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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 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
Q: Hi 5i,
For Altagas, assuming that the WGL acquisition is completed successfully, and that no material additional business divestment is required in connection with the pending final regulatory approval, can you estimate what the implied funds from operations would be, on a ‘per share’ basis, of the combined entity (so after the conversion of all of the subscription receipts to common shares) and compare that to the FFO per share from ALA’s most recently reported year or quarter? I’m wondering if the WGL acquisition is expected to be accretive on that metric or whether the growth platform WGL is expected to provide would have to be proven successful before the profitability of the merger might become apparent.
How would you anticipate the shifting of ALA’s business mix to relatively more US-based business and a relatively larger regulated utility component might impact risk perceptions in the debt market (i.e. credit rating and cost of capital) and the equity market (business enterprise risk, current dividend and dividend growth plans). If those impacts would tend to be positive, what might be the most significant potentially offsetting factors (e.g. maybe debt metrics, rising interest rates, or the relevant regulatory authorities)?
Thanks!
Read Answer Asked by Lance on June 05, 2018
Q: I will be retiring at the end of the year.
My theory is that inflation is about to rise at a quicker rate than it has recently.
The listed securities are in my portfolio and are hurt by rising interest rates.
Which ones would you suggest that I lighten up on.
Which ones would be a hold.
Read Answer Asked by Doug on June 04, 2018
Q: I have held these two stocks for a number of years and I am a great deal under water on both.Would you recommend selling these at this time and move on to GC or DOO or maybe some other stocks you may suggest.
Regards Allen
Read Answer Asked by Allen on June 01, 2018
Q: I've searched through the Q&A and could not find your opinion to my following question/comment. I've seen some debate on whether the ALA stock price reacts more positively if the deal goes through or if the deal gets struck down. Your opinion please if you have one? Thanks.
Read Answer Asked by James on May 22, 2018
Q: Good morning,
Looking at utilities with high yield I came across a report that forecasts growth of 44% for 2018 and 95% for 2019. Are these numbers good ?
How are they going to fund the acquisition and is it going to be a problem ?
Debt is high so is payout ratio for 2018. Probability that the deal closes soon seems high.
What is your take on it ?
Thanks and enjoy the long weekend !
Read Answer Asked by Denis on May 22, 2018
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