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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: Please advise five Canadian dividend growth stocks you can recommend at this time. Thank you, Barrie
Read Answer Asked by Barrie on March 26, 2015
Q: What is your take on this company? Seems steady as it goes and pays a nice dividend.
Read Answer Asked by roland on March 24, 2015
Q: This is one of a new suite of funds offered by Purpose - this appears to be the largest and thus, most liquid, of the funds on offer - this company was started by Som Seif, the builder of Claymore Funds, and they appear to have some really interesting and different funds on offer via ETF'S and Mutual Funds. I would appreciate your comments on this fund which appears to be a blend of Cdn and US dividend stocks
Read Answer Asked by Bruce on March 24, 2015
Q: Hello Peter What your take on this deal I for one find it hard to understand The only thing I feel certain the stock is going to drop tomorrow ,
Stan
Read Answer Asked by Stan on March 24, 2015
Q: your comments on this utility holding and a better recommendation..thanks
Read Answer Asked by Diane on March 24, 2015
Q: Seriously thinking about taking a position in CSE. My goals are primarily income with potential for modest capital gains. Interested in your thoughts.
Read Answer Asked by Mark on March 24, 2015
Q: What do you think of this drop down acquisition, dividend increased 9% and another 6% on pending approval of new project. This deal looks good .For a stable utilities is RNW getting better with this acquisition?
Read Answer Asked by samuel on March 24, 2015
Q: Mr. Dalsin has said in three different calls/interviews now that a dividend, by the company, is one of their milestones once they reach the 20-25 million EBITDA. Do you still consider the initiation of a dividend as being one of the strongest indicators of a company's strength?
Read Answer Asked by Kyle on March 23, 2015
Q: Could you please give an overview of this company. Thank you, Bob.
Read Answer Asked by Bob on March 23, 2015
Q: Would appreciate your comments on 2014 results and 2015 outlook based on today's release. Looks compelling but oil price is still a major factor. Thanks
Read Answer Asked by george on March 23, 2015
Q: My daughter turn 25 this year . She wants to start investing ,she completed a risk aversion test that puts her at a moderate. She got approximately 5000$ cash . She also recently got approved for a 10000$ line of credit at the bank . What would recommend for her to start investing? Thank you
Read Answer Asked by Denis on March 23, 2015
Q: Hi guys, I have both ipl and su but don't have any enb. Your thoughts on selling both and buying enbridge.
Thanks
Jim
Read Answer Asked by jim on March 23, 2015
Q: Can you please comment on PBH ?
Thinking that the dividend yield is attractive but the PE seems high and also the debt.
Are the converts in the money and do they count as equity or debt ?
Many thanks. I am looking for yield at a price but not a lot of risk.
Read Answer Asked by ian on March 20, 2015
Q: Could you comment on the todays' report. Has the payout ratio been increasing? Would you consider the stock a slow growth company with a stable/growing dividend? Would you add to a 1/2 position for a dividend portfolio?

Thanks for your service!
Read Answer Asked by Ozzie on March 19, 2015
Q: Hi there
I am aware of the definitions of Book Value and Tangible Book Value. I am sometimes a bit shocked on how much stocks like Sherritt can trade below book value - trading at $2.07 and book value is listed @ $10.43. If there is such a difference why don't we see another mining company or hedge fund buy the stock at a discount. I know the stock would rise but it would not rise all the way to book value would it. Just seems the trading price gets so out of wack on some stocks. Another couple of examples would be MRC and MEQ in the real estate side, or AR on the gold side. Am I missing something here?

thanks
Read Answer Asked by Stuart on March 19, 2015
Q: Hello Peter and Team.

I’m an income investor and currently have 27% of my portfolio in cash.

The other 73% is distributed as follows:

US Tech 11%
Oil & Gas 4%
Consumer 8%
Cdn Banks 12%
Utilities 26%
REITs 12%

I’ve been in and out of the Telecoms and think they are somewhat expensive right now. The Cdn Banks on the other hand look like an attractive sector to add to and I can collect the 4% dividend while I wait. I have a full position already in BNS and would like to add Royal and TD. Maybe 6% in each? or should I just stay in cash and wait for a further pullback? I’m worried about the US markets correcting which will just take everything else down with them regardless.

What do you think?

I know I need to work on better diversification but I don’t want to put new money to work just for the sake of diversification as I view this to be a ongoing discipline. Right now the CDN banks are the only thing I see as a strong buy aside from O&G which is interesting but still a little too risky for me to commit new money to vs. the Banks or am I missing something?

Thanks as always for your excellent advice. Scott
Read Answer Asked by Scott on March 19, 2015
Q: 3:47 PM 3/18/2015

Hello Peter

I read your excellent article "Five quick fixes for your investments" and I quite agree that dividend growing stocks are an excellent choice. You mentioned Corby CSW.A and I have a 3% position in it already largely due to your comments on it recently and over the last year. Thank you so much.

My problem is I require dividend income and if I were to buy a wonderful stock with a 1% current dividend yield growing at 10% a year it would take 14 years for the dividend to grow to 4% which is what I need.

So my question is can you suggest for me several Canadian dividend growers [not in financials, materials, oil, energy, pipes, or utilities as I am maxed out in these sectors] that currently have yields in the 2.5% to 5% range that would be consistent dividend and stock price growers, with lower beta, be relatively recession resistant, and have a competitive advantage in their respective industries.

These sort of stocks are hard to find and there may be only a few!

Many thanks........... Paul K
Read Answer Asked by Paul on March 19, 2015