Investment Q&A

Q: Can you give me your thoughts on the following 3 companies, PPL, ALA, ENF, do you think this a good time to add 5% position for each of these 3. I currently hold KWH.UN (5%), BCE (5%), BEP.UN (5%), ZDV (25%), ZPR (35%), and ZRE (25%), I am up currently up 26% on ZPR, thinking of reducing my exposure to ZPR znd add these 3 names.

Q: Hello Peter, Ryan and team:

In the current political/rate increase climate what is a good % in terms of asset allocation for Bonds for a 60+ year old couple who are medium risk takers. Further more inside the bonds what should be % for Short term/medium term, Corporate and high yield bonds. I understand it is not a good idea to hold Long term bonds though Vanguard has just released several ETFs incl Long bond ETF! When the experts on BNN or in Business pages talk about "cash" position 30% etc., I presume they mean cash/GICs and Bonds?
Always enjoy your take on things .
Mano

Q: I don't wish to belabor the points that have been brought up on the ala sub receipts.I bought half a position in ala, I sold some of my Box.un,and my plan was to wait to see what happens with the offer before I sell the rest. Looking at the price difference between the common shares and subs, I am tempted to buy some more of the ala subs now. Just trying to get my head around the pro's and cons. I understand that the shares held in escrow will probably get about 2% interest, creating a shortfall that will need to be paid from escrow funds, maybe around $.10 a share per month.One of the fellows said that if the deal falls through, the sibs will get back $ 31, what if there is not enough money in escrow to pay this, will ala pay out the shortfall.One last thing, someone said that this may not close for over a year, if so, does that mean that the escrow shares will need to pay out the shortfall of the dividends?, if so it could well be over a $ 1.00.Sorry for this being so long winded, but do I have the "facts" right
Thank you in advance for your response.

Q: I was wondering if the States put on a duty or tariff or whatever they might call it, what affect will it have on the pipelines, ala and ipl

Thanks

Q: Why do pipelines, such as PPL, ENB and ENF, have been sold off so aggressively in the last while? Any particular reasons? Since Keystone XL has been revived would it not give the pipeline sector a boost?

Q: Pls. provide the details of JE's new pref share offering. Is there a reset minimum; over what base i.e. 5 yr. Canada or; are there any unusual wrinkles?
Also what is your opinion of the offering and the effect of resulting debt reduction on the Company?
Thank you, Hugh

Q: Zcl down 4% today. Any news to account for this? Is Zcl attractive at this point ?

Thx

KR

Q: Hi peter
What your thinking on the long closure on this acquisition June 2018.
The sub receipts are income until then and what about being accretive do we have to wait till next year to see any results from the acquisition and div increase?
This seems to be a very complex scenario wonder if should cut and run.
Kind Regards
Stan

Q: I own BCE and want to add to this sector. My choices are either Shaw or Telus and would ask what your preference would be and why?

Wayne

Q: Of all of the Brookfiekd companies, which one would you say had the best growth potential over the next five to seven years, regardless of yield and risk, thanks?

Q: Just a comment to Mike re: TDWaterhouse and the Altagas dividend. TDW rounds off to even cents on its quick quote screen, so ALA's actual dividend rounds up to $0.18 and is reported as such (the dividend received by the investor is accurate). I have also found that sometimes they include a special one-time dividend/distribution in the rolling figure, which can significantly reduce the accuracy of the reported figure. If you find a stock of interest, best to check the company website to confirm the actual dividend payment.

Q: My question is more a general. I am looking at the Tdwaterhouse investments site and I am wondering how they calculate the dividend rate. The company that leads to this question is ALA who's listed dividends are .18 per month or $2.16 /year. The share price was $30.46 and the dividend rate listed is posted as 6.89%.
My calculation would be 2.16/30.46 = 7.09%. Why the difference? Their rate does adjust with the price changes. Does their rate reflect dividends paid in the last year and hence not include dividend increase part way through year or going forward.
As an investor I am interested in the dividend rate going forward. What am I missing. When should dividend increase be reflected.
Thank you again for your excellent service. ps kwh is of to a great start.
mike

Q: Why are these subscription receipts trading below the common shares? They receive the same dividend and if deal doesn't close, you get $31.00 back. Am I missing something?

Q: You recently commented that you did not favour this co. Can you expand on that ?? Thanks as ever

Q: Good morning
I was wondering what are your thoughts on Hudson Bay company (HBC). I know retailers are hurting now, is HBC a good value right now? I Recently heard that hbc property holdings are worth quite a bit and that HBC maybe spinning off REIT? What are your thoughts on this and HBC taking over MACY'S.
If HBC is not good, do you have an alternative you recommend?

Q: Hi Peter and group I am up on EXE (28%) in the last 2 yrs I was thinking of adding some more . Is this a good idea or do you recommend another stock in the same space

Q: Hi peter
This morning the common share is trading fine slightly over $31 the new subscription receipt is a dollar .what would cause investors to dump a receipt they just paid $31 for the subsriction is trading today at around $30?
Kind regards
Stan

Q: Hi 5i: I split my investing between a number of different portfolios. One is a dividend reinvesting portfolio focused on dividend growers - all Canadian at the moment. My holdings consist of the usual suspects, big companies covering banks, telecoms, pipes, and utilities. I added a small position in Crius a few days ago, but I want to diversify some more. Any suggestions? I have no industrials, bio/health, consumer or info tech. I could include US stocks if necessary. If you would make a few suggestions I would appreciate it. Many thanks.

Q: Yesterday BNN guest suggested TRP.PR.K to use as a saving account as it is a reset with a minimum 4.5% reset or better. For those of us with excess cash do you recommend using this security as an alternate to a MMF?

QQQX was pointed out to me as an interesting CEF with a 7.1% yield as well as some very interesting growth oriented holdings. What do you think about this CEF?

With thanks

Sheldon

Q: I'm starting to question why I should keep holding-on to "Peyto" for its 4.7% dividend. Natural gas lost of lot of ground and Equity Clock shows that seasonally it goes much lower during the end of summer. What concerns me the most is this: Could PeyTo be impacted by Trump's BAT? GameHost has a 5% dividend. If what I want is income and insulation from the Trump's trade war, is that a smart switch?