Investment Q&A

• Labrador Iron Ore Royalty Corporation (LIF)
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Q: Hi Peter
I have held LIF for many years.
Could you or your team please give your appraisal of LIF.
The price has gone down steadily since Jan. Results were reported May 6. How were they in your opinion? Would you consider adding to a position at the current price?

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Read Answer Asked by maida on May 22, 2014

• Veresen Inc. (VSN)
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Q: I would appreciate your opinion on VSN Veresen as to growth,
management and do you feel the dividend is sustainable?
Thank You for all the great information.

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Read Answer Asked by Jack on May 22, 2014

• Duke Energy Corporation (Holding Company) (DUK)
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Q: Hello just want to know your thoughts on Duke energy

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Read Answer Asked by George on May 21, 2014

• TELUS Corporation (T)
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Q: My wife and I are looking to retire in 6 to 7 years and are setting up our portfolio so that we will have investments paying approximately 7% dividends in 7 years relative to the current purchase price. Could you suggest five stocks that have the best chance of growing to a 7% yield relative to initial purchase price in 7 years and continuing to rise with inflation over time? We look forward to your response.

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Read Answer Asked by Irwin and Karyle on May 21, 2014

• Chartwell Retirement Residences (CSH.UN)
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Q: Hi,
I'm following your new Income portfolio and I would like to add a company in the Health sector, Consumer discretionary and Consumer staples (other than Loblaws.) Do you have any recommendations in those sectors? Thank you.
p.s. It was tough to find a web site that broke down the TSX into 10 sectors and tougher to find a site with the constituents of each individual sector.
Really enjoy reading your articles and listening to the webinars.

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Read Answer Asked by Frank on May 21, 2014

Q: Good morning
I would appreciate your thoughts on. VSN. and. TMC

Thanks

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Read Answer Asked by Ray on May 21, 2014

Q: Peter; I read with interest the article by Peter Lantos . But I don't see it in your income portfolio. I realize it
is only a three year term- but it is AAA. I'm not sure why investors , at 8%, wouldn't be flocking to it? Am
I missing something ? Thanks. Rod

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Read Answer Asked by Rodney on May 21, 2014

• Just Energy Group Inc. (JE)
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Q: Your opinion on JE.DB please. JE recent results and the fact that TD downgrades JE from a BUY to REDUCE (wow) have hit the debenture as well as the stock. I hold a small position in the DB and was going to add as results improved. I have a small loss of 10%. Buy more? Sell? Thanks Ron

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Read Answer Asked by Ronald on May 21, 2014

• First Capital Realty Inc. (FCR)
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Q: I would like to add Real Estate in my portfolio,

i am looking at FCR first capital realty with a p/e of 18.3, a book value of 15.93 (below its trading value and Dream Properties D.un which is trading at less then book value, has a p/e of 9.6 , which would you recommend and why, it seems D.un is well underpriced at this time. thanks for the service, Jean

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Read Answer Asked by Jean on May 20, 2014

• Inter Pipeline Ltd. (IPL)
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Q: Peter; I have made a substantial profit on IPL. Should I take some money off the table and put it in VSN for the dividend and long term growth still in the mid-stream/pipeline sector?

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Read Answer Asked by Ken on May 20, 2014

• Veresen Inc. (VSN)
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Q: Hi Peter;
I am interested in VSN and MFC. Both could double in 2-3 years. Right? VSN pays much higher dividend than MFC. VSN also has a diversified business. Your thoughts please. Thank you.

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Read Answer Asked by Subrata on May 20, 2014

Q: Re Timbercreek, I had hoped to hear whether the dividend from this mortgage company would be treated as interest or capital gain.

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Read Answer Asked by Phyllis on May 19, 2014

• Just Energy Group Inc. (JE)
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Q: Hello Peter and Team,
Can you advise as to the most effective means to identify a company`s debt, expressed as dollars as opposed to D/E ratio. Just got stung on JE and was not tuned in to the debt scenario as the fundamentals ( value in PE/PR ) all seemed solid on the BMO Investor site. However, in hind sight, the D/E was posted at -5.7+ and the Div yield is 10%+.... caveat emptor I guess, but I would appreciate a suggestion to a more informative resource to truly identify excessive debt. Please be gentle .....
Thanks as always!

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Read Answer Asked by Rick on May 16, 2014

Q: hello,
I was hoping for an opinion on MTG vs.TMC. Does TMC's higher yield make it riskier than MTG for a medium term hold?
As usual thank you for all the info.
Dave

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Read Answer Asked by David on May 16, 2014

• Pan American Silver Corp. (PAAS)
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Q: Opinion on PAA-T
Thank you

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Read Answer Asked by George on May 16, 2014

• Chemtrade Logistics Income Fund (CHE.UN)
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Q: Hi Peter and company
I see that CHE.UN had a huge negative earnings surprise. Obviously it was a surprise to you guys as well. Time to sell...or add to our position? Thanks as always.
Joanne

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Read Answer Asked by Joanne on May 16, 2014

Q: DCI

Just reported... EBITDA and gross profit seem to be improving and they are reducing debt. Has the turnaround started and would you agree that things are improving slowly but surely? There are a lot of shorts in this stock, if things are improving they will need to cover given the yield!?

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Read Answer Asked by Eric on May 16, 2014

• Fortis Inc. (FTS)
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Q: what is your opinion about FORTS.Thanks,ebrahim

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Read Answer Asked by ebrahim on May 16, 2014

Q: Thoughts on xgb at this time? Risk of deflation in Canada?

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Read Answer Asked by Jeremy on May 16, 2014

Q: Hi
Please comment on the results from medical facilities (dr)
Thankyou.

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Read Answer Asked by maida on May 15, 2014