Q: Hi 5i
Both Rogers and Telus seem to be on downward trends recently. Do you have any explanation why and should a current shareholder be overly concerned. Would you be sellers, buyers or holders at current levels?
Thx
Q: Hello guys, after PPL's takeover of KML, do you guys think the Transmountain Expansion could be a naturally and strategically fit for PPL? Not sure if PPL ever think about such a possibility considering the huge political headwind TMX is currently facing.
Q: How do the Pembinia Pipeline bid factor into the IPL valuation metrics and could you speculate if you think PPL was on a list of unnamed possible bidders?
Q: What are your thought on the latest quarter results? I hold in an Rrsp account doe income and fingers crossed a little growth. I am down a little but do not have a full position. Going forward is the out look positive? Would you add more at this stage assuming a slower economy scenario ? I like that it has no debt.
Q: To maintain monthly or quarterly income during this period of uncertainty, I am planning to invest in more stable entities - namely Real Estate in Canada. My thoughts are for Apartment Rental Housing and Seniors Housing. Would appreciate your choices for the most stable as well as yield. Thank you.
Q: I have owned this stock for 10 years - 1000 shs - small position in portfolio - my cost base is approaching zero due to all the dividend increases over time which I reinvest in other opportunities. I also own 1000 shs of T which I bought 3 years ago when they were cheap. I notice that BCE pays out almost 100% of profits in dividends; so, I assume based on FCF the picture is not quite as bad? I was thinking of adding another 500 shs of BCE? I also own: NFI, TCL.A, BMO. CB, BNS, TC, ENB.IFC,BIP.UN - all in non-registered account. Or should I add to NFI & TCL.A after they report in Sept. - bought these 2 last year and have not done well - I can hold for the long haul.
Q: Good morning gentlemen, would it o k to jump into mx . Why do you think it’s so low from its high. Is the div safe. What is your take on this . Would you buy it today for 2-3 year hold. Thanks. Alnoor
Q: I would like to get your opinion on the above company. It appears that there is a fair bit of positive sentiment with regards to the company and would like your take.
Thanks
Q: Too busy with my seasonal business to do my own research but what has happened with LUCARA. Down to almost a buck and if the yield is safe it is at 9 per cent. Average down or get the heck out. Thanks for saving me some time.
Can you please help me understand why CVD and CPD are in a declining trend over the last ten years? It seems like the yield can not cover the price drop. I want to add them to my portfolio but need help to understand what move its price.
Q: Good morning...I have searched the internet and found the payout ratio of fsz at 60.62% is that correct. I have a 3% weighting in this stock and love the dividend as I am a senior that uses that dividend for expenses. Do you view a 3% weighting in this company proper considering its valuation and payout ratio...thank you..gene
The market has announced a takeover of Kinder Morgan Canada by Pembina Pipeline. The deal indicates that holders of KML will receive 0.3068 shares of PPL per 1.0 KML shares.
The Pembina news release indicates the value of the KML shares for the deal is $15.02 and the Kinder Morgan Canada news release indicates the value for the KML shares for the deal is $15.12.
The current price for PPL this morning is approximately $49.00 and the current price for KML is approximately $14.77. Therefore KML is trading slightly below the offer price ($49.00 x 0.3068 = $15.03). The deal is not anticipated to close until 1rst quarter of 2020.
I own both PPL and KML, however in separate accounts.
Based on today's prices, PPL is yielding 4.8 % and KML now yields 4.3 % (down from 5.9 % prior to merger announcement).
The deal does not indicate whether KML will continue to pay dividends in Nov 2019 and Feb 2020. Is this correct?
Should I sell my KML today and reinvest in a completely different security (I do not wish to own PPL in the account I held KML in) or wait until the merger occurs and then sell the PPL shares I receive).
Thanks