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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: Context: CHE.UN is 0.3% of our portfolio, it's down 50%. The price is not improving and the dividend has been the same since Feb 2007.

What do you think of the strategy of holding CHE.UN through a dividend cut... in the hopes that the share price will increase after the cut. A pattern that *seems* to follow most dividend cuts.

Thanks.
Read Answer Asked by Robert on October 29, 2019
Q: If now is a good time to begin putting 12% cash to work increasing our USA div. income to balance our RRIF withdrawals for a mid 70s couple what stocks or etfs would you recommend. We currently own VZ@ 1%, QCO M@1% VGG 1% and VUN 3% to top up.
According to your portfolio analysis we need more US communication, US industrial, and US basic materials. Is it better to have div. income from Canada than US in our RRIF plans?
Would also like to switch our 3.5% position of IYT to div. position.
Take as many question as needed. Thanks
Read Answer Asked by Peter on October 29, 2019
Q: ALA has been weak lately. The stock is still up about 30% since Jan 1st but lower over one year. Do you think the weakness is related to selling the remaining portion of their Canadian spin-off or just normal trading? Looking at the one year chart it appears some sellers could be taking profits and others could be crystallizing capital losses. I don't think volume has significantly picked-up during the decline - the stock just tends to drift lower.
Any thoughts you have would be appreciated.
Regards,
Jim
Read Answer Asked by James on October 29, 2019
Q: Could you please explain "after hours trading".
It doesn't seem like a very equitable concept.
Thanks
Phil
Read Answer Asked by Phil on October 29, 2019
Q: LOOKING FOR GROWTH PROSPECTS AND SAFETY OF DIVIDEND FOR THE ABOVE
THANKS
JEFF
Read Answer Asked by JEFF on October 29, 2019
Q: The stock had a "provision of income taxes" of $48M and that has killed their earnings.
Their net loss is actually better this Q compared to Q2.
Net loss before income taxes this Q is $24M compared to $28 in Q2.
Shouldn't this $48M be omitted in the calculation for adjusted income/loss?
Read Answer Asked by Herm on October 29, 2019
Q: Hi,

BEP has taken off recently and despite the market's rush to safety and dividend paying stocks, I can't rationalize the quick increase. From my charting work, the current price is as high as it'll go in the near term unless it has some new sources of growth (i.e. acquisitions). I'll also note that its upward move comes with increasing volume, however in the past 2 weeks both price and volume have stagnated (which supports my thesis and chart that this has topped).

AQN, looks better at the moment - similar dividend as BEP, but with more growth potential.

For me, all points lead to selling BEP and looking to buy back in later or initiate in AQN. Can you convince me otherwise?



Cam.
Read Answer Asked by Cameron on October 29, 2019
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