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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,
Could you compare the following 3 pipelines, ENB, IPL-UN and PPL, and indicate your preferrence and recommendations. Thanks a million.
Read Answer Asked by jacques on July 17, 2013
Q: FTS.PR.G I have a question about this pref share which generally trades within a tight range. That hasn't been the case over the last three quarters in comparison to a range of similar investments. Is this an isolated case or has this pref being down graded over the last six months?
Read Answer Asked by Steven on July 17, 2013
Q: Could you please give an updated opinion on Veresen (T-VSN). It has taken a hit with other utility companies over the past few weeks but still pays a good dividend of 7.84%. Is the current price of $12.75 a good entry point? It is right in the middle of its 52-week range of $11.22 to $13.91. The Royal Bank has a Sector Perform rating on the stock with only a $13.00 target. So there might not be much upside. Is it worth holding in an income portfolio, would you consider the dividend safe? As always, I appreciate your valued comments. Thank you.
Read Answer Asked by Paul W on July 13, 2013
Q: If you were to rate IPL.UN what would it be A, B, C or X

PB
Read Answer Asked by Peter on July 05, 2013
Q: Hi Peter and Team,

With the Renewable Energy Developers, RDZ, being acquired by Capstone Infrastructure Corporation. Would now be a good time to buy RDZ at current prices to capture the dividend increase that comes with it? or should one just buy Capstone?
Read Answer Asked by Graham on July 03, 2013
Q: Hi Peter & Co.
My portfolio lacks anything in the 'Healthcare' Sector..Facilities or otherwise. I have been watching DR-T (Medical Facilities Corp), CLC-T (CML HealthCare Inc)and ACC-T (Amica Mature Lifestyles Inc)and LW-T (Leisureworld Senior Care Corp).
Could you please give me a brief suggestion which might be the best to hold (1st,2nd,3rd choice) of the above for long term income ?
As always...I look forward to your informative reply. Thank you
Dennis
Read Answer Asked by Dennis on July 02, 2013
Q: Hello, can you please comment on the indexed investment funds offered by most banks - Guaranteed capital with capped stock market upside (from what I see, usually 2 year + term). Would you know if there is a lot of fees within these products ? Do you really get a good share of the stock market upside ? Would it be wise to use it in the fixed income portion of a portfolio given the low yield environment and possible increase in interest rates. Thank you and Happy Canada Day to all.
Read Answer Asked by Pierre on July 01, 2013
Q: Peter: I've been exploring my new BMO Investor Line and just looked into their article on 'Value Investing'. To my surprise, I found that 12 of our 28 stocks were overvalued; AQN,BIP.UN,EMA,ENB,FTS,HSE,KEY,MG,PKI,PPL,TRP & CPG. Yout thoughts on these, and the concept of 'Value Investing' as well.
Read Answer Asked by Edward on June 30, 2013
Q: Hi, a couple of questions around underlying security of investments.

ETFs: If an ETF provider were to go insolvent, what would be the implications for investors, I assume the funds would be fully segregated, so would the ETF be wound up and investors receive their share of the NAV, or would the ETF likely be transferred to another provider to manage?

GICs: I recall reading that CDIC has reserves for only a small fraction of GIC deposits outstanding, so it is hugely underfunded in the (unlikely) event of large scale industry defaults. Typically I buy GICs from the highest rate providers which are typically smaller less established institutions. If CDIC is not the ultimate backstop as widely believed (do you agree with this?) then should I purchase GIC's primarily from only the most credit worthy institutions? Thank-you....
Read Answer Asked by Gary on June 30, 2013
Q: Any specific reason why IPL has been going down steadily the past few days? Thanks.
Read Answer Asked by Thomas on June 27, 2013
Q: Hi There
I am looking to increase the consumer part of my diversified income/modest growth (retirement)portfolio and trying to decide between AW.un, BPF.un and KEG.un.
BPF numbers look the least attractive of the three, but you appear to speak well of it.
Going forward which would be your #1 choice given the recent market turmoil?
Thanks as always for a great commentary.
Read Answer Asked by David on June 26, 2013
Q: I have $11,000 currently sitting in cash of a RDSP account. I would like some advice on how to invest it. Of course I want to make money, so stability and return are important. It is for the long-term.
A related question: In the worst case scenario, if the beneficary loses the CRAs disability tax credit and the plan has to be be collapsed, what happens? (The medical credit is up for renewal this year).
Please use your judgment as to whether to publish this question or not.
Thanks

PS. I LOVE your service!!!
Read Answer Asked by Brenda on June 26, 2013
Q: All the talking heads on BNN say sell your utility,telcos,banks and Reits-and buy what? If you are retired like me and don't mind volatility-they never < dividends during the worst financial crisis ever & telcos are planning to > dividends -eg. T why would you do that if you want mostly TSX exposure (pref. tax treat). I have some USD exposure in companies like J&J, MSFT (up nicely), MO, GE, KFT etc-held for over 4 yr.
Read Answer Asked by James on June 26, 2013