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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: I have no positions in renewable energy, my watchlist includes the 3 companies in question. Could you rate these 3, add a 4th if you you know of a stronger candidate in terms of balance sheet strength and growth prospects. I’m a long term, buy and hold investor.
Read Answer Asked by Larry on April 27, 2020
Q: I'm thinking of selling my ALA for a tax loss and moving on + set aside some cash, but I'm trying to determine the right opportunity (it was ex-dividend today, so that's one thing!).

What sort of potential impact with the pandemic have on ALA that could make waiting dangerous? They, of course, report on April 30.

Thanks.
Read Answer Asked by Robert on April 27, 2020
Q: What are your thoughts on these two etfs for retirement income going forward ?
Read Answer Asked by STEVE on April 27, 2020
Q: Can you please recommend what you believe is currently the best Canadian dividend ETF for monthly income and relative stability in this unstable market. You have recommended XEI in the past, but it has about about 11% more Energy stocks compared to ZDV, although XEI does have 5% less financials. I am looking for a long term hold for income in retirement. Thanks, Grant
Read Answer Asked by Grant on April 27, 2020
Q: I have roughly equal weights in NA, RY and BNS and a half position of TD in a TFSA. Even at the worst point of the decline (so far), I have stayed above water on on all but BNS.

As a retiree who loves his solid dividends, the banks are attractive to me and my total holdings are likely higher than you would recommend. I am wondering if I should use the correction to move out of NA and redistribute the funds into RY and BNS. (No room to add money to the TFSA.)

Your thoughts?
Read Answer Asked by David on April 24, 2020
Q: I hold a small position in EIF (1%) and debating whether to add or move on here. I like the divvy, but is it sustainable (payout ratio?). 50% off recent highs made in Feb, is it likely to re-test lows of late March ($14) in a second wave of market downdraft ? What are it’s prospects in a post-Corona world, does its business lend itself to quick recovery?
Read Answer Asked by Tony on April 24, 2020
Q: On Apr. 1 I sold ENB and PKI for tax-loss purposes and bought, at your suggestion PPL and SPB respectively as proxies. Since then PPL has appreciated 16% vs ENB 5% and PKI is up 20% vs SPB 15%. So thank you very much for those suggestions!
My question is what to do at the end of the month when I can repurchase the original holdings, now that l have a cap gains on both of my "new" purchases (maybe $2,000 total). (I know this is a nice "problem" to have!)
My preference is to buy back PKI because I think it is a better overall company for the long term and less of a commodity type holding. (concur?) My bigger question, I think, is PPL vs ENB. I am a long term investor and while you seem to favour ENB somewhat over PPL you also seem to suggest that PPL has been more oversold than ENB. I'm not one to usually wait and guess for a future price but I am wondering if in this case, I should hold PPL as it may appreciate faster or sell after the 30 day holding period expires regardless because, in the long run, you feel ENB will come out ahead.

Appreciate your insight.

Paul F.

Read Answer Asked by Paul on April 23, 2020
Q: Whenever we recover from the current Covid-19 crisis, and business starts to return to some semblance of normal, how much growth do you see in
- New Store Openings for CTC's various retail franchises?
- In growing the membership in Triangle credit cards?
- In growth in sales through e-Commerce?
Collectively, does the growth potential post-Covid 19 look sizeable, or do you see CTC as pretty much a low-growth business?
Thank you.
Edward
Read Answer Asked by Edward on April 22, 2020
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