Investment Q&A

Q: Questions on KBL:

Can you please comment on:

- Balance sheet quality

- Management

- Current valuation relative to its history

Considering its 12-year dividend-raising drought, is there a history of companies going long periods without raising before resuming once again. Wondering if there is any hope.

A somewhat related question.......
KBL is rated B+ in your reports. Does your rating system take into account any risk profile? For instance, I believe PRL is also rated B+. So from an overall risk standpoint, would you see these two companies at roughly a similar level of risk?

Q: May I please get your views on the most recent results from CCI ? I didn't think that the report was particularly impressive but the stock price has been appreciating slowly recently. It pay a 4.3% dividend but over the longer term I'm not getting a great return. Do you see it as a hold or should I let it go and move on to something better?
Thanks for your advice.
Ian

Q: In need of income over growth as security would be held in a RRIF.
Would FTN be a good income candidate?

Thnx for the great service!!

Q: I am trying to understand the attractiveness of QSR as an investment, having already executed a sell decision...owners of Burger King; Tim Hortons; Popeyes; Firehouse Subs; Carrols Restaurant Group. I never found their "story" very compelling, yet was talked into it a number of years ago by an advisor.

They've never really performed in my view other than provide a modest dividend. Mr. Doyle is nearing the end of his second year leading a turnaround, yet it seems to me not much is turning around. I find it equally puzzling that this stock remains on a lot of recommendation lists and has for years.

I would like your perspective on the stock, its performance to date and where you see it headed over the next 3-5 years.

Thanks as always,

Dave

Q: Some consider Telus to be a potentially significant beneficiary of AI, through its Telus Digital. Do you share this view, or is it really more of a slower growth telco?

Q: Could I have your opinion on HME please. Is it in your Income Portfolio as mention on October 15 post? If so I am not seeing it...
Many thanks!

Q: Hi Peter,

I wanted to get your thoughts on Telus. What do you think about the threat of opening up the competition in this area. How would you look at this risk and what % probability do you think it happens? Is Telus a buy at this level? Is the sector a buy or are risks to big to ignore.

Q: Questions on PPL:

- Can you please provide a bear and bull case for PPL?

- How is its balance sheet compared to TRP and ENB?

- Is PPL different enough from TRP and ENB that one could own all three?

- If one were to own all three (and if BIP.UN is also owned - which has pipelines too) what overall total percentage range of Pipelines would 5i be comfortable with?

Q: Hi fellows,

Looking for a utilities ETF for a growth portfolio.

What do you think of HUTS-T, HUTL-T, UTES-n (Virtus Reaves Utilities ETF)?

Any other coming to mind?

Many thanks,

Jacques IDS

Q: Some positive comments regarding AQN on BNN Market call.
Currently I own shares and am considering adding more.
Would you be a buyer or seller of this stock?

Q: Would you consider AQN a buy now for a 5 year hold?

Q: May we please have your updated analysis on this company and its future prospects. Worth holding or time to sell and move on? Thanks.

Q: I asked this question earlier this week, but you did not provide the prices, so just resubmitting. Thx.

Question:
Of the 27 positions in this portfolio which 6 would you buy now and at what prices?

Answer:
ENB, EIF, SLF, HME, FTS, X

Q: Any Canadian companies paying a decent dividend, that in you opinion, are undervalued these days? Any sector.

Thanks

Q: Is Transalta an AI trade now? The stock has doubled in 6 months and seems to be on the radar for power for AI. Thx

Q: Two part question:

What are the major differences between these two covered call utilities etf's? Wondering why/how UMAX has ~2X dividend yield?

Would it be possible to suggest equivalent covered call etf(s) for US market?

Thank you.

Q: May i have a deep review of the this stock going forward please. Stock has dropped a lot lately and some are saying their debt may cause further downside. Cheers

Q: Thoughts on the investor day ? ( part of your income portfolio so not a question please)

Thx

Q: The last question on ALC was in March. I read that the company has navigated the tariff situation fairly well, has taken delivery of its 100th vessel, has a strong global presence and offers a good dividend. Debt level? Future outlook? Solid investment?

Many thanks.

Q: Wondering if a report update is planned for AW.UN. I see they report earning on Friday. Is this still a good hold for income?