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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: Has a dividend investor I hold shares of the above in in my registered and non registered accounts.
I have cash over and above my fixed income position. This extra cash is earmarked for a new position in a dividend stock paying a 4 to 7% div with growth prospects and at fare value and tax efficient. Might be a tall order , appreciate your help.
Read Answer Asked by Roy on March 14, 2019
Q: Hi 5i,
Just some additional comments following on Scott’s question about the latest issue of EIF debentures. EIF is a serial issuer of convertible debentures. This issue will likely trade as EIF.DB.K when it hits the exchange and the timing of the issue suggests that its purpose is to fund the redemption of the EIF.DB.G debentures, for which EIF will soon be issuing a redemption notice. The series G debentures have had a 6% coupon and have been trading in the money (share price above $31.70) for a good chunk of the past couple of years. The new issue technically extends this portion of EIF’s debt financing out to the new issue’s maturity date, March 31, 2026. However, anyone considering holding EIF debentures should be aware that they routinely ‘hard call’ their debentures, for an early redemption at par, typically about two years before maturity. For example, the actual maturity date on the series G debentures isn’t until March 31, 2021. To obtain the existing premium, current holders of the series G debentures will need to convert them into common shares at $31.70 or else sell them into the market before the redemption date. Cheers!
Read Answer Asked by Lance on March 12, 2019
Q: hi,
thanks as always for your advice, it's been a tremendous help. I need to add another full position in my non-registered "buy and hold long term DRIP holdings". I am debating between AQN, EIF,H, & SPB. Not considering sector holdings, what order would you put these in to purchase first to last.
thanks
michele
Read Answer Asked by michele on February 19, 2019
Q: Hey Guys,
I follow the Income model , I see that Crius was removed recently , I decided to keep it for the time being and got a bit lucky with the takeover and jump in the price. Now that it will be stuck in the $7.50 range I'm considering selling it now. If I do sell it and want to replace it with something what do you think of Algonquin Power ( AQN)? Or is this to similar to BEP.un, H and VNR already in the model? If you still held KWH.un in the model and moved it out now what would it be replaced with?
Thanks
Read Answer Asked by Chris on February 14, 2019
Q: Over the past 2 years I have slowly adjusted my portfolio to be more growth (overall return) focused as opposed to heavily dividend focused. I am considering selling EIF and purchasing WSP. WSP is a larger company with a higher valuation which I'd be okay with as long as I'm paying for a better company with higher growth prospects. Your thoughts, please.
Read Answer Asked by Brent on January 15, 2019