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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 all, as background, TA is selling assets to RNW early in the new year (January 2016). RNW miniority shareholders need to approve the transaction, but it is accretive and RNW would boost its dividend by 5% immediately so approval looks probable. Upon completion of the transation, TA will own 64.3% of RNW, which is worth $5.78 per share (based on an RNW market price of around $10.00), plus TA does have other assets (unfortunately coal fired plants in Alberta, but they must be worth something). So I am wondering why you think TA shares are trading at only $4.20, which is a 27% discount to the value of its investment in RNW only?
Read Answer Asked by blaine on December 13, 2015
Q: Hi 5i Team, thanks for all your advice. Can you tell me if you think DCI is a good buy at this price? do you know why it is falling? will it hold up in a rising interest rate environment? thanks Ken
Read Answer Asked by Ken on December 13, 2015
Q: Diversified pays a nice dividend. do you think it is sustainable? and will it hold up in a rising interest rate environment?

thanks Ken
Read Answer Asked by Ken on December 13, 2015
Q: Shares dropped another 20% from September - bought back another 120,000 shares. Also hedged another 12 months of much lower gas costs. They still have high debt but maybe a reasonable short term hold??? Your opinion again. Thanks.
Read Answer Asked by Robert on December 11, 2015
Q: Hi Peter and Team,

SPB hasn't been performing too well lately, and I'm wondering if their recent announcement "Superior Plus Announces December 2015 Cash Dividend and Reestablishment of Dividend Reinvestment Program" will help the stock going forward. The DRIP will apparently have a 4% discount. Should I hang on to my position in SPB in an otherwise balanced portfolio, and enroll in their DRIP? SPB is held in my RRIF but their are other dividend payers that cover my mandatory withdrawals.

Thanks as always for your valuable advice.
Read Answer Asked by Jerry on December 11, 2015
Q: Sorry my question got changed to banks but I was asking about Utilities.
I don't own any and was thinking of picking up a large position for year end. What do you think of this idea and the sector over all? What weighting would you give them? How many should I own? Which ones would you recommend? TIA
Read Answer Asked by Gerald on December 10, 2015
Q: The latest drop down transaction with tranalta is described as receiving tracking preferred shares in these assets.Therefore are they being rented or owned ? As well if Transalta goes bust what happens to RNW since TA owns 65%.
Read Answer Asked by John on December 10, 2015
Q: Could you comment on the effects of rising US interest rates on price appreciation and dividend growth of this ETF? Thanks!
Read Answer Asked by Linda on December 10, 2015
Q: With the Jordon Cove and BC Tower projects,how do you feel about the dividend and growth prospects going forward
Read Answer Asked by terrance on December 10, 2015
Q: I originally purchased Enbridge early this year at $65. I purchased more at $49. Today it is $43 . I am contemplating averaging down again and buying more. Do you think that is a good idea or do you think Enbridge is still likely to go lower still?? (I thought $49 was a low). Thanks for your opinion.
Read Answer Asked by Bob on December 10, 2015
Q: Comparing CU, EMA and FTS three Canadian Electric Utilities over a 1 year period shows CU is down almost 25%, FTS down 6% and EMA up 6.5% (not counting dividends but EMA leads here as well). Can you explain why CU is under performing by such a wide margin. They do have 2 coal fired generating stations in Alberta. Which of there three would you buy here for a long term hold and why?
Appreciate your insight as usual.
Steve


Read Answer Asked by Steve on December 09, 2015
Q: I am doing some bottom feeding for income - but am wary of being burned!


so, could you shed some light on the relationship between Enbridge ENB and Enbridge Energy Partners EEQ. I know you are positive on ENB. Would that therefore apply to EEQ as well - or are they different entities?
EEQ of course has been pummelled like most other energy names, and now shows a yield of 11%. So is EEQ buyable here or too good to be true?

Thanks for your help.
Read Answer Asked by Donald on December 09, 2015
Q: Can you please rank these stocks based on long term prospects taking into account current prices : Pembina, enb, ala, interline, trp. I already own fortis, brookfield renew and emera.
Can you please also advise which ones of the first 5 are more energy vs power and if i should just add instead to my current positions. Thank you.
Read Answer Asked by Pierre on December 09, 2015
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