Investment Q&A

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.

Q: Good morning,

There was an interesting article in the Globe and Mail this morning on the subject of Restaurant Royalty Trusts. What are you thoughts on these type of trusts such as PZA and AW.UN? Is there an etf that covers most of them and is this a better way to go? If not, would you recommend any individual name? Thanks
Francesco

Q: Peter; Could you update your comments on NPI after yesterday's earnings report? They looked good to me but I'm never sure if what I interpret is correct.Thanks.Rod

Q: Your opinion for ALA future please Peter. Long term hold with some div growth? Seems there is many changes at the top. Thanks Ken

Q: What do you think of the bought deal?

Q: Peter & Team. Would you take a 40%+ profit on NFI following the jump today on news of the acquisition of MCI? I must say this looks like a stunning deal for NFI. In its own back yard (Winnipeg), MCI is complementary, immediately accretive and at 6X EBITDA, cheap - and a nice dividend increase too!!. But the low ROI in NFI has also been less attractive on what I regards as the Tesla of the commuter bus industry. Would you sell on this good news?

Q: Can you comment on earnings for Diversified Royalty. System-wide same store sales grew, now have three different royalty streams: Mr. Lube, Sutton Realty and Original Joe's Restaurants. These seem quite low risk, stable royalties to me. Maintained the 8% dividend and started a DRIP plan. Any comments appreciated on this company, thanks.

Q: Could you please recommend the best Canadian, US and international dividend ETF"S.

Q: You have noted utilities may face interest rate headwinds if the US increases in December, or early in 2016. Interpipeline and Pembina reported solid results and it seems their businesses are growing and IPL raised their dividend again. Both have already fallen by more than one-third from their 2014 highs. Are current share prices a ceiling for these companies or will their six percent yields continue to attract investors and eventually raise the share prices closer to where they were before the oil price meltdown? Second, if oil does ever get back into the $70's or higher, will these companies participate strongly in the expected rally?
Thanks.

Q: Could I have your trusted opinion on why this stock is taking such a beating.

Q: Comment on today's drop: Canaccord Genuity analyst Derek Dley said he’s “become more cautious” on the outlook for the retail division of Canadian Tire Corp. Ltd. (CTC.A-T) given the “unfavourable movement” of the exchange rate and “continued” weakness in Alberta.

Ahead of the release of its third-quarter results on Nov. 12, Mr. Dley downgraded his rating for the stock to “hold” from “buy.”

“We are forecasting 1.0 per cent, 0.0 per cent and 4.0 per cent same-store sales growth at CTR, Mark’s and FGL Sports, respectively,” he said. We continue to expect Forzani sales to benefit from an increase in digital advertising spending, as recent digital spend test periods have generated double digit sales growth. Our forecast of flat [year-over-year] sales growth at Mark’s, which is considerably lower than the banner’s trailing 12 month average of 4.0 per cent, is founded on continued oil price-related economic weakness in Alberta, which we expect to negatively impact higher margin industrial wear. We note 17 per cent of Mark’s locations are situated within the province of Alberta.”

Q: Good day Peter and Team,

Further to your answer to Donald's question:

(1) If you were to rate CBL, what grade would you give it?
(2) Could CBL be considered a value play, since it's trading a bit above its 52-week low, and seems to be on an uptick?
(3) Is this the kind of income stock where one could collect a nice dividend while waiting for growth?
(4) What are the dangers in investing in CBL or similar stocks?
(5) What other dividend players might you recommend instead of CBL?

Thanks as always for your valued advice.

Q: After the big drop in this company should I hold on for the dividend and rebound or is this thing dead money and I should move on.

Q: What's your opinion on these guys.Is it worth holding for dividend and possible rebound or is it dead money and I should move on.any alternatives?

Q: Hey guys, any insight in the 3% drop this morning for Canadian tire? Of course, I topped up my half position last week at 115!!!

Planning to hold for 5+ years, what's your take on it?

Thanks,

Richard

Q: Could you comment on IPL latest earnings?

Q: Please comment on the quarterly results.
Thanks

Q: They just issued their 3rd q results. I am not very good at determining if this is still undervalued. The results did not blow me away but they did increase the dividend by 10%. They are not in a growth industry however I thought Davis +Henderson was not either yet that stock has done well,long term. Your views of evaluation of SXP would be appreciated.

Q: My BMO Investorline displays Hydro One as dropping $19.445 to $2.175 per share from $21.75 per share. This change occurred about 14 minutes after 4:00pm Friday. Is this just a computer error?