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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: Good afternoon 5i team. An insightful article in the Globe & Mail yesterday suggests that NPI may be using unusual accounting to calculate its dividend payout ratio. Got the gist of the article, which may be the reason for the stock price dropping over 2% today, though the accounting discussion is a wee bit technical for me.
Could you help with this? Does the point of the article seem valid, or are NPI's arguments against the third party opinion reasonable?
Thanks as always.
Read Answer Asked by Thomas on March 02, 2015
Q: On Prefblog there's been an ongoing discussion of what the Govt. of Canada 5 year benchmark means to all the 5 year reset preferreds and which 5 year rate to use, with no clear agreement. Things are at a standstill presently because it seems no-one including blogger James Hymas (a former contributor to CMS) has access to a Bloomberg terminal where the answer may lie, or at least the discussion will continue. I see there have been a couple of questions on this issue on the 5i board also. Perhaps you could help out Mr. H. and pref investors like me too by sending him the Bloomberg screenshot he requests, if you can get past the Bloomberg rots brains comment (I'm certain said tongue in cheek).

I find it very difficult to believe that this problem has only surfaced now and not years ago. Here's the link (scroll to top):

http://prefblog.com/?p=27931#comment-193197
Read Answer Asked by Jeff on March 02, 2015
Q: What do you think the impact of EFG's claim could be? See also VSN's opinion below. Thanks, David.

The Ontario Superior Court ruled that Energy Fundamentals Group Inc. (EFG) "has a valid option to acquire up to 20% of Veresen's equity interest in the Jordan Cove liquefied natural gas terminal and related assets."

Veresen's said Feb 26: "Veresen continues to believe that the existence of the option and whether or not it is exercised will have no material impact on the Company."
Read Answer Asked by Robert on March 02, 2015
Q: FC has been paying the same monthly distribution of $0.078 since inception in 1999. The dividend yield is almost always in the 7-8% range and balance sheet appears strong. I'd appreciate your comments on FC going forward and if it would not be a suitable add to your diversified Income Model Portfolio.
Read Answer Asked by Bernie on March 02, 2015
Q: AltaGas reported Fourth Quarter and Year End Results this morning. The results were mixed with EBITDA and funds from operations increasing year over year and normalized net income(not sure what this is) decreasing. The shares have been drifting down in recent trading sessions, perhaps in anticipation of theses results and reacted quite negatively this morning to this recent report . Is there anything that we should be concerned about regarding the company's future prospects. I own the shares for income and hopefully reasonable growth over the next 1-3 years. Your comments are appreciated.
Read Answer Asked by John on February 26, 2015
Q: I'm looking at this company as a long term hold in my rrsp. What are your thoughts?
Read Answer Asked by Rick on February 26, 2015
Q: Hello Peter & Co,
A follow-up on a fellow member's question on the subject. I too own BEP.UN and have noted your reference to NPI and RNW; but I am wondering if you had also considered Boralex BLX and Innergex INE.
Thanks,
Antoine
Read Answer Asked by Antoine on February 26, 2015
Q: AIF has popped after reporting earnings and has been trading sideways for a year. Could you characterize this company (is it a stretch to call this REOC alternative)? Is it value here and could you give your opinion? Thank You.
Read Answer Asked by Michael on February 26, 2015
Q: Hi Peter, can you please comment on Altus Group just announced Q4 results. Do you consider this a good entry point for 3-5 year hold?
Rob
Read Answer Asked by Robert on February 26, 2015
Q: I am looking for renewable energy companies that you would recommend, I am thinking of reducing my exposure to oils and increasing renewable and solar . I have Bep.un already

thank you, Jean
Read Answer Asked by Jean on February 25, 2015
Q: What would your order of preference be for these four companies? Would you keep any of them? I am a retired investor, with 50% fixed income (GIC's & Bonds) and 50% equities (21 individual stocks each with a 2.5% rating, across all sectors. Thanks!
Read Answer Asked by Paul W on February 24, 2015
Q: What are your thoughts on todays equity raise by Northland Power?
Read Answer Asked by Andrew on February 24, 2015
Q: Can you recommend a U.S. divided paying stock(s) for my TFSA account
Thanks
Read Answer Asked by DAN on February 24, 2015
Q: Thanks for a great service. I seldom ask a question as I usually find the answers in searching for recent questions.
Could I have your opinion of ZWU. I am retired and need the income from my RRIF due to the low interest rates. If not ZWU, any other ETFs I may consider.
Read Answer Asked by William on February 24, 2015
Q: hello 5i team,
i have heard you mentionning how utilities will be hit when there is a rise in interest rates. It has made me wonder whether i should take some action now. I have about 7 per cent in the utility sector. of that 7 per cent, about 4.5 per cent is composed of Emera. Well, when i look at my portfolio i have two questions:
the first is should I take some out of utilities altogether at this point and put it in another sector?

if it is a good idea to stay the course, would I be best to sell some emera and buy, say, bem.un? I do own some Enbridge,aswell. Or, given that this is a fairly secure sector, is there possibly not much value in diversification?
Read Answer Asked by joseph on February 24, 2015
Q: I already own Capstone Infrastructure (CSE). I'm considering Valener or Capital Power (CPX) for income. Could you please list the pros and cons of these two companies?

Thank You.
Read Answer Asked by Liza on February 24, 2015
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