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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: Is the acquisition a good idea? Or do you think that a grocer should stick to what it knows instead of trying to buy airplanes? According to EIF's new release, it was giving NWC a very competitive price already for they transport services. Does this make NWC still a buy or more a wait and see?

Thanks in advance!
Read Answer Asked by Wayne on May 01, 2017
Q: i have a large position in veresen - 10000 shares, mainly for the dividend and jordan cove potential, and then todays announced takeover of veresen at 18.65 a shares cash or pempina shares.i have owned veresen since 11.00 dollars
my question is should i sell my shares, could there be a better offer, i am not a believer in waiting for the deal to close to get an extra 50-75 cents
depending where veresen opens. dave
Read Answer Asked by david on May 01, 2017
Q: What would your suggestion(s) be if one wanted to have the safest portfolio possible which generated a 4%-5% return? Would the 5i income portfolio be considered the lowest risk, lowest volatility option to get the desired return?
Read Answer Asked by Richard on May 01, 2017
Q: What is your view on the announcement by EIF regarding the loss of North West as a client? The announcement said the effect on the bottom line is only about $1 million, which is so immaterial.

Also, is this piece of business development what the shorts are basing their recent incessant attack of the EIF SP? If so, can we expect a much appreciated short squeeze on Monday?

You insight is much appreciated as always.
Read Answer Asked by Victor on May 01, 2017
Q: I would like to use GRT.UN, CM,ENF,PZA,TD,SMU.UN,T,AX,BCE,AND FC in a retirement income portfolios what do you think. Are there any I should not use.

Jim
Read Answer Asked by Jim on May 01, 2017
Q: Currently I own the shares of IPL in my income portfolio. I see that PPL and VSN outperformed IPL in term of price appreciation.
Should I sell my IPL shares and buy one or both of the above mentioned stocks, or should I keep my IPL shares and add either PPL or VSN to my income portfolio. Will this be too much exposure to the same sector?
Between PPL and VSN which one do you prefer?
What is your recomendation?
Read Answer Asked by Jacob on April 28, 2017
Q: Good morning, I have a special cash account which I view more or less as a replacement for a savings account at my credit union so I've focused this account on fairly safe dividend payers with a few growth stocks sprinkled in. I'm planning on selling CGX and will then have enough cash for 3 new positions. In financials I'm thinking of some growth. Would you choose gsy or ecn? In tech. Evertz or ABT? And lastly, Valener,SPB? or Enbridge? Thanks, Rod
Read Answer Asked by Rod on April 28, 2017
Q: Hi, I have Bce,bought at 49,and thinking of selling for a profit. There are a few hold ratings with a lower target price. Could this be just to get you to trade?
Would it be a good idea to take profit or hold for longer term? If I sold I would have to replace it with a dividend stock (similar) with a two year+ hold, any suggestions?
Thanks,Brad
Read Answer Asked by Brad on April 28, 2017
Q: I would like to add one more stock to my income portfolio. All of above mentioned stocks distribute rich dividends. I am seeking income plus reasonable growth.
Which one of the above mentioned stocks do you prefer, or do you suggest some other name instead?
My portfolios Energy and REIT exposure is modest, however I am overweight in Financials and Technology, and underwent in industrials and I have no exposure to the materials sector.
Read Answer Asked by Jacob on April 27, 2017
Q: I am a retired senior who relies on the income generated from my non registered account, RRSP and TFSA.

My philosophy is to enjoy my money NOW ( while I am still alive!). I am confused as to how to treat ' return of capital' which form part of some companies distribution.

Does this form of income effectively lower the cost of your shares and thus increase your EVENTUAL capital gain (and tax)?. I like the idea of getting money now and paying the tax later (like when I'm dead!). I assume this is relevant only for a non registered account.

What sectors use 'return of capital' and do who have any particular stocks to recommend? Thanks

DEREK

Read Answer Asked by Derek on April 27, 2017
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