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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: 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
Q: Hello Peter and the 5i team. EIF is presently trading towards the lower end of the 52-week price but has a yield of 6.5%. Can we expect any capital gain here, or should EIF be held mainly for income? I have a small position and initially bought it because it's a "dividend aristocrat". Do you think that there's room for any dividend increases going forward? Thanks.
Read Answer Asked by Jerry on July 18, 2013
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