Investment Q&A

Q: Good morning what are your thoughts on EIF with there earnings coming up would you think dividends are at risk or is there business model good in this era Thank you

Q: What do you make about Chemtrade Logistics Income Fund? The key statistics don’t look great (negative profit margin) and the share price over the past 5-years has just declined.

It does pay a very high dividend though.

Thanks

Q: What do you think its fair price should be at this time and what year end target price do you give it assuming oil runs up to 45-50.
Thanks Steve

Q: I have a relatively small holding in IPL @ 13.50 cost per share. I'm considering switching to PPL with a much better yield.
Your thoughts.
thanks
Doug





Doug

Q: I bought shares in this company many years ago in my registered account primarily for income. Would you recommend that I continue to hold them? If not what would you replace it with assuming I want to have a company that provides a dividend yield of at least 3% ?

Q: ALS announced today the purchase of the remainder of Liberty metals and Mining. ALS reportes it will be extremely accretive, yet it also says that the royalties will decline to 0 by 2030 with the progressive reduction of coal. Is this a good deal? It feels like they are buying cash flow for the short term to cover up problems elsewhere. Why would one buy a business that has declining cash flow, ultimately to zero? The stock price went up today, but I wonder if this is just traders....

Q: Further to the question related to the dividend cut for CDZ, is it safe to assume the cut is related to the associated dividend cuts from the underlying securities? And if that is true, then can we assume that once these securities reinstate their dividends, then the CDZ dividend will, in turn, rebound?

OR, is it a case whereby the ETF is periodically reconstituted and it is a fresh start for the underlying securities and we have to wait for the natural progression of dividend increases related to these "new" underlying securities? In this case how long does an individual security have to be "off-side" to be turfed from the ETF?

Thanks for helping me understand...Steve

Q: Hello
Looks like the CDZ dividend for July 2020 is going to .074 from .104 the months prior.
Thinking of moving to SCHD for more US exposure and I can use the loss on CDZ for taxes
I thank you for your time.
Sincerely
Mike

Q: Hi, could you please rank the Telcom companies from best to worst over the next 1-5 years with brief rationale. Also, how do you see the general outlook for the industry over this period? Thanks.

Q: How would you rate TRP as an investment if the permit for Keystone is revoked by the US administration? Do you think this is already reflected in the current price? Does TRP have other avenues for growth?

Thanks,
John

Q: Would it make sense to switch from ALA to KEY to crystallize losses, or just keep my ALA if I don't need to to crystallize my losses,

Thanks

Q: I am considering adding either the TMX group or NDAQ to my portfolio. Can you give me your thoughts and recommendation as to which security would be more appropriate for a long term hold.

Thank You.

Q: I have had a 1% portfolio exposure to OSB and SJ for several years and they are finally moving in the right direction. I noticed that you have rated SJ as A-. Would you recommend selling OSB and purchasing SJ at this time or is their a better buy in the material area currently?

Q: I have a loss on CGX sell or hold?

Q: HI Guys,
Have these stocks bottomed here &
Would you buy these 5 names right now and in what order would you put them in 1-best & 5-worst
AGF,CIS,ONEX,BMO,CWB

What financials would you be buying if you don’t like those?

Thanks again!
Nick

Q: TIH is moving fairly well. What is driving it forward?

Q: Hi, What are your expectations for Q2 Loblaw results this week? Do we believe their sales blend will be back closer to average and will not impact negatively stock value like it did for Q1.
Thank you

Q: Is there any advantage in any scenario to holding BEP.UN units over holding BEPC shares going forward, or any scenarios where one would want to convert the BEPC shares to BEP.UN units as they offer? Will investors just stop buying BEP.UN and just buy BEPC instead?
This deal will be quite dilutive to BEP will it not by fundamentally diluting the share count by 25%?
Thank You

Q: I have had these 3 utilities companies in my portfolio for some time .Their share value resilience and ongoing share price increases have been very beneficial for my portfolio. I am reluctant to trim them for adjustment of the portfolio utilities sector. These are also mostly " green energy " producers which have been in demand.In your view in what order would you trim these companies for portfolio sector adjustment ? Thanks for your opinion.

Q: Hi Guys
In regard to IPL's new Heartland Petrochemical Complex I understand at a approximately $4.0 billion cost it is a fairly big bet on the future and some of these things have cost overruns but this one, this far, seems to be on budget and will provide a new stream of income for IPL going forward, yet everyone seems to be negative on this project and the stock. And it seems given the cost of gas locally it should be successful at producing polypropylene at a profit. Could I get your thoughts on the project and stock in terms how risky it is going forward and if you think when the project is finished this could create a bit more interest with investors? Do you know whether they have contracts in place yet for the finished polypropylene? And finally do you think they have a solid Management team in place at IPL?

Thanks

Stuart