Investment Q&A

Q: I'm aware of the interest rate and housing market sensitivity, but I'm still intrigued by the yield. Are the payouts of such MIC's classified as true dividend income (eligible for the dividend tax credit)?
If you aren't a big fan of these MICs, what would be your top 3 picks for companies with high (as safe as possible) yields (north of 6%)?
Thank you

Q: I am 75 years old, have a portfolio strong in Financials,Oil, Telecomunications and Reits. I need to add fixed income, low risk with good dividend. Have looked at ZDV,CDZ,ZWH, VEE and others but hard to determine risk levels. Need to add 1 full position. Appreciate your thoughts and guidance.A dividend at 4% or higher would be ideal.

W

Q: I was looking to take a position in BB, but I noticed that they have a convertible debenture paying 3.5% and convertible until 2020 at a price of $ 10, I think that this might be a better way to play it, what do you think?.I notice that there is nothing on the ask side, why is that, is it that thinly traded.
Thanks

Q: NWC recently acquired Roadtown Wholesale in BVI. Since Roadtown is private I can't find much info. Sales. margins. Profit. Could you provide what info you have. Thank You

Q: I've read comments on this comp. based on buy-out of CUS; however, when I look at the data I have, this co. is a dog: last 4 qts made no money, negative ROE, high debt levels and business is subject to the price of the commodities it sells. As well, it is selling at a very high value. Comments please.

Q: Crius just raised its distribution again, and implied it will be raised regularly. Do you still consider it "an income stock primarily but with some growth potential"?
Any other thoughts on this name?
Thanks.

Q: I own mostly BE stocks. I've never used a DRIP plan. Do you recommend it? Or is it better to invest the money received in dividends based on sector/stock allocation and valuation considerations? For context my portfolio is growing and I actively invest what I have, so dividend cash usually does not sit idle any significant stretch of time.

Q: Alaris Royalty is down today after what seems like moderately positive recent news. Would this be a good time to add to my half position? Thank you.

Q: Any reason for the recent weakness in the stock price? Their latest update didn't seem to be negative to me. Could you comment please on whether to continue to hold in my income account.
Thank you

Q: I have been considering a purchase of AD, and am not sure if today's drop makes it more attractive or less so - are you aware of any news/actions that would result in the 4%+ price decrease? I am looking at AD more for income than growth, but obviously capital preservation is important. Would you buy AD today, why (or why not) and could you comment on the dividend sustainability.
Thank-you

Q: Hi, I am curious to understand market reaction to ALA's possible merger talks with WGL Gas utility. Some of your comments suggested that ALA shareholders will welcome the news and price could go up resulting in increase of our portfolio holdings in ALA. Market seems to think otherwise, as reflected in 5% drop in ALA price in the morning trading. WGL price , on the other hand shot up 6%, yesterday and even higher today. I understand that WGL is a gas utility, which could result in a lower price multiple for ALA, if there is a merger.Financing concerns, issue of new equity could be another concern, you think? How is it compensated with the highly accretive nature of the transaction ?

I would greatly appreciate your insight.
ALA and IPL are my midstream holdings and added ALA this morning on weakness, for stable income and some growth in future.

Q: Given the approx. 5% drop in ALA's price due to a likely merger, would this be a good buying opportunity? Also, why would this (and other stocks) drop when a merger looks to be accretive long-term unless they take on a ton of debt?

Q: BNN aired an interview with the CEO of this evolving, multifaceted energy, solar etc. company. She said a lot of the right things. With its 7% dividend, international exposure and growth potential, what is your concise up to date overview of this changing consumer energy player? Thank you

Q: Hi,
Happy New Year. Can you comment on the recent appointment of Michael Medline to CEO of Empire Co? I'm interested in his reputation, your thoughts on his ability to execute a turnaround at EMP, and what a realistic timeline might be to steer a large complex retailer back on track? Thx!

Q: Thoughts on this company? buy sell or hold. Thanks

Q: Hello 5i Team,

Which one of these ETF's would you prefer for a basket of diversified dividend stocks held for the long term (10-20yrs) in a non-reg account with contributions reinvested annually?

Thanks

Q: ALA-tsx was halted yesterday, Thursday, Jan. 12, around news reported in "The Wall Street Journal" (the only place I could find info at 4:00 pm..)

"Canada’s AltaGas in Talks to Combine With D.C. Utility WGL
Deal could value the parent of Washington’s natural-gas utility at $5 billion to $6 billion"


Do you have more info or thoughts? I am not a subscriber to the Journal so could not read the complete article.

I suspect this will be good for both companies.

I hope ALA does more dividend increases & wonder what will happen to ALA's DRIP/SPP plan I have been in for years.

Q: I was contemplating purchasing shares of AQN until I saw a January 6, 2017 report by S&P Capital IQ that rates the company a "Strong Sell". This appears to fly in the face of the "Buy" rating by a number of other analysts. Is one negative report enough to give you pause?

Q: Which would you prefer if you had to add 1 equity within the consumer cyclicals sector, TRI or CGX. They have similar PE ratios and Dividends. What would be the pros and cons with each equity? Thanks in advance.

Q: Good afternoon:
I am underweight in pure utility equities and would like to add. My primary holding is AQN with a lesser position in EMA. Would you recommend switching EMA to FTS and then adding to that position. Or do you consider that unnecessary?
Thank you for your advice.