Investment Q&A

Q: Hello,

I currently have a half position in ENF and IPL representing the energy portion of my portfolio at ~4%. I am looking to build my energy position slightly and was considering building ENF to a full position or selling it to go for a full position in ENB. Which way would you lean for long term position at this time?
Thanks,
Jeff

Q: Bad news, followed by downgrades. Would you recommend holding, or is it time to sell? Thank-you.

Q: Thinking of adding to the following: AQN, CPX, PPL, T, WSP.
Could you please give me your pick for growth and income.
Thank you

Q: Morning. I would like to hear what you think about this great dividend paying company with little or no debt. Many thanks. ID

Q: Could I have your opinion on holding on to WTE,please.

Thanks
Bob

Q: Hi, There was an article published in Globe & Mail, yesterday with title "BCE payout hikes not so bulletproof". The article mentioned a report from Accountability Research Corp about how "Free cash Flow" term is used by the company. More specifically question was about exclusion of expenses related to voluntary contributions by co. to its employees defined benefit pension plan and acquisition costs from Free Cash Flow. G&M writer argued that including these expenses in free cash flow will result in BCE's dividend well outside the target range of 65-75% of FCF. BCE executive, in an email, explained company's reasoning to do so based on inconsistent nature of these items. Could you please share your thoughts on this. I think, this article could be a reason for BCE share price decline on March 10. Thanks

Q: What are your thoughts on Intertape's earnings. They report in US dollars so the shares appear attractively valued to me. Are there current underlying issues that would justify the low multiple (debt)? I know historically they have had their hiccups but am I correct in assuming these are mostly behind them?

Q: Between these 2 stocks, they represent about 8% of my overall portfolio. Trying to bring my allocations back inline ...would you keep both ? If you had to choose which one to sell, which would it be ? FSZ/MIC

Q: I currently hold both ZGI and BPI.UN in my RRSP.I am thinking of selling ZGI and buying more BIP.UN because of the higher yield.I realize there is more diversification from ZGI but i am concerned
with income.The share price of BPI.Un has outperformed ZGI over the last 5 years. Any thoughts are appreciated. Joe

Q: Which stoke in your opinion will benefit from upcoming federal budget?

Q: I purchased ZRE a month ago at $16.90 and am up 9% for the 30 day holding. It currently makes up 1.5% of my total portfolio. I am contemplating averaging up the holding to 15 % of my total portfolio. The fixed income portion of the portfolio is 30% and ZRE would be included in the equity holdings { the remaining 70% } In your opinion would the 15% position of the total portfolio be too much concentration risk and if not what range would be reasonable? Thank you

Q: Hi there - with the recent run up on the stock price, would you think it is okay to buy in here (closed at 52-week high of $26.88), or would you wait for a pull back? If so, what would be a good entry point. Thanks!

Q: Veresen presents there year end results as "strong". What are your opinions on the numbers. I own it. Thank you.

Q: The company has released it's 4th quarter results and management seems to be confident they can afford the dividend although many of the financial metrics seem to have declined. I am wondering what your thoughts are? I couldn't see a cash flow in the release.
Many thanks.
Mike

Q: What are the chances of the Dutch Auction buyback announcement shaking off some of the short sellers?

Q: Could you please clarify the recent deal where Imperial Oil has sold its retail ESSO stations to various entitities, including PKI and ATD? In one news article, it seemed to suggest that PKI purchased all of the "On the Run" convenience stores and some of the gas stations. Howefer, in reply to a previous question, you stated that ATD had bought some of the gas stations but it would seem to me that they would want the convenience stores as well, so I am left wondering who purchased what.

Could also comment on how you see the acquistions affecting both ATB and PKI.

Thanks for the insight.

Paul F.

Q: Do you know how ATD.B plans to pay for their acquisition of some of Imperial Oils gas stations?

Q: Am I correct in assuming if I purchase the likes of ENB or TRP in US$ on a US exchange, my dividends would be in US$?

Q: bought at 50 should i sell or hold would you recommend something else in this sector that could regain my loss . thank you

Q: What would three of your favourite infrastructure (ports, toll roads, etc. but not engineering/construction) companies be and would you include LGT.b in that group? Thanks for your service.