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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: I have held this company for some time and I'm down significantly on it. I lost money on it back in the day when it really was a tech company. I'm a slow learner. The stock hasn't done anything in the last 5 years except loose value. Over the last month it is down almost 8%, 16% over the last 6 months and 26.5% over the last year. In 5 years it has lost 45% of its value.

I'm not sure about its business model. To me it is bordering on extortion and I'm not sure how much growth there is going forward. The company put itself up for sale and no one would touch it. The only ones making money on this company are the lawyers.

I've lost patience and am going to sell WIN. I guess your metrics make it a 'B' on your report but I don't understand keeping it in the 'Income Portfolio'. The dividend looks very attractive, however, the decline in share value has more than eaten that up.
Read Answer Asked by Alvyn on October 19, 2015
Q: Peter and team could you give me your opinion on this company.

Jim.
Read Answer Asked by James on October 16, 2015
Q: Would you consider these three reasons sufficient to justify a switch from Pembina Pipeline (PPL) to Enbridge Income Fund (ENF):

(1) ENF's lower valuation on a p/e basis
(2) ENF's recent dip due to its equity offering
(3) ENF's fairly aggressive (and seemingly predictable) dividend policy

I have a pretty good capital gain on PPL but I also have some capital losses I can use to offset Pembina's gain. Do you think its possible/likely ENF can outperform PPL by around 10%?

Lastly, is either company more likely to be to be an acquisition target?

Many thanks.

John
Read Answer Asked by john on October 16, 2015
Q: Hi,

I am thinking of buying either TD or BNS for my RRSP to buy and hold. I saw that you recommended BNS on BNN the other day so I assume you like it more than TD. Can you briefly tell me why and how the two compare on a valuation basis. I like TD for the US exposure.

Thank you!
Read Answer Asked by Arthur on October 15, 2015
Q: Hello,
I'm looking for an update on Trinity. What can we expect over the short/long term?
Thanks
Read Answer Asked by Giovanni on October 15, 2015
Q: Cascades has been moving up lately. Your comments please.
Read Answer Asked by Carole on October 15, 2015
Q: Could you please comment on your preference . Do you like the main Bam security or any of the derivative subsidiaries better (i.e. bip bpy etc )
Read Answer Asked by Kim on October 15, 2015
Q: Hi Peter and Team!! I would value your opinion on SOX as a long term buy. Cheers, Tamara
Read Answer Asked by Tamara on October 15, 2015
Q: I agree that it is a great business but I would appreciate more details on the valuation metrics you look at to evaluate the company. You mention that it is cheap but I see it at 24 times LTM earnings of 6.57 per share. I find that to be on the high end of it's historical range. Maybe I am missing something here ? Is there a better metric to look at ? Thank you!!
Read Answer Asked by Mario on October 14, 2015
Q: Could you comment on the Hydro One IPO available now at some brokerages. Do you think the price range is reasonable (very annoying when it is not specified exactly), and do you see any growth in the proposed dividend. Do you think it might be better to just wait and buy on the market, if at all.

Thank-you
Read Answer Asked by grant on October 13, 2015
Q: The IPO for Hydro One was announced. Any reason not to go for an Indication of Interest to try for some shares? Thanks.
Read Answer Asked by Ann on October 13, 2015
Q: 11:31 AM 10/10/2015
Hi Peter:
The article in the Oct 10, 2015 Globe and Mail suggests that the Hydro One IPO will come out very soon with a suggested price range of $19 to $21 per share and with a suggested yield of 4.2%

How would you value Hydro One when compared to other utilities with comparable yields such as Brookfield Infrastructure [5.36%], Algonquin Power [5.33%], Emera [4.35%], Fortis [3.86%]?

Will Hydro One be burdened with debt and, looking ahead, will it need to raise money for ongoing operations?

Would you be buying Hydro One at it's IPO or would you prefer one or more on the other utilities which have proven operating records and strong growth, most with rising earnings and dividends? Which would you buy for regular income?

Thank you....... Paul K
Read Answer Asked by Paul on October 13, 2015
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