Investment Q&A

Q: Lately KWH is having a tough time--down sharply,partial recovery & down 3.67% today.Have a 1/2 position,down 13%.Thanks for u usual great advices & services

Q: I am down 15% on this stock. I keep telling myself that there is less risk now with the price correction, but it keeps trending lower. I like the dividend, but what's the point when the loss of capital eliminates the dividend. I hold this stock in my RRIF. What do you see for this one 2 years out. If you suggest a sell here, what would you replace it with in the same sector. Thanks

Q: Hi, would like your opinion on Enf. I have had it over a year with a 4% loss,but doing ok with dividend.
I was thinking of switching to either CWX or INE for a little more growth with a dividend. Would you consider this a ok switch or would I just be spinning my wheels.
Sector is no problem, but do like good management,good cash flow, lower debt, some growth etc.
Or could you recommend one or two dividend stocks with some growth?
Thanks,long term member

Q: First, thanks for the great service. My question is about Enbridge, do you think tax loss selling will be an issue for Enbridge and possibly cause further price depreciation ? Thanks Steve

Q: 5i Team - Altagas (ALA) is has a scheduled ex-dividend date of of 10/24/2017 for a sweet payout of $0.175 per unit, payable on 11/15/2017.

Is is safe to assume that on the ex-dividend date, the ALA stock price will decline by the percentage associated to the dividend payment? If not, is this the best time to buy this stock and take advantage of the payout?

Secondly, If I purchased the stock on 10/24/2017 and sold it the next day 10/25/2017, will I still be paid the monthly dividend on 11/15/2017? Is it a good strategy to purchase all dividend stocks on the ex-dividend date so as to maximize dividend returns?

Thank You - LG

Q: Is this a good entry point?
Do you feel the dividend is safe?

Q: Atco paid a yearly dividend of 65.5 cents per share in 2012. Today it pays $1.14. I am considering purchasing it as part of my income portfolio. Its prior history of rising dividends ( before 2012 ) is something else that attracts me.

Your thoughts please.

Thank you.

Paul

Q: Hello 5i
With recent diverging prices for each FTS(up) and ENB(down) over the long term what are your thoughts on selling FTS to buy ENB?
There is a yield pick up and potential to see ENB bounce back up from its sagging stock price.
Is there anything significant in the ENB price decline?
Should we expect continued weakness?

Thanks for your important contribution to individual investors.
Dave

Q: Would you give me the reasons why Corus has dropped after earnings and do you believe it is a buy sell or hold. I like the income and am content with low growth if you believe it has growth potential still.
Thx gary

Q: Hi 5i team. There maybe a few questions here so please deduct as required. Knowing that bonds need to be part of a well diversified portfolio, more on the income side, what are your thoughts about establishing a position now with the current yield curve. I'm covered with a diversified mixed of stocks and pref's and individual bonds but would like to move or grow into a mix of bond ETF's for 20 - 30% of my total portfolio. Thinking more of corporates, both Canada and US with the following on my watch list; ZCS, ZHY, HYI, PFH, XHY. What other ETF's might I be missing or should I consider.

Many thanks, steve

Q: Hi 5i Team

I'm thinking of buying ENB. I can use either my margin or RRSP account and either my CAD or USD account (so 4 choices). Question: If I buy using the USD account (so NYSE) does the US withholding tax apply even though it is a Canadian company? If I've filled out the withholding tax form (W-8BEN) does that eliminate the withholding tax in any event?

Thanks
Peter

Q: I currently have no weighting in the telecom sector. What is your favourite telecom for a non registered account?

Q: I hold these four utilities for a total of 18% of my portfolio. My holding in KWH is equal to the other 3 companies. I like the 9% yield. Is 18% utilities too high for an income portfolio? I am thinking of selling TRP.

THANKS!!

Q: Good Morning, I am considering buying PEY and ALA for the dividend and a recovery in the oil patch. Firstly, I am considering them because they are good companies with a high dividend that is unlikely to be cut(do you agree?). My other reason is based on my tax situation. Since I have no employment income I can benefit from low or no tax on my dividend. In addition, I have considerable unrealized capital gains in my taxable account. So if PEY and ALA really decline I can sell those stocks and use the loss to offset my capital gains as I realize them. Does this strategy make sense? I have often heard you should not let tax strategies drive your investment thesis but in this case it feels like the risk/reward really improves due to my tax situation. Please comment. Thanks

Q: What is the problem with these two?
Are investors suspicious of the NOV. 2nd webcsst?

Q: any insight into why the stock is dropping today ...and your opinion on its investment merits...please and thank you

Q: Hello,

I just heard from BNN that ENF has been downgraded by Moody due to a balance sheet issue. Could you please comment on it? I hold ENF shares and am wondering if I should sell them.

Thanks,
Iris

Q: I hold ENF for income. Given this assessment, is it best to sell now? (I'd hate to see the share price decline if I wish to sell.)

" Analysts await Enbridge Income Fund Holdings Inc (TSE:ENF) to report earnings on November, 2. They expect $0.49 earnings per share, down 7.55 % or $0.04 from last year’s $0.53 per share. T_ENF’s profit will be $72.09M for 16.40 P/E if the $0.49 EPS becomes a reality. After $0.52 actual earnings per share reported by Enbridge Income Fund Holdings Inc. for the previous quarter, Wall Street now forecasts -5.77 % negative EPS growth."

Q: Sorry, guys. One last follow up regarding Northland and Algonquin. I should have clarified, Investor's Edge shows consensus eps for Northland in 2107 is $1.07 growing to $1.46 in 2018 and consensus for Algonquin growing from 66 cents in 2017 to 73 cents in 2018.

I mentioned in my previous question that the above eps numbers were CIBC's Investor's Edge, when in fact they were the consensus numbers as reported by CIBC.

I suppose that doesn't change the fact it appears that Bloomberg is showing different consensus numbers, but I just wanted to clarify my previous statement.

Thanks again and sorry for the confusion.

John

Q: Hi guys.

Just a follow up on Raymond's question regarding Algonquin Power (AQN) and Northland Power (NPI). I believed you stated that Algonquin has a better growth profile than Northland. However, CIBC's Invstor's Edge shows Northland eps going from $1.07 to $1.46 from 2017 to 2018, while Algonquin's eps going from 66 cents to 73 cents.

Are my eps numbers wrong?

Thanks.

John