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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 would like to reduce my utility / infrastructure holdings by one or two names. These are all partial positions except for FTS, which is full. Could you rank 1 - 7 in terms of keep:sell or just suggest one or two sell candidates? Thank-you.
Read Answer Asked by David on August 16, 2018
Q: Hi there, I owned ala.r which were converted into ala. On my statements, the firm took back all the dividend income I received from March to July of this year (even though it was supposed to be interest income, not dividend income). I got a return of capital and interest equaling the dividend amount clawed back. The vast majority was ROC, with minuscule interest. Ala.r was supposed to pay an equivalent amount of interest to holders of ala.r as the dividend was. So since March 18 I did not receive that, just a little interest. The way I calculate it, Alta gas got the use of my investment for five months basically free. Do you agree. Tx. John
Read Answer Asked by John on August 16, 2018
Q: Could you please give me your opinion on these companies and how you would rate them for potential growth? Thanks, as always, for your wise counsel.

Alan
Read Answer Asked by Alan on August 08, 2018
Q: Hello Peter & Ryan,
Thank you for our great return on ECI, I bought it a week or so before Brookfield buy-out.
Your opinion on re-arrange my TFSA currently holdings 4 stocks DRG.UN, MFC, RY & HLF . We did well with the first three and loss 40% HLF (small position of 300 shares). We have 4 years hold in mind
1) Replace DRG.UN with CHP.UN
2) Double down on HLF small position loss about 40% or replace with RSI or ATD.B
3) Replace MFC with a combo ALA & ENB or FTS & AQN
4) Replace RY with CIX & BNS

And add small position in TSGI or GUD


Thank you and keep the good work!
Read Answer Asked by Nhung on August 08, 2018
Q: Hello, I have the following balanced portfolio....Can you recommend 3-5 additional names with good growth prospects and a decent current valuation that would help bring some diversification. 3-5 year time horizon.
Read Answer Asked by Jeff on August 07, 2018
Q: I have the above securities as well as RBC Cdn Equity Inc-D shares, Sentry Cdn Income, Sentry Global REIT. I am a retired conservative dividend income investor with a company pension, CPP, annuities and Fisgard Capital for fixed income.

I currently own ECI and will sell and look for a Consumer stock to replace it (not interested in BIP...I have a full slate of Utilities). I filtered several candidates using fundamental metrics (P/E, beta, P/BV, P/CF, P/S) and technical metrics (200 dma, etc), as well as yield and price targets (for what they are worth).

I will keep my CGX and PBH. I'm looking for a long term hold (conservative, liquid stock with a good and growing dividend). My short list of candidates include CLIQ, CTC.a, PLC, TCL.A. I already flushed ADW.A, KBL, RSI and since I already have 1 food stock, I flushed L and NWC.

Please provide your insights into the appropriateness of these Consumer stocks (CLIQ, CTC.A, PLC, TCL.A) for my portfolio, given my circumstances and existing stock positions.

Are there other securities I should consider, even those that I have flushed?

Thanks for your help...Steve

Read Answer Asked by Stephen on August 02, 2018
Q: I recently purchased these interest sensitive stocks with the idea of obtaining good dividend paying companies at a reasonable valuation. Each are a 3% weighting. Too much in this sector? If rates continue to rise, can these companies pass on any increase? Are these companies OK if there is a gradual increase in interest rates or should the sector be avoided?

Thanks
Dave.
Read Answer Asked by David on July 19, 2018
Q: I am looking for a good value stock with high yield, min. 5%. Can you add someone more to the two above?
Thanks
Margita
Read Answer Asked by Margita Elisabet on July 10, 2018
Q: Company and dividend as of close
KWH.UN 11.3%, BCE 5.6%, ENB 6.3%, ALA 8.3%, EIF 6.8%, HR.UN 6.8%, RUS 5.5%, BEP.UN 6.2%, GS 6.1%, AQN 5.1%, EMA 5.2%, FTS 4%, H 4.59%
Hi
Could you please choose from the above list (or any additions of your choice) the stocks that you feel would be best suited to be held in an income/dividend non registered account for a long period of time. It would be great if you could also guide me as to whether I should do equal weight or if it is better to invest by a percentage of one company over another. I am interested in trying to have the highest return of dividends but I do not want to reach too far for it (ie 50% KWH.UN). If I could get a blended 6% annually over 10+ years that would be super. Not all the companies need to be included. I know there are some that overlap sectors.
Thank you for all that you do. You are great guides.
Jeremy
Read Answer Asked by Jeremy on June 28, 2018
Q: This is further to your response to Alan about the ALA receipts (ALA.R). You indicated that you expect the deal to close by Q4 2018. It was my understanding that if the deal did not close by the end of June, the receipts would be bought out at about $31. While I have no problem holding ALA, I bought the receipts at a much lower price kind of hoping for the deal to fail. Am I wrong about the June date, or was there some company announcement I missed? Can they actually change the June date if the deal is not off, just delayed?

Thank-you
Read Answer Asked by grant on June 07, 2018
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