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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 about a 1% weighting in each of the following names in my portfolio: MX, PLC, BYD, MTY, ALA, NFI, TFII, GIB.A, MFC, SIS.
I want to refocus by eliminating 3 or 4 of these. Sector allocation is not a factor. Please suggest 3-4 names to eliminate (list the most obvious to eliminate first) and 2-3 good candidates to boost today (best first).
Read Answer Asked by Christian on July 22, 2020
Q: I've held AltaGas for several years and am down over 40% in a cash account. I don't need to sell but I don't know if I'm getting the best return on that cash. Would you continue to hold, hoping that I recoup my capital? Or would you sell and put it into something else with more growth?

thanks,
Robert
Read Answer Asked by Robert on June 10, 2020
Q: Recognizing that these two Cdn. companies are in different sectors etc, which of the two would you prefer to buy at the present moment giving consideration to safety of dividend, management, recovery potential and debt. Thank you. Don
Read Answer Asked by Donald on May 27, 2020
Q: I'm thinking of selling my ALA for a tax loss and moving on + set aside some cash, but I'm trying to determine the right opportunity (it was ex-dividend today, so that's one thing!).

What sort of potential impact with the pandemic have on ALA that could make waiting dangerous? They, of course, report on April 30.

Thanks.
Read Answer Asked by Robert on April 27, 2020
Q: I have held these for income and am down substantially. . All are in registered accounts. Are any of them in danger of bankruptcy? Are any worth holding and/or adding to at this time?
Thanks
Gary
Read Answer Asked by Gary on April 23, 2020
Q: I wish to buy a defensive utility in a non-reg acct that will qualify for DTC (not sure if ETFs above qualify for DTC). I am aware of different div yields. Is there any significant difference in risks that stand out to you? Plse rank in your order of pref for purchase (already own EMA but would purchase more).
Read Answer Asked by Bob on April 14, 2020
Q: I have an ALA position that was created through a drip program, at a much higher ACB. I am thinking of taking the loss, and transferring the proceeds to another dividend paying stock. What two companies would you recommend, already have FTS, AQN, BNS, RY, IPL, B
Thanks
Matthew
Read Answer Asked by Matthew on March 18, 2020
Q: Hello Peter,
Looking for your opinion.
Could you please rank the following stocks highest to lowest for total return between now and the US election.
ALA TTD NVDA AD AFN and MX.
And if I may, what are your odds on a federal election in Canada this year?
Thank you.
Regards
Read Answer Asked by Rajiv on March 11, 2020
Q: These companies represent 17% of my portfolio, with ENB and NPI positions being 3.5% each and the remaining approx 2 % each. Recently stock prices of several of these have increased 10 % or so.

Should I adjust any of these positions?

Without really knowing the remainder of my account, what percent in utilties would be suitable for a ten year horizon?
Read Answer Asked by Richard on February 11, 2020
Q: Hi 5i Team:

Good day!

I am owning the above 4 stocks with a total less than 4.5%. The largest one is ENB. Instead of putting my cash (more than 10% of my portfolio) I wonder if I should buy more of some of these 4 stocks to earn dividend. I realize the stock may go up/down. My current holdings are well diversified, and having a good gain. I don't want to add more, or until I sell any of the current ones.

Your opinions and recommendations please.

There are more than one stock in my question, please take as many points as you need to.

Thank you.
Louisa
Read Answer Asked by LOUISA on February 10, 2020
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