skip to content
  1. Home
  2. >
  3. Investment Q&A
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: Middlefield launched this new IPO four weeks ago at $10 a share with a decent yield. The stock has already gone up over 11% in capital value. I would appreciate any insights you can provide on holding this fund in an income oriented portfolio. Thanks!
Read Answer Asked by Paul W on September 10, 2015
Q: I sold IPL out of a registered account a while ago. The current price is still below my sale price and I am thinking of getting back into the "small" pipeline space. Which would you recommend out of IPL, KEY and PPL (or any other). I already own ENB in a non-registered account.
Read Answer Asked by Roland on September 10, 2015
Q: Hi Peter,

What do you think of Emera (with their purchase of Teco Energy). Would this Company be a good investment for a retired person to collect dividends with a little capital growth? I read on their web page that they are targeting 8% dividend growth through to 2019. Emera has a nice dividend yield of 4.52% at the moment. Hopefully this company would be a good sleep at night stock OR would you think that Fortis or Canadian Utilities would be a better choice.

Thanks, Charlie
Read Answer Asked by CHARLES LA on September 09, 2015
Q: What are you concerns with Student Transportation? Would you suggest selling it in this market?
Many Thanks for your words of wisdom.
Read Answer Asked by Karyn on September 09, 2015
Q: Within a register account, aka RRSP, I hold two pipelines IPL and PPL, each with a weighting of 5.5% and both held for sometime. (In addition, the other energy "utilities" are ALA (4.3%) and KEY (6.4%)...so the total for this energy "utilities" sector so to speak is 21.7% and this is within what I consider a diversified portfolio.)
Looking forward for 3 to 5 years, should the weighting mix of IPL and PPL be changed and might include say ENB or another such entity? (I'm asking this because of the recent 5iR comments/evaluation of ENB.)
Also, in the context of all the existing holdings within the energy "utilities, should the current course be maintained/held or modified/tweeked?
.....thanks......Tom
Read Answer Asked by Tom on September 08, 2015
Q: Could I please have your thoughts on cpx?
Thank you
Read Answer Asked by manochehr on September 03, 2015
Q: In response to Bob's question about valuation metrics, you mention that "You can often find good value in companies in declining sectors but we would not view this as an attractive opportunity." Can you give an example?
Read Answer Asked by Marc on September 02, 2015
Q: Since you last commented on GRC on August 19, the Company has announced (1) a second big win which together with their first win adds up to proceeds of $8.8 mil which dwarfs the $2 mil of writeoffs, (2) it is collecting $400k on one of the write-offs, and (3) they have closed another deal for US$2 mil.

The stock moved up on these announcements but has settled back down. I was just wondering if these events give you more comfort in recommending this stock, which is now carrying over a 10% yield?
Read Answer Asked by Michael on September 01, 2015
Q: I am considering adding Valener Energy to my portfolio. However I note that the dividend is rather high and am wondering about the stability of this company and its ability to continue to pay its dividend.

Thank You
Read Answer Asked by Bill on September 01, 2015
Q: I would like your comments on HMP vs HBB, CBO & XBB? Would they all react basically the same to interest rate increase?

Thanks, Gilles
Read Answer Asked by Denise on August 31, 2015
Q: I am looking at DDJ, but the shares do not seem to trade very much at all. Also they have a lot of speculative names in their portfolio. On the other hand, the yield is good at 7.6% and the share price has been stable for quite a while. Are there any other good alternatives to HYB.UN that have more liquidity, less speculative names and comparable stability?
Read Answer Asked by Dan on August 26, 2015
Q: Which is most likely to be able to grow and to pay dividends
for the long term ( ten years )
Read Answer Asked by Gail on August 24, 2015
Q: I would like to add a utility to my portfolio. I've compared Emera and Fortis. Would you recommend one of these over the other or an alternative?

Thank you.

Rossana
Read Answer Asked by Rossana on August 24, 2015
Q: 9:35 AM 8/23/2015
Hello Peter & Staff :

I have a large Prov of Ontario bond representing 3.5% of my portfolio, maturing soon with a 4.3% yield. The only altenative I have is to replace it with the safest most reliable dividend stock that I can find as I choose not to buy bonds, GICs, or preferreds because of the very low yields and the risk of capital loss on preferreds.

I searched today for any Provincial bond worth owning and I don't come up with much : The bond with the highest yield that I can find is an Alberta bond maturing 2029 that yields 2.49% to maturity, so any "safe" stock that can beat that return surely is better even if they cut the dividend by 50%

I am expecting a very protracted very rough time in the markets in the next years ahead. I would like a stock that I can hold indefinitely that has a rock-solid balance sheet, reasonably low debt, reliable growing dividends, and long-term stability.

It seems to me that the "safest" sectors with good yields are financials, telecoms, utilities, and the few consumer stocks with decent dividends, and I have been searching through all your answers and am considering CM, NA, GWO, BCE, FTS, EMA, CSW.A, and CSH.UN as possible candidates.

Could you comment on these companies please, indicating which you believe to be "safest" for long-term ongoing dividends, and explain your choices for me, and perhaps list them in order of preference.

Your answers are always most appreciated, Many thanks...... Paul K
Read Answer Asked by Paul on August 24, 2015