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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: Further to Andrew's question re EIF, I attended their annual meeting in Winnipeg this morning. Part of the earning miss is that the company serviced 12 aircraft over the winter, when business is slower, rather than space the work throughout the year. This impacted the last quarter's earnings, but the company predicts earnings will improve in the next two quarters.
Read Answer Asked by Patricia on May 11, 2017
Q: Hello Peter,

Can you provide your thoughts on SLF latest earnings? Do you see the US weakness as something the company can manage through or is it time to make a switch to another insurer? Ideally, I would like to add to my position in this 2nd quarter in a row of weakness with the long term view of higher interest rates.

Thanks for all the great work and advice,
Angelo
Read Answer Asked by Angelo on May 10, 2017
Q: Good morning! I have some Hydro One that I purchased when it first went public. It's done okay-ish with the dividend but seems to be in a rut now and with another share offering announced, it seems like it won't be going anywhere anytime soon. I was thinking of switching it with Algonquin and wondered what you might think of that strategy? Thank you for all you do.
Read Answer Asked by Jill on May 09, 2017
Q: Dear Peter and Team,

My weighting in bonds has decreased as my stocks (matching BE portfolio plus some US and international holdings) have increased. I was considering trimming some stock gains and adding some short-duration bonds. What do you think of the following two choices?

1. AT&T INC, 3.2 coupon (current Ask YTM is 2.77835%) maturing 3/1/2022
2. FORD MOTOR CREDIT CO LLC, 3.336 coupon (Ask YTM 2.71415%), maturing 3/18/2021

The goal I am trying to achieve with the bonds is preservation of capital with small returns as a bonus and reduction of portfolio standard deviation by adding low-correlation securities. Current total bond weighting is about 7.5% and I am 35 years old.
Read Answer Asked by Marc on May 09, 2017