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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: You have mentioned your concern about KWh's payout ratio tightening. The only figure I have been able to find is 64% which to me didn't seem to be too bad but perhaps I don't have the right number. Could you please state what you believe the ration is currently and what you think is an acceptable ratio for this company. Also, your expectations over the next year and what you think might trigger any payout reduction.
Many thanks as always.
Read Answer Asked by Alexandra on December 04, 2018
Q: TCL.A is near its 52 week low. My average cost base is $18.88. I am considering purchasing more shares because my portfolio is under-weighted in industrial stock. Would you recommend buying TCL now or would you recommend waiting till after 13 December when the fiscal 2018 results are released? Can you recommend an industrial stock other than TCL that yields 4% or more?
Read Answer Asked by Marc on December 04, 2018
Q: Can you provide me a list of several dividend stocks that are relatively recession-proof but still have decent yield and potential for long-term growth? I'd like to start investing a bit in dividend stocks a bit each month but am wary of the financial uncertainty that is hovering over us right now.
Read Answer Asked by Dennis on December 04, 2018
Q: Could you comment on Carrick's article about the Connolly report. The prospects for CNR ( I always chicken out on CNR and then it goes higher). Are there similar strategies that appear to predict long term growth that you like ? And perhaps another name you like ?

Thanks for all yoru support,
Mark
Read Answer Asked by Mark on December 04, 2018
Q: I need to pick up a stock with good yield, while this stock would not giving that yield back via share price losses.

The two names I been looking at are DIV (showing some strong TA indicators of late) and CWX (considerable insider buying recently). In your view which one would you prefer? Again my key issue is which one is less likely to slide back in share prices and provides a safer dividend? Thanks.
Read Answer Asked by Victor on December 04, 2018
Q: Due to 5 I's comments on management and the rising payout ratio I have sold my KWH.UN and plan to replace it with one of the following options. In a portfolio currently containing 16 stocks and ETF's. Going to replace it with either BEP.UN or NFI or both. Which would you suggest ? 2.75 % in each or 5.5 % in one ? I am leaning toward BEP'UN if one but would like 5I's opinion. I could also go 5.5 % in each as there is surplus cash. { 17% }
Read Answer Asked by Garth on December 04, 2018
Q: I assume ALA spun out ACI to reduce debt. Given the positive recommendations on ACI while ALA shares continue to decline, it appears to be short gain for long term pain. Thus, I am confused as to why ALA did this. Also, with ALA in the doldrums, would it make sense to take my loss in ALA and buy ACI? Or should I stick with ALA for greater rebound potential?
Read Answer Asked by Ken on December 03, 2018
Q: I am considering purchasing ECN preferred for the great yield. Can you explain the difference between ECN.PR.A and ECN.PR.C. I can see the yield from a stock quote but can't figure how the dividend is calculated or when the rate resets on either of these. Which of the two if any would you recommend?
Thanks
Read Answer Asked by Chris on December 03, 2018
Q: Would you be able to rate the above in order of preference based on overall appreciation/performance over next 2-3yrs - also confirm whether you would be a buyer of any or all of them at this point in time and finally what exposure does each have to the Alberta economy.

Terry
Read Answer Asked by Terry on December 03, 2018
Q: I want to add a renewables. I am stuff between aqn and bep. Both seem to be growing quite nicely. BEP has had more consistent returns. AQN had some serious trouble in 08 and I think it was down to around $2. If I am going to drip, does AQNs 5% discount play a factor here into your decision? I notice Scotia having AQN distribution rising slightly more rapidly than BEP into 2020, do you agree with this? What are key geographical / operational differences that would play an impact into long term growth?
Read Answer Asked by Jordan on December 03, 2018
Q: For income & some growth please rank the following in order of preference:
ALQ
BEP.un
ENB
KEY
PPL
Read Answer Asked by Terry on December 03, 2018
Q: Altagas preferred shares have really been pummeled in reaction to company developments and the sell off in prefs generally. Do you think they offer reasonable value at these levels and do you believe the dividend is reasonably secure in view of the coming cut in the common dividend? Thanks.
Read Answer Asked by Gary on December 03, 2018
Q: Hi, I am looking for 2-3 stocks which have recently come down, but have strong revenue projection, low debt, and good track record.
I am not looking for Oil & Gas, Pipelines, or Utilities.
Please let me know if CGX, SIS, WEF, QTRH, NFI meet that criteria. If yes, how would you rate these.
If not, please suggest few other names.
Thanks for your help.
Read Answer Asked by Harpinder on December 03, 2018
Q: Can you suggest two or three US utility co's. that would be appropriate for a US dollar RRIF? I believe Ryan had mentioned one on market call, but I missed part of that broadcast.
Thanks
Read Answer Asked by steve on December 03, 2018
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