Q: Could I please have your comments on the recently announced earnings of this company? Thanks
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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 Team
Can you give me your opinion on Ai
Thanks Mike B
Can you give me your opinion on Ai
Thanks Mike B
Q: I currently own BIP.UN and done well. I am looking to add a position in BBU.UN. It's a fairly new company and I like the space that they are in. Can you please give your recommendation.
Q: I purchased Altagas subscription recipts when you provided the info about a buying opportunity. How long would you suggest holding this for the objectives to materialise. I am in no hurry to sell this but just wanted to know. Thanks again for your excellent service.
Shyam
Shyam
Q: In your opinion, is the dividend from AIM "safe" if I'm contemplating a purchase or is it better to wait to see the 1st quarter results next week?
Q: Your thoughts on ER? Looks solid to me. Thanks.
Q: How would you compare CPX and Gibson Energy going forward for the dividend and some growth.
Q: Your Q&A refers to potential dividend and cash flow concerns raised by short sellers. I cannot find any discussion of this issue in your notes so I wonder if you could follow up and indicate whether these concerns have any merit and if so what basis they have. The price is down to a level which otherwise could be an attractive entry point. Thank you.
Q: David Taylor was interviewed in the Globe and Mail today. He feels there is value in HCG. His optimism rests on the book value of the company, which he estimates is between $15 and $28 a share. Do you feel this is a reasonable estimate of book value? If so could there be a significant opportunity for brave and patient investors?
Q: Regarding VSN (Veresen) being bought by Pembina (PPL), some are suggesting this might put Enbridge in an untenable position (50% of Alliance!), and they will/should/could make a competing bid, particularly as the premium for VSN is still below what it was trading for a year or two back (as high as $19.40 in 2015, although they have sold assets since). Do you see this as a likely possibility? Is that what is causing VSN to trade below its takeout price?
Q: Can you please rank the three pipeline utility companies: IPL, PPL, and ENB. I'm particularly interested to see your thoughts given the PPL/VSN deal and the big drop in PPL's share price.
Thanks!
Thanks!
Q: Hi everyone,
Could you please provide comment/analysis on CanWel Building Materials with specific reference to: 1) growth rate over the next few years 2) characteristics of industry sector
3) sustainability of rich dividend based on available cash flow/payout ratio 4) debt/equity relationship and finally 5) the close (conflict of interest? relationship of CanWel CEO and their largest shareholder, Fortuna whose founder/CEO is one and the same as the CanWel CEO. I am investing for the long term based on solid capital gain expectation and dividend income.
Thanks so much,
Dean
Could you please provide comment/analysis on CanWel Building Materials with specific reference to: 1) growth rate over the next few years 2) characteristics of industry sector
3) sustainability of rich dividend based on available cash flow/payout ratio 4) debt/equity relationship and finally 5) the close (conflict of interest? relationship of CanWel CEO and their largest shareholder, Fortuna whose founder/CEO is one and the same as the CanWel CEO. I am investing for the long term based on solid capital gain expectation and dividend income.
Thanks so much,
Dean
Q: After 6 1/2 years I finally sold Verizon as its share price and prospects have been trending downwards.
I hold BCE and T, together worth 7.2% of my portfolio. I usually keep Telcos at around 10% so I am debating whether to add to BCE and T or to consider Rogers or Cogeco to replace V.
- BCE and T have both been on a tear and sporting rich RSI's, but have a notably higher yield than RCI.
- Rogers is up 50% in the last 21 months.
- Cogeco has caught fire after years of treading water.
What's a guy to do?
Thanks!
Kim
I hold BCE and T, together worth 7.2% of my portfolio. I usually keep Telcos at around 10% so I am debating whether to add to BCE and T or to consider Rogers or Cogeco to replace V.
- BCE and T have both been on a tear and sporting rich RSI's, but have a notably higher yield than RCI.
- Rogers is up 50% in the last 21 months.
- Cogeco has caught fire after years of treading water.
What's a guy to do?
Thanks!
Kim
Q: I own 1400 shares of VSN,collecting $117 per month! What will I collect from PPL per month in November?
Q: I own them both in significant quantity. Vsn trading about $18.16 and Ppl at about $42.56. Do you see any arbitrage trade between the two at this level or do you have any comments about this first day of trading after the news?
Q: What are your thoughts on this takeover by PPL? It is a good long term move for the company? Pros and Cons please.
As always, your advice is highly valued.
As always, your advice is highly valued.
Q: Advice re the Pembina/Veresen deal. VSN is up and Pembina is down. Would you sell VSN and then purchase PPL with the proceeds on the hope it returns to its original price.
Wayne
Wayne
Q: Would you buy Pembina now knowing about the up-coming deal with Veresen. I see Pembina is down today so has it become a good investment buy for a long term hold and dividend income security?
Q: I own both companies, should I sell Veresen or take the .4287 PPL exchange,either of those options would take me over a 5% allocation in my portfolio. If I sold the VSN and wanted another pipeline company who would recommend.
Q: Hi5i,
Could you comment on Keyera. How does the balance sheet look and the sustainability of the dividend? Would it be considered a decent buy at these levels?
Thanks Dave
Could you comment on Keyera. How does the balance sheet look and the sustainability of the dividend? Would it be considered a decent buy at these levels?
Thanks Dave