Investment Q&A

Q: I was wondering how much growth you see in KBL going forward. It seems to be holding up well in this downturn. Thank you.

Q: Hi Team,
If Keyera (KEY) gets back to support at $47.00, that would be a yield of about 4.6% and current P/E of about 27. Would that be a good entry point or is it too soon or too late.
Thanks for your answer.

Q: Peter, I am getting rid of front street and timber creek. I am trying to replace a 7.5 yield between the two of them. Your thoughts on Wajax and Richards Packing please to replace the yield. Thanks Ken

Q: I'm looking at adding some CGX to my RRSP portfolio - taking a long term view - and dividend is important - any suggestions - good time to get in? or should wait until a further downturn in the market

Thanks

Q: hi keyera is droping fast is there something wrong or is this just profit taking. thanks

Q: Do you see EMERA as a good buy right now? It has come off a little bit lately. Thanks.

Q: Peter; With the Telus current problems and the divvy stock rotation I am thinking of selling it and buying either BEP.UN or CIX? How would you see this switch? Thanks. Rod

Q: Hi Peter and Team, I recently added to my position in TELUS and BCE, during last week's price weakness. Besides the spectrum debate after industry minister's comments, do you see more downside in these stocks due to ongoing fear of sharp rise in bond yields? I noticed a comment somewhere that AMLP and Utilities/Telcos ETF on US exchange stopped its recent decline, during Friday's rally in US markets. Your comments are most appreciated. Thanks

Q: Hi Peter:
Another question regarding the the rotation out of bonds. I have huge capital gains in XRB and was wondering if it would be a good idea to sell and put the proceeds into a 5 year GIC ladder to lessen the damage that could be caused by rising intrest rates.

Thanks
Ron

Q: If you bought a stock like IPL.UN in 2009 and have a hugh gain why would you sell it now since the chance of re purchasing it close to the original purchase price is very small. I know that buy and hold is not always the best system but where would I get this kind of return on my money in the current market.

Thanks

Carolyn

Q: Hi 5i team,
Thanks for all the help, much appreciated! My question is a general one based on your reply to an earlier question regarding dividend payers:
In a rising rate environment where rates hit, say, 4% and a stock pays the same; would not the dividend payer still be generally a preferred option due to the dividend tax credit as opposed to the 100% tax treatment on interest income? Shouldn't there be a built-in differential before a given interest rate would hurt a specific stock? So, if a stock pays 5.5% dividend and interest rates look to rise to 4.25%, why should that particularly hurt the higher paying dividend stock to the degree it likely would? While I recognize it is not as simplistic as I make out, I would think there would be a smidgin of validity to my argument.....

Q: Would you kindlly give me your opinion on Killiam Properties. Thank you very much.

Q: Hi there,

Regarding Reitman's (RET-A), four to five years ago I bought this stock at about $14. Its dividend has steadily increased to an uncomfortably high level while its share price has dropped to around $8. Should I hang on to it and wait for a recovery or dump it now?

Thanks,

Steve

Q: Re CPX: On April 13 you answered "Capital Power will likely be completed after the next quarterly report, on April 26." When do you expect an update? What's your opinion on the stock - to hold or sell at loss? I am down about 14% after the recent drop.
Thanks.

Q: Fortis (FTS)--re the attempt to acquire Central Hudson. There are disturbing reports of Fortis' behaviour concerning their work in Belize and other overseas areas. Do you know how much truth there is to these claims? Or are the CH people just so against the use of fracked shale gas that they'll say anything to block Fortis in their area? This could influence my retaining (or not) of my stock in Fortis. On a strictly financial basis, would you keep Fortis at this point?

Q: Hi,

I am fairly new to the trading game and with the recent talk of rising interest rates, many analysts are saying it will have a negative affect on pipelines and utilities?

I don't understand the correlation between the two. Could you please provide your comments.

I currently own IPL.UN, Gibson and Arc Energy. Small weighting in my portfolio.

Thank you.

Q: Could you please comment on the article in today's Globe and Mail titled "Dividend investors: Say no to banks".

http://www.theglobeandmail.com/globe-investor/inside-the-market/dividend-investors-say-no-to-banks/article12363147/

Thanks

Q: Good morning 5i,

I got shares in IPL.un, BEP.un, BCE, and BA which are all stocks that are in the mix of selloff these days because of their divident payout. All together these stock would give me a small gain if sold. Am I better off keeping them or sell them?

Q: Hello Peter and 5i. You last answered a question on DCI May 17th and as it continues to pullback I am hoping you can supply a buy, sell or hold rating for the stock. Thank you. Barb

Q: Thanks for all the info and insights. Understand that some costly executive changes are about to occur (or have) at IPL.UN. Does this presage the end of the 'party' in terms of share price appreciation? or will it just be a short term blip?