Investment Q&A

Q: A Bloomberg recently article said that Enbridge is going to apportion space on a segment of its Mainline system by the most since November last year. It went on to say that 'apportionment is when shippers reduce volume when they see too much demand on a system, and has contributed to a glut of supply in the past as producers are left with the excess'. The article further said that 'pipeline apportionment has previously led to large discounts for Canada’s crude oil and now threatens already-weak oil prices'.
Lastly, it said that 'the rise in apportionment signals that export lines may be filling up again amid record oil production in the province and rising demand for Canadian...'
I couldn't unpack the above and was wondering the effect it would have on the stock. I see that today 21 Nov the price has not moved much.
Many thanks

Q: I have held this stock for quite a while and it is up quite a bit from what I purchased it for. Do you see any further upside in this stock and for the tanker shipping industry in general.

Q: I've missed the energy company run up (other than my lone holding = SU) but maybe better late than never? Which Canadian oil and/or gas producer would you recommend?

Q: Between CWB and LB which do you prefer now? Thanks Jim

Q: I purchased AQN a couple of years ago and when it hit around $10 a week or so I purchased again doubling the amount I own. It is still not a significant amount of my holds.
However, I am wondering if I could sell the original amount purchased couple of years ago at a higher price and claim a capital loss for those shares even though I have purchased more recently.

Q: I bought TWST a few years ago, and have lost most of my investments in it. Would it be advisable to switch to LNTH.

Q: Hi, We sold some shares to harvest capital loss in Cash Non regd account, 3 weeks ago. Can we buy CPX shares in our RRSP accounts, without waiting for 30 days ? Thanks

Q: I still have a lot of preferred shares in various Canadian companies, along with some in the CPD ETF. These were all legacy investments from a long-ago advisor. I am no fan of pref shares and now wonder if its' time to dump them all and go into true fixed income like laddered GIC's. I still fail to see a case for pref shares and also wonder whether I'm better to put the proceeds into relatively solid equities, like say ENB, SLF, T or the like. The dividends are roughly equal to my pref share positions and I know that equities can drop in share value. So do the pref shares, in my experience, but the prefs have such limited upside potential. Your thoughts please.

Q: Which US, dividend paying, equites do you see as inviting these days? I have a lot of ABBV and SPG so perhaps other sectors. Thank you ( PS, I asked this question last week but received no reply.) Al

Q: Please explain the advantages and/or disadvantages between ZSP & ZSP.U. Thanks … Cal

Q: this seems like it might be a hidden GEM. your thougths?

Q: I am overweight USA and Canada and looking to either add general global exposure with maw102 or more europe focused VE etf ( which isn't listed in your pulldown list for some reason!). I already hold these 2 products so plan is to top up one or the other. Which do you prefer currently.

Q: Just to be sure, the 30 days required by CRA before re-purchasing a stock sold for capital loss purposes starts ON the day after the trade date as day one ? or the day after the settlement date ? and we can buy again ON day 30 or 31. ?? I know you've answered this one a hundred times before but no easy way to find the answer !!

Many thanks for all you do. John

Q: Peter; Now that Biden has bribed the Royal leader of Saudi by legal washing him for an increase in production would you buy more energy companies this am? Thanks. Rod

Q: Please rank in order of your favourite.
Thanks

Q: Hi, do you have any information of this BMO Arc innovation fund? Is it related with ARKK of Cathy Wood? Thank you.

Q: I just read this morning tour response to the possibility of a dividend cut st Algonquin. Then i read an article in the globe and mail about a number of directors buying shares. One would assume that they would know if a dividend were to be cut, no?
Thanks as always for the great advice

Q: In the end of quarter conference call, the CEO referred to some exposure to Crypto as one of several economic factors which impact their business. He offered it had some impact but did not disclose details and none of the analysts asked for specifics. I am inclined to believe that Crypto has something to do with the new lows in the stock. Many macro uncertainties in Europe especially and exposure to a rising US$ are also important potential negatives. What do you think about the Crypto impact? I am inclined to think there is too much uncertainty to buy in - even given the stock is at an all time low. What do you think?

Q: Hi Peter, I've had this stock since Apr. 2021 in my TFSA. Is it worth holding even with the new contract it just received with Massif or is this a sell. Thanks, Nick

Q: Is DSG at risk of being disrupted by Flexport? Are they competitors and is there much overlap in their businesses?

Flexport is a private American multinational corporation that focuses on supply chain management and logistics, including freight forwarding and customs brokerage.

Thanks.