Q: Should we consider Macro more valuable now that the Trans Mountain Pipeline has been passed or should we wait until it is well into construction as there are still some hurdles to overcome?
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Good morning,
I bought some ENB.PF.V in May, at the time the yield is 6.88%, today its yield is 7.08%, so I want to buy more. I know ENB runs a unique business with a wide moat. I read ENB financial data and found the company keeps issuing new debt to fund dividend and if I am correct that it's payout ratio is even over 100%. So I sold common shares and bought preferred. With today's 7.08% yield, it's very attractive, any risk associate with this series?
I also want to ask if there is a website (free or paid service) has all the information of all Canadian preferred shares include risk rating for investors to do research?
Thank you!
Joseph
I bought some ENB.PF.V in May, at the time the yield is 6.88%, today its yield is 7.08%, so I want to buy more. I know ENB runs a unique business with a wide moat. I read ENB financial data and found the company keeps issuing new debt to fund dividend and if I am correct that it's payout ratio is even over 100%. So I sold common shares and bought preferred. With today's 7.08% yield, it's very attractive, any risk associate with this series?
I also want to ask if there is a website (free or paid service) has all the information of all Canadian preferred shares include risk rating for investors to do research?
Thank you!
Joseph
Q: Can you give us your analysis of today's strategic plan and financial objectives for 2023 announcement from BLX?
Thanks to you and your team
Thanks to you and your team
Q: Hi,
Why is it so hard to get First Service's ROE ? Any idea what it might be ? Even a rough estimate would be appreciated.
Thank you
Why is it so hard to get First Service's ROE ? Any idea what it might be ? Even a rough estimate would be appreciated.
Thank you
Q: This is a follow-up questions about determining whether a company is considered growth vs income. Can I interpret what you said as being:
If the sales and EPS do not increase much, or stays the same, over many years, and the company offers a reasonable dividend then it is considered income.
On the other hand, if the sales and EPS increase steadily over several years, then it is considered growth, whether or not it offers any dividend.
And if the sales and EPS fluctuate year to year, it may be cyclical, which is a separate category.
If it does not fit into any of the above, then it is a company of that should not be considered investing in.
If the sales and EPS do not increase much, or stays the same, over many years, and the company offers a reasonable dividend then it is considered income.
On the other hand, if the sales and EPS increase steadily over several years, then it is considered growth, whether or not it offers any dividend.
And if the sales and EPS fluctuate year to year, it may be cyclical, which is a separate category.
If it does not fit into any of the above, then it is a company of that should not be considered investing in.
Q: With recent blacklist Huawei by US, which companies sales will be impacted since Huawei imports millions of dollars hardwares from all over the world? As results of that, will their stock price be impacted as well?
Thanks,
Thanks,
Q: Both Canada Goose and Canntrust have been hit hard lately can come off their highs. Would appreciative your thoughts on initiating purchase on these stocks.
-
Toronto-Dominion Bank (The) (TD)
-
Bank of Nova Scotia (The) (BNS)
-
RBC Managed Payout Solution - Enhanced F (RBC662)
Q: Hi Peter and Team,
I have held a position on BNS, RBC and TD for about 5 years now. Seeing that BNS has been under performing relative to RBC and TD over the last year and a bit, I was thinking of liquidating my position on BNS and put the proceeds into RBC and TD equally. Just wondering what your thoughts are on this.
Cheers,
I have held a position on BNS, RBC and TD for about 5 years now. Seeing that BNS has been under performing relative to RBC and TD over the last year and a bit, I was thinking of liquidating my position on BNS and put the proceeds into RBC and TD equally. Just wondering what your thoughts are on this.
Cheers,
Q: do you think I should continue to hold ROK or perhaps switch to something with more potential.
I could add to AVGO and I do like CRM and or MRVL.
I realize I wouldl be reducing industrial and adding to tech.
Would you have any suggestions. Thank you.
I could add to AVGO and I do like CRM and or MRVL.
I realize I wouldl be reducing industrial and adding to tech.
Would you have any suggestions. Thank you.
-
Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A)
-
Canadian Tire Corporation Limited (CTC)
Q: The price difference in the above voting and non-voting have a big gap, with a similar target price. Your thought? Thanks.
Q: Looking to add to my Technology sector in my TFSA. Currently have CGI which is doing pretty good. Can you suggest some other names - US and CDN - that I can look at to compliment CGI.
Thanks
Thanks
Q: 6/17 CFO took medical leave. 6/18 J Litt challenged that $9.45 price is too low ,& questioned the planned purchase of 17.8m shares from OTPP resulting in immediate cancellation by HBC.Is there a case to buy here for hope of a higher price?Thanks for u usual great services & views
Q: I held this bond for many years, as you know the Company filed for bankruptcy in 2015. I cannot get any information on if I will be getting any money, can I ask for you help in providing if there is any money left here and where I can go to claim it or figure out what to do with this bonds,
Thanks
Thanks
Q: I am thinking of taking a small position in my TFSA. Growing company in a growing field.
Your thoughts Thanks Derek
Your thoughts Thanks Derek
Q: Not a question - just a note repeating the business news that four (4) insiders bought recently at around $23 for a total cost of about $350,000. Not big money but not exactly chump change.
Q: Please comment on their acquisition. Thank you.
Q: just a comment to add to genes misery over rbc investing, i am a seasoned investor using rbc investing, been doing this for 25 years and rbc is by far the worst.
what they did with their watchlist is beyond stupidity, it is idiotic, i would love to switch to someone else but i have 15 accounts with them and switching would be even more misery. dave
what they did with their watchlist is beyond stupidity, it is idiotic, i would love to switch to someone else but i have 15 accounts with them and switching would be even more misery. dave
Q: Have been watching for a while now and would like any insight you can provide into this retailer. It reports next week and was curious as a contrarian investment for the short term.
Do the financials suggest insolvency? Any information would be greatly appreciated.
Thanks Gary
Do the financials suggest insolvency? Any information would be greatly appreciated.
Thanks Gary
-
Brookfield Infrastructure Partners L.P. Cumulative Class A Preferred Limited Partnership Units Series 9 (BIP.PR.E)
-
National Bank of Canada Non-cumulative 5-Year Rate Reset First Preferred Shares Series 40 (Non (NA.PR.E)
-
Toronto-Dominion Bank (The) non-cumulative 5-year rate reset preferred shares Series 18 (NVCC) (TD.PF.J)
Q: I'm down around 20% on these preferreds in less than a year. Will the price ever recover? Hang on to them or bail out. They represent 5% of total portfolio.
Q: We are seeking income (although capital retention is also important) and wonder if we would be wise to sell IPL which you don't seem big on and replace it with BPY.UN which you seem to like. The sector is not too important as the portfolio has a good balance of pipelines and REIT's. Both companies mentioned have a very good yield.