Q: I own all three of these companies and I am doing quite well with all three. I am up 20% on BIR, 10% on PEY and way up on TOU as I bought it in the $5.00 range back in the depths of the oil and gas collapse. TOU represents 6% of my portfolio while PEY and BIR are about 1% each. I LOVE my dividends…….do I continue to hold all three or consolidate into TOU? After TOU’s takeover of CR, is one or both of BIR and PEY next?
Q: I tend to believe that utilities are a good place to invest actually ? considering : 1) dividends 2) still "reasonable" stock prices 3) always needed with all economic situations.Could you comment this point of vue and suggest 2 canadian+2 US utility stocks for long term safety.. Many thanks
Q: a while back you preferred PPL over TRP that worked out nicely; thank you.
now TRP stock has recovered and pays higher dividend (so does ENB)
would you still keep PPL or now ENB/TRP has more upside (growth + div)
PPL + ENB is only 4% of my portfolio; I read ENB is benefiting from all the electricity demand so perhaps there is growth there?
Q: I am overweight in oil and I am looking to trim. What is your assessment of the companies above? Which of the companies would you least favor for long term potential and therefore trim from the most? As always, thank you for your excellent service.
Q: Like my dividend from White cap at just over 7%, but with the drop in BEP.Would you consider a swap to give me more growth a prudent move.I am up moderately on white cap or would you see more growth ahead for white cap? Tks.Larry
Q: Peter; I’m baffled by the trading in NPI. Last earnings beat estimates by a substantial margin. All the pundits recommendations re price are well above the current price. Could they be planning a large secondary issue - or ? Thanks.
Rod
Q: Portfolio Analytics has suggested I reduce of my exposure in the Utilities sector. My holdings consist of AEP, CPX, EIX and NI. Is there one you would sell or should I maintain a position in all.
Q: It’s been quite a while since you’ve commented on NG Energy, could you please comment on management, insider ownership and balance sheet progression if any since you’ve last commented. What would it take to move this flatlined stock up? Thank you.