential to be enormous and could propel electric vehicles into main stream. I understand Ford is involved also. Do you have any opinion on this new battery and alcoa and if this is a good entry point? Thank you Dave T.

Q: Trinity industries. Symbol TRN-N. They build and refit double sided rail cars to transport oil. With the pipelines in question, is it a good buy??? CHEERS Claude

Q: Re:Kelso(KLS)
Any news that might account for the drop in the last month?
Thanks
Dave

Q: XTR - I noticed one of your responses concerning this fund in which you state, among other things, "a diversified income fund like XTR are similar but you will pay more in fees as all of your allocation will be exposed to the fee vs a portion of the model"

However, I am not sure this is correct - the prospectus relating to the fund fees indicates "the management fees will be adjusted to reflect the fees paid on the underlying funds held in the fund to ensure the total fees paid will not exceed the indicated management fee"

Q: Hi,

Wondering if you have any updated comments on KEL and CR? What about the gas sector in general with low historical gas inventories and A/C coming soon? Do you anticipate a continued uptrend in prices?

Thanks

Q: Hi Peter and associates; SYZ has a good run this past while. My question is , do I add to my position at this price point or can you recommend one or two other growth stocks?
Thanks for your insight.

Q: On 2 May you indicated that you considered EIF was a hold/weak buy. Are you still of that opinion?
Thank you.

Q: hi peter
trying to understand why enbridge is dropping lately can,t find any negitive news.
your thoughts would appreciated

Q: Hi Guys:

We are long term holders of Chemtrade Logistics (CHE-UN.TO) Recently they announced a public offering of $110 million @ 5.25% convertible unsecured subordinated debentures. How would we participate in this offering? What would your advice be for someone to get the 5.25%. This is in a registered account. Marc

Q: I would like your opinion on SCR-TSXV (The Score Inc) and SPY -TSXV(Sprylogics International Corp.). Would you consider them strong buys (long-term hold)?

Q: Hi Guys,
PrairieSky (PSK) seems to be getting pretty high, I was fortunate to pick it up on the IPO , should I sell some or all?
Thanks.

Q: Could you please advise as to Enghouse's (ESL) eps and revenues anticipated in its quarterly earnings to be released after the market closes today? Thank you. Peter

Q: Hi Peter: The TSX and others offer subscribers what is called a level 2 view of what order volumes are for a given stock both on the buy side and the sell side at specific prices. My question is if someone was to place a stop loss order does this show up on the level 2 feature. If someone was to be able to see stop loss orders on such a service they could manipulate the stock price lower then snap up the stop loss stocks at market prices. Is this a possibility?

Regards
Derek

Q: You recommended some folks Collector's Universe (CLCT). Can you elaborate on what you think is interesting and do you think it's worth investing after the current run-up?