Investment Q&A

Q: Were any of Northland's properties harmed by Dorian ? Thanks.

Q: the other day, you mentioned PPL is a favourite in the mid-stream pipeline category, I understand PPL recently made an acquisition and most likely doing an equity issue as part of the finance. I'm think of taking a position in PPL as part on my income portfolio but am wondering if should just go ahead, or take a partial position or on the other hand, wait to see if there is such an equity issuance and then buy in the open market as there is generally a pull back in the stock price at that time......thanks for your insight.....tom

Q: I am aiming for a 20-stock (or slightly less) portfolio of dividend payers. So each position will be 5% or slightly more.

In the pipeline / utility sectors I currently have ENB, TRP and BEP.UN. I am hoping to add one of the stocks below. I have a preference for good dividend growth and good management, but would prefer not to have too much overlap with BEP.UN if possible. Mind you, I suppose BEP.UN is quite diversified geographically which might make a case for being different anyway (your opinion ?). Which one would be the best fit, or is BEP.UN enough ?......

Canadian Utilities (CU)
Fortis (FTS)
Emera (EMA)
Algonquin Power (AQN)

Thanks.
Jim

Q: Based on current evaluations, would you swap FTS for ENB? Currently, also own BEP. I have owned FTS for a few years and have no concerns but wondering if ENB might provide a bit more upside (and larger dividend) at this point with a minimal change in risk. Owned in RRSP so no tax issues and doing this for a long term hold.

Appreciate your insight.

Paul F.

Q: What would suggest as a position weighting for AD and AW.UN? thanks...Tom

Q: ENB: What is the dividend payout ratio, please?

Q: Which would you prefer long term, how are their businesses different.

Q: How significant is today’s news re QSR?
Sharon

Q: What is your view on BPY.UN as an investment for income. It pays well and payout ratio looks ok. What about stability/safety?
Bill

Q: Your thoughts on buying this stock for eventual rebound in the oil industry. Good div. that looks sustainable. Can you list the companies fru holds in their royalty play.

Q: Hi,

Would you view Corby Spirit and Wine a buy at this price. The yield is interesting at over 5%. Do you see some capital appreciation over the next three years and is the dividend sustainable?

Thanks

Q: I am a long term Buy and hold investor with more focus on dividend paying stocks. I have roughly 19% of my total portfolio in Financial sector. 16% of that is from financial stocks and 3% from ETFs (market ETFs financial portion). 8.2% in five (TD, RY, CM, BNS, BMO) banks, 2.5% in two Insurance(SLF and MFC), and 4.2% in financials preferred (IGM.PR.B, GWO.PR.M, PWF.PRF, BIP.PR.E). I think am Ok with my Insurance and preferred weighing. Two questions:
• Considering the current conditions, is 8.2% in five banks OK or should I trim some and invest in some other sectors?
• TD and RY have higher weighing with TD at 3.3% and RY at 1.9%, the rest three roughly 1% each, Should I sell some of TD and RY and buy other banks or something else?

In case you need my overall asset allocation:
Equity: 63%, Fixed income (including cash): 22%, Real estate: 6.5%, Preferred: 8.5%
CDN: 73% (Equity: 48%, Fixed Income: 21% and Real estate: 4%), US: 18% and Global: 9%
Four highest weighing (59%) sectors are: Multi sectors (Market ETFS): 25%, Financials: 16%, Utilities: 11%, telecom: 7%, the rest in various other sectors.

Q: Your comment on PPL as an investment for income and safety of dividend

Q: Is the ongoing downward motion based on fundamentals, sentiment, panic, or short selling?

Q: I have the following ETF's in the noted ratios and dividend yields %: HDV (3x) 3.32%, ZDV (2x) 5.37%, XTR (1.8x)5.88%, ZWU (1.7x) 6.60%, and CDZ (1x) 4.66%. I'm a dividend investor and good for 3-5 years. If we hit some hard times which of these would be hit the hardest? Any duplication? Should I drop one or more and add to others?

Q: I sense that you have a somewhat negative bias toward CHR. Would you pls. explain in some detail your rationale for this bias, particularly in light of the recent renewed contract with AC and what seems a low payout ratio. Because I respect your opinion I don’t like to buy stocks you’re not favourable toward without understanding your perspective. I will add only that there have been at least 2 guests on BNN recently who have described it as their largest holding and are (predictably) still very positive about it.

Q: I have owned Pinnacle Renewables for over 1 year. At some point the price was $16. Despite a strong quarter the stock price keeps falling down. It is in the renewable energy space. It has a good dividend. It has good contracts in place. Can you please give me your opinion on the stock. Would you hold at this point?

Q: Hi Folks,
I have half positions in AGF, DOL, PLC, PKI, RUS and SIS. I'm thinking of gradually topping up to full positions over the next month or two. For gradual accumulation, what order would you acquire? Are all worthy of full positions or would you keep some at half or even sell at this time?
Thanks,
Dennis

Q: BBD.PR.D yields above 9%. Are the risks acceptable for such a high yield?

Q: At a current 6% yield, oversold and a solid credit risk, would this be a good time to consider moving into this? I am thinking of this as a shorter term hold (5 years). I understand that it is equivalent to perpetual or long-term bond and thus will fluctuate with interest rates.