Q: I have some cash in my TFSA. What do you think of Brookfield Infrastructure and the current price as an entry point.
Thanks
Thanks
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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: Hi Peter & Team,
Opinion on BIP.UN or ZGI please for long term income. Thanks
Opinion on BIP.UN or ZGI please for long term income. Thanks
Q: Hi Peter:
I hold this: MFR.UN.T
in my RRSP portfolio
what you say it is of decent hold as an income generating
investment; if not what would you suggest ?
thanks!
I hold this: MFR.UN.T
in my RRSP portfolio
what you say it is of decent hold as an income generating
investment; if not what would you suggest ?
thanks!
Q: hello 5i:
re: question asked by John about AGU.
On the 23 May, AGUs Borger, TX plant went down for repairs. That was the second plant in two months to go down, which obviously impacts the amount of product being produced, resulting in decreased earnings. I must advise I'm a long term bull on AGU, but sold my shares some time ago due to perceived problems with execution. John, hope that helps as it may explain why share price is drifting down.
Paul
re: question asked by John about AGU.
On the 23 May, AGUs Borger, TX plant went down for repairs. That was the second plant in two months to go down, which obviously impacts the amount of product being produced, resulting in decreased earnings. I must advise I'm a long term bull on AGU, but sold my shares some time ago due to perceived problems with execution. John, hope that helps as it may explain why share price is drifting down.
Paul
Q: Hi, could you please rank the following companies in terms of safety of income. Could you then re-rank in order of long term growth potential. Thanks.
VSN
CSE
CPX
NPI
AQN
VSN
CSE
CPX
NPI
AQN
Q: re: GWO & MFC
Saw your comments today on Great West... are those comments applicable to Manufacturers as well? Or is there anything I should be aware of re MFC specifically? I'm down 6% on a 6% weighted position.
Thanks for all you do
Gord
Saw your comments today on Great West... are those comments applicable to Manufacturers as well? Or is there anything I should be aware of re MFC specifically? I'm down 6% on a 6% weighted position.
Thanks for all you do
Gord
Q: Hello Peter. What is your opinion of AIM-T
Q: ALA-TSX, AltaGas has been a favourite holding of mine since it was an income trust. I see it as being a well run, ever growing utility and energy company with a consistently growing dividend with a bright future. It is a diversified company.
I see it as similar to a young Enbridge Gas of years gone by, for example. I DRIP it and have traded it also occasionally.
I actually like it better than Fortis (FTS), TransCanada (TRP) & Emera (EMA). I also DRIP ENB, TRP & FTS.
Any thoughts or concerns that you would like to highlight for would be appreciated.
Thanx in advance.
I see it as similar to a young Enbridge Gas of years gone by, for example. I DRIP it and have traded it also occasionally.
I actually like it better than Fortis (FTS), TransCanada (TRP) & Emera (EMA). I also DRIP ENB, TRP & FTS.
Any thoughts or concerns that you would like to highlight for would be appreciated.
Thanx in advance.
Q: Greetings, fellas. True North Apartment REIT (tn.un) announced a deal today where it looks like the reit's management is selling the properties to true north from Starlight. On first glance, it looks like management is simply paying themselves for properties they will still partially own.
With the $9 exercise price, as part of the deal going to management and with Daniel Drimmer owning 41% of tn.un do you think with this deal it is more likely or less likely that Mr. Drimmer will put together a bid to eventually take tn.un private, in the future.
Thanks.
With the $9 exercise price, as part of the deal going to management and with Daniel Drimmer owning 41% of tn.un do you think with this deal it is more likely or less likely that Mr. Drimmer will put together a bid to eventually take tn.un private, in the future.
Thanks.
Q: I notice BEP.UN is raising approximately $325 million this morning at $31.70 per share. Do you know what the money is needed for and would you recommend purchasing at the new issue offerring.
Q: Peter & Team, I'm down 10% on AGU. What is your advice/habit when in this position? Is there a chance it could rejuvenate in 6-12 months? Thanks.
Q: Prairie Sky Royalty came out it instantly gapped up 32% yesterday ( unfortunately they only gave me 400 shares of my 1000 share order . Would taking a profit and waiting to buy it later an unwise decision ? /// or should I put this one away and collect royalties forever ?
Thanks
Thanks
Q: Peter. You have Brookfield renewable ranked very high on you ratings and I have followed your advice on that. I am looking for guidance on Brookfield Infrastucture. Would you rate it as high? Would you buy it before Emera, Telus or Fortis? Looking for long term safety with moderate growing dividends. Thank you , Ken
Q: 10:25 AM 5/29/2014
Hello Peter
I have been watching Canadian Oil Sands COS for a long time. I am looking for a regular income from another very stable low-risk company with a dividend yield in the 5% to 6% range, for a permanent hold. I already own 4 big banks and SLF and GWO, PSK, BDT, BTE, ENB, ENF, PKI, EMA, FTS, TRP, and PPL.
COS has a low debt/equity ratio of 34% and a forward P/E of 12.9 according to Morningstar.
