Investment Q&A

Q: Hi, as a long term income investor I am getting very tempted by ALA’s increasingly attractive yield as the stock trends lower. However, at around 9% is this a warning that the dividend is potentially at risk of being cut. IWhat do you think is the probability? At the same time ALA is a large company in a relatively stable industry and has made an attractive acquisition? Your thought? Thanks.

Q: Just a response to Pierre's comment re: low interest rates for short term money: a good resource is Cannex, they post rates for most financial institutions . eg CWB has 30 day money at 1.785%, Achieva Financial is 2.15%

Q: Market reaction is very positive to the earnings announcement. Is there anything particularly noteworthy to you? Thanks.

Q: With regard to Alex's questions, Polaris was recommended as a top dividend pick by Motley Fool Canada on Saturday, which might account for the strong interest today.

Q: Hi team
the above Sap has been going down
would it be related to NAFTA with threats from US
or just related to one quarter of bad earnings ?

OK to hold as defensive stock to get some dividends
unless you have another recommendation?

thanks
Michael

Q: Hi, I sold Enercare and was wondering how I should replace it.
My portfolio is built with mostly large caps and some titles from your BE and Income portfolios. I am retired and depend partly on dividend. Here is the portfolio breakdown:
Consumer defensive 10,31 %
Energy 13,16 %
Utilities 11,05 %
Telecom 11,56%
Reit 0,76%
Financial 24,38%
Healthcare US 3,53%
Industrial 6,85%
Consumer-non cyclical 0,44%
Consumer cyclical 2,67%
Tech US 4,20%
Diversified 0,42%
Basic materials 1,84%
Fixed income 3,44%
Equity Canada(ETF) 1,80%

CASH 3,59 %
Total 100,00

Q: What are your thoughts regarding todays asset sales? Positive? Negative? why?

Q: I do not see any REIT in the Income and Balanced portfolios. I would like to know why.
Thank you

Q: I have a clarification question. I did not find the answer you gave Mike on BFP.UN on September 6th clear. Are you saying it the stock is a buy at this price?

Q: I have been a long-term holder of Atco. Where do you see the company's prospects and would you advise switching to another name in this sector. If yes, please name.
Thanks

Q: I have 2.5% positions in TD and BNS and no other Canadian financials. I have had Sun Life on my watch list for awhile. Not sure why it is drifting lower after last quarter's results. Would now be a good time to add it, or would it be better to continue watching the negative momentum. Or maybe it would be advisable to top up BNS and TD instead? Maybe you could speculate on why SLF is declining. I am not sure how they are doing in Asia, but I imagine there is a fair bit of potential there, if they can tap into it.. Thanks, as always, for great service.

Q: Can you please give me analysis on this company including forward PE, price targets. It does tend to be volatile but it seems very cheap. Is there a lack of growth projected? What can positive or negatively affect this company longer term. Thanks.

Q: Hi team,
Apart from the interest rate changes affecting Power companies like AQN and FTS, do you consider them good conservative long-term holds considering their potential business losses from emerging tech like solar? More homes and businesses in our neighbourhood have solar panels as the tech becomes cheaper to acquire and install.

thanks!

Q: I have owned these names for a few years. I did ok with them and was planning to add simply because I have some liquidity to invest. Do you expect decent return going forward (5 years time horizon), they have been going sideways in the last year or so. Do you consider these names as ''high quality'' ?

Q: A portion of my portfolio is cash and invested in an investment account with my discount brokerage. Current rate is just shy of 1.00%. Seems too low when I compare to various 1 year GIC now at 2.00% or more.

Would you know a better alternative within a discount brokerage account. I would appreciate members comments as well. I will add the topic in the forum. Thank you.

Q: Which one of these companies offers a better investment opportunity?

Q: Hello, I have received from my online broker the Thomson Reuters' documents to tender my TRI shares. I have hold these shares for many years and I have always been happy with the company's yield and growth . What will happen if I do nothing (do not tender my shares)? Can Thompson Reuters force an investor to sell his shares? Thanks, Gervais

Q: For someone who doesn’t need either income or growth, but would choose income first, what would be the best option between SPB and ALA? Or would a mixture of both be ideal?

Thank you.

Q: Can you compare EIF vs SPB for a dividend growth investor. They
are similar in some ways but SPB appears to be less volatile and the
better performer recently. Which would you give the nod today?

Q: I am a conservative investor who would appreciate your recommendations as to the best 5 US stocks/ETFs to own over the next 2-3 years. Dividends are not necessary, however preference is for low risk stock recommendations.