Investment Q&A

Q: Hey Peter & Team,

I took a look at the recent reporting as of Nov 5. From what I can tell, poor crop expectations, resource prices and related uncertainty,regional economic uncertainty surrounding oil prices, which primarily impacted new equipment demand in the Alberta construction market, the increased Canadian dollar cost of new equipment due to appreciation in the US dollar are all creating a significant head winds for CVL.

I am in at $24.20 (4% position)

From what i can see my options are to cut the loses and put this capital to work elsewhere or, hang tough and wait it out.

my questions...

Would you advise I move or hang tough?

ps... dividend is very good... do you think it is safe?

Thanks for all you do

Gord

Q: I currently own CU, EMA, ENB and FTS. Building an income portfolio to start paying in 7 years ( with some growth ) do you think there are any other utilites you would also recommend holding in addition? Also if you are not a fan of any of my holdings let me know. ( I have many non utility holdings )

Many Thanks

Paul

Q: Your thoughts on this high yielding (12% effective yield) approach to eventually owning Emera shares. How did you view the TECO acquisition? How significanlty do you anticipate rising rates affecting EMA share price?

Q: In March of this year you indicated the current pay-out ratio for RNW was 61% based on cash flow. Could you please provide the pay-out ratio based on latest results and whether you are still comfortable with this stock overall?

Q: Your analyses from Aecon on the results were very postive.
The stock is down almost 8% this morning.
What is the market telling us that you do not know?

Q: dr reported this morning and the stock is getting hit hard, what do you think of their results.

Q: DR had a less than stellar report today, and the stock price has taken a big hit. Would you consider it a "buy" at the current price, with dividend income being the main purpose? Do you consider the dividend reasonably safe, or not so much so? Is this report possibly indicative of things to come?

Thank-you

Q: DR released their results today with income from continuing operations down 11.1 percent compared to a year ago. Was this expected with the sale of the Dakota Plains Surgical Center? Thanks

Q: Your thoughts on Aecon's earnings released after the bell yesterday (Wed, Nov 11th) please and their prospects going forward?
Thanks

Q: Could you comment on the results ?

Q: Appreciate your comments on earnings. I wonder if Veritas would like to comment

Q: Whats is your thought on this reit they increase dividend 3.3% this quarter.

thanks

Q: I hold BEP, BIP, TRP at roughly the same 1.5% weighting of my total portfolio in each stock. Utilities (ex telecom), oil and gas and infrastructure (mainly pipelines) make up approx 13% of total portfolio. with TRP now yielding 5% or close to it and the others over 5%, which would you prefer for an additional 1.5% weighting and a long term hold within an RRSP? I'm looking for avg annual 5%-6% total return and relatively low risk. Thanks

Q: Dear 5i,
Would you trim/remove any of these holdings from my “pipelines” sector?
ENB 2.0% weighting (down 9%)
PPL 1.5% weighting (down 21%)
TRP 1.5% weighting (down 11%)
VSN 1.5% weighting (down 28%)
The yield on some of these names is quite something. Will we all look back in 3 years and wish we mortgaged the house to buy them? Or is it “different this time”..? 
Thanks for a great “go to” for professional advice.

Q: Hi Peter,

Just wondering which company would be a better choice for a retired person. From your answers on previous questions both have relatively safe dividends and are around the same cost per share ($25.00).

Which would you think is a safer choice?

Thank you,
Charlie

Q: Do you have any opinion on this stock?

Q: Hi, What is causing the huge price drop(-5%) in HBC today? Any reason? Is it a good buy right now? Please comment.

Q: Referring to your earlier comments of the bought deal, as I have a small position in PPL and a larger position in IPL, do you feel PPL is a hold or sell and if PPL is indeed a sell would converting the sale proceeds to IPL make sense as IPL has a higher dividend.

Thanks,

Bob

Q: Recently, you recommended enb.pr.u as a possible preferred investment. Could you please give me the details regarding the recommendation. i.e.
-what kind of preferred is it? reset?...
-what is the actual yield?
-how often does it pay?
-why do you think this is a good investment at this time?

Also, could you recommend 2-3 other investments in this area that would be as good as this one and explain why they might be good investments?

As always, thanks for your guidance.

Q: Could you comment on their recent earnings, I continue to hold this for income. Thanks for your help.