Investment Q&A

Q: Hi, I need to increase consumer non-cyclical to 10% per your recent review. (Thank you for that) I have L (Loblaw) at 2.2 and ATD.B (Alimentation) at 2.7. Just double the exposure or add one or 2 new names in the sector? If so what?
Thank you, Ted

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Read Answer Asked by Ted on July 28, 2015

• Capital Power Corporation (CPX)
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Q: Please comment on Q2.

THX

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Read Answer Asked by Greg on July 28, 2015

• Fortis Inc. (FTS)
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Q: Good morning,

Looking to see if you have a view as to the recent weakness in Fortis, especially as it doesn't appear that in the near term rates are poised to move higher,a common headwind for utilities.

Thank you,

Brad

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Read Answer Asked by Brad on July 28, 2015

• Russel Metals Inc. (RUS)
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Q: What would be a good entry point for RUS? I Have been watching it for a while. Well manage and a good dividend.

Do you think that if it keep falling up to the mid teen. It could become a takeover candidate, especially with the weak CDN!

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Read Answer Asked by Stephane on July 28, 2015

• Superior Plus Corp. (SPB)
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Q: Is SPB's dividend "secure"? I am considering it for income. Is the stock decline overdone?

Thanks!

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Read Answer Asked by Wayne on July 27, 2015

Q: Hi 5i team. What is your view on this new TSX REIT? Would you buy for income or wait and see how it shakes out?

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Read Answer Asked by Robert on July 27, 2015

Q: Hi Peter,
Could I get your opinion on cwx for income. Thanks!

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Read Answer Asked by Terry D. on July 27, 2015

• Ovintiv Inc. (OVV)
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Q: Your views on this company would be appreciated.

thank you, Jean

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Read Answer Asked by Jean on July 27, 2015

Q: I am wondering if the drought in the western part of Canada will have an impact on AFN? Do you how much revenue is generated from the west?

Thanks
Dolores

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Read Answer Asked on July 27, 2015

Q: Would you be able to give me any info relative to this US infrastructure stock? Many thanks

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Read Answer Asked by Helen on July 27, 2015

Q: Could you give me your best estimate on the safty of the dividends of these three stocks for the next 12 months.
Thank you

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Read Answer Asked by Allen on July 27, 2015

Q: whats your take on the div deal, it seems good, would you buy the issue. dividend about 8 per cent or thereabouts.

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Read Answer Asked by david on July 24, 2015

• Rogers Communications Inc. Class B Non-voting Shares (RCI.B)
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Q: I understand from the revised CRTC ruling announced yesterday that these changes will impact BCE unfavourably according to a wireless analyst on BNN this AM. Could I possibly have your opinion please. Thank you Phyl in BC

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Read Answer Asked by Phyllis on July 23, 2015

Q: would you consider spb a buy right now with this pull back for income and some growth.

thanks

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Read Answer Asked by don on July 23, 2015

Q: Should I keep this stock he went down quiet a bit
Thanks
Ben

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Read Answer Asked by Benjamin on July 23, 2015

Q: I wonder what you think of this company. Health care facilities would seem to be a good place to be, but their high dividend might be a sign of caution. Thnx

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Read Answer Asked by Thomas on July 23, 2015

• AltaGas Ltd. (ALA)
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Q: I presently hold BNS(11%),RY(27%),T(16%),TD(14%),and cash(32%)in my TFSA. I'm considering purchasing ALA with the cash balance. Is there a better choice?

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Read Answer Asked by George on July 22, 2015

Q: Peter I have large holdings in Interpipe. Pembine and Veresen. I have talked to the companies and they all say the lines are busier than ever. They also told me the div, is safe for years and in 2 cases the dividends will rise, Your thoughts please. They have been stellar performers for me, Thanks Ken

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Read Answer Asked by Ken on July 22, 2015

• Public Service Enterprise Group Incorporated (PEG)
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Q: Can I get your thoughts on yieldcos, Pattern in particular? It seems to be an unsustainable business model to me. They get capital which will accept low returns so long as they keep growing the distribution but they have to keep paying higher prices to keep the rate of growth going. Eventually the growth rate has to run out of steam and then their cost of capital would rise and there would be a world of hurt. Am I missing anything?

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Read Answer Asked by Rob on July 21, 2015

• Manitoba Telecom Services Inc. (MBT)
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Q: What is your Outlook for this company, the trading range has been huge so far this year , thank you, Jean

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Read Answer Asked by Jean on July 21, 2015