Q: Can I get your opinion on this company please.
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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 Peter and Team!! I would value your opinion on SOX as a long term buy. Cheers, Tamara
Q: I agree that it is a great business but I would appreciate more details on the valuation metrics you look at to evaluate the company. You mention that it is cheap but I see it at 24 times LTM earnings of 6.57 per share. I find that to be on the high end of it's historical range. Maybe I am missing something here ? Is there a better metric to look at ? Thank you!!
Q: What about this new issue of common shares that ENF is doing so quite large at 700 million dollars.
Q: Last 5i comment on EMA appears to be almost two years ago. Could I please have your current thoughts on this utility for income and some growth? Thanks.
Q: Could you comment on the Hydro One IPO available now at some brokerages. Do you think the price range is reasonable (very annoying when it is not specified exactly), and do you see any growth in the proposed dividend. Do you think it might be better to just wait and buy on the market, if at all.
Thank-you
Thank-you
Q: The IPO for Hydro One was announced. Any reason not to go for an Indication of Interest to try for some shares? Thanks.
Q: 11:31 AM 10/10/2015
Hi Peter:
The article in the Oct 10, 2015 Globe and Mail suggests that the Hydro One IPO will come out very soon with a suggested price range of $19 to $21 per share and with a suggested yield of 4.2%
How would you value Hydro One when compared to other utilities with comparable yields such as Brookfield Infrastructure [5.36%], Algonquin Power [5.33%], Emera [4.35%], Fortis [3.86%]?
Will Hydro One be burdened with debt and, looking ahead, will it need to raise money for ongoing operations?
Would you be buying Hydro One at it's IPO or would you prefer one or more on the other utilities which have proven operating records and strong growth, most with rising earnings and dividends? Which would you buy for regular income?
Thank you....... Paul K
Hi Peter:
The article in the Oct 10, 2015 Globe and Mail suggests that the Hydro One IPO will come out very soon with a suggested price range of $19 to $21 per share and with a suggested yield of 4.2%
How would you value Hydro One when compared to other utilities with comparable yields such as Brookfield Infrastructure [5.36%], Algonquin Power [5.33%], Emera [4.35%], Fortis [3.86%]?
Will Hydro One be burdened with debt and, looking ahead, will it need to raise money for ongoing operations?
Would you be buying Hydro One at it's IPO or would you prefer one or more on the other utilities which have proven operating records and strong growth, most with rising earnings and dividends? Which would you buy for regular income?
Thank you....... Paul K
Q: I am considering acquiring shares in the food distribution sector for my portfolio, and would like your opinion on Loblaws and George Weston, or do you recommend something else.
Thanks,
Henk
Thanks,
Henk
Q: I do not see many comments and opinions on Lassonde Ind.,but the stock keeps going up. What are your short and long term opinions and comments on this company?
Q: Hey guys,
I have the following stocks on my watchlist: AGU, ATD.B, BAM, CNR, CU, CCL.B, EMP, PJC, L, MG, MRU, SAP and Tri.
I am looking to buy high quality dividend growing stock at normal valuation. Regardless of sectors allocation, which one would you be comfortable buying at current prices? And any suggestion I might have missed. I am overweight financials, telecom & oil at the moment.
Thanks!
I have the following stocks on my watchlist: AGU, ATD.B, BAM, CNR, CU, CCL.B, EMP, PJC, L, MG, MRU, SAP and Tri.
I am looking to buy high quality dividend growing stock at normal valuation. Regardless of sectors allocation, which one would you be comfortable buying at current prices? And any suggestion I might have missed. I am overweight financials, telecom & oil at the moment.
Thanks!
Q: Peter And Team,
Please provide your expert opinion on whether this stock is too expensive as an entry point. What are your thoughts on future earnings and set back? What time frame do you suggest? Thanks, Rossana.
Please provide your expert opinion on whether this stock is too expensive as an entry point. What are your thoughts on future earnings and set back? What time frame do you suggest? Thanks, Rossana.
Q: My investing approach for my TFSA is to hold high yielding small cap companies with good management. My current holding is SMU.UN-an industrial REIT.
I have identified 3 companies for my next purchase.
Exchange Income Fund (EIF)
Wilan (WIN)
Diversified Royalty (DIV)
What are your thoughts on these 3? Are there others you would recommend? Thanks
DEREK
I have identified 3 companies for my next purchase.
Exchange Income Fund (EIF)
Wilan (WIN)
Diversified Royalty (DIV)
What are your thoughts on these 3? Are there others you would recommend? Thanks
DEREK
Q: Is MFC in the buy range?
Q: I have a well diversified portfolio of 33% global funds, 33% canadian dividend payers and 33% 5i's growth portfolio. I'm 40 years old and I just inherited an amount equivalent to 25% of my portfolio that I would like to invest. I am thinking about adding either BIP.UN or the Venator long/short fund. I don't need the money for twenty years. Which of these would be better? Thanks.
Q: Your comments on Clarke, please; Any particular reason for the recent decline - connection to their investments in oil patch?
Q: Hi Peter, Can you please comment on the safety of GICs in Achieva Financial Credit Union in Manitoba? The website says its deposits are protected by Manitoba credit union deposit protection. How does that compare with CDIC deposit protection? My accountant swears by it and has money in it.
Q: I own the following stocks and I'm interested in the security of capital and income. I'd like to cull the 5 weakest. Which would you choose? Thanks for the ongoing help.
ET POW CSH SIA AD ISV CHE SPB ZWB ECI VNR
TMA FSZ SLF FCR HSE IPL GH ZPR
ET POW CSH SIA AD ISV CHE SPB ZWB ECI VNR
TMA FSZ SLF FCR HSE IPL GH ZPR
Q: How come no railroads in your equity portfolio? CNR and CP look a little better with the recent price correction and some seasonal strength coming. What's your thoughts on CN Rail value and share price upside?
Q: Interesting in your view of CDN banks? Are you seeing value? They are looking like decent value to me and going into some seasonal strength. BMO has been under the radar a bit but appears to have some upside with the new purchase etc. What's your opinion on BMO?