Investment Q&A

Q: Hello 5i, is Fortis' debt too large, and is their cash flow sufficient to afford their dividends?

Q: I hold a small position in NTR (74 shares). It is doing well for me (up $3,000). I would like to enter into a full postion but note that expected earnings will fall for 2023. Zim was doing well due to Covid shipping rates being raised, but soon fell way below the high leaving many with major losses. It may seem that NTR may follow a similar pattern having improved due to results during Covid. As Covid diminishes so will the stock earnings.
Question: Is NTR a buy to increase a position or a sell to scrape whatever earnings and to move on to something else? If moving on please suggest other dividend opportunities in Basic Materials. I am a 77 year old dividend value investor with some growth.
Stanley

Q: Hi Peter and Staff

A while back you recommended this as an ETF with a very low mer . I believe the MER was .1 of 1%?. I have two questions

1. Is this an actively managed ETF or just an index replica based on market cap of the stocks owned?
2. For RESP's just starting out, is this a good way to gain the health care allocation as opposed to picking "the winning horse" due to trading fees ?

Thanks for all you do
Dennis

Q: Hello Peter & Team

I hold a full position + 25% (ENB) in my TFSA because of the Dividend and a comfortable feeling of capital integrity/safety. In your recent report you cite the DEBT/EBIDTA ratio runs at about 4.7% for ENB where net debt-to-EBITDA ratios of less than 3 are considered acceptable.

Is something I should be concerned about? Would you recommend holding fast with this position? (really like the dividend) And lastly, is there anything you would recommend (all things considered) in place of ENB?

Thanks for all you do

gm

Q: Thinking of starting a new position. Which might have more upside and what would be a good entry point for either of these?

Thank you

Q: Gas is out of favour right now, and I need to raise some funds. Earlier today I sold ARX, at roughly a 20% loss. After I did that, I thought I should ask for your insight into selling TOU. My first question is when are they due to report their quarterly report. Secondly, I understand they have contracts to sell gas on the Gulf Coast. Will this insulate them enough. Do you feel the present price is taking this into consideration or is it over sold?

Q: I bought several stock in Nov. and Dec. one is SIS, CAE, GSY, & DND. The following is the 5%, 7%, 8.25%, & 50%+. Of those which would you sell and in which order.

Q: Hi Peter, I'm limited in cash at the moment and would like to start a position with either BN or BAM. If only one could be picked, which one of these would you favor for a TFSA and why? Thanks, Nick

Q: the large swing up seems rather unexpected based on recent results and comments to recent questions. What might be the driving force ?

Q: What will the purchase today do to the offer to buy?

Q: If the only criteria is total expected return, 10 years from now which of these two do you think you’d be happier having bought today and held? Do you feel either one has significantly more risks than the other over that time span?

Q: What are your thoughts on this company ?

Q: In one of your answers you felt that Tech, Consumer Cyclicals and Real Estate are areas that have been beaten down and might be poised for recovery. Could you mention 3 stocks for each area listed on the TSX that you would recommend as having solid potential at this time. Thank you.

Q: Hi please name 5 top growth stocks with high earning increase . Thanks.

Q: Peter; Is it correct that NEO is basically the only company that can process rare minerals, and if so, would this include lithium? Thanks
Rod

Q: Hi I ended up buying Nano before Christmas. Do you have an update on this unit?

Q: I currently own these stacks which I understand are mainly natural gas. With the drop in NG prices I wonder If I should switch to more oily names. What stocks would you recommend to replace?

Q: CFX Canfor Pulp is down near 52 week lows. I know that it is not a very sexy industry and that no one is interested in this type of stock but I also remember some sage advice is to buy commodity stocks when they are hated (or at least off of everybodiy'radar) and wait for the interest to return (usually with a couple of quarters of good earnings). This stock has a cycle of two years of good earning followed by a poor year of earnings, and last year was not that great. They are now down to two pulp mills and I hope there is enough fiber to feed those two (it seems like Prince George is where there is a shortage of cheap fiber). I assume that the costs associated with the closing of a mill at the end of this quarter will not show up until quarters 2 or 3. Right or Wrong assumption? There will be severance package costs, human resource costs and I guess some sort of care and maintenence costs with the actual plant. Will permanently laying off 300 workers be a big one-time cost to the income statement or is it relatively insignficant? So should I run from this off the radar stock or keep an on it (or make an offer)?

Q: Should one be concerned that Alain Bedard holds all 3 positions of Chairman, President, and Chief Executive Officer. While one cannot deny that he has been very successful over the years, my concern is about governance. I also wonder about succession plans as this looks like a one man show. Please tell me why this should ( or should not) concern me enough not buy the stock. Thanks. Derek.

Q: I sent you a question(s) on CFX this morning. Since then I have been educating myself a little bit more about the company. There seems to be very little analyst or "expert" interest in this stock (stockchase shows no one talking about CFX for a number of years). I also found out that it has VERY light trading. Is that because the parent company Canfor Forest Products holds the majority of the shares? Since it trades lightly I know the professional money will say that the stock has no liquidity. But I am a retail guy that would start with a 1000 shares and may get up to 5000 shares max. Should I be that concerned about liquidity? If I leg into this stock I will promise myself not to think of it has a quick source of cash if the mark has a systemic leg down. B thyat tI mean if the market has a rough patch I will be willing to wait to sell cfx and instead sell something else if I think I need cash? Good strategy? I still have not bought since this stock has a lot of negatives and little shareholder following but it seems to be like a possible turn around stock especially if Chinese pulp demand grows because of a reopening of their economy. Also the only financials I can find on this company are together on a webpage with Canfor Frorest Products which makes in confusing to read. Do you get your info from your Bloomberg Terminal and if so is there aa cleaner way for a retail guy like me to read CFX quarterlies?