Investment Q&A

Q: I have a 50% gain on CAE over the last year or so. Would you sell it now before the earnings and purchase ENB for the long term?

Q: Unfortunately I hold a small position of Aimia shares (AIM) in a registered account. I have been unable to find a specific reason why A.C. made this announcement now, since the contract only expires in several years. Any ideas as to why? Unless a contractual requirement, might it be a hardball negotiation tactic on their part to renew earlier, if the deal is too one sided?

Assuming A.C. is gone, would not all depend on the quality of management and how might an investor determine their acumen to respond successfully? What I have seen so far is not necessarily reassuring. First, they seem rather silent given the extent to which the stock has fallen. Second, would it not make more sense to cut the dividend and peg the payout to a percentage of the stock price which is more in line with market norms? Would not using the extra cash to build up reserves and/or buy back shares be a better use of capital and a sign of confidence for the market? The situation reminds me somewhat o Noranda Income Fund and the deal they had with Glencore?

I think the reaction is overblown but that is an opinion the market clearly does share given the stock price. Would very much appreciate your insight.
Thank you

Mike

Q: I see Northland Power's (NPI) earnings per share are supposed to nearly double from 2017 to 2018. What is the likelihood, in your opinion, of NPI achieving this growth in 2018?

Thanks.

John

Q: I've owned ALA for quite some time now at a large loss. Would it make sense to sell for tax loss and purchase ALA.R? Would you happen to know if this would be allowable?

Thanks,

Q: What do you think of a strategy to buy convertible debentures from GSY as well as Altagas Receipts as additional investments to match against margin borrowings - they cover the margin interest for twice the amount invested in them.
It is possible the banks increase their interest rate even if Bank of Canada does not. How do you expect these two securities to react?
Also, how can one buy the GSY debentures - my investments are managed with a self directed brokerage account.

Q: Morning,
What are your current and forward looking views on MRD? Your comments always valued.
Thanks

Q: Hello,

I am one who will be using aimia to write off against gains on other shares, but for now, they have committed to their dividend for this payment. Can they continue the dividend at this rate out of cash flow if they choose to do so? What would you envision them to do with their dividend in the future? Do they have time to weigh their options or are their outside forces that will force their hand more quickly?

Regards,

Robert

Q: I hear that shares on the IPO are priced at $17- your analysis please. Any dividend and payout ratio?

Q: What is the best way to access and evaluate high yield bonds in Canada and the U.S.? I would like to add some risk to my portfolio, and improve the yields. My online investment platforms (RBC,TD) do not seem to make them available. Is there a better way?

Q: what do you guys think of this stock and performance.
It should be a great demographic play,but why is it not acting like chartwell?
Any reason why its down so much today?

Q: hi 5i just purchased ala.r through my investerline acc its showing the dividend yield at 2.34%. Not 6.9 % as the ala dividend, when purchasing i thought they were the same can you enlighten me

Q: ala subscription receipts are they still a good idea , if so were can you get them

Q: hello 5i:
I've just sold BPF.UN and wish to replace it with a good, reliable income stock with at least a bit of growth potential. Would Crius (KWH.UN) be a logical name? Any other suggestions?
thanks
Paul

Q: Hi, Is something like PMM or HHF (even if higher expense ratio) or other alternative EFT a viable substitute for Bonds as a portfolio diversifier? Thanks for the valued opinion.

Q: If I were to buy a GIC from Home Capital under 100000, what would happen if they went broke? I understand that the GIC is insured, but for how long would the money be tied up while all the paperwork gets done? And I guess I wouldn't get interest during that time?
Thanks

Q: Can you give me information about Automotive Finco Corp.? It seems to be trading nicely.

Thanks
Linda

Q: Hi, This company has been mentioned a few times on BNN. This company has recently been shedding its non core and non profitable printing/media business and made a few acquisitions in packaging industry.Company also pays a good dividend. In your last post, it was mentioned as a value stock. What are your current views on TCL.a? Do you believe that management's new strategy to diversify into packaging business will pay off and it makes a good candidate to add to my packaging stocks portfolio ? Thanks

Q: I like the dividend from ftn but don't really understand what I'm holding if I was to buy it. Could you give simple explanation how it works and if it's good for holding long term. By long term I mean Warren Buffet style, "for ever".

Q: Hello, I'm looking to add a a real estate position. Can you recommend a few options that currently sit at a good entry point?

Q: Is there any upside to this stock, and is there any tailwinds behind it.Sell or hold
Thanks Gary