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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: Hello Peter,
How do you view the earnings report from Altagas? Do you think it was better than what market has priced for? My conundrum is this. With a 4.7% dividend and an average price estimate of 22.10 we are looking at an approx return of 10% with the risk factor reduced considerably - rate cut by BoC, current quarter performance and deleveraging. However, I can take a tax loss and put the money in BEP which I do not own. What would you suggest?
On FSZ, you have a B+ rating for a dividend in excess of 7% and above average growth prospect within the sector. An answer to a question recently, you seem to think that it is strictly income. When I look at the average analyst price estimates of 15, that is about 40% upside. With the dividend factored in, that would be a steal. I have held it for a few years and down on it a bit. Even if you do not agree with the analysts on price, would you still factor in some growth and hence would you modify your opinion - buy for dividend, stability, growth and a 15-20% total return?
Appreciate your opinion as always.
Regards
Read Answer Asked by Rajiv on August 02, 2019
Q: How many utilities are enough and where? I have AQN in TFSA and , BEP, BIP, FTS in cash account (along with BAM.A and BBU.UN - total Brookfield is 8.91%). My spreadsheet indicates I have 3% space left in utilities sector to add but your PA says I am over. Sold all of H (was largest utility holding) due to political risk of current chaotic provincial government. Looking at a replacement for H. Don't really need the income for living , looking more for safety and some growth. Looking for your view on how you would rank above prospects or should I add to existing, or stand pat?
Read Answer Asked by William Ross on August 01, 2019
Q: Which 5 Canadian dividend payers have best rewarded investors in the past and in your opinion will continue to do so in the next 5 y ears.
Read Answer Asked by Lawrence on August 01, 2019
Q: Your answer today to Roy puzzles me. You seem to indicate that if you have a portfolio generally skewed to income that you could be unduly hurt in a rising rate/rising inflation enviroment. Well isn't buying dividend paying stocks also your protection in that case? Would not all stocks suffer in a rising rate scenario and knowing that in most cases these companies will continue to "pay you while you wait" that you can ride through the storm? If your income keeps coming, isn't the SP unimportant, at least until the market comes back? What am I missing here?
Read Answer Asked by Barry on August 01, 2019
Q: How would you rank these based on valuation, growth and management. Market seemed to yawn at CPX results, it isn’t as high profile as FTS but seems to have gotten more shareholder friendly, sixth consecutive annual dividend increase, wondering if this one and NPI are flying under the radar, Thank-you.
Read Answer Asked by Albert on July 31, 2019
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