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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: Hi Peter, Ryan, and team,

In a recent BNN "Top Picks", Daniel Lloyd recommended shorting EMA because of their high debt. He states: "Emera, having recently purchased TECO, is now saddled with $14.7 billion in debt which represents a roughly 13x debt/cash flow ratio on a stock that trades an excessive 18x earnings multiple." Not that I'm contemplating shorting EMA, but looking at a gain of 21%, would you recommend staying the course with EMA, or switching to something like FTS which you seem to like more? Or, assuming appropriate balance among the sectors, would you recommend something else entirely? EMA is presently held in a TFSA, along with CAR.UN, DHX.B, KXS, GUD, PBH, and SIS. All except DHX.B are up, and SIS is up 108%. :) Thank you for your terrific recommendations and on-going advice and insight.





Read Answer Asked by Jerry on November 11, 2016
Q: Hi Peter,
Reits, Telecoms and Utilities have not been participating in the market rallies for a while now. Just wondering when you think that the yields on these types of stocks will start to hold up the stock prices. (a few of mine are starting to get come nice yields on them now.

Thank you,
Charlie
Read Answer Asked by CHARLES LA on November 10, 2016
Q: Planning to add 2 of the suggested utilities to a growth portfolio or alternates that you might suggest & the rationale. Thank you.
Read Answer Asked by Robert on September 25, 2016
Q: I have zero exposure to utilities at the present time. I believe that you advocate having exposure to all sectors of the market because you never can know for certain what the market will do. While most people expect interest rates to rise and utilities to under perform, the same could have been said in 2013. Which is your favourite utility and which utility offers the best dividend growth to potentially offset future interest rate increases. I am looking for low volatility, good dividend yield and good dividend growth.

Thank you,
Jason
Read Answer Asked by Jason on August 22, 2016
Q: What are your thoughts on the earnings of the above companies - Emera just bumped up their dividend by 10% and results looked good. Results were good for Fortis and Enercare also. All 3 have exposure to US.

I currently hold Enercare and am looking to add more weight for long term (20+ years) to utilities. Any recommendations ?
Read Answer Asked by Mayur on August 09, 2016
Q: Hi Peter,

What do you think of Emera (with their purchase of Teco Energy). Would this Company be a good investment for a retired person to collect dividends with a little capital growth? I read on their web page that they are targeting 8% dividend growth through to 2019. Emera has a nice dividend yield of 4.52% at the moment. Hopefully this company would be a good sleep at night stock OR would you think that Fortis or Canadian Utilities would be a better choice.

Thanks, Charlie
Read Answer Asked by CHARLES LA on September 09, 2015
Q: Hey Guys, my financial advisor is recommending the following trades (income investor) sell ZUT and buy EMA, sell CIBC series 43 preferred and buy Power Corp series A preferred shares and finally sell Laurentian Bank series 11 preferred shares and buy Cdn Utilities series EE preferred shares. Do these traders make sense?

thanks

Jim
Read Answer Asked by jim on August 14, 2015
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