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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: In my well diversified portfolio, ignoring taxes and cash requirements, which of the above equities would it prudent to be sell or add to currently? Thank you.
Read Answer Asked by Harold on January 22, 2020
Q: Hi 5i Team:

Happy New Year!

I am thinking to put my hi interest saving money to either ENB and or ALA. I know the principal may go up/down, but if it goes down at least I can use my cap loss to offset gains. Which of these two you would recommend for a long term hold just to earn the dividend? I already own these two stocks and my holdings are well diversify. Or, what would you recommend besides ENB and ALA.

Thank you.

L
Read Answer Asked by LOUISA on January 15, 2020
Q: I have a balanced and diversified portfolio.
In reviewing my holdings, these two stocks are at the low end of my portfolio %. I have money to invest, so my options could include rolling one into the other to increase my holding %. , or adding $ to one or the other.
I see ALA has restructured and their outlook looks positive whereas ITP is OK for income but not growth. Your thoughts and recommendations?
Read Answer Asked by Ric on December 18, 2019
Q: Can you rank the blow stocks from as either a buy or a sell? Any of those 3 you feel particularly strong about either way?
Algonquin Power
Altagas
Stantec

Also, I'm looking to swap H&R Reit for a better one (either Industrial or Multi-family focused)... is there a particular REIT you like best? H&R has too much retail and office imo.

Thank you and please feel free to deduct 2 question points since this is two questions.
Read Answer Asked by Max on December 13, 2019
Q: Hello 5i Team
I currently own ALA with a purchase price of $20.80.
I desire to sell the stock at $20.80 or greater before the end of 2019 with a preference after November 25 so I receive the December 15 dividend.
Which is the better option:
1 - Do I enter a limit order ($20.80) with an expiry date of December 27 and wait for the order to fill?
2 - Do I sell a call option (December 20, 2019) with a strike price of $21 which provides about $0.15 per share (before commission) and if the shares are not called away, then sell the shares after December 20? The option premium will further reduce my cost basis.
If I sell a call option with a strike price of $21.00, if the share price rises to $21.00 on November 25 (as an example) are the shares called away immediately or are the shares called away only if the share price on December 20 is equal to or greater than $21.00?
Thanks
Read Answer Asked by Stephen on November 14, 2019
Q: Hi, could you please rank the preferred shares of the above companies best to worst in order of dividend sustainability only going forward. Are there any you would avoid. Thanks.
Read Answer Asked by Gary on November 12, 2019
Q: The sad state of the Canadian fosil energy sector has me torn between cutting my loses and moving on ( too late for PGF....) or doubling down on a few names when things are in the dumps.... With the exception of Suncor ( dont need more and happy with it so wont sell), what do I do with my current energy holdings. Thanks to the poor recent performance they are down to about 10% of my total holdings. Dump, hold, add, or double down on these names please.
Read Answer Asked by Tom on November 05, 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: Your comments on dfn doing a financing on class a shares at 8.75. Stock now trading in 8.45 range. A buy? What price would the shares stop paying a dividend? Ala dropping this last week. Would this be from cost overrun on pipeline in us that it owns part of? Expected earnings due Oct 30?
Read Answer Asked by kenneth on October 28, 2019
Q: Does ALA still own 37% of ACI? If so, I would it would appear that ALA will do quite well on today's announced sale of ACI - your comments are much appreciated re: ALA exceeding current years sales target and debt position after the sale. Thank you.
Read Answer Asked by Vincent on October 21, 2019
Q: Hi team
I am in a bit of a quandary, I bought ala a while ago, before they cut the dividend, my average cost is about $ 29, I know the old saying it doesn't matter what you paid for it, its the present that counts, I have it in a tax free account. I am thinking about selling some of it and buying vet, higher yield, but Lord knows that it could be cut at any time regardless of the management says they wont. I also feel that it has a better chance of capital gains in the future. How do you feel about this plan
Thanks
Read Answer Asked by auftar on October 09, 2019
Q: I hold the above stocks in my portfolio. Thinking of adding QSR. Your thoughts. Or should I keep my cash for better opportunities during tax loss period ? BEW and PNG are my play money. Playing PNG with house money.
Read Answer Asked by Roy on September 12, 2019
Q: I am a senior and am an income investor. I am interested in purchasing some minimum rate reset pref. Shares in quality companies. Your thoughts on this strategy as I am looking for a steady income stream. Would you recommend 3 or 4 with a minimum reset rate of at least 5% dividend rate that would qualify for the Canadian dividend tax credit as they would be purchased in a non registered account. I am also considering a purchase of ING-N shares in US funds in an RSP account. Your thoughts on the quality of this investment and the safety of the dividend and if there is any withholding tax,as this is a dividend play the fact that stock price can vary somewhat is not as relevant however capital preservation is always a consideration. In all of the above I would only start with buying a half position. Thank you, Brian
Read Answer Asked by Brian on August 19, 2019
Q: Hello Peter,
How do you view the earnings report from Altagas? Do you think it was better than what market has priced for? My conundrum is this. With a 4.7% dividend and an average price estimate of 22.10 we are looking at an approx return of 10% with the risk factor reduced considerably - rate cut by BoC, current quarter performance and deleveraging. However, I can take a tax loss and put the money in BEP which I do not own. What would you suggest?
On FSZ, you have a B+ rating for a dividend in excess of 7% and above average growth prospect within the sector. An answer to a question recently, you seem to think that it is strictly income. When I look at the average analyst price estimates of 15, that is about 40% upside. With the dividend factored in, that would be a steal. I have held it for a few years and down on it a bit. Even if you do not agree with the analysts on price, would you still factor in some growth and hence would you modify your opinion - buy for dividend, stability, growth and a 15-20% total return?
Appreciate your opinion as always.
Regards
Read Answer Asked by Rajiv on August 02, 2019
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