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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: Peter I am thinking of taking a 5% position in RNW any thoughts?
Stan
Read Answer Asked by Stan on November 25, 2013
Q: HI team:
I have a part position in both KBL and Bep.un
both have not make too much move recently
are the dividends safe /
IS IT a good time to add if i have new funds coming in?
I am looking for dividends with long term hold or 3 years or more
thanks!
Read Answer Asked by Michael on November 25, 2013
Q: could i have your opinion on (acc) as long term hold. thank you, great service
Read Answer Asked by jim on November 25, 2013
Q: Hello Peter
First I want to thank you for your excellent information, particularly on the SSL warrants. What a great research service.
I am looking for a Midstream oil/gas business because these are less dependent on oil prices and mainly just collect tariffs, or possibly a pipeline, and I checked your comments on each of the ones listed below.
I am retired and looking for good sustainable dividends over 3.5% and enough growth to offset inflation.

This is the data I get from my TD Waterhouse site:

Earn$ Div% Yield% P/E POR*
Parkland PKI 1.14 1.04 5.70 16.0 91%
Transcan TRP 2.26 1.84 3.91 20.85 81
Shawcor SCL 4.29 0.50 1.24 9.40 12
Keyera KEY 2.17 2.40 3.89 28.45 110
Gibson GEI 0.97 1.10 4.14 27.39 113
EnbridgeENB 1.09 1.26 2.84 40.62 116
Altagas ALA 1.37 1.53 3.84 29.08 117
Pembina PPL 1.12 1.68 4.88 30.71 150
CanexusCUS 0.22 0.56 9.31 26.73 248
InterPipeIPL -0.29 1.29 5.00 0 infinite
* Payout Ratio [POR] calculated by me.

Of these. the only one I own now is PKI... good dividend, lowest P/E Ratio, and reasonable payout ratio and you rate it "B".

1. Why do you favour PPL with it's 150% POR? You rate PPL and ALA well above TRP though it has a good dividend and 81% POR?
2. I don't understand why you say IPL, with negative earnings and an infinite POR, is a "favourite", though weak.
3. Only KEY, GEI, and ALA have decent dividends and PORs a little over 110% but maybe these PORs are considered ok because of large dividend reinvestment plans.
4. So my question is: What one or two should I choose, or do you have a better suggestion, and are you not worried about the high P/E ratios?
Many thanks........... Paul
Read Answer Asked by Paul on November 25, 2013
Q: Hello all,
What are your thoughts on PHK, Pimco High Income Fund? It has a descent yield and seems to be hanging in at it's mid price range. Thanks.
Read Answer Asked by Max on November 24, 2013
Q: Hi:
I purchased some Parkland fuels recently (partial position) and BKL
the former has dropped a bit
is it time to add more ?
as for BKL, pays a good dividend, is there any upside potential ? thanks!
Read Answer Asked by Michael on November 24, 2013
Q: Received a voluntary purchase offer for all outstanding RDZ.DB (6.75 due dec. 31/17) at $1010.00. Capstone Infrastructures recently took over RDZ. Should I tender or hold. The 90% rule could come into play.
Thanks Team as always
Read Answer Asked by Warren on November 24, 2013
Q: Peter and crew, Our holdings include AD/ACQ/BPF/FSZ/CSU/PKI/PPL/STN/WEF/BEP/ESL/HR.UN/IPL/KBL/TRP/CFN/HCG/MG. We are 8-10 years from retirement so don't need income now. However I've read a lot recently that says dividend growers are very important vs. dividend payers if you don't need income (we don't). Do our holdings in your view contain some good candidates for the 'dividend grower' category? Thanks, Bill Y.
Read Answer Asked by Bill on November 22, 2013
Q: I read RSI is doing a share buy back. In your opinion is this equal to a dividend increase? Will the share price reflect the concentration?
Read Answer Asked by Marc on November 22, 2013
Q: hi 5i,
do you think the sheritt intl 8.00 coupon 2018 nov 15 at 97.5 is safe to hold to maturity?
thx chris
Read Answer Asked by chris on November 22, 2013
Q:
I bought 1000 shares of WB 2 weeks ago and it is already up 10%. I realise that this is a seasonal stock but it it too late to add to it? And when should I think of selling, or should I just hold for the dividends.
Read Answer Asked by Edward on November 21, 2013
Q: CHW was a fair bit cheaper in October-keeps going up and I hate chasing a stock. National Bank has liked this one for many years and I have been watching waiting for a hiccup to get it cheaper-but, no deal. I would think > interest rates (long bond related when fed. starts tapering it's buying) will hurt this stock? Your comments please.
Read Answer Asked by James on November 21, 2013
Q: Hi. Could you update on A&W? What should I expect over a 2 -3 year time horizon? Thanks
Read Answer Asked by Bob on November 20, 2013
Q: Would you please evaluate FP.. It seems to have good value and high dividend ... How reliable would management be and how safe the company
Thanks
Read Answer Asked by lyle on November 20, 2013
Q: Hello Peter,
I recently added a half position of Boston Pizza to my 20 stock portfolio. Although I’m in for the long term BPF.UN has dropped by 9% since.
Has something changed it this company that I should re-evaluate and sell or is this market related? Thanks for your great service. Ronald
Read Answer Asked by Ronald on November 20, 2013
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