Q: The price has dropped recently. Has the drop been caused by the US tariff on steel?
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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: Hi 5i,
For Altagas, assuming that the WGL acquisition is completed successfully, and that no material additional business divestment is required in connection with the pending final regulatory approval, can you estimate what the implied funds from operations would be, on a ‘per share’ basis, of the combined entity (so after the conversion of all of the subscription receipts to common shares) and compare that to the FFO per share from ALA’s most recently reported year or quarter? I’m wondering if the WGL acquisition is expected to be accretive on that metric or whether the growth platform WGL is expected to provide would have to be proven successful before the profitability of the merger might become apparent.
How would you anticipate the shifting of ALA’s business mix to relatively more US-based business and a relatively larger regulated utility component might impact risk perceptions in the debt market (i.e. credit rating and cost of capital) and the equity market (business enterprise risk, current dividend and dividend growth plans). If those impacts would tend to be positive, what might be the most significant potentially offsetting factors (e.g. maybe debt metrics, rising interest rates, or the relevant regulatory authorities)?
Thanks!
For Altagas, assuming that the WGL acquisition is completed successfully, and that no material additional business divestment is required in connection with the pending final regulatory approval, can you estimate what the implied funds from operations would be, on a ‘per share’ basis, of the combined entity (so after the conversion of all of the subscription receipts to common shares) and compare that to the FFO per share from ALA’s most recently reported year or quarter? I’m wondering if the WGL acquisition is expected to be accretive on that metric or whether the growth platform WGL is expected to provide would have to be proven successful before the profitability of the merger might become apparent.
How would you anticipate the shifting of ALA’s business mix to relatively more US-based business and a relatively larger regulated utility component might impact risk perceptions in the debt market (i.e. credit rating and cost of capital) and the equity market (business enterprise risk, current dividend and dividend growth plans). If those impacts would tend to be positive, what might be the most significant potentially offsetting factors (e.g. maybe debt metrics, rising interest rates, or the relevant regulatory authorities)?
Thanks!
Q: Hi Ryan
This stock was one of my poorer choices and thinking about cutting my loss.
I would however to ask your opinion on what catalyst it would take to move this stock in either direction since the CARA take over it seems just a cash account unattached to the main company
Kind Regards
Stan
This stock was one of my poorer choices and thinking about cutting my loss.
I would however to ask your opinion on what catalyst it would take to move this stock in either direction since the CARA take over it seems just a cash account unattached to the main company
Kind Regards
Stan
Q: If I understood the following correctly should I consider a switch from AW.un to ECI?
"Symbol(s): Enercare (ECI), A&W Revenue Royalties Income Fund (AW.UN)
Date: Jun 4, 2018 4:26 AM
Question: Which of these two would you choose for a long term hold for income?
Answer:
We think ECI looks best here today."
"Symbol(s): Enercare (ECI), A&W Revenue Royalties Income Fund (AW.UN)
Date: Jun 4, 2018 4:26 AM
Question: Which of these two would you choose for a long term hold for income?
Answer:
We think ECI looks best here today."
Q: Down on these two, but not desperate to sell. Are they still good as long term holds?
Q: I notice that MG is doing much better than LNR right now.
Would you choose LNR for growth over MG or is there to much uncertainty with the US trade situation to consider either.
Thanks for the great service
Would you choose LNR for growth over MG or is there to much uncertainty with the US trade situation to consider either.
Thanks for the great service
Q: current thoughts about ZCL, now under $9.00?
Q: Is it better to sell ENF and reinvest elsewhere or just ride out the ENB, ENF consolidation?
Q: I have 6% of portflio in ENB. Will it be better to sell 50% of ENB and buy KEY for better risk management and capital appreciation. Although ENB pays 2% more dividend.
OR
Will it be prudent to sell half or all of ENB and buy CSU?
Thank you, kam
OR
Will it be prudent to sell half or all of ENB and buy CSU?
Thank you, kam
Q: Simply, what separates TRP from ENB as far as your recommendation to own it goes?
Future growth, dividends?
Thx KC
Future growth, dividends?
Thx KC
Q: I've owned Corby for years. Do you think it's worth hanging onto, or should I sell?
Q: I inherited 500 shares of Shaw recently which is 1.4% of my portfolio. I am not a big fan of the cable business as it faces headwinds from streaming services, but I understand their cell business is picking up. However, I already own a significant position in BCE (7% of portfolio).
Do you think I should hold or sell?
Do you think I should hold or sell?
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Pembina Pipeline Corporation (PPL)
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AltaGas Ltd. (ALA)
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Algonquin Power & Utilities Corp. (AQN)
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Enbridge Income Fund Holdings Inc. (ENF)
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Alaris Equity Partners Income Trust (AD.UN)
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Tricon Residential Inc. (TCN)
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Morguard Corporation (MRC)
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KP Tissue Inc. (KPT)
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Hydro One Limited (H)
Q: I will be retiring at the end of the year.
My theory is that inflation is about to rise at a quicker rate than it has recently.
The listed securities are in my portfolio and are hurt by rising interest rates.
Which ones would you suggest that I lighten up on.
Which ones would be a hold.
My theory is that inflation is about to rise at a quicker rate than it has recently.
The listed securities are in my portfolio and are hurt by rising interest rates.
Which ones would you suggest that I lighten up on.
Which ones would be a hold.
Q: Hello 5i,
Crius has a 248.6% Payout Ratio for the March 31 2018 quarter! It is claimed that this is for Phantom Unit Rights: cash paid in compensation for time invested by upper echelon. This is according to a Phantom Units Rights Plan (PURP). Does this take place every three years? Distributable Cash was 3.7 million and total distribution was 9.2 million. Does this make sense?
I hope that words involving "phantom" and "PURP" are words that actually do bode well for future success.
Crius has a 248.6% Payout Ratio for the March 31 2018 quarter! It is claimed that this is for Phantom Unit Rights: cash paid in compensation for time invested by upper echelon. This is according to a Phantom Units Rights Plan (PURP). Does this take place every three years? Distributable Cash was 3.7 million and total distribution was 9.2 million. Does this make sense?
I hope that words involving "phantom" and "PURP" are words that actually do bode well for future success.
Q: Good day...my question is concerning 5 G being the new evolution in wireless...which companies in your 3 portfolios would be part of this expansion and if you could rate them highest possibility to lowest possibility...also, thanks for the great education that I am receiving from being a member...Eugene
Q: Is the dividend safe?
Q: What are your thoughts about the above stock with what is going on with the tariffs?
Q: What are your thoughts on utilities and Canadian telcos closer to the end of the interest rate cycle? Thinking of letting the insurance stocks I hold appreciate further in value and selling some to buy Canadian utilities and BCE and Telus since i own no shares in those three now and they will probably fall further. ???????
Q: Which of these two would you choose for a long term hold for income?
Q: Derek
You need a Cdn. & US brokerage a/c.'s
e. g. you buy 100 shs. CSU in your Cdn. a/c.
After settlement call the broker & tell them to tfr. the 100 CSU to your US a/c. Now the US div. will go into your US a/c. Should not be a problem buying CDN Co.'s that pay US divs. & accumulate those divs. in your US
brokerage a/c.
Joe
You need a Cdn. & US brokerage a/c.'s
e. g. you buy 100 shs. CSU in your Cdn. a/c.
After settlement call the broker & tell them to tfr. the 100 CSU to your US a/c. Now the US div. will go into your US a/c. Should not be a problem buying CDN Co.'s that pay US divs. & accumulate those divs. in your US
brokerage a/c.
Joe