Investment Q&A

Q: When would be a good time to harvest a tax loss with SCL & CBO in a taxable account? And what is your thoughts on rebuying SCL after 30 days?

Q: I hold the above utility stocks and can't help but notice the daily declines. Is this related to current and forecast interest rate increases, and/or something else? I appreciate that, like everyone else, you don't have a crystal ball. But is it possible that the downward trend may continue for at least a while until the cause plays itself out? Thanks as always.

Q: Looking to add ITP to my portfolio for dividend and dividend growth. What are your thoughts about adding at this time? Also what is the payout ratio and recent dividend growth?
Thanks

Q: 26 Sep 2018 08:23 ET

CNW Group - CND

/NOT FOR DISTRIBUTION TO U.S. NEWS WIRE SERVICES OR FOR DISSEMINATION IN THE U.S./

Aecon Group Inc. ("Aecon" or the "Company") (TSX: ARE) today announced that it has completed its previously announced public offering of $160 million aggregate principal amount of 5.0% convertible unsecured subordinated debentures due December 31, 2023 (the "Debentures"). The Debentures will commence trading today on the Toronto S
As previously announced, Aecon intends to use the net proceeds of the offering to fund the redemption of Aecon's 5.5% convertible unsecured subordinated debentures due December 31, 2018 (the "5.5% Debentures") and
Hi: I’m no business whiz, but this sounds like selling new debentures to pay off old debentures. More debt on top of debt? Is there a problem with Aceon or is this normal practice?

Q: Hi, I have made some pretty good profits in the marijuana sector but I feel like there's a down turn coming. Can you suggest some companies to invest my profits given the uncertain trade climate and terrifs. Dividends and growth potential are important factors.

Q: Heard some commentary that BCE is "borrowing to pay div"
and this is quite concerning. What is the payout ratio and what
is their debt level? The market seems to think their business
is not going well .

Q: Re my question on H-IR, the receipts are trading around $27 and H is trading around $19 - 20. If the deal goes through what do I get for one H-IR? The press release which I read, and which you quoted did not make this clear to me. I assume I would not be trading a $27 H-IR for a share of H worth $20. (or would I ?)
And, also, what specifically would I receive if the deal does not go through?
Thanks,

Q: I need a little more information about the Hydro One Installment Receipts. They represent debentures? How many IRs per $1000 debenture?

If the transaction goes through, how many H shares does a holder receive for each receipt? (Is it based on a fixed number of shares, or a fixed value?).

If the deal does not go through, what does the receipt receive (a fixed $ amount)?

Q: Altagas seems to be going lower everyday. Should I hold on or take my licks and move on?

Q: What Canadian stocks would be considered dividend growers?

Q: ..please correct me if i'm wrong, but Canada seems to be a horrible place to put your money....with safety of principal first in mind, a desired yield of 4%, and an ever increasing risk of a market correction, what would you suggest for the next 6 - 12 months. thanks.

Q: Interest rates (as reflected in the 10 year U.S. T-bond) are up again today.
Canadian term deposit rates are at the same time starting to make me feel all pink and fuzzy. Over the last while I've started to build a ladder of rate reset preferred shares (5 yr with a floor) mixed with term deposits of varying durations, and at the same time moving slowly out of common stocks except for special situations. Good idea or too short-sighted?
(Full disclosure, I am very much a senior). Thank you.

Q: With the yield over 10% the board must be considering a dividend cut, even if they can afford the current dividend. If the market gives the current dividend no respect cut it in half and the price will probably not move and they can use the money elsewhere. Where would you put the odds of a dividend cut?

Q: Hi 5i team,

I've FSZ in my trading account. It has not been performing well for a while. I am thinking of switching FSZ to AD. I am looking for growth in share value and growth in dividend. Do you agree with this switch? I would not be having both FSZ and AD as my % of financial stock is high. Thanks.

Q: What is your opinion of Hydro One Receipts for an income portfolio?

Q: Given the sell off that we are experiencing, do you think this is because of people shorting the stock. Also, has Altagas now become attractive to activists?

Thank you for your insight.

Q: Hi Peter
I hold both positions in my RSP for the long term
Any thoughts on how to proceed with the new offer?
Thanks, Peter

Q: This was supposed to be a no lose scenario: buy ALA.r get the dividend and if the deal goes through the receipts convert to regular stock, which was supposed to rally because the transaction closed, if not get your the money back and keep the divident

Since then, it's on a free fall, the deal closed but shares continues to drop daily. Can it maintain 10% yield?

Q: hi folks

have we reached capitulation yet?

given the company moves in the past year (ie. ALA.R; WGL purchace; selling of cdn assets) are we now to beleive they have 'figured out the right balance'?

or is this classic case of mgmt being way over thier collective heads?

buy initial position; average down or sell?

thanks kindly

Q: I'd like to know your opinion of Genworth. Thanks for all your invaluable help :)