Q: In your recent answer regarding Premium Brand's earnings, you mentioned earnings expectations was 71 cents. I thought expectations was 91 cents. Can you confirm it was 71 cents? Perhaps I am mistaken.
Q: Can you tell me your thoughts on the Q4 report from BIP.un a few days ago please. Are you concerned about the huge non cash charges? Will those non cash charges turn into cash charges down the road? Is the resulting drop in the share price a buying opportunity?
Q: Peter,
I have looked at the rate of dividend growth of many Canadian companies over the last 15-20 years. There have been many substantial increases. I fully realize that dividends are completely at the discretion of the board of directors and are really dependant on income. However from your time in the business have you seen periods of say 5-10 years where there was very stagnant dividend growth or alternatively has it been more of a consistent upward trajectory? I also am aware of this can vary very much from sector to sector, but am looking more at the type of stocks that would be categorized as dividend aristocrats.
Q: I have owned stocks in above companies for a while. I want to make additional investments in quality dividend stocks.
I also own stocks in KO, GE, MSFT and SYY. Total portfolio about Cnd $ 300K and US $ 120K
1st question, In your opinion, should I sell any of the above stocks, if so which ones.
Which additional stocks would you recommend for me to purchase
Thanks for your guidance. John
Q: Hi, 5I
On march 13 William asked you about Enbridge and the possibility of increasing his position. You mentionned ''positive momentum'' as a trigger for adding to the investment.
I am not familiar with what positive momentum entails, so I would like to take the Enbridge situation as a ''REAL'' example.
Enbridge reached a low of 40.38 on march 02, the stock is now at 42.45 (12-03 at 12.43)
Does this increase constitute ''positive momentum'' or would you wait more and particularily at what price would you consider any increase would be a positive momentum.
Thanks
CDJ
Q: Not much had been discussed about PKI over the last little while. Please provide an update on the company and its growth prospects, and if possible, how well it ranks in the BE portfolio. Have 2% and thinking of upping to 3.5%
Thank you
Karlm
Q: amongst CU,EMA, ENB AND ACO,
A.please rank in order, best value buy and what metric is most appropriate for them in terms of assessing "value".
B. Also could you please give me some historical perspective on their value (always hard to decide on when to buy in given all of the recent drop.)
Many people look at utilities for the income potential. I was wondering if you could please rank these four utilities for their total return potential for a five-year plus hold. Any particular risks with any of them that I should be aware of? Please deduct credits as needed.
Q: I currently hold this Bond Fund. I'm looking to add a bit more fixed income. This fund is well below NAV right now, has declined about 2.8% in the last year (most of this in the last month or 2), but has a nice yield of close to 6%. I am up on the year by 3% which seems fine to me, considering savings accounts pay .05% these days. Should I add to this one or are there others that might grow a bit in this environment? It seems most of them are well below NAV at the moment. Thank you!