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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: What are the payout ratios, which do you prefer for growth and sustainability/increasing dividends? Thanks for your service.
Read Answer Asked by Ozzie on September 16, 2015
Q: Hello,

I am thinking of starting a position in Pizza Pizza. Your thoughts? It seems to be paying an attractive dividend being well supported. Also there seems to be a good amount of insider ownership. Would like to hear your comments.

Thanks.
Read Answer Asked by Francesco on September 16, 2015
Q: I am looking for an income stock that has enough growth potential to overcome the double whammy of a lowwr P/E when interest rates eventually rise and the effects of inflation on operating costs. Do you think Fortis fits the bill? Would you be able to reccpmmend others?
Thanks,
Read Answer Asked by Hans on September 16, 2015
Q: I am thinking of moving out of FSZ into AD for growth and income. I realize they not in the same business exactly but would like your opinion. Thanks for a great service.
Read Answer Asked by Harry on September 15, 2015
Q: In a recent reply to an inquiry about TRP you said that it had a good dividend and it had been unreasonably beaten up this year. Could you name 5 other companies that also fit this circumstance.
Read Answer Asked by Lloyd on September 14, 2015
Q: Hi Peter et al;
In previous answers you state that this should only be bought for income , now at approximately 4.6%. Most of the rate resets which they hold were issued in 2011 or 12. That means that there still remains 1 year of lower rates to be worked into the yield, so the average could decrease further, and the principal ( 25.00 ) could fall further. Am I out of tune? Also, would Transalta be worth looking at in the 4.50 range considering the interest in renewables?
Appreciate your time.
BEN
Read Answer Asked by BEN on September 14, 2015
Q: I was just about to hit the the "buy" button on this stock as the new doom and gloom oil price of $20 per barrel hit the headlines. I am looking for income and (some growth vs seeing a declining share price). Would this current turn of events deter you from buying ENF for a 3-5 year hold. I can accept the ups and downs over that period but a reduced dividend.

Thanks for your help.
Read Answer Asked by Donald on September 14, 2015
Q: Hey guys - Could I please get your favorite Canadian dividend growers to buy at current prices and hold for the next several years. Thanks.
Read Answer Asked by Noel on September 14, 2015
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
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