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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: Hi, Parkland Fuel stock continues to get pounded every day since its recent earnings release, losing over 10% of its value. It was mentioned as a baby Alimentation Couche Tard. Today, ATD.b stock price also showed considerable weakness. I have just started to wonder if there is a rotation out of these consumer names which have done well in past. And, if so, do you see this trend persisting, since money seems to be moving into banks, industrials and energy/material stocks. I have a small position in ATD.b but just doubled my PKI holding to overweight and feel a little concerned. Thanks for your valued advice.
Read Answer Asked by rajeev on November 11, 2016
Q: Hi Peter, Ryan, and team,

In a recent BNN "Top Picks", Daniel Lloyd recommended shorting EMA because of their high debt. He states: "Emera, having recently purchased TECO, is now saddled with $14.7 billion in debt which represents a roughly 13x debt/cash flow ratio on a stock that trades an excessive 18x earnings multiple." Not that I'm contemplating shorting EMA, but looking at a gain of 21%, would you recommend staying the course with EMA, or switching to something like FTS which you seem to like more? Or, assuming appropriate balance among the sectors, would you recommend something else entirely? EMA is presently held in a TFSA, along with CAR.UN, DHX.B, KXS, GUD, PBH, and SIS. All except DHX.B are up, and SIS is up 108%. :) Thank you for your terrific recommendations and on-going advice and insight.





Read Answer Asked by Jerry on November 11, 2016
Q: Hi Peter,
Reits, Telecoms and Utilities have not been participating in the market rallies for a while now. Just wondering when you think that the yields on these types of stocks will start to hold up the stock prices. (a few of mine are starting to get come nice yields on them now.

Thank you,
Charlie
Read Answer Asked by CHARLES LA on November 10, 2016
Q: As a retired income investor, I own TRP (3.7%), ENB (3.5%), ENF (0.7%), PPL (1.7%), IPL (2.8%), ALA (3.7%) representing ~16% of the Canadian investments across all my accounts (registered & unregistered).

I am uncertain whether I should continue to hold all of these because the overall percentage is too high. Keeping in mind that I need income, should I perhaps cut the 16% down to ?? or is it fine to continue with this percentage? Which are your preferred picks for a longterm hold?

Should I rationalize down to 3 or 4 of these names or cut percentages of specific stocks? Do you view any of them as especially risky?

(Canadian banks and telcos represent 24% and 10% respectively of my Canadian investments.)

This may count as another question which is fine:
• Have you any insight into the geographies served by the smaller pipeline companies?
• Is there any likelihood of acquisition/ merger activity between them or with TRP or ENB or ?

Thank you 5i, as always!

Heather
Read Answer Asked by Heather on November 10, 2016
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