Q: Good day everyone! With the sale of it's Chemical division PFB is now back to a pure play energy distributor. Currently owning a position in ENB this seems sufficient to me. Can you comment if I should stick with this one or suggest another Chemical/Industrial play here ? Thank you.
Can I have your take on the sale of SPB's Specialty Chemical Business? I also noticed that M&B has purchased an addition 3 mm shares, now holding 22.175 mm as of Feb 12th. Can you tell me what % they hold vs BAMs, and possibly what their end game is?
Q: I have a held 4.7% position in Enbridge for 5yrs+, the average dividend yield over the period is 5.52% it will generate 5k in income for us this year. I would like to continue to hold all things being equal and the dividend not under serious risk. It would seem to me to keep the company strong they have to make a bigger push into renewable energy if this low carbon world is the future. Can you comment if you see Enbridge taking part this transition on the scale that's necessary and still keep the dividend reasonably secure.
Q: I own these 2 majors and I'm up 15-20% on them so far. My question is that many people are now talking about value stocks and that energy and financials are good plays. It seems like a lot of people believe energy might be entering a multi year bull market (Eric Nutall!). I've traded these over the last few years since they always seem to pop and then go back down with political climate or economic sensitivity. How do you know if this time is different? I don't want to sell too early, but I don't think $100 oil is coming back.
Q: Hello, could you comment on FTS quarterly earnings release?
I like the 6% annual dividend increase guidance/forecast announcement.
Thank you
Stephane
Q: I have some extra cash sitting in a bank account earning next to nothing. I hold positions in the above companies and am thinking about adding to one of them. I understand that no equity investment is truly safe but which company would be your pick if capital preservation and dividend safety was top of mind. Thank you.
Q: Like 5i, I have held Enbridge for quite sometime. Looking back to 2014, Enbridge has gone nowhere and depending on the purchased price, e.g. 5i's case, in the negative. As explained to Paul a week ago Dividend is great, still very safe, etc. Now with the latest weak quarter, all the political, environmental hoopla; could you explain the benefits, even in an income portfolio of why Enbridge should be retained.
Thank You, Stephen S
Q: Plea.se comment on Telus results.
Also, I know your two preferred companies in the Canadian telco space are Telus (growth) and BCE (income). I ran a comparative chart for T, BCE and CCA, the results are overwhemingly in favour of CCA at every timeframe (1 month, 3month, 1 year, 3 year and especially 5 year). Excluding dividends CCA is up 80% on the 5 year vs. T at 35% and BCE down 4%. YTD CCA is up 18% and BCE is flat in this very strong market. Is there something in the risk profile of CCA that I may be missing? Any thoughts on why CCA has been so strong YTD.
Thanks for the great service.
Q: I am considering a purchase of either SU or CNQ as i am significantly underweight in Resources. Which would you recommend for a three year holding or would you recommend a different stock Dividend are not required.
Q: What do you make of this one? Nice divvy, but does it have some growth in it over the next 2-3 years or should one merely consider holding for income? If income only, I would imagine it falls in the category of higher risk income?
Q: Given the sub optimal financial results for the quarter, do you still think the dividend is safe? The financial community has a 12 month forecast of $50+ for the stock. Do you think this was / still is a reasonable expectation?