Investment Q&A

Q: Hi, are the interest distributions in bond ETF’s like XBB included in the price of the ETF. So when looking at the chart of XBB over time are distributions included in the price? Thanks.

Q: I own ALA (Alta gas )CU (can utility ) VET (Vermillion ) all with a loss.I am planning to sell for tax loss.When is the best time to sell so I do not loose the divider for month of DEC, before end of the year.Thank you

Q: What is your outlook for CU in terms of dividend increase and modest capital gains for the next five years. As a senior, my expectation is a7% total return on average. What other stocks would you prefer to meet or exceed my desired return?

Q: FLOT price unusually / quickly drafted down this past week ?
Any insight would be appreciated.

Q: A few days ago I asked a question on MFT and you mentioned that your source says MFT yields approx 5.5%.

Both iTrade and WebBroker show that MFT yield .10 cents per month, which according to them is 7.5%.

Could you please clarify, don't understand the discrepency.

Thanks

Sheldon

Q: Can you tell me why preferred shares are getting slammed? I notice that companies like Brookfield with attractive yields, protected by a floor in the 5% range, are down double digits. Also, ZPR is down 7% in the past month. Typically prefs don't get caught up in a correction. They didn't between February-March anyway. Your thoughts would be appreciated. I think there are a number of excellent buying opportunities. In particular BPO.I has a nearly 6% yield at these levels.

Q: I have a full position in WJA, held for several years in my RRSP, and my Avg Cost is much higher than where we are today. What's your longer term view of WJA? I am thinking I should cut my losses and move on.

Q: Will the postal strike have a significant effect on CJT's revenues?

Q: I own IPL and am down around 7.5%. I am considering selling IPL for the tax loss and buying ENB. I am thinking that ENB has at least as much capital appreciation possibility as IPL. The ENB dividend is a little smaller than IPL but it is still healthy. What are your thoughts?

Q: Looking to add an income company to my portfolio. Which of the two indicated companies would you recommend considering where we are at in the economic cycle?
Thanks for your guidance.

Q: Please may I have your opinion of GNL as a long term hold in the Income Portfolio?
Thanks

Q: Could you comment on results ?

Q: You have SPB in your income portfolio.I have it in my RRSP for the dividend which is now 6.87%.Is the dividend safe?
Would you prefer MX which yields 2.1%? Both stocks have dropped with the recent downturn and both are considered buys by TD.

Q: For a dividend paying portfolio I am looking at : CTC. A SLF, GC, GSY, VET, PBH, BNS, SIS, BCI AND CGX.
Would you be comfortable with these shares or any of particular concern? Any others you would prefer?
Thank you.

Q: Do you consider the dividend safe? I see from the company profile that it raises it's dividend consistently over time. Has it ever reduced it's dividend? What is the current payout ratio? When I try to calculate it, I get well over 100%

Thanks...Steve

Q: do you consider trp to show improvement in 2019 ?

Q: Good Morning,
I hold 5% of Dr in my RRSP portfolio. In the present market environment this stock is up 22%. Is it a good idea to sell or should I continue to hold?

Thanks
Paul

Q: Hi Guys,

I was looking to buy a convertible debenture and I came across CJT.DB.D (5.75% interest) trading on the TSX. When I reviewed the prospectus I discovered there was no conversion feature. It was a straight debenture/bond. Why is it trading on the exchange like a stock or convertible bond and not traded like a bond in some banks bond inventory?

What do you think of this as a bond investment?

Thanks
John

Q: Following up on a recent question regarding allocating the appropriate amount of monies to each stock, the amount depending on the size, safety, etc of that security. Would you agree with the current split (full, partial, small):

Full = AD (should be partial), AQN, BCE, BNS, FTS, RY, TRP.
Partial = CGX (could be full?), CSH, NFI, PGH (could be full?), TCL, WSP (could be full?).
Small = WCP.

Thanks...Steve

Q: ZCL reported it's 9 month results a couple of weeks back and I am having trouble reconciling the drop in cash on hand. At the end of 2017 they had approx 25.5 million in cash and equivalents and as of end Sept 2018 they have debt of 3.8 million and no cash. So the cash level from end year 2017 plus debt plus the net income generated through the first nine months of 9.6 million equals 38.9 million. Yes they have spent 24.6 million on dividends and another 3.6 million on share buybacks for a total of 28.2 million leaving approx 10.7 million difference. Back out the debt of 3.8 million and the cash flow used for investing of 2.8 million and there should be 4.1 million of cash left on the balance sheet. I deliberately left out changes in non cash working capital because...wait for it...they are non cash. I am not an accountant and don't play one on TV so I could use your help. What am I missing? Thanks

kd