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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: DR had a less than stellar report today, and the stock price has taken a big hit. Would you consider it a "buy" at the current price, with dividend income being the main purpose? Do you consider the dividend reasonably safe, or not so much so? Is this report possibly indicative of things to come?

Thank-you
Read Answer Asked by grant on November 12, 2015
Q: DR released their results today with income from continuing operations down 11.1 percent compared to a year ago. Was this expected with the sale of the Dakota Plains Surgical Center? Thanks
Read Answer Asked by Gordon on November 12, 2015
Q: Appreciate your comments on earnings. I wonder if Veritas would like to comment
Read Answer Asked by richard on November 12, 2015
Q: Whats is your thought on this reit they increase dividend 3.3% this quarter.

thanks
Read Answer Asked by samuel on November 12, 2015
Q: I hold BEP, BIP, TRP at roughly the same 1.5% weighting of my total portfolio in each stock. Utilities (ex telecom), oil and gas and infrastructure (mainly pipelines) make up approx 13% of total portfolio. with TRP now yielding 5% or close to it and the others over 5%, which would you prefer for an additional 1.5% weighting and a long term hold within an RRSP? I'm looking for avg annual 5%-6% total return and relatively low risk. Thanks
Read Answer Asked by Richard on November 12, 2015
Q: Dear 5i,
Would you trim/remove any of these holdings from my “pipelines” sector?
ENB 2.0% weighting (down 9%)
PPL 1.5% weighting (down 21%)
TRP 1.5% weighting (down 11%)
VSN 1.5% weighting (down 28%)
The yield on some of these names is quite something. Will we all look back in 3 years and wish we mortgaged the house to buy them? Or is it “different this time”..? 
Thanks for a great “go to” for professional advice.
Read Answer Asked by Carlo on November 12, 2015
Q: Hi Peter,

Just wondering which company would be a better choice for a retired person. From your answers on previous questions both have relatively safe dividends and are around the same cost per share ($25.00).

Which would you think is a safer choice?

Thank you,
Charlie
Read Answer Asked by CHARLES LA on November 12, 2015
Q: Referring to your earlier comments of the bought deal, as I have a small position in PPL and a larger position in IPL, do you feel PPL is a hold or sell and if PPL is indeed a sell would converting the sale proceeds to IPL make sense as IPL has a higher dividend.

Thanks,

Bob
Read Answer Asked by Robert on November 11, 2015
Q: Recently, you recommended enb.pr.u as a possible preferred investment. Could you please give me the details regarding the recommendation. i.e.
-what kind of preferred is it? reset?...
-what is the actual yield?
-how often does it pay?
-why do you think this is a good investment at this time?

Also, could you recommend 2-3 other investments in this area that would be as good as this one and explain why they might be good investments?

As always, thanks for your guidance.
Read Answer Asked by Les on November 11, 2015
Q: Could you comment on their recent earnings, I continue to hold this for income. Thanks for your help.



Read Answer Asked by Tom on November 11, 2015
Q: Good morning,

There was an interesting article in the Globe and Mail this morning on the subject of Restaurant Royalty Trusts. What are you thoughts on these type of trusts such as PZA and AW.UN? Is there an etf that covers most of them and is this a better way to go? If not, would you recommend any individual name? Thanks
Francesco
Read Answer Asked by Francesco on November 11, 2015
Q: Your opinion for ALA future please Peter. Long term hold with some div growth? Seems there is many changes at the top. Thanks Ken
Read Answer Asked by Ken on November 11, 2015
Q: Peter & Team. Would you take a 40%+ profit on NFI following the jump today on news of the acquisition of MCI? I must say this looks like a stunning deal for NFI. In its own back yard (Winnipeg), MCI is complementary, immediately accretive and at 6X EBITDA, cheap - and a nice dividend increase too!!. But the low ROI in NFI has also been less attractive on what I regards as the Tesla of the commuter bus industry. Would you sell on this good news?
Read Answer Asked by Keith on November 10, 2015
Q: Can you comment on earnings for Diversified Royalty. System-wide same store sales grew, now have three different royalty streams: Mr. Lube, Sutton Realty and Original Joe's Restaurants. These seem quite low risk, stable royalties to me. Maintained the 8% dividend and started a DRIP plan. Any comments appreciated on this company, thanks.
Read Answer Asked by Michael on November 10, 2015