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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: Hello. My question may not be about Evertz per se, but a transaction.
I had a bid in for Evertz at $15.50 per share. The market closed with Evertz at 15.89 (I think). After 4pm a large volume was traded 19k vs 52k total as the daily total.
My order was filled at 4:09 at $15.11 per share. There were subsequent orders filled at higher prices. I’m not complaining, but what the heck happened? Was there a huge dump at $15.11 that scooped up my order? How late can orders be processed, particularly on a reporting day?
Well, while we’re at it.... could you comment on the reported results please?

Read Answer Asked by Danny on December 06, 2018
Q: "The new annual dividend rate applicable to the Series N Shares for the five-year period commencing on December 1, 2018 to, but excluding, December 1, 2023 will be 5.086 percent, being equal to the five-year Government of Canada bond yield of 2.436 percent determined as of today plus 2.65 percent in accordance with the terms of the Series N Shares.” (Quote from November 1 PRNewswire)

In hindsite I am thinking that I should have just bought 2 good dividend paying stocks, such as T, TRP, PPL, and FTS. ENB would also be high on my list though I do have a full position. The others are about a half position.

1 - Does this make any sense? I am thinking that the dividends are close to the 5% of the Preferred O shares and the chances of recovering some of my loses are probably better. somehow I think the Series O Preferred's don’t stand much chance of getting back to $25.00 in the next 5 years.

2 - Correct me if I am wrong but Enbridge won’t likely call the shares in unless the rates drop quite bit?

3 - If you believe that my thinking makes sense would you rank the suggested stocks including ENB in order of preference. Feel free to add any other Dividend stock over my suggestions

4 - What scenario would make the value of Series N appreciate or go up in value?

Please take as many credits as necessary for my questions.

John
Read Answer Asked by John on December 06, 2018
Q: Hello 5i,
I will be doing a bit of rebalancing and could initiate either a half a position in any two of these names or a full position in one of them.
Dividend safety is paramount with dividend growth secondary to that. From a rebalancing perspecive, TRI would be the most beneficial to add.
All transactions within a TFSA.
So, my questions are:
1. Is now a good time to add to any/all of these?
2. What ranking would you give them in terms of dividend safety?
3. What ranking for dividend growth?
4. What ranking for equity growth?
Please deduct as many credits as you feel are appropriate.
Thanks!!!
Cheers,
Mike

Read Answer Asked by Mike on December 05, 2018
Q: You have mentioned your concern about KWh's payout ratio tightening. The only figure I have been able to find is 64% which to me didn't seem to be too bad but perhaps I don't have the right number. Could you please state what you believe the ration is currently and what you think is an acceptable ratio for this company. Also, your expectations over the next year and what you think might trigger any payout reduction.
Many thanks as always.
Read Answer Asked by Alexandra on December 04, 2018
Q: TCL.A is near its 52 week low. My average cost base is $18.88. I am considering purchasing more shares because my portfolio is under-weighted in industrial stock. Would you recommend buying TCL now or would you recommend waiting till after 13 December when the fiscal 2018 results are released? Can you recommend an industrial stock other than TCL that yields 4% or more?
Read Answer Asked by Marc on December 04, 2018
Q: Can you provide me a list of several dividend stocks that are relatively recession-proof but still have decent yield and potential for long-term growth? I'd like to start investing a bit in dividend stocks a bit each month but am wary of the financial uncertainty that is hovering over us right now.
Read Answer Asked by Dennis on December 04, 2018
Q: Could you comment on Carrick's article about the Connolly report. The prospects for CNR ( I always chicken out on CNR and then it goes higher). Are there similar strategies that appear to predict long term growth that you like ? And perhaps another name you like ?

Thanks for all yoru support,
Mark
Read Answer Asked by Mark on December 04, 2018
Q: I need to pick up a stock with good yield, while this stock would not giving that yield back via share price losses.

The two names I been looking at are DIV (showing some strong TA indicators of late) and CWX (considerable insider buying recently). In your view which one would you prefer? Again my key issue is which one is less likely to slide back in share prices and provides a safer dividend? Thanks.
Read Answer Asked by Victor on December 04, 2018
Q: Due to 5 I's comments on management and the rising payout ratio I have sold my KWH.UN and plan to replace it with one of the following options. In a portfolio currently containing 16 stocks and ETF's. Going to replace it with either BEP.UN or NFI or both. Which would you suggest ? 2.75 % in each or 5.5 % in one ? I am leaning toward BEP'UN if one but would like 5I's opinion. I could also go 5.5 % in each as there is surplus cash. { 17% }
Read Answer Asked by Garth on December 04, 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: I am considering purchasing ECN preferred for the great yield. Can you explain the difference between ECN.PR.A and ECN.PR.C. I can see the yield from a stock quote but can't figure how the dividend is calculated or when the rate resets on either of these. Which of the two if any would you recommend?
Thanks
Read Answer Asked by Chris on December 03, 2018