Investment Q&A

Q: I currently own Fortis, Emara and Canadian Utiliites. I am considering ZUT but am looking for a dividend grower. I see their 5 year dividend growth rate is negative ( G & M watchlist ). when I look at the dividend growth of some of the stocks in the ETF this does not make sense. Many have positive dividend growth over this period.
Is there any reason I would not expect the dividend growth to be weighted average of the underlying holdings less the MER of .62%?

Can you think of any other reason not to buy ZUT for utility exposure ( as opposed to the individual stocks )

Many thanks as always.

Paul

Q: Would you please list your top five utility picks for income investors? Many thanks,
Peggy

Q: Do you have any opinion on this ETF as a small part of FI portfolio? Thanks

Q: Can you please rank the following Power companies best to worse. AQN, RNW, BLX,CPX and INE. I currently hold AQN and am thinking of adding to the sector. AQN is 5% of my portfolio. What is your view of the maximum % to hold in this sector?

Q: Hello Peter and Team,

Should the news below be of concern, or does it represent a good entry point for AQN, since it's down today? I was considering AQN for my TFSA, since I have some new cash to deploy since the 'merger' of CDV. Or would you say that AQN isn't enough of a "grower" for a TFSA?

NEW ORLEANS, Feb. 11, 2016 /PRNewswire/ -- Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of Kahn Swick & Foti, LLC ("KSF") are investigating the proposed sale of The Empire District Electric Company ("Empire" or the "Company") (NYSE: EDE) to Algonquin Power & Utilities Corp. (TSX: AQN). Under the terms of the proposed transaction, shareholders of Empire will receive only $34.00 for each share of Empire that they own. KSF is seeking to determine whether this consideration and the process that led to it are adequate, or whether the consideration undervalues the Company.

If you believe that this transaction undervalues the Company and/or if you would like to discuss your legal rights regarding the proposed sale, you may, without obligation or cost to you, e-mail or call KSF Managing Partner Lewis S. Kahn (lewis.kahn@ksfcounsel.com) toll free at any time at 855-768-1857.

To learn more about KSF, whose partners include the Former Louisiana Attorney General, visit www.ksfcounsel.com.

Kahn Swick & Foti, LLC206 Covington St.Madisonville, LA 70447

As always, thanks for your valuable insight.

Q: will you please advice if this is a safe buy? whats with the dividend

thanks donald.

Q: Peter and Team,

TransCanada has a bond with a maturity in July 17, 2025. The bond has a yield to current ask of 3.48% (coupon is 3.30%). Any thoughts or concerns about purchasing this bond with the intent to hold to maturity?

For information, my current portfolios are 85% equity and 15% debt.

Q: I own a bond issued by Aimia, (Corp. AIMC 6.95 01/26//17). The company seems to be having its troubles lately. Is the company secure and do you think the bond is safe and will mature at par on its maturity date? If you can help I would greatly appreciate the support.

Q: good morning to you all
do you think its a good time to get in at 1.70 +or -
thanks

Q: could you explain the Dutch Auction ?

Q: Your thoughts on the earnings and should I keep holding.

Q: Hi Peter just wondering what you thought of fcd.un is the div. safe thanks for your input Kim

Q: Do these have a place in this market for a retiree seeking for moderate income and security and would the tlt have better potential . Thanks have a good day. Tom

Q: There is an investment(!) strategy whereby the dividend payout dates are used as the basis of buying and selling equities for multiple payouts during a year. Intellectually this sounds interesting. Is a plan such as this practical, feasible, legal, moral etc. On the surface this might generate reasonable returns if mid tier dividend payers are followed closely , with all the usual selection criteria employed. Are there serious tax implications? Your usual pragmatic overview please.

Q: Re answer to Ron's question on bond investment yesterday, it was mentioned "use CBO for better diversification in the corporate sector. There are 'target date' ETFs that provide a diversified pool of bonds maturing in a specific year. They are not perfect but do help to solve this problem a bit."
Can you please expand on the reasons why the target date ETFs are not perfect and the pros and cons between owning CBO and build a ladder using multiple target date ETF? Do they have similar YTM?
With target date ETFs, isn't the initial investment guaranteed plus YTM at maturity; whereas with CBO, after say 5 years, there is no guarantee one will get back the initial investment pending on the bond market and interest rate trend? Thanks for explaining in more details.

Q: Could I please have your thoughts on Brookfield's recently announced results. Thank You.

Q: Just Energy released 3rd quarter results and the share price got clobbered yesterday. What is your take on the results?

Q: Baught AQN a few days ago for my TFSA. I am looking for long term gains. Presently I am down by 10%, should I keep or switch to another stock

Q: In my husbands Rrsp account we have been generally following the income portfolio with regards to equities. Since he doesn't have a pension, it is important that it generates a steady income while preserving capital although he would not be touching capital for a few years. We recently added Bns when the dividend went to 5.5%. Given Boston pizzas increased dividend announcement and its drop in price today, would you purchase it today for income knowing that the stock price will probably increase in the further when the markets stabilize or are there other stocks that are more compelling.
Thank you.
Maggie

Q: Hi,team thanks for all your great insight. I would like your views on Linamar and would you expect this company to benefit more than Magna from the low dollar.