Q: Hi, i am considering vsc and cbo for income is there any over lap between these two etfs would you recommend using both? or would one be better off with pimco monthly income fund series f.{mer .86} thanks
Q: Hello team,
Sometimes, I like to look at charts to see how a company is doing in the absence of any news. Rogers Communications' (RCI.B)chart is showing a rounded top which suggests that the company's shares are about to head south. Do you see anything on your Bloomberg terminal that suggests the company is experiencing difficulties. What do you think are its prospects for the near future?
Q: Shud I take a break from ENB. Re-entered on a dip 14 yrs ago - a US site claims I rec'd 22.2% APR ignoring trimming - G&M still rates it "strong buy" but INK/TD says insiders have sold $45+M thru-out last year (CFO $24+M)?
Q: Hi Peter and team My question relates to Alta Gas (ALA). RBC has a sector perform rating while NBF has an outperform. In looking over their reports I see virtually identical estimates of dividend increases for 2014 but NBF goes further with a projection of a 15% increase for 2015. RBC says it is fully valued at the current price while NBF maintains it sells at a discount to the "high payout group" with 2015 estimates P/AFFO of 10.4 cf. with group average of 12. I would like to know your opinion.
Q: Hi, i like your opinion on ihl.un (ing high income floating rate fund)i require 30% of my portfolio in low risk income ,i was sold this new issue at $10.00. and advised to keep this for many years.is the monthly dividend safe?
Q: What is your view of Just Energy? Jim Pattison and Ron Joyce have been accumulating shares. Although the Dividend is high it seems to have a low P/E, reasonable EBITDA, although the EBIT margin is low, and the current ratio seems in the ball park for comparable stocks. What would they potentially coming down the pike that would enhance the value?
Q: Hello,
In addition to a savings account, I opened a $10k TFSA to serve that same purpose; I was thinking of buying Bell Aliant.
It has traded within a range between $25 and $28 for the last 5 years; it now sits at the low end of the range.
What do you think? Could you also suggest an alternative?
Thanks,
Tony
Q: Hello Peter and all at 5i: I hold DCI in a TSFA and it is currently down considerably from my purchase. If this was you would you sell, take your loss and put the proceeds into something with a better risk/return. I have read your comments in your site and listened to you on BNN and know it has a good dividend but it takes a long time for a dividend to make up for the loss in stock price. Thank you Barb
Q: Good day! I have owned PPL (Pembina Pipeline) for a few years, having bought in when he dividend rate was much higher. As a dividend investor (usually targeting a minimum of 5% or more dividend returns) I subscribe to the theory that capital appreciation runs hand-in-hand with “somewhat” higher dividends – and yes I am aware of a whole mess of caveats with that statement, which hopefully I take fully into consideration. I do consider beta, historical performance of dividends in a “crash” (i.e 2008), and also look for the “moat” or recession proof aspect – amongst other things such as ROE, payout ratios, cash balances, and such. I do look at growth, but a sustainable dividend stream is the primary focus.
That being said as a background, I can see PPL has grown, and projects on the go indicate future increased cash flow, and then assumedly higher dividends. My question pertains to how long I should wait for the dividend rate to go back to the 5 or 6 percent payout. I am unable to get a clear picture from their documentation as to the timeframe of the increased cash flow. Are you able to discern when we should expect the increased cash flow - and matching dividend adjustments - and can you suggest at what point I might consider moving my cash elsewhere (i.e another payer in the 6% - 7% range - i.e such as RSI, STB, MRG.UN, HLP.UN - just for some examples)?
Thanks!
Q: Good Morning! Given the recent issues EIF is facing, would you consider the new EIF convertible debenture with a 6% coupon a safe investement if held to maturity and if so would such investment be best in a TFSA, RRSP or outside. Do you see the debenture possibly sinking bellow par in the near future and would it be better to wait and possibly buy it later at a more favorable valuation.