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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 Peter, Ryan, and Team,
I have some top up cash available to an account which closely follows the "Income Portfolio". Which companies would be attractive today as potential top up candidates ??? Thank you as always for your sage advice. DL
Read Answer Asked by Dennis on June 02, 2017
Q: I hold AQN and have been very happy with it, but a proposed amendment to the share unit plan has me concerned. The proposal is that the maximum number of shares "available for issuance from treasury upon the vesting of the performance share units and restricted share units outstanding be increased from a fixed maximum of 500,000 common shares" to 7,000,000 shares. Based on the total shares out there, is the current 500,000 low by industry standards, or is the proposed 7,000,000 high. Insiders are proposing this, and I assume that only insiders would benefit from it. Could you provide your views on this proposal.
Thank-you
Read Answer Asked by grant on June 02, 2017
Q: They are offering convertible debentures paying 5.25% - attractive since I think by 2024 ALC could be much higher than $13. However, the conversion is at more tan $20 per share. The extra security would mean giving up more than 50% upside. Does this seem an usually high conversion price? Do you think it is an attractive offering?
Read Answer Asked by John on June 02, 2017
Q: In order to avoid individual stock risk, my wife (retired) has asked my opinion on investing 30% of her total portfolio in 10% each of Canada, Europe, and the U.S. (The remaining 70% is composed of 5-year laddered GIC's) I have suggested the following... Canada would be broken down into ZWC and CDZ (on a 40/60 split), Europe would be broadly broken down into ZWE and XIN (40/60 split), and the U.S. would be broken down into ZWH and CUD (40/60 split). What do you think of this strategy? Would you recommend different ETF's to balance the covered calls for the three geographic areas? Thanks!
Read Answer Asked by Paul W on June 02, 2017