Q: Gil is down over 5% this morning. I have a half position. Is this an opportunity to add more or should I sell? I sell a full position when my ACB declines more than 5%. Thank you.
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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.
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Brookfield Renewable Partners L.P. (BEP.UN $41.60)
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Brookfield Infrastructure Partners L.P. (BIP.UN $51.94)
Q: Your response to a recent question asking which of these companies to add to:
"BIP has grown the dividend by 16% and BEP has grown the dividend by 35.5%. We would use history as the guide here and side with BEP.UN."
Consider over the past year BEP.UN share price increased by 7.5% whereas BIP.UN increased by 36.5%. Over 5 years BEP.UN gained 46% but BIP.UN gained 132%. In my history book BIP.UN wins hands down notwithstanding the difference in dividend increase last year.
Steve
"BIP has grown the dividend by 16% and BEP has grown the dividend by 35.5%. We would use history as the guide here and side with BEP.UN."
Consider over the past year BEP.UN share price increased by 7.5% whereas BIP.UN increased by 36.5%. Over 5 years BEP.UN gained 46% but BIP.UN gained 132%. In my history book BIP.UN wins hands down notwithstanding the difference in dividend increase last year.
Steve
Q: Your preference between Intertape Polynmer (ITP) and ZCL Composites (ZCL).
Consensus eps estimates has ITP earning $1.16 in 2017 and $1.23 in 2018. Not all that inspiring but the business seems stable enough and its in a sector where, I think, if the US economy picks up I can envision the company beating those eps estimates.
ZCL is cheaper using 2017 eps estimates for comparative purposes and seems to have a little better growth going forward. However with ZCL their business seems a little more difficult to predict.
Your opinions are appreciated.
Thanks.
John
Consensus eps estimates has ITP earning $1.16 in 2017 and $1.23 in 2018. Not all that inspiring but the business seems stable enough and its in a sector where, I think, if the US economy picks up I can envision the company beating those eps estimates.
ZCL is cheaper using 2017 eps estimates for comparative purposes and seems to have a little better growth going forward. However with ZCL their business seems a little more difficult to predict.
Your opinions are appreciated.
Thanks.
John
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Brookfield Renewable Partners L.P. (BEP.UN $41.60)
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Brookfield Infrastructure Partners L.P. (BIP.UN $51.94)
Q: BIP.UN and BEP.UN both released their Q4 results in the last two days and both raised their payouts. I currently hold both stocks. If I'm to increase my investment in only one of them, which one would you prefer in terms of longer term growth and further payout increases down the road? Thanks for your insight.
Q: Good Morning.
I wanted to make room for GSY in my RRSP. Would you endorse a switch from ECN/EFN? Or do you see this alternative unnecessary?
Thank you
I wanted to make room for GSY in my RRSP. Would you endorse a switch from ECN/EFN? Or do you see this alternative unnecessary?
Thank you
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Brookfield Renewable Partners L.P. (BEP.UN $41.60)
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Algonquin Power & Utilities Corp. (AQN $8.90)
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Boralex Inc. Class A Shares (BLX $27.21)
Q: I am looking to add renewable energy companies to both my US and Canadian portfolios. Buy and hold for 5-10-20 years. Can you make some reccomendations?
Q: Hi, Looks like MDA is quietly making a comeback. What do you think of its prospects going forward. Is the Canadian govt contract a big boost? Should I think of adding it into my portfolio for the industrial sector(I already have Brk.b, Sis, WSP and SNC).Thanks.
Q: Healthy dividend increase recently announced. Any concerns about adding to a small position at these levels? Any major concerns around debt, operations, interest rates, gov't policy, etc?
Q: Hi Ryan can I pls have your comments on BCE 2016 results .
Market no likey.
Kind Regards
Stan
Market no likey.
Kind Regards
Stan
Q: if you had to pick at current pricing -which of the three -kkr-bam -or Onex -would you feel most attractive?
Q: Can you recommend one or two lumber names that are a good pick right now? thanks
Q: What is Michael J. Fallquist background?
If it's business is in the USA, why is the head office in Canada and why would it be registered on the TSX?
Thanks.
If it's business is in the USA, why is the head office in Canada and why would it be registered on the TSX?
Thanks.
Q: In Crius's distribution, what percentage might be foreign income? Also, would you classified the stock as "consumer" or "energy"?Thanks very much again Henry
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BMO Canadian Dividend ETF (ZDV $28.91)
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $42.57)
Q: Hi Team 5I - Sooo many dividend ETF's how do you feel about ZDV and/or do you have another CDN ETF that you favour?
Q: Altagas Limited ( ALA ) is selling subscription receipts at a price of $31, and I have committed to a purchase. My prime reason for doing so it to enjoy the relatively generous current dividend of about 6.4%. What is your opinion as to whether the company can continue to pay this dividend and the future stock price outlook?
Q: Appreciate u recommendation of KWH.UN.Up 2.25% today.Today RY set $11 tp with sector oerform
Q: Hi Ryan
Thx for the assessment on kwh a great addition
Kind Regards
Stan
Thx for the assessment on kwh a great addition
Kind Regards
Stan
Q: The share price of MIC has fallen from $82 to $74 over the last few days.
I have held the shares for several years and have a good capital gain. I also hold BIP.UN ( both stocks in my RRSP). Would this be a good time to
sell MIC and just top up on BIP.UN. Thanks. Joe
I have held the shares for several years and have a good capital gain. I also hold BIP.UN ( both stocks in my RRSP). Would this be a good time to
sell MIC and just top up on BIP.UN. Thanks. Joe
Q: I hold ALA:T shares. Recently they announced $2.8-bil public offering 2 31/=. Do you thing I should sell the stock and put a buy order for this subscription issue which will participate is dividend also whenever they are on call? How good or accretive is WGL Holding acquisition is and based on this should I acquire more or exit the position now and enter after 6 to 10 months? I have 3% of my portfolio.
Thanks
Thanks
Q: News release: In light of the prevailing market conditions now facing the Fund, it is necessary for available cash, if any, to be used to augment reserves. The Board of Trustees has announced the suspension of future monthly distributions to unitholders. The previously declared January distribution will be paid on February 27, 2017. There is no assurance that monthly distributions will resume in the future.