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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 been fortunate to come into a windfall of cash from a relative, and I am interested in taking new positions in the following securities with this new cash. Please note, my existing portfolio is fairly well diversified across all sectors in North America.

Can I please get your long-term opinion on these new securities I wish to invest in. Do you see any issues with respect to these investment choices? I have money to invest and feel the urge to plunge into the market at this time.

CSH.UN, MRC, ALA, MPCT.UN, TRP, CVS, LIFE.U, TEVA

Thanks

George
Read Answer Asked by Fay on April 20, 2023
Q: If one has exposure to renewables through a large position in Brookfield Corporation (owner of 25% of BEP) and Fortis, do you think it makes sense to hold onto a small position in Northland Power? (which has showed promise over the years but has unperformed the market significantly the past 18 months)
Read Answer Asked by Patrick on April 20, 2023
Q: Good day, what are your thoughts on the prospects for natural gas and what are your favourite US and CDN ways to play it?
Read Answer Asked by Nick on April 19, 2023
Q: I sold my TOU & ARX about 2 months ago when the price of gas dropped and I was glad I did because both stocks drop app 20%. Right now the price of gas is still only about $2.30 and I hear that there is currently an over supply of Gas in North America (not sure about Europe - but I don't believe either company can get Gas to Europe yet) but both TOU and ARC are both rising. Why? Based on the current price of GAS both companies will see a huge drop in earnings this year. What am I missing??
Read Answer Asked by Ronald on April 19, 2023
Q: Gotta say I’m confused,the reason Aqn dropped so much when it reported the cost to acquire Kentucky with rising interest rates was going to handcuff for future acquisitions and also had to cut their dividend,so when they announced they were not going to proceed I thought probably like others getting out of this deal would be a HUGE break and short term catalyst actually results in a further 5.2 % drop,what am I missing…thanks
Read Answer Asked by Greg on April 19, 2023
Q: I have some cash to deploy in various accounts. What do you suggest for income (divvy) in a cash account? to be held 3-5 years?
For capital gains to be held 2-3 years?
longterm (10-20 years) in a tax sheltered account?
Looking mostly for Canadian stocks but also a couple of US ones (but not for income)
Please take as many credits as fair. TIA
Read Answer Asked by Brenda on April 18, 2023
Q: In a question today you included PPL as a potential takeover. Why did you include PPL and who do you think would be the interested party?
Read Answer Asked by Dennis on April 18, 2023
Q: I would like to have a look ahead on both companies.Would TOU look at selling TPZ if the price was right and how would that affect TOU revenues and Dividend or would they sell both TOU. & Tpz if price was right.Mr Rose has already sold. Companies before.I understandTOU has some long term contracts. What does 5i crystal ball foresee in the future,s .Maybe some rich US company flush with cash look at them or would it be expensive for them. I enjoy the dividends,take your time I have many points to redem

Read Answer Asked by Guy on April 18, 2023
Q: In the past, you often recommended CDZ as the best dividend focused ETF for Canada. However, when I look at the CDZ performance over YTD, 1 year, 2 years, and 5 years periods, this ETF clearly underperformed index ETFs such as XIU or XIC, even in total return terms (i.e. counting dividends). Unfortunately, I hold CDZ in RRSP and TFSA accounts and clearly not happy with the performance. Do you still keep CDZ in high esteem or would suggest swapping it with something else?
Read Answer Asked by Michael on April 14, 2023
Q: I own CNQ and MEG and am considering buying Tourmaline as its been hit so hard and should do better in the future. What do you think? Is owning MEG and Tour too much nat gas?
Read Answer Asked by Graeme on April 14, 2023
Q: If we were to see a recovery in the price of natural gas, what companies would have the most upside potential from their current price?
Of the names listed, as of today, would you consider them a buy, sell, or hold and why? Thank you for your insight.
Read Answer Asked by Dustin on April 14, 2023
Q: Hoping you can give some info on the debt situation for Ala. I know they took on a lot of debt to accomplish the big US acquisition but how well, in your opinion, are they dealing with their debt. I’ve heard someone suggest that they may sell some assets as a debt reduction strategy as well. In short, is their debt a serious issue or is their cash flow sufficient to cover debt repayments, dividends, etc.?
Read Answer Asked by Donald on April 13, 2023
Q: Hi, made a good profit on arx and was debating selling and buying tou, as it seems tou may be good value? Can you talk about valuation on the two and if you agree it would be a good switch . Would probably keep longer term barring any bad information.
Read Answer Asked by Brad on April 13, 2023
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