Q: I've searched through the Q&A and could not find your opinion to my following question/comment. I've seen some debate on whether the ALA stock price reacts more positively if the deal goes through or if the deal gets struck down. Your opinion please if you have one? Thanks.
Q: Hi Team,
I am would like your opinion on the prospect of these companies and a ranking of these companies in term of your "Risk/Reward ranking" if one was to buy these companies now with 3 to 5 years time frame.
Q: Good morning,
Looking at utilities with high yield I came across a report that forecasts growth of 44% for 2018 and 95% for 2019. Are these numbers good ?
How are they going to fund the acquisition and is it going to be a problem ?
Debt is high so is payout ratio for 2018. Probability that the deal closes soon seems high.
What is your take on it ?
Thanks and enjoy the long weekend !
Q: Hi,
My question is: With the swamp that seems to be filling and not draining in the US, and the reported near-deal between BPY.UN/BAM.A (one of their biggest investors is the Qatar Investment Authority) and the Kushners in New York for 666 Fifth Ave., do you see any heightened risks owning BAM.A/BPY.UN? If so, what, if any action should an investor be considering?
Many thanks, Michael
Q: Looking to add either TIH or FTT to my Income producing portfolio. Which would you recommend at this time if I was looking for some growth as well ?
Thanks
Q: I have a small position in CFP. I am thinking of adding to this position. The alternative is to initiate a position in WEF. Please compare the two companies both from a balance sheet aspect and from a future growth prospective.
Q: Hello - ACO.x seems like your least favorite utility and you stated that 'Decent earnings growth is expected, but 2018E earnings will still be less than 2012 levels.'
Why are earnings dropping for ACO? What has changed? It was a real favorite in the market for several years.
Thanks for your insights.
Q: ENB has a history of shuffling assets between entities / corporate restructuring and it makes an investor wonder if there are bigger problems behind it all given the frequency. If this issue was ever examined in more detail, it would be interesting what details would emerge. I would have thought that 5i would be curious as well. Comments?
Thank you,
Randy
Q: The share price on this company is on a tear since the 1/4ly report.
Do you think this because it was a good report and people are buying back in, looking back to where the share price was 3 years ago with the hope of a good capitol gain, or is this a typical case of piling on to get the special dividend, only to sell, sell, sell, once it goes ex-dividend next Friday.
Thanks again for all your wonderful insights.
Q: With the recent announcement of the conversion of ENF to ENB shares do you see any advantage in just selling ENF now and taking the proceeds and investing them in another pipeline company with less baggage than ENB ( eg., IPL. PPL) ? Thanks, Joe
Current yield on ENF at today's price [$29.41] is 7.6%. Enbridge yields 6.3% at the current price [$42.41].
I am trying to find an acceptable alternative company to ENF to invest in that would have a comparable yield and have the same level of business quality, Market Cap, and reliability of dividend.
IPL, ALA, GEI, RNW, CHW, TF, SRV.UN, KPT, JE, KWH.UN, CHE.UN all have similar dividends but are hardly equivalent in quality. Would you pick any of these?
I cannot find any acceptable substitute of the same quality so I would appreciate your suggestions in ANY sector that you would choose.