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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: ALA-TSX, AltaGas has been a favourite holding of mine since it was an income trust. I see it as being a well run, ever growing utility and energy company with a consistently growing dividend with a bright future. It is a diversified company.

I see it as similar to a young Enbridge Gas of years gone by, for example. I DRIP it and have traded it also occasionally.

I actually like it better than Fortis (FTS), TransCanada (TRP) & Emera (EMA). I also DRIP ENB, TRP & FTS.

Any thoughts or concerns that you would like to highlight for would be appreciated.

Thanx in advance.
Read Answer Asked by Stan on June 02, 2014
Q: My 100 year old father has a few dividend paying stocks but most of his portfolio is in GIC’s. One GIC just expired and I am looking to buy something new for him. I find that a one year renewal will only achieve a 1.4% interest. He will not need money from this source for about 5 years thus can invest in anything fairly safe. The only issue is death which I believe would result in selling to satisfy estate requirements. I was thinking of banks, pipelines, etc because of limited downside and relatively high dividend rates compared to GIC’s. Can you please comment and provide some suggestions? Thank you. As always I very much value your comments.
Read Answer Asked by ED on March 13, 2014
Q: Hi Peter and team My question relates to Alta Gas (ALA). RBC has a sector perform rating while NBF has an outperform. In looking over their reports I see virtually identical estimates of dividend increases for 2014 but NBF goes further with a projection of a 15% increase for 2015. RBC says it is fully valued at the current price while NBF maintains it sells at a discount to the "high payout group" with 2015 estimates P/AFFO of 10.4 cf. with group average of 12. I would like to know your opinion.

Thanks

Ross
Read Answer Asked by Ross on February 11, 2014
Q: The Altagas (ALA) purchase of 25% of Petrogas sounds good, except how do we determine whether the price was reasonable? The news release indicates it will be accretive to earnings and cash flow per share, but doesn't give a timeline. Any thoughts on the merits of the purchase, or is it a case of wait and see. I hold a 3% position from a purchase several years ago and will continue to hold, but would purchase more if the deal appears to be particularly good from the ALA view.
Read Answer Asked by Robert on September 13, 2013
Q: I'm about to sell either or both ALA & ARX. Have held since 2009 - done well but they are both down about 10% over the last yr. ARX in particular will likely have a cash shortfall this year & probably resort to another debt issue. Your comments are appreciated. Thanks
Read Answer Asked by Robert on August 23, 2013
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