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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 a balanced and diversified portfolio.
In reviewing my holdings, these two stocks are at the low end of my portfolio %. I have money to invest, so my options could include rolling one into the other to increase my holding %. , or adding $ to one or the other.
I see ALA has restructured and their outlook looks positive whereas ITP is OK for income but not growth. Your thoughts and recommendations?
Read Answer Asked by Ric on December 18, 2019
Q: Looking at using some cash in our RIF accounts (mostly a mix of Income/balanced portfolios) to boost the yield a bit and am considering AW.un or NFI. With price pullbacks, both currently have a higher than average dividend (sustainable ?) and, it appears, some cushion against any significant capital loss, (barring any new bad news). Do you think these are now good candidates for an income portfolio ? Alternative suggestions?
Read Answer Asked by Alexandra on December 18, 2019
Q: I would ask for some clarification re your response to my question re a custodial issue . Brokers note that "These securities are held in segregation and cannot be used in the conduct of our business " . Given that the securities are registered in the broker's name , how does " held in segregation " protect the investor ( the beneficial owner ) from a loss , as a direct result of insolvency of the broker , it's parent or affiliate ? Again , I refer only to a loss which exceeds the limited CIPF coverage . My question relates to a loss , not the probability of a loss . Also would you shed some light on the basics involved in registering shareholdings ? Thanks .
Read Answer Asked by michael on December 18, 2019
Q: Both of these companies are up significantly over the past year. Could you highlight what your rationale is for purchasing at these levels, and valuations. I am thinking of acquiring both, but want to understand more clearly.
Will there be a report update in near future for CSU?
Read Answer Asked by Steven on December 18, 2019
Q: The 7% CVD is being called early. It is in my RRIF and converts to 121 shares per thousand.

Do you suggest converting into the common shares which are now selling at $12.53 or would you sell the CVD for $151?

In other words, do you like TVK as a RRIF holding or do you think I could do better.
And if so what would you suggest with the proceeds?

Sheldon
Read Answer Asked by Sheldon on December 18, 2019
Q: Which 4-5 beaten up stocks do you feel most comfortably will rebound in 2020, in order?
Read Answer Asked by Eric on December 18, 2019