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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 like the website changes, well done.
I'm starting to think about tax loss harvesting. I have losses of 15% & 20% respectively in AQN & BEP.UN (only held since early 2021).
Would you consider this short holding period too short for meaningful tax loss harvesting (i.e. being too focused on short-term movements)?
I intend to add these two (or similar) back after the 30-day period, they are part of my longer-term plan.
Can you suggest one or two replacements for the interim (or longer?). Portfolio is appropriately diversified and already includes FTS. H? EMA? BLX?
Thanks.
Read Answer Asked by Lotar on June 18, 2021
Q: Hi
Please note PPL is not available in the short search. It was required to add :ca to bring it up.

Would you please expand on your comment earlier about Brookfield wining the bid for IPL? Was this just because the bid is out there or do you have an opinion.


In my position Brookfield deal is a big loss due to taxation(25% capital gains hit) as well as the benefit of holding PPL shares ( dividend, growth, Heartland participation, PPL Reputation) The share price of IPL is now tracking PPL (0.5 x $41.40 = $20.70) and is way above the Brookfield offer($19.50 Maybe? or some kind of shares?).

Brookfield offer is no longer financially better than PPL offer.

Is there something else in this?
Dave

Read Answer Asked by David on June 18, 2021
Q: Hello 5i: I have a 5% position in IPL and my cost avg is $ 25.95. If we assume that Pembina offer is accepted @ 0.5 shares current offer .. is it best to take a capital loss and sell now, or stay with Pembina as it seems to be a better managed company and possibly gain in both share price and dividend distribution.
Thanks
Carlo
Read Answer Asked by Carlo on June 17, 2021
Q: Hi, Can you please explain this Secondary offering in simple English. Thanks

Algonquin Power & Utilities Corp. ("AQN" or the "Company") (TSX: AQN) (NYSE: AQN) today announced that it plans to conduct an underwritten marketed public offering of equity units (the "Equity Units") in an expected aggregate stated amount of $900 million (the "Offering"), subject to market conditions and other factors.

Each Equity Unit will be issued in a stated amount of $50 and will initially consist of a contract to purchase common shares in the capital of the Company ("Common Shares") and a 1/20, or 5%, undivided beneficial ownership interest in $1,000 principal amount of the Company's remarketable senior notes expected to be due June 15, 2026. Pursuant to the purchase contracts, holders will be required to purchase Common Shares on June 15, 2024. The Company intends to list the Equity Units (that are in the form of "corporate units") on the New York Stock Exchange and expects trading to commence within 30 days of the date of initial issuance (subject to listing approval).
Read Answer Asked by rajeev on June 17, 2021
Q: I own a large amount of shares in IPL and also own shares in BIP
I ‘m debating if I should sell at the current market price that is higher of either bid or wait it out to see if BIP makes a higher offer. If I wait it out and Pembina offer is accepted I would loose a nice amount of cash.
I gather this will play out soon maybe as early as next week.
What do you recommend.
Thanks
Read Answer Asked by Al on June 17, 2021
Q: I own TRP, ENB and PPL in my regular investment account. In my TFSA I hold small positions in KEY and SIS. I am retired and looking for income primarily but think 4 pipelines is probably too many. I am thinking of selling either PPL or KEY and buy more SIS. Thoughts and what pipeline would you sell?

Ken
Read Answer Asked by Ken on June 16, 2021
Q: What are your top safe dividend paying stocks? Only interested in the dividend and want to protect capital as much as possible. Looking to park some money for a while. Safety is the prime concern.
Read Answer Asked on June 15, 2021
Q: To my knowledge both of these companies are in the specialty insurance business. Given that TSU is wholly owned by BAM.A (3.5% of my overall holdings; overlap concerns?), which do you prefer for a conservative investor and why. What would be their outlook considering an post-COVID opening world and over the next 5 yrs? Is there another name you prefer more in this specialty space?

Thank you!
Read Answer Asked by David C. on June 15, 2021
Q: LIF announced:
"TORONTO, May 28, 2021 /CNW/ - Labrador Iron Ore Royalty Corporation (the "Corporation") announced that Iron Ore Company of Canada ("IOC") has declared a dividend payable on June 25, 2021. The Corporation's portion is U.S. $60,400,000 or about CDN. $73.0 million"
This is over a dollar per share by itself (their last "quarterly" dividend), and doesn't account for royalties. Yet there is no announcement of their new "quarterly" dividend, or a date for same. Is there any further information besides this? ... and is this not a bit odd for them not to be able to make some decision in this regard, given that they had committed to a quarterly dividend? Perhaps you could suggest a reason(s) for this "delay"?
Thanks!
Paul K
Read Answer Asked by Paul on June 14, 2021
Q: A question on PPL, specifically regarding the potential for it having to tap the debt markets, possibly in a very material way, given its ambition to close on IPL, build out LNG growth with its plans announced yesterday, and its rumoured desire to bring TMX in-house as well. Could they actually achieve this - financially - from the base where they sit today? Would it be wise to take a position in this ambitious set of (possible) plans, or would the debt simply be too much for the rating agencies to like, and therefore be an overhang on the stock?

Appreciate your views very much...
Read Answer Asked by Warren on June 11, 2021
Q: Would you kindly suggest 5-7 of your favourite US dividend paying stocks in order of preference for a long term hold. Thx.
Read Answer Asked by Dona on June 11, 2021
Q: 2 questions for a margin account with 10+ year time horizon:
(1) What 10 great Canadian income stocks would be the core of your margin account?
(2) What 6 core great Canadian balanced stocks would you hold (must have a dividend no matter how small)?
Please rank from with best first; selection ignores sector and cap size.
Thanks!!
Read Answer Asked by Grant on June 11, 2021
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