Investment Q&A

Q: I own all three. None of them are appropriate weightings. You say?????

Q: I'm considering to enter the battered pipeline sector with no position ( other than ZEO & ZJO purchased two months ago)
A) how should I synchronize any purchase of pipleine ( bond proxie) in a rising interetst rate environnement and should I wait until 10 years USA bonds get above 3% ?
B) the two stocks I'm considering are ENB ( continue to fall ) and ALA (seem to have stabilized at current level). Which one of the two stock would you prioritize first
Thank you

Q: I am looking to increase my allocation to energy and am looking for growing dividends but total return is most important. Between SU and ALA which would you buy today or maybe an allocation to both?
Thanks

Q: Is it worth keeping Enbridge just for the yield or is it better to exchange it for Altagas a better option? Is the yield safe?
Margita

Q: Could you rank these utilities in terms of growth potential?

Thanks!

Q: Hi peter and Team,
I have some ENF in my RIF A/C and loosing about 10%, am thinking to replace with a similar stock. Can you suggest one or two ?
Thanks as always,
Regards,
Tak

Q: I have the above stocks in the energy sector and am at a 7.2% total. I'd like to sell two and increase either my holding in C. Non. Cyclical or Healthcare. Which 2 would you sell and what you you buy?

Thanks for the great advise.

Q: 5i Team - Altagas (ALA) is has a scheduled ex-dividend date of of 10/24/2017 for a sweet payout of $0.175 per unit, payable on 11/15/2017.

Is is safe to assume that on the ex-dividend date, the ALA stock price will decline by the percentage associated to the dividend payment? If not, is this the best time to buy this stock and take advantage of the payout?

Secondly, If I purchased the stock on 10/24/2017 and sold it the next day 10/25/2017, will I still be paid the monthly dividend on 11/15/2017? Is it a good strategy to purchase all dividend stocks on the ex-dividend date so as to maximize dividend returns?

Thank You - LG

Q: Good Morning, I am considering buying PEY and ALA for the dividend and a recovery in the oil patch. Firstly, I am considering them because they are good companies with a high dividend that is unlikely to be cut(do you agree?). My other reason is based on my tax situation. Since I have no employment income I can benefit from low or no tax on my dividend. In addition, I have considerable unrealized capital gains in my taxable account. So if PEY and ALA really decline I can sell those stocks and use the loss to offset my capital gains as I realize them. Does this strategy make sense? I have often heard you should not let tax strategies drive your investment thesis but in this case it feels like the risk/reward really improves due to my tax situation. Please comment. Thanks

Q: Do you think that an overweight position in Altagas receipts and Crius energy is a reasonable way to reduce interest cost in a margin account; between now and summer of 2018?

Q: Please comment on news and outlook.

Q: Your thoughts on their 1/4ly release, the markets seemed to like.
Thanks

Q: I am holding a full position (5%+) in each of ALA in a non registered account, PPL in a RRIF account, and ENF in a TFSA. I have decided that I am overexposed to the sector and
must reduce my positions. In your opinion which companies should be held for the long term and which should be sold? I also hold ALA.R in my RRIF as per your suggested opportunity, should the pending transaction be consummated.
Thank you for considering my question.

Q: I am a retired, conservative dividend-income investor with a company pension, CPP, annuities, Fisgard Capital and the following equities:
1. 17% Mutual funds (RBC Cdn Equity Income, Sentry Cdn Income, Sentry REIT)
2. 10% ETFs (ZLB, XIT, ZWE)
3. 41% stocks (listed above)
4. 32% fixed income (annuities, Fisgard, but not including my pension nor CPP).

I plan to reduce my Sentry Cdn Income holding from 9% to 5% and purchase ZWC. The benefits would be a) saving $1k in hidden MER fees, b) receiving an extra $1k in dividends and c) a better asset allocation. I like the covered call strategy that ZWC provides, as well as the 30 companies inside the ETF.

Question = is this the right ETF product? Are there other Canadian Covered Call ETF choices that offer this diversified asset mix that I should consider? Are their other ETFs that have slightly less financials, less utilities, and more industrials that would result in a better asset allocation for me?

Thanks for your help...Steve

Q: Hi Peter whats your thoughts on the new debt issue .I like the story but is that debt getting to much .
I have a full position and am contemplating taking my losses
Kind Regards
Stan

Q: Is the distribution considered interest or dividend?

Thanks


Sheldon

Q: I would like to top up one of these 4 stocks and would appreciate your opinion on best buy at this time. Please rank best to worst with an explanation.
Thanks for the great advice.

Q: This morning I submitted a question on ALA. I had asked if it is a good buy now; it was not clear from your answer if you think ALA is currently a good company - it's stock has been sliding for some time and I know you prefer to see positive stock price momentum.

Q: Further to Jean's question today, I am having difficulty in adding the receipts to my watch list. In fact, it will not accept the symbol. Any solution?

Q: I am interested in ALA or ALA.R for income; they provide a yield above 7%. Are either of these two a good buy now? If so would you recommend one over the other? How "safe" are the current dividends?