Investment Q&A

Q: good morning:
just wondering if you would classify bep.un, bip.un , ala,
Enbridge in the same sector as emera.
I own all these stocks but am looking at emera.
the rest make up about 15% of my portfolio.
thanks

Q: What is happening with Emera? I have made good profit, but is it time to sell?
Margita

Q: Peter - would be great to hear about your thoughts on emera. As the FED looks to move over the next few months where could this take the emera stock price. I've had some reasonable gains and wonder if I should take profit and run. thx Steve

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

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 ?

Q: Could I please have your thoughts and analysis on Emera's 2nd quarter earnings. Thank You.

Q: Could you please comment on EMA 1st quarter report.
Thanks
Roy

Q: 3-5 years utility co. Between EMA. To or Fortis. Or any suggestion ? .thanks for your answer to our last Q.

Q: What do you think about this company. Can you comment on the management specifically? Another way to look at investing in this name is via their installment receipt.

Q: Your thoughts on this high yielding (12% effective yield) approach to eventually owning Emera shares. How did you view the TECO acquisition? How significanlty do you anticipate rising rates affecting EMA share price?

Q: Last 5i comment on EMA appears to be almost two years ago. Could I please have your current thoughts on this utility for income and some growth? Thanks.

Q: What do you think of the Emera convertible debt issue
Thank you for your perspective

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

Q: What do you think of their acquisition of TECO energy for 10 billions US. Seem like a large bet into the US.

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

Q: Hi Peter & Co.,
Can you please comment on EMA's quarterly results released today? They appear to be disappointing - is this just one sub-par quarter, or are there bigger issues on the horizon?
Thanks,
Brian

Q: Is EMA a good stock investment??

Q: hello 5i team

At the end of Sept you mentioned EMA looked better than Fortis offering a better yield plus, it was cheaper... price at the time $35.10.

Today I read an article about EMA being heralded along side of Enbridge as two of the better utility stocks that offer a good yield and realistic equity growth opportunity. Plus, it looks like EMA has established (according to the author) an annual dividend growth target of 6% for the next 5 years.

Right now I have a portfolio position of 4.6% in ENB and this is my only utility.

At the current price ($37.40) what is your opinion (sell/buy/hold) on EMA and do you still consider it "cheap" based on current metrics.

As always, thank you so much for all you do... am sure i would be much poorer without you.

Gord

Q: 12:29 PM 10/6/2014
Hello Peter
I am principally interested in stable low risk higher-yielding stocks for my income portfolio as I depend on the income. I am thinking about taking a small position in one of the smaller higher-yielding Renewable Energy Utilities and am considering Capstone Infrastructure [CSE], Transalta Renewables [RNW], Northland Power [NPI], and Innergex Renewable [INE].

I see you rate both Capstone and Northland as C+, However the other two are unrated. Could you please give provisional ratings for RNW, INE, ENF, EMA, and TA.

I already own large positions [2% to 5% in each, totalling 28% of my portfolio] in these "Utilities" : BIP.UN, BEP.UN, PKI, ENB, ENF, EMA, FTS, PPL, and TRP. Is 28% getting too big? The rest of the portfolio is well diversified in Banks, Gold, Consumer, Infotech, Telecom, Industrials, and Oil stocks.

So my question is should I be "reaching" for yield by buying one of the 4 small renewables which may be much higher risk or should I be content with a somewhat lower yield and just add to one of the strong companies I already own?
Just what would you recommend [large cap or small cap], which one, and why?
Many thanks...... Paul K

Q: Hello Peter and Team,
I need to consolidate my Utilities weighting in an otherwise diversified income portfolio. I need to keep 3 of the four listed, proceeds of the sale being re-invested into the residual holdings. Please rate these four against each other in terms of consideration of my preference for valuation and growth potential over an extended time frame of 5 years As always I appreciate your thoughts on this. Rick.