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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: Hi Peter

re: ALA versus IPL

Here is what globe and mail data shows

near 52 week lows; both
dividend yield; both >5%
HISTORY OF DIVIDEND CUT ALA YES; IPL NO ?
P/E ALA > 40; IPL >10
payout ratio ALA > 50 % ; IPL > 80 %
size IPL : ALA is about 2:1 based on market cap

Your opinion between the two.

1. is my data correct ? in particular the payout ratio
2. which of the 2 would you say is "safer" in the present climate and why ?
3. Is there anything else I should consider before choosing between the 2 or would you recommend an alternative utility ( I already own BEP and TRP ; only 1 % each)


many thanks

Ernie
Read Answer Asked by Ernest on June 22, 2015
Q: Hello 5i,

I have owned this company for about a month, just lucky and wanting a stable dividend player with some growth. My experience tells me hold for the remainder of a run-up and sell. Then wait for a conclusion.

What do you think,

Much appreciated as always,


Read Answer Asked by Mark on June 22, 2015
Q: Good Morning,
Can you please comment on RNX hiring Swedbank to help in raising $600MM in a potential bond issue? Without any cash flow how would RNX make the interest payments? Could it be structured like a stripped bond? Thank-you.
Read Answer Asked by Chris on June 22, 2015
Q: the price of AFN just keeps falling. Do you think this is overdone or is there some fundamental reason for it. Thanks.
Read Answer Asked by wendy on June 22, 2015
Q: CHC Student Housing offered new shares yesterday, at a yet-to-be-determined price within the range $8.50 - $10.00. They also announced the implementing of an approx 5.2% dividend. This offering sold out very quickly (10 min on my iTrade account) and so I did not have time to buy any of the offering.

This morning, I note that it is trading at $8.42 (albeit with very low volume), below the lowest value of the range. Since the offering seems to have been very popular, I would have expected trading at a much higher price.

Is it a good buy today at $8.40 - $8.50?

Thanks!
Read Answer Asked by Gregory on June 22, 2015
Q: My daughter does not have a pension plan nor will she be making enough money to make an RRSP worthwhile.She has a TFSA but is not that familiar with stocks.She will be invested for at least 25 years. Can you suggest some long term investment companies for her?She already has a dividend fund from RBC that has a lot of financials in it. This money is locked in until she is retired .I've been trying to help her but could use some advice myself.We've been considering Crombie Reit but are worried about rising rates.As always your help is appreciated,
Read Answer Asked by Dave on June 22, 2015
Q: Theres a lot of speculation this will be sold between $200-$350 US. The insiders seem to be selling. Is it just hype? alot of shares are trading. Thanks
Read Answer Asked by hal on June 22, 2015
Q: I have held CAE for a couple of years and while is has gone up, it is does not appear to be set for any kind of dynamic growth. It has been particularly frustrating because it appears that it should - well capitalized, good backlog, growing area, unique technology among other advantages.

Would you consider switching this for MDA? I don't want to give up on CAE too early and there is nothing wrong with 10%+ growth annually but I am wondering if MDA could offer the same but within a "growthier" storyline.

Appreciate the insight.

Paul F.
Read Answer Asked by Paul on June 22, 2015
Q: Coke is up 11% this week, 20% this month, and 50% this year. This stock hasn't risen this fast in 30 years. Any idea what the heck is going on and would you buy into it at this point?
Read Answer Asked by John on June 22, 2015
Q: Do you know what is currently happening with CEB down significantly today on no news? Thanks for your help.
Read Answer Asked by David on June 22, 2015
Q: At 14x PE, American Express seems like a value, attractive buy, do you agree?
Read Answer Asked by Eugene on June 22, 2015
Q: Dear Peter, Would you please give me your assessment of this stock-to keep or not to keep? Thank you for your honest work!
Read Answer Asked by M Anne on June 22, 2015
Q: From time to time I run across a small cap that looks interesting. What fundamental and/or technical metrics do you use to evaluate a small cap? Can an individual access any/all of these?
Regards, Charles
Read Answer Asked by Charles on June 22, 2015
Q: I came across some very negative comments about this co. Here are the links:

http://agoracom.com/ir/Zenyatta/forums/discussion/topics/585691-attack-part-two/messages/1837385

http://www.thestreetsweeper.org/undersurveillance/Zenyatta__Selling_a_Story_with_More_Holes_Than_Its_Celebrated_Mine

Should I sell the stock or hold it.

Thanks very much
Read Answer Asked by Vinod on June 22, 2015
Q: HI,

I bought a small stakee in ACQ(1 %) (after having sold it ata good profit) just in time for it to decline 42 %.I would almost need ACQ to double from here to break even. I am think that either of XTC or GC is more likely to double sooner.
Would selling ACQ and buying XTC with the proceeds be a good idea? I own Amaya (5%) and Magna (1.5%). Or should I just top up ACQ ?

Thanks in advance


Read Answer Asked by Leonard on June 22, 2015
Q: Tamarack Valley Energy recently completed an asset acquisition and appears to have one of the better management teams. I would appreciate your comments on the both, thank you.
Read Answer Asked by James on June 22, 2015
Q: I've been helping my son build a portfolio of stocks and so far he has the usual collection of banks, pipelines and utilities that pay dividends and that he can DRIP. Since he is only 23, he'd like to add two growth stocks to his portfolio. In the model portfolio, I've looked at Amaya, which has more than doubled this year (and faces insider trading problems) and ccl.b, which has gone up over 50%. At this point in time, with a longer time frame, what 2 growth stocks would you recommend for us to consider?
Read Answer Asked by Stephen on June 22, 2015