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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'm looking into selling my remaining small position in CHE.UN (0.3% of the portfolio) either now or after they report Feb 14... a 'pulling the weeds' exercise.

To help decide on the timing could you please provide the Bloomberg EPS estimates for the latest quarter (reporting Feb 14) and for the next FY. Or you may provide a rational for pulling this weed now rather than trying to get a few more dollars out of a potential bump from a Q report!

Thanks.
Read Answer Asked by Robert on January 27, 2020
Q: Good Morning 5i, I am a long term holder of FTS and I know you like the stock. My intention is to hold forever and I have enjoyed the 25% increase in share price in the past year. However it now yields 3.3%.
My assumption is most holders buy this stock (and utilities in general) for yield, so at 3.3% where would the new buyers come from?
Also, are you able to run the historical yield? Is 3.3% the lowest yield ever for this stock and how does it currently compare to its historical P/E and other metrics.
Thanks
Rob
Read Answer Asked by Robert on January 27, 2020
Q: This question is about covered call strategies. I know that your mission is primarily to gibe advice on individual stocks but you are often good enough to share your knowledge on other points, as well. So, i will submit this question. If it doesn't fit into your framework, that's ok, too.

I know thatyou like to sell covered calls a month out. If i don't have any intention of owning the stock, i imagine that it doesn't really matter if i buy the stock one month, collect the option and then buy the same stock back again a month later at a higher price. Because i am only interested in collecting money on the money i have. Right? ( i am doing thisin a tfsa. I have googled it but haven't found a definitive answer on whether I can do this there? Am i ok with that? ). If i am going month by month is it better to take a lower payout, knowing that you are more likely to have to give up the stock, or go a couple of dollars less in the premium payout in order to have a higher possibility of keeping the stock, realising that this is a monthly process? a number of questions here so please feel free to subtract the appropriate number of points, if you decide to answer.
Thanks again for your grat service
Read Answer Asked by joseph on January 27, 2020
Q: I would like to pick a few names from your income portfolio for my child’s RESP. She is 13 years now, so, I don’t have the safety of very long term hold. Can you short list the top 5 that pose minimum risk of value and dividend decline in that time frame?
Read Answer Asked by Mahdi on January 23, 2020
Q: Hello Peter , I like divi , performance and low fees on this. What I dont like in VDY is high concentration to FINANCIALS ( and then ENERGY). Do you have any alternate suggestions with bit more rounded of sector holding and offering similar benefits.
Thanks
Read Answer Asked by RUPINDER on January 22, 2020
Q: I have had a small position in Keyera since before the oil price crash. It is still down 20% and even the most optimistic forecasts will only bring it close to my cost price. Its dividend is about the same at PPL, is lower than ENB and higher than TRP. ENB is my only other pipeline stock. I could sell KEY and add to ENB or open an position in PPL or TCP. Which do you think would be better for income and a little growth?
Read Answer Asked by Ken on January 22, 2020
Q: CSW.A I owned this one oncemany years ago for quite a while and sold at nice gain. I am thinking of buying back at the current price? Seems to have minimal debt. - high pay-out ratio of 146%, liquidity ratios are great: dividend sustainable? Place to park money and earn a good dividend & would be a very small % of my portfolio?
Read Answer Asked by James on January 22, 2020
Q: I currently have AQN (2.5%), BEP (1.5%) and INE (1%) and would like to add a further 1.5% overall to the "green" utility sector of my portfolio. Do you feel that BLX would be a good addition?
If so, I am thinking of adding .5% to BEP (to bring it to 2%) and 1% to BLX and wanted to get your thoughts for a +/-5 year hold.
Thanks!
Read Answer Asked by Brian on January 22, 2020
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