Investment Q&A

Q: What stocks would benefit from a higher interest rate environment?

Q: Master Limited Partnerships in the states have suffered with the producers. Currently they have headwinds (rising interest rates) and tailwinds (rising oil production). For Canadian investors there's also possible Forex gains if the Canadian dollar continues to slide. How does all this shake out in your opinion?

Q: Do you think holding TBT would hedge my income portfolio in a rising rate environment? If not what is the best way to hedge an income portfolio with rising rates?

Q: Fsz or GS and why? Which is the safest for a long term hold for income?

Q: Hi, In case the WGL deal fails, holders of subscription receipts will receive full amount of $31 ( Not $31 less the dividend equivalents already received, as mentioned in your recent response). Could you please clarify. Thanks
Here is the January 25, 2017 press release:
" In the event such notice has not been delivered prior to September 4, 2018 or if the Acquisition is terminated prior to such time, or AltaGas advises the underwriters or discloses to the public that it does not intend to proceed with the Acquisition, then the Escrow Agent and AltaGas will return to each holder of Subscription Receipts an amount equal to the aggregate issue price of such holder's Subscription Receipts, plus any unpaid Dividend Equivalent Payments owing to such holders of Subscription Receipts (the "Termination Payment"). The Termination Payment will be made from the balance of the Escrowed Funds at the Termination Time, including from any remaining interest on the Escrowed Funds. If the balance of the Escrowed Funds, together with any such interest, is insufficient to cover the full amount of the Termination Payment, AltaGas will pay to the holders of Subscription Receipts any difference."

Q: Can you tell me your thoughts on Alaris' report today? They say that POR is 90% - is that true? They certainly minimize (spin?) the problem investments, and say that they have turned the corner - especially with the largest new investment in their history, plus increasing dividends (to them), etc. Are you confident they have turned the corner?

Q: AGT appears to be in a freefall for the last week or so and in particular today March 5th. Is there a particular fundamental issue at play ? Is it nearing a " value play " point of inflection ? It would seem that the food space and in particular the protein alternative space is not that crowded and this company has traded for more than twice the current values. Your thoughts and observations would be appreciated. Thanks.

Q: Hi Peter and Ryan,

Pls comment on Pulse Seismic's latest earning report of today.

What is your thought on this company, it is trading in a norrow range, would you expect future growth?

Should I continue to hold?

Thank you for your professional advice as always.

Q: At what point do you take enbridge out behind the barn and shoot it? Or is the flip side true and its becoming a screaming buy to be averaged into? I thought it was a steal at 48. Less than keen to watch it slide even further.

Q: Hi, there is an article on Motley Fool today that lists these 3 stocks as forever hold (especially on recent pullbacks) for value, growth and dividend growth. What is your take on this? I have 30+ years and use any drips available. I already own bns as well. Do you know if anything that presents major issues or headwinds for them?

Thanks

Q: Hello, I have two questions on KWH. First, what is the debt to cash flow ratio of KWH? Second, I see a P/E ratio of 230, is that what you have in your database? This seems to me pretty expensive. Thanks, Gervais

Q: Could you please suggest 2-3 undervalued US stocks with dividend 4% or more.

Thanks,
Milan

Q: Dear Sirs,

All three of the above are in my portfolio, which if any would you reduce?
thank you
Brad

Q: I own BNS, and TD, and would like to add one more Canadian Bank. Which other bank has the highest US exposure. Which other bank has the best dividend growth, and lastly which one would you recommend for a 3rd position.
Thanks

Q: Hello
Can you comment on TA and AX.UN earnings please?

Thank you.
Stephane

Q: Hi

Which pipeline would you favour at this time for dividend, safety and growth?
Thanks
Amy

Q: Please comment on the future outlook for these two companies. Would you be a buyer or seller?
Thanks RAM

Q: If the WGL acquisition doesn't go through, will Altagas have to cut the dividend because of paying out the subscription receipts and a break fee? How safe is it in this case? Thanks and great service, keep it up.

Q: Hello,
I have no Utilities in my registered portfolio and I am going to add one at a full position. I am likely holding it for 5 years, and my overall investment window or horizon is long-term at 20+ years. The dividend yield on all three of these stocks is over 4% which I like. None are currently 'oversold' on the RSI chart.
Three questions:
Is AQN still a reasonable buy even with a P/E of 26x?
Do you expect H to stay range-bound with a price in the low $20's because of their future planned share issues?
If you could recommend only one, for a younger person, which one do you like? (feel free to deduct 3 credits). Thx, Rob

Q: good morning:
just wondering why aqn did not raise dividend at this quarterly release.
that makes 5 quarters without a increase in dividend
anything to worry about
thanks