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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 and Team,
My question is about the impact on equity valuation of the rise in treasury yield. In Today's Post, David Rosenberg opined that 10 year treasury may rise to 4% and recommends favoring companies that have exposure to hard assets, high fixed costs/low variable costs, high ratio of capital to labor and proven pricing power that protects margins. It appears that utilities and REITs have most of these attributes and yet are the most sensitive to the rise in interest rate. What am I not understanding? Please help.
Regards,
Danny
Read Answer Asked by Danny on August 01, 2013
Q: T:LIQ - LIQUOR STORES NA LTD
bought a little 2 months ago and am disappointed for it lost about 15%. I feel like selling but will consider your comments. I am prepared to wait if there is hope for some up side. your comments please
Thanks
Yossi
Read Answer Asked by JOSEPH on August 01, 2013
Q: Good Morning,
I was thinking of adding to IPL.UN on this pull back. What do you think? Thanks Carl
Read Answer Asked by Carl on July 31, 2013
Q: Hello Peter & Co. Re: Whistler Blackcomb Holdings (WB-T)
May I have a fresh look at WB now that they have unveiled new products (May 28/13), re: Peak to Peak and a network of trails etc. now operating in all four seasons.
Also please confirm that WB has other invested interest in operations besides just the Gondolas, Lifts and trails. Not long ago I heard an anylist (on BNN) say that WB is 'only' the gondolas and lifts, nothing else.
Is the 7.02% Div getting a little risky ??
I think WB would do well in my long term income portfolio.
Thank you....I'll hang up and listen
Read Answer Asked by Dennis on July 31, 2013
Q: Hi Peter and good gang. Re NPI.I have held this stock for too long now, I have read all the answers from you question page but this stock is wearing out it's price. Is there a good reason to keep on holding it, and if not could you suggest an alternative with a yield, growth and stability. I have Ala ,Bep.un, banks, pipelines,oil and gas stks. I would appreciate your advice please. Thanks,
Phyl in BC
Read Answer Asked by Phyllis on July 30, 2013
Q: I own Tranalta preferred share series F and although I understand why preferred shares in general have declined recently because of qantative easing comments recently, I am at a loss to understand why these share have dropped so much. As I understand it the balance sheet is fairly solid and this series will be redeemed or the rate is due to be reset in about 2 years. If Transalta does have cash flow problems it could reduced the common dividend and at least temporarily solve the problem. Can you explain this?
Read Answer Asked by Jerry on July 26, 2013
Q: Would convertible bond funds such as AVK-N, CCI.UN-T, NCD.UN or CVD-T be safer and/or more likely to hold their value than bond funds or reits over a period of time as interest rates increase and as primarily income vehicles in a conservative portfolio?

Thank you.
Read Answer Asked by Donald on July 25, 2013
Q: FTS & utility stocks in general? Talking heads on BNN are saying sell because interest rates are going to go up-dah? They have no where to go at some point but up & when they do it will be very slow and gradual-which means the economy is getting better. So, would you be selling utility companies? FTS made another acquisition and has a history of > dividends-30+ yr in a row.
Read Answer Asked by James on July 23, 2013
Q: I'm thinking of selling some fts-t and purchasing either bce-t or ipl.un-t. Income and some growth are my prime considerations. Which of these three stocks is more likely to be affected most by further increases in interest rates?
Read Answer Asked by Joe on July 23, 2013
Q: CU-T May I please have your thoughts on Canadian Utilities as a Long Term investment .
Also , is it Financially Advantageous Tax Wise to hold Dividend Stocks in your TFSA & withdraw the Dividends TAX FREE when needed as opposed to using a Regular Non Registered Cash Account to make use of the Dividend Gross Up & pay taxes on this type of Equities ? Many TXS Peter .
Read Answer Asked by James on July 20, 2013
Q: I have some Gov. of Canada Dec 1/2021 4.25% R.R.bonds. Is it time to sell?
thanks Al
Read Answer Asked by Allan on July 18, 2013
Q: Hi Peter & 5i: Since closing at $6.15 on July 5th, Just Energy (JE) has closed higher than the previous trading day’s close every day through yesterday, and now may be pausing at around $7.50. The move doesn’t seem to have been fueled by any news that I have noticed. Could it be primarily a short-covering rally?
Read Answer Asked by Lance on July 18, 2013
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