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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: KWH.UN has dropped quite significantly, even though they have declared a dividend increase and improved numbers all round last quarter (EBITDA, Revenue, Customer base, etc). Any reason for the drop that you can see, or is it just the run from Canada and income stocks. Would you rate it a buy at these prices for the income investor?
Read Answer Asked by Elizabeth on November 14, 2016
Q: the Brookfield complex (bam.a.....bip.un ....bep.un)has been off meaningfully post the US election .Are you concerned about anything fundamentally different post the election for the BAM names?
Read Answer Asked by Kim on November 14, 2016
Q: My portfolio is light on industrials as I only own wsp and sis. What else could I add? I'm not comfortable with nfi as I find it expensive. What are 4 or 5 names that you like in the industrial sector. Would a rail company be a good idea as I beleive they fall under industrials.
Read Answer Asked by Carla on November 14, 2016
Q: Since mid-year when VNR hit $23, it has been on a steady decline and then, of course, with the new threat on renewables, it has dropped considerably. Q3 showed weakness in Gaz Metro net income and now I await YE results. Any insight into what Q4 looked like? Should I sideline this one and wait for the dust to settle on the renewable threat or should I just sell because VNR will continue to perform poorly?

Carl
Read Answer Asked by Carl on November 14, 2016
Q: I see that a number of very interest-sensitive vehicles are still included in your income portfolio such as CPD, XHY and BEP.un and a few others.
Given what happened last week and right now with interest rates should we be lightening our position on these types of investments? Put another way, is it your call that medium and long rates will keep on going up?
Read Answer Asked by Robin on November 14, 2016
Q: How would you suggest I invest $100,000 in fixed income today, or would you recommend I hold the cash position into December? My only fixed income holding at present is a $200,000 5 year GIC ladder. Thanks, Barrie
Read Answer Asked by Barrie on November 14, 2016
Q: Hi, ENB and BIP make up up 16% of my equity portfolio (8% each), plus I own BAM at 4%. I've been considering a trim but they've been the stalwarts of my portfolio and I've been skeptical of a big inflation/interest rate increase. Now, with talk of Trump's inflationary fiscal policy, do you think it's time to reduce these stocks? or do you feel the benefit of infrastructure spending will offset the negative effects of rate increases on these stocks?
Thanks.
Read Answer Asked by Mike on November 14, 2016
Q: I would like to increase my holdings in pipeline stocks. My interest is a combination of dividends and capital gains. Which of the following would give the me the largest return over a 3 + year period - ALA, ENB, IPL, or PPL. My only current pipeline holding is TRP.
Read Answer Asked by George on November 14, 2016
Q: I am concerned about Chemtrade based on poor quarterly results, closing risk of Canexus takeover, high distribution ratio, lack of dividend growth. Subject to your comments on Chemtrade, I would look to replace it with Telus (T) or a consumer defensive stock. In the latter case, I would be looking for a dividend yield of at least 4%.
Read Answer Asked by Carl on November 14, 2016