Investment Q&A

Q: Thanks for your response on the renewable power /clean energy participants; it prompted a closer examination of earnings expectations and current rating for each. With certain exceptions it seems to me that i) rerating and price enhancement took place mostly in 2019, ii) that for the most part valuations are now generous and iii) that the participants are primarily utilities such that, absent special situations, sustainable earnings growth will be modest when compared to growing industrials and others with which we have become accustomed. The discount issue then hinges on valuation methodology; their pe/peg ratios are excessive unless the conventions applying to utilities are very different from generally accepted norms, and I am not familiar with accepted cash flow ratios for the sector if these are appropriate and used. What is the generally accepted pricing criteria for these names and customary ratio ranges. Thank you again.

Q: In the technology sector with the increase in prices of each holding I have gone overweight. I have previously reduced weighting. Have taken profits in each of the above. Could you suggest from first to last which you would be more app to sell either all , some or none
DSG up 25%, KXS up 16%, LSPB up 38%,REAL up 15% , SHOP up 7 %
I’ve been rebalancing my portfolio as per tracking and analysis. Last piece of the puzzle.
Thanks again for your excellent service. For DIY it’s excellent esp. q&a

Q: Which of these two companies would you prefer now and why? Thanks for your service!

Q: Dear 5i,
I have a number of questions regarding shorting securities I hope you can answer;
1. Where does one find out how much it costs to short a security?
2. Who gets the borrow fee for the security?
3. If brokers keep the money can it be a significant amount and why is it not shared with the security owner to be fair?

thanks

Q: The stock keeps shrinking. What are the odds that Vermillion will simply disappear.

Q: Hello,
I’m sitting on a 50% loss with COV.
What’s a high torque small cap you’d replace it with that would have a better chance of recouping some of my loss? I’m sure it will pop the moment I hit the SELL button. Readers: this may be a signal to buy. lol
Thanks.

Q: In one of your recent updates there was a bar graph which compared the performance of all sectors of the economy. Technology outperformed all.
Going forward over the next year. is there a sector or sectors that you think will perform better than others?

Q: This stock was up over 23% on Tuesday Sept 29th. Any idea what is happening here besides a new appointment to the Board of Directors?

Q: What's your opinion of these ETFs as income generators?

Q: What do you make of the management change? Interested in your take on impact going forward. Net positive, negative or neutral?

Q: I'm a long term holder of Fortis (in the "hold forever" part of my portfolio). I have been seeing quite a few headlines regarding Fortis's commitment to moving into renewable energy, including wind and solar.

Here is one recent announcement: "FortisBC announced its energy conservation and efficiency program expenditures will increase substantially to $368.5 million over the 2019-2022 period. The new program represents a doubling of expenditure in 2019 and a tripling of expenditure by 2022. The new program will lower energy use, emissions and costs in everything from hospitals to homes. Customer benefits include extending the residential high-efficiency natural gas furnace rebate to be offered year-round and providing greater access to certified experts to help manage energy use."

How do you see this move impacting Fortis's earnings and share price (with the current investor interest in renewables)? Do you see this move as part of a broader trend with ultility/power companies increasing their stakes in renewable energy?

Q: This company recently did an IPO and its share price is increasing nicely. Can you provide a quick synopsis of the metrics for this firm and its future prospects?

Appreciate your insight.

Paul F.

Q: I have owned Enbridge for many years and have a fair but dwindling gain.
It seems to have persistent negative momentum, perhaps because of high debt and the perception it is tied to non-renewable energy.
Do you have some degree of confidence the stock price can stabilize or reverse? The dividend is nice, but not at the cost of capital loss

Q: I have owned this for several years and while they seem to do a lot of good things the stock price has stubbornly been resistant to change. I figure the sector has a lot to do with this. There is also not a lot of coverage for this company so I am wondering if, as a proxy for sentiment, one might look to coverage of Pulte Homes, for example? I am not so much interested in switching names (unless you think it is reasonable to do so) but Pulte has been getting a lot of positive press lately, appearing on several lists as being undervalued, so I am wondering if that same optimism would apply. If so, would you see adding to TCN as a prudent move at this time?

Appreciate your insight.

Paul F.

Q: RUN seems to run up every day. Too late to get in? I do hold TAN, but it crawls up.
Thanks! :)

Q: Can you rate the following companies in order of expected dividend growth over the next 5-10 years: CU, EMA, FTS. How do they rate in respect to their renewable energy prospects and growth?

Q: I wasn't able to listen to Peter's Money Show talk. Any chance you have a link to watch it?

Thanks

Q: Just want to let your readers know that Peter's presentation for the MoneyShow is now available on the youtube MoneyShow page. Just search for MoneyShow and you can find it. Thanks for packing in all that information in to 30 minutes.

Q: Please rate the above for survival and continued Div. payout in the next 5 years, based on cash- flow that well covers the dividend . I am a senior and need income. I have a position in all the above and would like a rating best first. Please insert your suggestions for the above criteria.
thanks
Yossi

Q: Peter and His Wonder Team
This company has spiked 35% today on high volume...something must be happening...any news? Your comments please.