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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Currently I own the shares of IPL in my income portfolio. I see that PPL and VSN outperformed IPL in term of price appreciation.
Should I sell my IPL shares and buy one or both of the above mentioned stocks, or should I keep my IPL shares and add either PPL or VSN to my income portfolio. Will this be too much exposure to the same sector?
Between PPL and VSN which one do you prefer?
What is your recomendation?
Read Answer Asked by Jacob on April 28, 2017
Q: Good morning, I have a special cash account which I view more or less as a replacement for a savings account at my credit union so I've focused this account on fairly safe dividend payers with a few growth stocks sprinkled in. I'm planning on selling CGX and will then have enough cash for 3 new positions. In financials I'm thinking of some growth. Would you choose gsy or ecn? In tech. Evertz or ABT? And lastly, Valener,SPB? or Enbridge? Thanks, Rod
Read Answer Asked by Rod on April 28, 2017
Q: Hi, I have Bce,bought at 49,and thinking of selling for a profit. There are a few hold ratings with a lower target price. Could this be just to get you to trade?
Would it be a good idea to take profit or hold for longer term? If I sold I would have to replace it with a dividend stock (similar) with a two year+ hold, any suggestions?
Thanks,Brad
Read Answer Asked by Brad on April 28, 2017
Q: I would like to add one more stock to my income portfolio. All of above mentioned stocks distribute rich dividends. I am seeking income plus reasonable growth.
Which one of the above mentioned stocks do you prefer, or do you suggest some other name instead?
My portfolios Energy and REIT exposure is modest, however I am overweight in Financials and Technology, and underwent in industrials and I have no exposure to the materials sector.
Read Answer Asked by Jacob on April 27, 2017
Q: I am a retired senior who relies on the income generated from my non registered account, RRSP and TFSA.

My philosophy is to enjoy my money NOW ( while I am still alive!). I am confused as to how to treat ' return of capital' which form part of some companies distribution.

Does this form of income effectively lower the cost of your shares and thus increase your EVENTUAL capital gain (and tax)?. I like the idea of getting money now and paying the tax later (like when I'm dead!). I assume this is relevant only for a non registered account.

What sectors use 'return of capital' and do who have any particular stocks to recommend? Thanks

DEREK

Read Answer Asked by Derek on April 27, 2017
Q: Just to clarify, my question below is about CUS.DB.D

Just wondering what your thoughts are on the offer to redeem the 3 Canexus debentures. As an income seeking investor, should one accept the cash offer or keep the 6.5% debentures until the end of term? Pros and cons? I was also wondering if one doesn't accept the cash offer, will there be a secondary market for these debentures? Will the convertible feature remain in place? Thanks for all your help.
Read Answer Asked by Colin I on April 27, 2017
Q: Morguard REIT has just come off a recent high and although I like the dividend, I am down 11% since I bought the shares and there doesn't seem to be much promise of growth, so I am considering selling. Is there any reason for the recent drop?

I am well represented in the REIT sector in Canada and the US and would replace the shares with another good dividend payer. Currently thinking of KWH.UN.

Any comments?
Read Answer Asked by John on April 26, 2017
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