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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: Good morning,
As an income investor, I have the following utility holdings that amount to about 12% of my non-registered holdings: FTS (up 10%), EMA and NPI (breaking even) and ALA (down 50%). I have no need to sell any of these and enjoy the dividends, but as a conservative senior and in a rising interest rate environment do you think it would be prudent to unload/reduce some of them or just hang on? If sell/reduce which should be the first to go?
Read Answer Asked by Ken on December 11, 2018
Q: Thinking of selling a portion of holdings the above to buy XQQ.
Some are in my cash accounts and the in my RRSP.
The tax loss and gain is zero in my cash accounts.
Gain a bit of D/E and get US exposure.
Thoughts

Thank you

Mike

Read Answer Asked by Mike on December 11, 2018
Q: In my last question I had asked you to rank the above companies with respect to risk.
"We would rank these: GSY, COV, NFI, PHO."
The order of the list was not clear to me, since it was a little different than I expected.
Is GSY the lowest or highest long term risk?
I'm including the rating and stability from the flash report for my benefit.
GSY: B+, medium
COV: B, low
NFI: A-, medium
PHO: B-, low

Cheers.
Read Answer Asked by Mike on December 11, 2018
Q: I sold Bonterra at 14.50 a few weeks ago. Since then the company has cut its dividend to next to nothing. As per I can understand the company has a .61 cents per share debt and the dividend cut was 1.09 cut per year. The insider buying has not slowed down. but the stock keeps on sliding down. price to book 15 dollars. Is this a buy opportunity? Thanks for your great service
Read Answer Asked by Hubert on December 11, 2018
Q: The time is nigh...
I sold NFI, GSY, and PHO for tax loss harvesting on Nov. 8th, so I can now repurchase them on Monday the 10th. ( I still hold GUD and TSGI)
I already purchased a half position in COV on Friday as I was thinking of it as a replacement for PHO with respect to market cap and potential...however I am not ruling out repurchasing PHO as well.
Should I have any concerns repurchasing a half position or so of NFI, GSY, and PHO this week? Can you rate/order them with regards to risk...including COV.
My time horizon is long term. And diversification is not an issue.
I am also thinking of adding some NFI in my TFSA, as I think it probably has the lowest risk of the bunch. I already have SIS in the TFSA.


Read Answer Asked by Mike on December 11, 2018
Q: Appreciate your advice on conversion privilege effective dec31/18
Presently down $4400 loss
1. To receive one cumulative rate reset Pref share series B of AQN for each cumulative rate reset pref series A of AQN converted
If u choose this option can u explain the reasoning and what might be expected in recovering the losses in the future with this option
2. If u don’t choose option1 I am assuming the pref will be cashed in at current loss
Thanks
Read Answer Asked by Indra on December 11, 2018
Q: Hey Folks - Can I please get your analysis on Alexandria Real Estate - What do think of its balance sheet, growth prospects, risk, and price? I want some exposure to US real estate, so if you have a preferred option, I’m open to that.
By the way, you had an article about Sure Dividend in the latest Moneysaver magazine. Do you endorse this firm and their products?
Read Answer Asked by Noel on December 11, 2018
Q: Would you please give your opinion on these healthcare equities.
Read Answer Asked by Elaine or Gerry on December 11, 2018
Q: This question is specifically for Peter. I was watching BNN today. Tim Cook, CEO of Apple was being interviewed. This was the first time I have seen him speak publicly. I was overwhelmed by his intelligence and how down to earth he is. My immediate reaction was this the type of person who I want to be CEO of a company that I invest in. Fortunately I already own Apple stock but it just reinforced my decision to continue owning it. Have you ever met or spoke to any CEO s of companies that you considered investing with and were so impressed with them that you ended up investing in their company? Could you give examples?
Read Answer Asked by Robert on December 11, 2018
Q: In reference to a question answered today, the person asked about taking equities from a RRIF in kind, then transferring to a TFSA after year end.Can you explain the procedure?
Thanks
Read Answer Asked by steve on December 11, 2018
Q: I have held sgy ,wcp and xeo for several years and am down substantaily. I recently added more sgy and wcp on the hope of benefiting from tax loss selling. Both wti and wcs prices are rising this past week but these oil stocks are continuing to go down. If oil prices continue to rise slowly where do you think these stocks will be in the new year. Andy







Read Answer Asked by andrew on December 11, 2018
Q: Hello there,

Can you rank the top 10 of the most talented management teams (in your opinion) in the all cap canadian stock market ?

Thank you for the great work
Read Answer Asked by Giuseppe on December 11, 2018
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