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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: I hold some Interpipe, Transalta Renewables (RNW ) and Pembina (PPL). All still at gains, but gains are eroding on a consistent basis. All are held for income as opposed to capital gains. Do you see any distribution cuts for these pipeline/utilities in the next couple years? Are recent distribution increases justified or misleading attempts to support stock prices? What is your opinion of the high-yielding pipes/renewables?

Thank-you
Read Answer Asked by grant on December 03, 2015
Q: I would like your thoughts on Kinder Morgan's business risk?
Read Answer Asked by Stephan on December 03, 2015
Q: Et's results today beat EPS & Rev.with $66m backlog, shipment of $30m in Nov.& $97.5m cash.Please advise gist of conference call,if appropriate,& your comments on results.Your advice of buy,hold or sell.Thanks a lot for your normal great sevices & views.
Read Answer Asked by Peter on December 03, 2015
Q: Would you please give me your thoughts on this company
Read Answer Asked by Ron on December 03, 2015
Q: Peter and Team, I am looking at this bond from one of the Brookfield group with a coupon of 3.538% and a maturity of 10/30/2020. I have the Ask Price yield at 3.2559% and am curious on your thoughts of owning buying this bond and owning it to maturity.

Thanks, Marc.
Read Answer Asked by Marc on December 02, 2015
Q: What is the payout ratio for TA? It's yield is 13.408% and pays out a quarterly amount of 0.18 for a total of 0.72 per year. It earns 0.66 a share per year. Therefore I figure the payout is 109%. Is this how the pay out rate is calculated. If I am correct. how can a company sustain paying out more than it earns, thanks
Read Answer Asked by Ken on December 02, 2015
Q: Hi, PPL, ALA, IPL, KEY, which one would you pick? Please comment. Thank you.
Read Answer Asked by Esther on December 02, 2015
Q: I am looking to both reduce both my exposure in the energy infrastructure portion of my portfolio and also materialize the capital loses. Holdings consist of ENB PPL and IPL with a total sector weight of 7.8%. Current thinking is to sell PPL and IPL purchasing either TRP of KEY with half of the proceeds. Assuming my thinging is sound would you concur with keeping ENB and which of TRP of KEY would you purchase.
Read Answer Asked by Lynda on December 01, 2015
Q: Hi team, I am looking at telcos. I currently hold Rogers and was thinking of switching out to Telus or BCE. I am curious for your input on the metrics. On Globe Investor, Rogers metrics are less favourable than both Telus and BCE on Forward PE, Price to Book and Debt to Equity. On top of that BCE and Telus have a higher dividend yield and a better 5 year record of raising the dividend. All that being said, RCI has performed well lately, what am I missing? Why would the market pay up for RCI, why would one buy Rogers instead of BCE or Telus? rob
Read Answer Asked by Robert on December 01, 2015
Q: Would you prefer Cara over Restaurant Brands, with the recent pullback in Cara's shares following the secondary issue? Which company do you expect to have more growth?
Read Answer Asked by Zach on December 01, 2015
Q: Hello - Would I be correct in saying that the price for Fortis is presently cheap? When I look back over a 5 year period the P/E ratio appears to be at its lowest level right now. Would you agree?

I have no data that goes back further than that so I don't know what the average P/E would be over a longer time frame.
Read Answer Asked by James on December 01, 2015
Q: I have a TFSA account and want to sell WestJet but not sure what I should replace the stock with. I currently also own Stanec in this sector. My sector allocations are appropriate except for: 0% Consumer Staples, 12% Industrial (after sale), 8% Tech. Which sector and stock would you recommend that I put the money toward to after the sale of WestJet?
Read Answer Asked on November 30, 2015
Q: Hi Guy's,

Just to help out Gary on westcoast, the full financial statements for only westcoast can be found on Sedar.ca

Regards
John
Read Answer Asked by John on November 30, 2015
Q: Can you explain why U.S. preferred share ETFs like PGF and PFF have considerably outperformed their Canadian counterparts such as CPD and ZPR ? Thanks, Joe
Read Answer Asked by Joseph on November 30, 2015
Q: How is the inside ownership? Would you consider these days as a good entry point? Your general assessment as well would be greatly appreciated, thank you for your excellent service.
Read Answer Asked by MG on November 30, 2015