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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: If I understand correctly I would have to purchase ALA common shares no later than the close of business on Jan 23rd to get the monthly dividend as the stock goes ex-dividend on Jan 24th.
Since I sold the stock on December 24th I would count that as the first day I didn't own the stock. 30 days starting December 24th would take me to Jan 22nd, so provided I bought the stock on Jan 23rd, I could claim the capital loss and get January's dividend. Do you agree?
The stock has gone up nicely since I sold it on December 24th but it is "seller beware" so to speak! (Are the shorts getting squeezed)?
Thanks,
Jim
Read Answer Asked by James on January 14, 2019
Q: Hi Team,
I hold these 6 lossers and like to trade as the follow to crystallized the "tax loss".
sell ALA buy PXT,
sell BNS buy TD,
sell MFG.PR.G buy MFC.PR.C
sell SOX buy WSP
sell KPT buy PRI.un
I understand my queston have too many companies in one question, please deduct as many as it needed and I sincerely thank you for all these years of your team's best service and help my retirement investment portfolio.
Merry Christmas and Happy New Year to you ALL.
Tak
Read Answer Asked by Tak on December 24, 2018
Q: PLEASE RATE THE BELOW IN ORDER :
A; AS PER DIVIDEND SAFETY
B; AS PER VALUE COMPARED TO CURRENT SHARE PRICE
KWH.UN (Crius Energy Trust)
VET (Vermilion Energy)
ALA (Altagas)
HOT.UN (American Hotel Income Properties REIT)
BEP.UN (Brookfield Renewable Energy Partners)
CJ (Cardinal Energy Ltd.)
DRG.UN (Dream Global Real Estate Investment)
IPL (Inter Pipeline Fund)
PPL (Pembina Pipeline)
DR (Medical Facilities Corp)

THANKS YOU
yossi


Read Answer Asked by JOSEPH on December 17, 2018
Q: ALA: Sorry, another question about ALA. I just want to confirm: Is your best advice to sell ALA, take the loss (in my non-registered account) and move on, despite the 50% loss in share price? Besides ENB as an alternative for a long term income objective, what other quality stocks would you recommend now?
Read Answer Asked by Helen on December 13, 2018
Q: Hi 5i.

I made an impulsive and uneducated buy of ALA a few months ago and have been rewarded with a 45% kick in the you-know-what. Fortunately, it has been a painful but not catastrophic experience. The buy is in a cash account.

I favour a buy-and-hold strategy but ALA has me constantly questioning my next move. I understand that ALA has a lot of debt and interest rates are not helping their cause. I am expecting a cut in the dividend (like everyone else). I know you have recently published an extensive set of your own rules to live by regarding equities with one of them being 'sell your losers' (paraphrased).

Simply put, is ALA dead-in-the-water or does it have long-term possibilities?

Thanks in advance.................Martin
Read Answer Asked by Martin on December 13, 2018
Q: As I am retired and trying to accumulate dividends, I foolishly moved ala to my tsfa from my cash account. Now that it has drifted to a low ebb, I cannot claim a loss on selling. I know I should move on, but am Looking for a good dividend stock as replacement..
I appreciate all the advice that I read.
Read Answer Asked by Violet on December 11, 2018
Q: Good morning,
As an income investor, I have the following utility holdings that amount to about 12% of my non-registered holdings: FTS (up 10%), EMA and NPI (breaking even) and ALA (down 50%). I have no need to sell any of these and enjoy the dividends, but as a conservative senior and in a rising interest rate environment do you think it would be prudent to unload/reduce some of them or just hang on? If sell/reduce which should be the first to go?
Read Answer Asked by Ken on December 11, 2018
Q: I assume ALA spun out ACI to reduce debt. Given the positive recommendations on ACI while ALA shares continue to decline, it appears to be short gain for long term pain. Thus, I am confused as to why ALA did this. Also, with ALA in the doldrums, would it make sense to take my loss in ALA and buy ACI? Or should I stick with ALA for greater rebound potential?
Read Answer Asked by Ken on December 03, 2018
Q: Altagas preferred shares have really been pummeled in reaction to company developments and the sell off in prefs generally. Do you think they offer reasonable value at these levels and do you believe the dividend is reasonably secure in view of the coming cut in the common dividend? Thanks.
Read Answer Asked by Gary on December 03, 2018
Q: I had an equal weighting , originally, in the above mentioned. companies. I assume ALA will cut its dividend. That said , The other three have no hair on them. Would you think selling ALA , I have lots of gains, and moving into the other three??
Kind regards.
Read Answer Asked by Bill on November 30, 2018