Q: Hi Peter I held IPL for many years and I am thinking of swapping for Enbridge due to less oil sands exposure .
Whats your thoughts
Kind Regards
Stan
Q: In order to diversify toward the US. i would like to begin a position to this co. the interest at 3.37 is interesting,i'm 72 and plan to let it ride in my TSFA for the (long? or medium term)this stock could be considered an income?
Thank You
Q: I am nearing retirement. Most of my savings is in a non registered account (75% non registered and 25% RRSP). Can you suggest tax efficient ways of managing the fixed income portion of the non registered component? I understand ZBD and BXF are tax efficient. Would you recommend these or do you have any other ideas? MERs are important and I noticed the management fee for BXF is about .2%. With a return of only about 1% does an investment in this make sense?
Q: Are these stocks worth adding to at these levels. Have the higher rates been priced in or is this just the start of the rotation out of the sector if rates indeed go up
Q: I am a retired, conservative dividend-income buy-and-hold investor, with a pension, CPP, and annuities. I am looking to top up a half position in Fortis. Even though I am not a "market timer", I am looking at different options:
1. Just top up now
2. Wait for the Fed to raise USA interest rates in December. Theoretically, this would cause FTS to sell off, so I could buy it cheaper. However, roughly 45% of FTS is non-Canadian. So in this scenario, wouldn't the USA dollar increase relative to the CDN $, effectively making it more expensive to buy FTS (I am buying it on the TSX)?
What are the interest rate and exchange rate impacts and are they significant enough to cause me to avoid option #1, above?
The FTS metrics look really good right now (P/BV = 1.3, P/E = 16.2, P/S = 1.7, P/CF = 6.4). I'm tempted to ignore the interest and exchange rate issues and just top it up.
Q: If we believe all we are hearing there could be a lot of government spending on Infrostructure both in Canada and the US. With this in mind how would you rate the above companies for growth in the next 2 - 3 yrs? Which would be benefitting most from US expenditure? Any others you would prefer?
(If this is more than one question - OK) I always appreciate your good advice. Thks.
Q: Is there an ETF listed on the TSX that replicates fairly closely Barclays Global Aggregate Bond Index? If so, what is your opinion of the fund as a core vehicle for the fixed income allocation of my portfolio, in addition to laddered GIC's? Many thanks!
Q: Hi Peter /group I presently have around $300,000 cash (in a tradable business account)I do not want to take any /little risk with this hard earned $. What should I invest in with Capital preservation being the #1 focus. Thanks for your valued advise
Q: Hi I have some money that I want to park for a few years in a couple of stocks that are considered conservative. I am thinking of ALA and Chemtrade. They both seem reasonably priced. I will be reinvesting the dividends. Are these good choices and can you recommend a couple of others? I have considered SLF but it sure moves quickly based on interest rate news or rumours. Thanks, Bill.
Q: Hi,
I've found myself having a position in both these companies. Do you see long term value in keeping both, or do you think there's too much overlap between them? I have been thinking about buying into marijuana stock now and would be rolling any money from a potential sale into it.
Q: Hi Team, I'm wondering what the story is with the BIP.UN dividend/distribution. Did they announce a cut to their latest distribution? Any commentary on the outlook of BIP.UN going forward would be appreciated.