Investment Q&A

Q: I am thinking of buying this company for income. Is there a short thesis for this stock? I would be curious as to the concerns of the shorts? Can you share any information on the short concerns.
Thx

Q: If you did not already own a position in KWH.UN, would you initiate a position? If so, would it be a full position or a 1/2 position?
Thanks for your service

Q: Following on from my previous question about Crius Energy Trust (KWH.UN:CA), would you say that it is safe to add a bit more at these levels?

Q: I see that Crius Energy Trust (KWH.UN:CA) is still continuing a slight downward trend after that uptick last week.
It pays an extraordinary dividend and if the payout ratio is only 77%, I am assuming the dividend is reasonably safe.
Do you have any further thoughts on the situation?

Q: Hi thinking of adding to either ax.un ,kwh.un , DR or hot.un which of these do you think the div is the safest and has some upside potential thanks

Q: With all the questions on this KWH -which I’ve tried to read them most carefully -could you give your opinion of management? Perhaps on various points giving 5i grading on them. Ie trustworthiness, competence, PR handling....

Q: As a follow up to my previous question. Kwh was previously increasing their dividend by 2% every three months. Have they completely gone of that approach as a dividend growth company. Are they still intending to be a dividend growth company.

Q: Can you comment on Crius Energy Trust Comments on Unusual Market Activity

Q: Could you explain why the stock has come of so much. What do think of this company as a dividend investment. They have stopped growing the dividend will this come back? What is your prospective for the company.

Q: Hi Ryan and peter
I sold my position in kwh about two dollars ago.
However ther apprears to be a reason to jump back in at the six doller legal at least for the next three divs that have been declared.
Can I have your thoughts on this .
Kind regards
Stan
N

Q: Any reason for the hit the last few days especially today on TCL.a & KWH.un. After market close on 7/13,TCL.a announced report of 2nd Q results on 8/13---Is it possible that some smells something bad? Any recent short attack?Is 5i reviewing the stock as it is down very sharply?Thanks for u usual greatservices & views

Q: I have some cash to invest and would like your advice as to whether to add to any of the above companies which I currently hold (at a loss in each) or sell them and put the funds into a new investment which generates some income. Thank you for your great service.
Stella

Q: Seriously considering purchasing 1,000 KWH.UN.
Is there safety here?
Is this incredible dividend sustainable?
Do you see an upside to the stock price?

Q: I am looking for a good value stock with high yield, min. 5%. Can you add someone more to the two above?
Thanks
Margita

Q: I understand the logic of "getting paid while you wait" but in this particular instance, what am I waiting for? I am now off 30%. Do you actually see this one recovering or is negative momentum going to take it down.

Carl

Q: I currently have a 1.3% holding in KWH.UN and I am wondering if I should continue to hold it in my income portion. On June 25th, in response to Eric you were "fine" with adding then on June 28th, in response to Stan, your advice was not to add. This seems a significant change in a short period of time.

Since there has been no news and the dividend was recently raised is it fair to say the price momentum has changed your mind or has the investment thesis changed?


Many thanks.

Mike

Q: Is the dividend safe?? (13%)

Q: Hi Ryan What is happening here down 3+% and on good volume.
I am down 30% would you cut your losses ?PS it in my TSFA
Regards
Stan

Q: Company and dividend as of close
KWH.UN 11.3%, BCE 5.6%, ENB 6.3%, ALA 8.3%, EIF 6.8%, HR.UN 6.8%, RUS 5.5%, BEP.UN 6.2%, GS 6.1%, AQN 5.1%, EMA 5.2%, FTS 4%, H 4.59%
Hi
Could you please choose from the above list (or any additions of your choice) the stocks that you feel would be best suited to be held in an income/dividend non registered account for a long period of time. It would be great if you could also guide me as to whether I should do equal weight or if it is better to invest by a percentage of one company over another. I am interested in trying to have the highest return of dividends but I do not want to reach too far for it (ie 50% KWH.UN). If I could get a blended 6% annually over 10+ years that would be super. Not all the companies need to be included. I know there are some that overlap sectors.
Thank you for all that you do. You are great guides.
Jeremy

Q: KWH.UN is back down around 52 week lows. Is this stock being shorted again?
And can you explain how I can research and identify a short attack on a stock?