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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 am a long term dividend focused investor---I am looking at two utilities, GEI (gibson energy)and CPX (capital power). They have wuperior 10 year dividend growth according to todays globeinvestor article. Would you be comfortable with these as a dividend investment in a long term diversified portfolio for a person 5 years from retirement, as compared to the bigger more well know names enbridge, transcanada and inter pipeline?

Thanks for all you do.
Read Answer Asked by joanne on August 05, 2014
Q: A company I have been very happy with (WFI.TSX) looks like it will be bought out and I am selling it. I am looking to replace it in my portfolio. Brookfield Rebewable (BEP.UN) looks like a good fit with its dividend but the current portfolio report is dated to September of last year. Is 5i still considering this an 'A' rated company.
Read Answer Asked by Bill on August 05, 2014
Q: Peter, LONG RUN ENERGY please. I have read your comments on it under oil sector, but could you be more specific? Management, pay out ratio, long term sustainability of dividend, amount of debt. Would you rate it B/? I hear a lot about it on BNN> Thanks Ken
Read Answer Asked by Ken on August 01, 2014
Q: Hello Peter and Team,
I am looking to add a little punch to the Energy sector of an otherwise diversified portfolio. Energy currently makes up almost 20%, so I am not looking to add, but to hopefully refine. I am considering a swap of Surge (SGY) for Vermillion (VET). I like them both, but am leaning towards the income feature of Surge as well as the continuation of good results as was indicated in the last Q report. Could I have your thoughts to this?
Read Answer Asked by Rick on August 01, 2014
Q: Thoughts on NCC.A or Newfoundland Capital Corp. please?

Thank you...Dave
Read Answer Asked by David on July 31, 2014
Q: Hello,
I have been slowing adding stocks from the model and income portfolios over the last 3 months. I currently own G,DHX,BAD,SGY,ESL,SLF,DSG & SJ. All with 5K original investments. I now have another 15K to invest. Should I buy more shares of the stocks that are down that I currently own (BAD&SJ) or add new positions? If new what stocks would fit best?
Many thanks
Luke
Read Answer Asked by luke on July 31, 2014
Q: AT&T (T.US)

Hi Team, I know you don't specialize in US stocks, but I was hoping you could give me an opinion on AT&T. It appears to have a very low P/E of 10.7 TTM and pays a dividend of 5.06%. The payout ratio is 39.7%. The main negative I can see a potential forecast for lower earnings per share. Do you think this stock is worth owning for income long term?

Thanks. Michael
Read Answer Asked by Michael on July 31, 2014
Q: Brookfield Global Infrastructure Securities Income Fund (BGI.UN)I am trying to look into this and am having trouble finding much on it. It has hit new highs the past 2 days and has a 5+ dividend. You haven't commented on it since just after its IPO just over a year ago. What does it do; why is it hot now.
Bryon in Elmira
Read Answer Asked by Bryon on July 31, 2014
Q: Brookfield asset management has a lot of subdivision.Is it better to own BAM for growth or different subdivision ( power,real-estate and etc.)?Thank you,ebrahim
Read Answer Asked by ebrahim on July 30, 2014
Q: Hello Peter,
Thanks for your prompt replies and expert advice. I was listening to BNN last night, and interesting points were made. I have two questions:When companies buy back stock, the EPS goes up which is good for the stock; however, does it not reduce the book value. I was looking at CNR and the stock is trading over 4 times book. If this is the case, how is it that CNR keeps ticking higher (is it because it has a high barrier to entry and investors feel there is safety in the stock). Second question that came up is that the bank stocks have not hit a top. What metric would suggest a top in the banks? Is it if the PE goes over 15? Thanks again
Read Answer Asked by umedali on July 30, 2014
Q: Hi Sir, My question is about Exchange Income Fund [EIF]. This stock has taken a huge fall from +-$32 to +-$19. Are you aware of any problems and is the dividend safe? Thx Colin
Read Answer Asked by colin on July 30, 2014
Q: Good Morning Peter, It would be appreciated if you would provide your views on MAL, MX LRE, POU and SPE three months and three years out. With thanks, Colin
Read Answer Asked by Colin on July 28, 2014
Q: I am looking to add BDI, which is in your model portfolio, to my portfolio. The share price has been dropping quite steadily since mid June and is down almost 9% in that time frame. It is down 1.5% to-day. Are there developments I am unaware of which are causing this significant downtrend in a market that is up (a bit)? Or is this a buying opportunity?
Read Answer Asked by John on July 28, 2014
Q: Good afternoon,
I would appreciate your view upon the outlook for Telefonica (TEF). My only other holding in this sector is Telus.
Thank you.


Read Answer Asked by Peter on July 28, 2014
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