Investment Q&A

Q: Could you please comment on BIP.UN's earnings. The market didn't seem to respond well to them? Thanks.

Q: What would be your top 3 dividend paying picks for a "consumer" related stock based on current value / price and future growth. Thanks!!

Q: Peter, I am a GIC refugee. Bought ipl Pembina, Enbridge income fund and Veresen <old Forth Chicago> many years ago for income. In those days they were yielding 7 to 8% and they were not popular. They became very popular till the last 6 months and now are dropping like a rock. At what yield do you think the market will demand before they stop dropping? Interesting not one question today on Bnn on pipelines. Question two It is my understanding that Enbridge inc. sold many assets to Enbridge income fund. News release June 19. ENF said they were raising the div. this Sept, Jan 1 and every year for the next four years by 5% per year. Do you still expect this to be the case? Have tried to phone ENF and Enb, Inc with no answer.Thank you, Ken

Q: I have owned 1000 shares of transalta for several years at a cost 50% more than its current value. I am thinking of selling my holdings and reinvesting the proceeds in rnw--my option is to sell only 50% and investing the proceeds in rnw. Given the significant holding of ta in rnw does it make more sense to simply receive my ta dividend and hang on and be patient.

Q: May I have your comments on today's quarterly report
Thank you very much

Q: Hi Peter and Team,
Could I have your thoughts to ZCL`s recent QR, particularly in view of back to back disappointing net income reports. Do you feel they have the wherewithal to increase margins on the strength of ongoing increased revenues?
Thanks as always for all you do for us.
Rick

Q: As a short term investment of say 1-12 months, could I get your opinion of this investment as opposed to a GIC investment and is VSB a safe place to park money. Thanks, Bill

Q: What do you think of the kegs earnings and how feel about this company for income and growth.

Q: SXP just announced 2015 Q2 revenues increased by 10.6% year-over-year to $33.9 million, on strong growth in the U.S. envelope market. So now have some positive revenue growth and growing US income and strong 1 year stock price appreciation. Can you please comment on their recent earnings report and your overall recommendations on this interesting stock.
Many thanks and my investment in 5i has reaped rich rewards.The biggest benefit was investing in your balanced portfolio got me into WPK,AYA, CSU, CCL..up in the 100-400% range nicely counterbalancing my big energy losers . Looking forward to new ideas and keep up the good work.

Steve

Q: Please recommend five blue chip dividend paying income stocks that are not interest rate sensitive. Thank you.

Q: I have no utiliies in my portfolio. I'd like to add one that is not overvalued and pays a good dividend that I can hold for the next 10-20 years. I've considered Brookfield Renewable or Fortis or Emera. Do you like any of these or prefer something else. I'd really like to only choose one.

Q: Give you give me your opinion on Altagas latest report. Is the dividend safe and its growth prospects?

Thanks

Q: Today Paul asked a question in which he included the following statement: [Plus I have PPL, ENB and IPL which you consider as utilities; all in very positive territory.]
Could you please confirm that you do in fact consider PPL, ENB and IPL to be utilities? Even if they are, I notice that their price tends to have close correlation to the price of oil.
Thank you.

Q: I have a lump sum which I need to invest for income. I keep reading that most dividend paying stocks are overvalued. Would you recommend waiting a few months or should I start investing. Which are your top picks for income. Thanks, Kristine

Q: I am comparing operating margins, and MIC seems incredibly high at 92%, how can that be? its also one of the few companies on the TSX that is trading below its book value? Is operating margin figured out before Dividend payout? what is your outlook on this company that is taking a real drubbing now ,

Q: Can you give me 5 Quality dividend paying names with growth potential for My TFSA account ? Thanx Robbie

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

Q: Please comment on Q2.

THX

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

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!