The Company has steady revenue and margins, slowly rising dividends, and a payout ratio of about 82%.
The Company has only about 25 employees so the overhead must be extremely low. Their only job is to contribute their ongoing share towards their 36.74% working interest in Syncrude Ltd.
COS's only product is light sweet crude so that is eminently saleable and always commands premium prices
So my question is: Why is 5i so cool on the stock? I know it doesn't have strong growth ahead compared to some but the company has a very stable business, sells a product in high demand and has many decades of reserves...... so what's not to like?
If I don't buy COS then the only other possible "Stalwart Core Holding" Alternatives that I don't already own seem to be :
MKP, FRU, FN, CTY, AW.UN, GH, KMP, BEP.UN, and AD, but most of these have individual flaws of some sort or are less likely to be able to maintain or grow their dividends in the event of a major market correction.
My guess is you may prefer BEP.UN to COS despite BEP's terrible payout ratio, but it is just a guess....I am open to any comments and suggestions you can make, and any other stocks to consider, and to your informed opinion on COS.
Many thanks......... Paul.
Hello Peter
I have been watching Canadian Oil Sands COS for a long time. I am looking for a regular income from another very stable low-risk company with a dividend yield in the 5% to 6% range, for a permanent hold. I already own 4 big banks and SLF and GWO, PSK, BDT, BTE, ENB, ENF, PKI, EMA, FTS, TRP, and PPL.
COS has a low debt/equity ratio of 34% and a forward P/E of 12.9 according to Morningstar.
The Company has steady revenue and margins, slowly rising dividends, and a payout ratio of about 82%.
The Company has only about 25 employees so the overhead must be extremely low. Their only job is to contribute their ongoing share towards their 36.74% working interest in Syncrude Ltd.
COS's only product is light sweet crude so that is eminently saleable and always commands premium prices
So my question is: Why is 5i so cool on the stock? I know it doesn't have strong growth ahead compared to some but the company has a very stable business, sells a product in high demand and has many decades of reserves...... so what's not to like?
If I don't buy COS then the only other possible "Stalwart Core Holding" Alternatives that I don't already own seem to be :
MKP, FRU, FN, CTY, AW.UN, GH, KMP, BEP.UN, and AD, but most of these have individual flaws of some sort or are less likely to be able to maintain or grow their dividends in the event of a major market correction.
My guess is you may prefer BEP.UN to COS despite BEP's terrible payout ratio, but it is just a guess....I am open to any comments and suggestions you can make, and any other stocks to consider, and to your informed opinion on COS.
Many thanks......... Paul.
Q: Hi 5i,
What are your thoughts on Ensco (ESV) for growth and income?
What are your thoughts on Ensco (ESV) for growth and income?
Q: Hi team:
I am aware that Peter put alot of weight in fundamentals of a company/stock before a recommnedaton is being made
I was watching the market call on BNN recently, and the comments was made re: utilities tend to do well in the summer
I do have FTS and EMA and CU and would not hesitate to add more
Is there any particular reason from a seasonal or fundamental point of view to support this trend ?
(I do have some ZUT in my RRSP as well),
many thanks !
I am aware that Peter put alot of weight in fundamentals of a company/stock before a recommnedaton is being made
I was watching the market call on BNN recently, and the comments was made re: utilities tend to do well in the summer
I do have FTS and EMA and CU and would not hesitate to add more
Is there any particular reason from a seasonal or fundamental point of view to support this trend ?
(I do have some ZUT in my RRSP as well),
many thanks !
Q: ITP/RPI.UN/WPK Packaging stocks. Read your report on WPK and B+ rating. Unfortunately I do not own WPK but do own RPI.UN and ITP. RPI has not disappointed and on a one year return matches WPK -- throw in the divvy for more! ITP has been disappointing. Considering a large profit/ healthy weighting in RPI, a loss/ smaller weighting in ITP. I imagine I see more upside to ITP over the other two. Setting aside the dividend consideration where do you see the most upside of these 3 stocks?
Q: WN: this stock has been doing down a fair bit over the last little while & I was wondering why? Is it to do with their large purchase of a US baker or what? I would like to buy for the long term and have been watching it ready to buy at some point for a good price-I'd love to see a further drop before buying to $75 or so.
Q: (From Greg)
Scotiabank is selling its CIX (CI Financial) holding at a price of $31.60 in a just-announced secondary offering. Given that CIX closed today at $33.65, this seems to be a very good deal. What is your opinion? Should I commit to this offering through my broker (no transaction fees), or will the market price of CIX likely decline to meet this price anyway in the next few days?
Scotiabank is selling its CIX (CI Financial) holding at a price of $31.60 in a just-announced secondary offering. Given that CIX closed today at $33.65, this seems to be a very good deal. What is your opinion? Should I commit to this offering through my broker (no transaction fees), or will the market price of CIX likely decline to meet this price anyway in the next few days?
Q: XSR - Could we please have your updated comments on Sirius - another special dividend announced today, 58.5 cents, yet the reaction thus far has been somewhat underwhelming - there always seems to be a lot of selling pressure on this one