Investment Q&A

Q: hi peter and team,

Can you comment on boston pizza results announced last week. Small same franchise sales growth. Is this worth continuing to hold?

Q: What are your views on Keyera Corp. Thanks for the great service

Q: Hi Peter
I see Corby Distilleries changed its name to Corby Spirit and Wine on Nov 07 13. Corby will now trade on the TSX under the symbols CSW.A and CSW.B effective at the start of trading on Tuesday, November 12, 2013.
In your May 09 13 answer to John you state the dividend on CDL.A [Corby Distilleries] is 3.3%, yet my TDWaterhouse site gives a 6.176% yield with a $1.26 dividend. Is the difference because of special dividends and can we count on the 6.18% dividend in the future? The TTM earnings are shown at $0.96 far less that the dividend. Is this a concern? And do you sense a change in direction for the company with the new name and logo?
Thanks... Paul

Q: Re: Inter Pipe - IPL: When you say Macquarie (whoever they are) downgraded IPL, do they have to give a reason, or is it just a whimsical kind of thing?

Q: Hi Peter and 5i: Your thoughts on Just Energy's (JE) quarterly report please, when you have a chance. Thanks!

Q: Good Morning

What is your opinion on Parkland's latest acquisition? Do you see them issuing shares to fund their expansion plans? If this is the case would you buy here or wait until the offering assuming they will be offered at a discount?

Thank you

Q: IPL - released increased cash flow yet was down substantially. Reason?

THX

Q: Why do you think IPL is down to-day after good results reported yesterday?

Thaks

Q: You stated recently that LIQ was down in price because of a change in B C s new liquor laws.Can you be more specific and do you think this stock should be sold before it hits lower levels?

Q: The ECB lowered its rate today and the independent views of FOMC goernors over the past week and our BOC have indicated interest rates are going nowhere in the foreseeable future. What is your opinion on corproate bonds?

Great service. Thank you.

Q: Peter and Team,

Corby Distilleries report earnings yesterday and things looked pretty good. They increased the dividend as well. Any thoughts on their earnings and path forward? Also, they've done a special dividend around this time of year the past two years, any thoughts on if they might do one this year based on their financials?

All in all, this looks "steady as she goes" to me.

Q: what's your opinion of TRP at this price? Is there a better stock for this space? (especially for equity growth). thx

Q: I'm looking a two new companies that I have not previously followed. Would appreciate your insights on both Norbord and Wajax, both pay a nice dividend and have pulled back from their highs. Thanks

Q: Premium Brand Holdings (PBH-T) released earnings this morning, and I am interested in your thoughts. My read is nothing surprising, but holding its position and still positioning for the future. I would not buy more, but rather should hold what I've got if it suits my portfolio. Am I reading it right? - Cheers.

Q: Morning! (unless you are working later than you should!)
Do you have an opinion regarding the potential purchase of General Chemical Corp by Chemtrade (CHE.UN). In particular I would want to know if this is positive for Chemtrade, or should I consider trimming?

Q: Good day!
I am looking at ENF (Enbridge Income Fund) and/or AQN (Algonquin Power and Utilities)for a position or a split position (both?) I prefer ENF for the higher div and seemingly similar growth paths (or maybe a bit better?), but I do own PPL (a full position) and see the overlap with Enbridge for pipelines. Would appreciate advice as to which I should choose for (primarily)income, and also some downside dividend protection against market correction and also - for the complete wish list - a chance for reasonable growth.
If you wish, I would appreciate any alternative choice(s) in a reasonable dividend-paying utility.
Thanks!

Q: Hi Peter and team

...Such a great service. Many thanks. What do you think about an entry point into WTE at this time?

Joanne

Q: DIVIDEND ETFs: I agree completely with your 03 Nov. Reserarch Blog article "Five Reasons to Love Dividends". Dividend income constitutes a significant (and growing) portion of my current retirement income.

RBC is about to launch 3 new dividend-oriented ETFs (RCD, RUD, RWD) and in August Vanguard Canada launched 2 new dividend-oriented ETFs benchmarked to the US Dividend Achievers Select Index. Please comment on these offerings as an alternative to holding dividend-oriented mutual funds or a portfolio of individual dividend-paying equities.

Thank you.
IslandJohn

Q: Hi Peter and 5i,
How significant is Carfinco’s (CFN) news that the interest rate on their senior credit facilities is being lowered by 0.5%? I would have thought that with their business model the interest expense reduction would be reflected by an approximately equivalent (dollars, not percentage) increase to their bottom line. Essentially they were just handed a margin improvement. The fact that the reduction is extended to PAC is a vote of confidence in the recent acquisition and a reminder that the more CFN grows the more it will benefit from the rate reduction. The market doesn’t seem too impressed. Is the difference just too small to make an impact or is there an error in the way I am thinking about it? Thanks!

Q: VSN & VNR
Gentlemen,
I own VSN & VNR for income, low capital loss.
Your advise hold or sell ?
Thank You very much
Best Regards