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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: ALA-TSX, AltaGas has been a favourite holding of mine since it was an income trust. I see it as being a well run, ever growing utility and energy company with a consistently growing dividend with a bright future. It is a diversified company.

I see it as similar to a young Enbridge Gas of years gone by, for example. I DRIP it and have traded it also occasionally.

I actually like it better than Fortis (FTS), TransCanada (TRP) & Emera (EMA). I also DRIP ENB, TRP & FTS.

Any thoughts or concerns that you would like to highlight for would be appreciated.

Thanx in advance.
Read Answer Asked by Stan on June 02, 2014
Q: I am curious what youthink of the Q1 results just reported for MOB. I like the very accretive pipeline, the growth in affo/unit and the fact the ceo owns 80% of the shares - so he is clearly aligned. I was concerned however that debt ratio is up around 63% and POR grew to 101%. What do you think?

Arnie
Read Answer Asked by arnold on June 02, 2014
Q: hello 5i team. from your previous feedback to other investors on xtr i gather 5i considers xtr to be a good compromise for income and well diversified. I held it for most of 2013 and my total income from it was 6130 dollars,however my return of capital was 27% of this at 1638 dollars. i got hooked on the payout for retirement income. any feedback is greatly appreciated.
Read Answer Asked by Larry on June 01, 2014
Q: The best investment i have made in recent years is in 5i research, thank you. My question is what are good etfs for infrastructure,technology and oil service sectors, US and Canadian .Thanks
Read Answer Asked by andre on June 01, 2014
Q: Hi, I just read the updated report on Wispak Ltd. In the report card section you've noted the debt/equity as being 0. Can you list the names of some other companies that have a debt/equity of 0? Are there others? Thank you.
Bashir
Read Answer Asked by Bashir on June 01, 2014
Q: Hi Peter and Team, Please advise the implication of YGR's share consolidation.

Thank you.
Read Answer Asked by CONNIE on June 01, 2014
Q: Hello everyone,
For a long-term hold (say 5 year +) in a TFSA account which one would you choose: HWO or BDI. As always, thank you for helping us all to make more informed decisions.
Read Answer Asked by Saeed on June 01, 2014
Q: True North has just announced a major acquistion of $286 million purchased from company insiders It has a cap rate of 5.4 %

Could you please explain what a cap rate is

As retail investors how do we assess i this is a good deal Most of the payment will be in shares priced at a premium which I assume will be dilutive It said the deal will be accretive

What metrics do you use to value this deal
Your previous comments on the company have not been favourab[e

Thanks again for your great service Paul
Read Answer Asked by Paul on June 01, 2014
Q: Hello Fivei Team

As a relatively new suscriber I have found the site very useful and a fresh perspective.
My question is a round real return bond funds. I have held the TD RR bond fund for several years. Last years talk of tapering and interest rate bump pulled them back pulled them back about 10%. YTD on the same fund is up 8.4% with little inflation although the ten year bond has come down since last year.
Can you explain the correlation here as I have always understood these RR's do well in more inflationary times.

Thanks
Jerry
Read Answer Asked by Jerry on May 31, 2014
Q: Hello 5i,
I have been keeping an eye on Brookfield Renewable Energy (BEP.Un) and thought it might be a good time to buy with a small drop today. You seem to like this better than, say Emera, and I was wondering whether you thought it would be worth selling Emera to buy BEP.UN? I notice that Brookfield seems to have much more growth and I imagine that is one of the big reasons you like it. It has a much higher P/E than Emera, though. I bought Emera for the stability and income. Do you think that Brookfield is as stable and secure as Emera and you would thus get the growth as a bonus?
thanks
Read Answer Asked by joseph on May 30, 2014
Q: Financial post headline today “The Canadian unit of France’s Total SA is putting its $11-billion Joslyn oil sands mine on hold indefinitely, saying high costs do not support investing in the project.”
Is this a significant trend and are there specific companies that may be at risk due this this. I am specifically wondering about BDI , HNL, E, Ent, and MCB and any others that you may be aware of.
Thanks
John
Read Answer Asked by John on May 30, 2014
Q: Greetings, fellas. True North Apartment REIT (tn.un) announced a deal today where it looks like the reit's management is selling the properties to true north from Starlight. On first glance, it looks like management is simply paying themselves for properties they will still partially own.

With the $9 exercise price, as part of the deal going to management and with Daniel Drimmer owning 41% of tn.un do you think with this deal it is more likely or less likely that Mr. Drimmer will put together a bid to eventually take tn.un private, in the future.


Thanks.
Read Answer Asked by john on May 30, 2014
Q: Hi Peter and Team, would you please compare between Bonterra, BNE, Surge, SGY and Crescent Point, CPG, in terms of which one you prefer for better share price and dividend growth (1st/2nd/3rd)? All three management teams seem strong here. Based on what you have written so far I would assume SGY, but could be wrong, and thus the question to confirm. Thanks!
Read Answer Asked by Hussein on May 30, 2014
Q: Could you please share your opinion and thoughts on TransAtlantic Petroleum (TNP-T). Thanks
Read Answer Asked by David on May 30, 2014
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