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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

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

thanks
Read Answer Asked by samuel on November 12, 2015
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
Read Answer Asked by Richard on November 12, 2015
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.
Read Answer Asked by Carlo on November 12, 2015
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
Read Answer Asked by CHARLES LA on November 12, 2015
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
Read Answer Asked by Robert on November 11, 2015
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.
Read Answer Asked by Les on November 11, 2015
Q: Could you comment on their recent earnings, I continue to hold this for income. Thanks for your help.



Read Answer Asked by Tom on November 11, 2015
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
Read Answer Asked by Francesco on November 11, 2015
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
Read Answer Asked by Ken on November 11, 2015
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?
Read Answer Asked by Keith on November 10, 2015
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.
Read Answer Asked by Michael on November 10, 2015
Q: Could you please recommend the best Canadian, US and international dividend ETF"S.
Read Answer Asked by Mike on November 10, 2015
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.
Read Answer Asked by Steven on November 10, 2015
Q: Could I have your trusted opinion on why this stock is taking such a beating.
Read Answer Asked by jim on November 10, 2015
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.”
Read Answer Asked by Kurt W on November 09, 2015
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.
Read Answer Asked by Jerry on November 09, 2015
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