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.
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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?
Q: Could I please have your thoughts on fortis vs. canadian utilities for a 5 year term or would you recommend an alternative to the above.
Thanks, David
Thanks, David
Q: Good morning Peter and Team,
There was recently an article in the Globe and Mail that praised the virtues of this REIT. The last question in 5i was from January, and I'm wondering what your current opinion is. Would CRT.UN be a nice addition to a RRIF to provide some extra stability, or are there other REIT's that you prefer? (At present I have a full position in FCR which I realize is not a REIT, but don't have any REIT's in an otherwise balanced portfolio.)
Thanks as always for your valued advice.
There was recently an article in the Globe and Mail that praised the virtues of this REIT. The last question in 5i was from January, and I'm wondering what your current opinion is. Would CRT.UN be a nice addition to a RRIF to provide some extra stability, or are there other REIT's that you prefer? (At present I have a full position in FCR which I realize is not a REIT, but don't have any REIT's in an otherwise balanced portfolio.)
Thanks as always for your valued advice.
Q: Team
Why does the market cheer everytime Enbridge moves assets down to the income fund? To me it is just financial engineering.
The whole company is worth the same but the parts are moved around.
Enbridge keeps adding debt with new projects but still trades at a premium due to its stellar past. What am I missing?
Why does the market cheer everytime Enbridge moves assets down to the income fund? To me it is just financial engineering.
The whole company is worth the same but the parts are moved around.
Enbridge keeps adding debt with new projects but still trades at a premium due to its stellar past. What am I missing?
Q: This morning Larry Summers was talking on Bloomberg. He doesn't see inflation rising "as far as the horizon" and if it was up to him, he wouldn't even consider rising rates until he sees inflation. It's hard to believe rates will go up much at all and therefore, the hunger for yield should remain for years. Let's assume we knew that (a) U.S. rates stay below 0.5% for years (b) you want to minimize your exposition to Canadian housing and economy (no oil stock / office / mall REIT) (c) that you want above 5% plus income. Can you find better stocks than A&W, PizzaPizza and Sienna (AW.UN, PZA, SIA)? If our economy slows, Canadians will keep eating fast food (A&W + PZA). Sales might even go up while restaurants start to struggle (cheaper). They also have no exposition to currency or world issues. As for Sienna, I picked it because it add some growth that isn't tied to world growth or the Canadian economy. Please help me find holes in my strategy. Much appreciated.
Q: Do you think the TPP trade deal will adversely effect NFI's business? Are there any Korean or Japanese bus makers exporting into the US now?
Q: Is there a way to run a screen for stocks that are:
1) doing buybacks (perhaps using a % of shares outstanding range)
and
2) over a certain p/e (eg 30x)
Thanks Cameron
1) doing buybacks (perhaps using a % of shares outstanding range)
and
2) over a certain p/e (eg 30x)
Thanks Cameron
Q: Hi Peter
My thoughts are to trim DH by 25% and use the proceeds to expand my position in WIN which would by about 2.5%
Can I have your comments on this
Kind Regards Stan
My thoughts are to trim DH by 25% and use the proceeds to expand my position in WIN which would by about 2.5%
Can I have your comments on this
Kind Regards Stan
Q: I am confused on the dividend of Corby Distilleries which is either $1.38 per year (7.3%) per BMO Investorline or $0.76 (4%) per Ford Equity Research. Appreciate your help, as always.
Cyril
Cyril
Q: you stated that Emera is cheaper then Altagas, yet AFFO clearly show that Altagas is much cheaper then Emera .Please comment.
Q: After holding Brookfield Renew Energy (BEP) for a number of years and having a nice profit I sold my holding in a taxable account. My main reason is that it caused me problems every year when filing my CRA returns. I would like to replace BEP with another utility. I am considering Enbridge, Fortis, Algonquin, and Emera, or ??? Please provide me your best suggestion(s).
Thanks and kindest regards. Gord
Thanks and kindest regards. Gord
Q: Hi, I hold DIV and AD for some time but have been intrigued with the stagnant share prices towards the low end of the range, for past several months. Alaris has glowing reports from analysts with price targets between $35-$40. The overhang is a CRA dispute and problem with an investment. For Diversified Royalty, now there are 3 steady revenue streams with recent deals with Sutton and Mr Lube. Still price is stuck in $2.55-$2.60 range, despite a high of $3.10, a few months ago. The yield for DIV is almost 8%, now. I am at a loss to understand, what is ailing these companies. Do you see any catalysts, which could lift the share prices in near term? I like predictable income stream but would rather allocate this capital to companies with more visible growth and income potential like BYD.un, SJ, PKI and CCL.b (I own all but could add). Thank You for your valued analysis.
Q: Can you please give a update.. Thanks for the great service.. Rgards Cliff
Q: What would be your choice between ALA and EMA with respect to
future capital appreciation, dividend growth, and risk? TD
Waterhouse has a buy rating on ALA with a target of 47.00. Joe
future capital appreciation, dividend growth, and risk? TD
Waterhouse has a buy rating on ALA with a target of 47.00. Joe
Q: Hello, is it worth keeping inter pipeline after the decline or better to get out
thanks
thanks
Q: could you please give me a read on veresen.I have this one in my non registered account and am considering selling before a possible dividend cut.the pay out percentage seems very high.
Thank you
Thank you
Q: Been thinking about making an investment in the pipeline sector. Do you have a preference between Transcanada and Pembina Pipelines?