Q: What do you think about the $3.2 Billion TransCanada deal at $58.50?
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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: How would you compare SPB and AQN for growth and dividend sustainable going foward ?
Q: Reading the prospectus I am interested in this debt offering by Fiera. Have you seen this and do you have an opinion? Units T began trading today.
Q: Could you please commit on their latest earnings and what you think of this company going forward.
Q: See Alaris is hitting 52 week lows. Any reason that you are aware - tax loss selling or other? Would you be a buyer here for the long term? Do they have cash flow to cover their dividend?
Q: I am a retired, conservative, dividend-income investor and receive a pension, CPP and annuities. I own AD, ALA, AQN, BNS, BCE, CJ, CGX, ECI, FTS, PBH, RY, TRP, WCP, WEF, WSP, XIT, ZLB, RBC Cdn Equity Inc, Sentry Cdn Income and Sentry REIT.
I am almost fully invested with roughly 5% cash to top up my holdings, mostly in the industrial and consumer sectors and maybe a little in the financial sector. I have filtered it down to 4 candidates: ABT, KBL, MG and SLF.
Question 1 = are there any "red flags" within my current holdings that I should consider selling?
Q 2 = are there other candidates, besides the 4 that I have selected, that I should consider buying, that would compliment my current holdings?
Q 3 = are there any liquidity issues (ABT, KBL)? I think I have selected ok candidates.
Q 4 = Depending on the candidate, should I wait for the tax-loss season to wind down?
I am, for the most part, a buy-and-hold investor.
Thanks for your help,
Steve
I am almost fully invested with roughly 5% cash to top up my holdings, mostly in the industrial and consumer sectors and maybe a little in the financial sector. I have filtered it down to 4 candidates: ABT, KBL, MG and SLF.
Question 1 = are there any "red flags" within my current holdings that I should consider selling?
Q 2 = are there other candidates, besides the 4 that I have selected, that I should consider buying, that would compliment my current holdings?
Q 3 = are there any liquidity issues (ABT, KBL)? I think I have selected ok candidates.
Q 4 = Depending on the candidate, should I wait for the tax-loss season to wind down?
I am, for the most part, a buy-and-hold investor.
Thanks for your help,
Steve
Q: About chesswood,you mentioned that it looks like the company is making itself ready to be sold or taken over.
Can you give me more clarity about this and what are the signs you are seeing?
Can you give me more clarity about this and what are the signs you are seeing?
Q: I came across this article this morning and would like your take on the thesis put forward by the author.
The case against dividend ETFs
Friday, October 28, 2016
ROB CARRICK
Thank you for considering my question.
The case against dividend ETFs
Friday, October 28, 2016
ROB CARRICK
Thank you for considering my question.
Q: I'm an income investor who purchased 5000 shares of ECI at $16.57. As I am holding about 7% of my portfolio in ECI, I am wondering if now is the time to sell half of these shares and invest in some real estate as this is an sector I don't have any holding in.
Q: I am just about to give up on Empire A. Do you think Cineplex would make a good switch in a Balanced/Income portfolio?
Or should I just bide my time as I am currently down 27% and hate to lock in the loss? Letting go is always a problem for me as I suppose it is with a lot of retail investors.
Or should I just bide my time as I am currently down 27% and hate to lock in the loss? Letting go is always a problem for me as I suppose it is with a lot of retail investors.
- BMO Floating Rate High Yield ETF (ZFH)
- BMO High Yield US Corporate Bond Hedged to CAD Index ETF (ZHY)
Q: BMO has a risk rating for ZYH and ZFH of low to medium for each of
these etfs.Would you agree with this assessment? Joe
these etfs.Would you agree with this assessment? Joe
Q: 11:13 AM 10/30/2016
Hello Peter. I have a 1.2% position in Chesswood for income and some growth, and am down 32% at present. The data I see on the company is:
Dividend $0.84, Yield 6.8%, POR 75%, P/E 7.5. Earnings $1.12, so to me it looks pretty good.
How solid do you think the company is and do you think the dividend is reliable and sustainable over the long run? Would you advise doubling my position at this price.
Thank you............ Paul K
Hello Peter. I have a 1.2% position in Chesswood for income and some growth, and am down 32% at present. The data I see on the company is:
Dividend $0.84, Yield 6.8%, POR 75%, P/E 7.5. Earnings $1.12, so to me it looks pretty good.
How solid do you think the company is and do you think the dividend is reliable and sustainable over the long run? Would you advise doubling my position at this price.
Thank you............ Paul K
Q: Peter and Team
As the sector allocation between ZLB and XMV (both identified Low volatility ETF) is significantly different. Could you please confirm which ETF would be most suitable to replace Sentry All Cap Income Fund with a MER of 2.68%?
Thanks
Sylvain
As the sector allocation between ZLB and XMV (both identified Low volatility ETF) is significantly different. Could you please confirm which ETF would be most suitable to replace Sentry All Cap Income Fund with a MER of 2.68%?
Thanks
Sylvain
Q: What are your favourite Canadian renewable companies for a 5 year investment ? Thanks.
Q: I am up 17% on BCE.
Would it make sense to sell some BCE stock to buy Telus thus diversifying risk & growth opportunity between two companies?
Would this same logic apply to say Enbridge & Fortis?
Would it make sense to sell some BCE stock to buy Telus thus diversifying risk & growth opportunity between two companies?
Would this same logic apply to say Enbridge & Fortis?
Q: Would appreciate your analysis of Superior's third quarter financials.
Thank you.
G
Thank you.
G
Q: I have been looking at CHW, as a small holding, for income. In the last couple weeks it is down about 10%. This makes it look more attractive, but I can't help but wonder if something is up. What is your opinion of CHW, and is there any reason you can see for the recent price decline? What is the payout percentage, and your view on the dividend sustainability?
Thank-you
Thank-you
Q: Hi,
I own ALA and IPL. I was going through the Q3 report for ALA and there were a couple of points that concerned me. First is that the Company has a working capital deficiency in the third quarter of $287 million for a quick ratio of 0.67. They also didn't generate enough funds from operations to cover their dividend payments and capex for the quarter. Debt to total capitalization is reasonable at 45%, but some other metrics are less rosy. I realize that some of the cash flow shortfall can be offset by the DRIP. Are you concerned by these metrics? IPL also had a small working capital deficiency in Q2 2016, but not a cash flow shortfall. Is it expected in these high leveraged businesses?
Thanks,
Jason
I own ALA and IPL. I was going through the Q3 report for ALA and there were a couple of points that concerned me. First is that the Company has a working capital deficiency in the third quarter of $287 million for a quick ratio of 0.67. They also didn't generate enough funds from operations to cover their dividend payments and capex for the quarter. Debt to total capitalization is reasonable at 45%, but some other metrics are less rosy. I realize that some of the cash flow shortfall can be offset by the DRIP. Are you concerned by these metrics? IPL also had a small working capital deficiency in Q2 2016, but not a cash flow shortfall. Is it expected in these high leveraged businesses?
Thanks,
Jason
Q: Could you please provide the NAV for MEQ .
Thanks
Thanks
Q: I've owned this stock for some years and have been disappointed with its movement. I do like the management of the Brookfield companies in general and would like to consider trading out my position with another Brookfield company. What is your opinion on 'BOX' and might you prioritize another Brookfield company?