Investment Q&A

Q: What is your opinion on this bought deal from Altagas with 7% discount?

Q: Currently I have AQN in a registered account which is about $4.12% of my portfolio in Utilities. I would like to add FTS for another 4%. I have 16% in energy. Does this sound reasonable?

Q: I have always been interested in this company but have never "pulled the trigger". In an answer to a question yesterday you indicated you consider it presently a good value stock. What valuation metric are you using? Scotia Itrade gives two p/e valuations, 14.4 and 16.2. Stockreports+ says is have a trailing p/e of 7.3 and a forward p/e of 9.6. What valuation are you currently putting on this stock? Thank you. Bill.

Q: I used to own both Kruger, Supervalue, Metro but sold a year ago when it was clear that they would be hit over the past year by food deflation. I believe it is time to start buying on value. How would you rank the three? Your opinion may alter my initial thought of buying equal weights of each.

Q: With todays actions in Washington and a nice bump in the price of Trans Canada Pipelined ( new 52 week high ) would you expect a pullback while negotiations take place or will overall current performance continue to move the price higher ?

Gerry

Q: If you could purchase only one of ALA, (Altagas) or IPL,( Interpipeline), which would it be and why.

Thanks for the great service, David

Q: In response to a question yesterday you indicated that you believe that the ALA dividend is not at risk. I have read that high yield can be a sign of weakness in a stock. Is it your opinion that the current high yield of 6.5% for ALA is sustainable at this level? Do you believe that for stocks in general a high yield is an indicator of weakness in any stock? Thank you.

Q: Peter & Co,
Crius Energy had a Q3 loss of $0.14 per share while sporting a 9.15% dividend yield. This doesn't make sense to me. Are my numbers incorrect? Is this level of dividend sustainable? Do you think the solar component of the company will be a major drag on earnings in Trump's USA?
Thanks for your clarification and assessment of the company.
With appreciation for your great service to retail investors.

Q: Could you please confirm for me that the following stocks qualify for the dividend tax credit.
$BAM.a, $CGX, $ENB, $WSP, $SLF, $BCE, $CNR, $MG and the ETF $CEW.

Thanks as always,

Vater

Q: Could you compare the prospects of these two companies going forward

Q: You recently answered a question by saying "For pipeline and/or energy infrastructure, we would suggest ENB and/or TRP."

I hold PPL. Do you feel that ENB or TRP are strong enough to warrant selling PPL to purchase one/both of them?

PS: I really like that you respond to questions so quickly.

Q: Looking at rationalizing my Canadian telcos and would appreciate your ranking in order of the Canadian telco options.
Is there an American telco you would prefer in that ranking?
Preferably looking for dividend income and growth in your choices.
Cheers,
Peter

Q: good morning:
altagas sure seems to be making a lot of news so far this year ]with more news this morning. Do you think they will have to dilute shares to do some of these these deals and would you think since they pay a nice dividend now this could be in jeopardy.

Q: Good evening,
Do you have an opinion on this company? Would you buy it? Do you consider their recent earnings setback temporary?
Thx

Q: I have 2 transportation stocks CP and AC, up 30% and 48% respectively in a very short time. Now they represent 5% each of my diversified portfolio.
Both were an opportunistic purchase since I had no transportation stocks. Do you think I should sell them or there is more upside potential? Industry consolidation in case of CP and AC increasing its cash flow, lowering debt, perhaps paying a dividend (don't sell your winners philosophy)?

Q: Recently, I sold some of my well performing CDN dividend equities (a tenth of my RRSP portfolio), and wish to redeploy to high-quality US dividend stocks paying 4-5%. Any suggestions?

Q: Which sector is currently undervalued in your opinion and what companies I should consider within that sector.

Q: Hi Peter and Team. The Canola Council of Canada suggests 43,000 canola farmers in Canada and Internationa canola demand is growing. Based on INP's 122 contracts to date (and historically steady contract growth) it seems there is a long runway for growth at INP. As far as I know Input Capital has no direct competitors, however barriers to entry on the streaming model seem low. Based on this, my questions are: (1) Do you see the INP streaming model as favourable from a farmers perspective? (2) The Nov 2015 default of 3 contracts seemed large compared to revenue, do you foresee farmers being spooked by the legal action being taken, or is this expected? (3) Are barriers to entry low in this business model? (4) INP's annual report does not indicate the avg length of time streaming deal is in place and renewal rate of streaming contracts to date, are you able to obtain this info? (5) Lastly, INP compares itself to precious metals streamers in its Jan 2017 presentation, do you think that is a fair comparison? Thx!

Q: Hi 5i team,

Trump’s speech at his inauguration reflects his commitment to protectionism and jingoism. If his push for ‘Buy American First’ indeed becomes reality, please go through the three 5i portfolio and identify those Canadian companies whose business operations and revenue will be negatively impacted. Thanks.

Q: Could you give me your opinion and outlook
tks