Investment Q&A

Q: Hello Peter & Ryan,
Thank you for our great return on ECI, I bought it a week or so before Brookfield buy-out.
Your opinion on re-arrange my TFSA currently holdings 4 stocks DRG.UN, MFC, RY & HLF . We did well with the first three and loss 40% HLF (small position of 300 shares). We have 4 years hold in mind
1) Replace DRG.UN with CHP.UN
2) Double down on HLF small position loss about 40% or replace with RSI or ATD.B
3) Replace MFC with a combo ALA & ENB or FTS & AQN
4) Replace RY with CIX & BNS

And add small position in TSGI or GUD


Thank you and keep the good work!

Q: Hello, I have the following balanced portfolio....Can you recommend 3-5 additional names with good growth prospects and a decent current valuation that would help bring some diversification. 3-5 year time horizon.

Q: Comments on recent numbers please,, deduct appropriately.

Q: Is the quarterly report as bad as the market seems to indicate?

Q: What do you think of their earnings.

Q: I have the above securities as well as RBC Cdn Equity Inc-D shares, Sentry Cdn Income, Sentry Global REIT. I am a retired conservative dividend income investor with a company pension, CPP, annuities and Fisgard Capital for fixed income.

I currently own ECI and will sell and look for a Consumer stock to replace it (not interested in BIP...I have a full slate of Utilities). I filtered several candidates using fundamental metrics (P/E, beta, P/BV, P/CF, P/S) and technical metrics (200 dma, etc), as well as yield and price targets (for what they are worth).

I will keep my CGX and PBH. I'm looking for a long term hold (conservative, liquid stock with a good and growing dividend). My short list of candidates include CLIQ, CTC.a, PLC, TCL.A. I already flushed ADW.A, KBL, RSI and since I already have 1 food stock, I flushed L and NWC.

Please provide your insights into the appropriateness of these Consumer stocks (CLIQ, CTC.A, PLC, TCL.A) for my portfolio, given my circumstances and existing stock positions.

Are there other securities I should consider, even those that I have flushed?

Thanks for your help...Steve

Q: For the last 5 years I have been holding about 3% of ALA in my portfolio. It is down about 20% from then. Is it time to switch into something else, if so, what do you suggest.
John

Q: Any comments on the CEO resignation?

Q: hi Ryan any thing out on ala down 3+% today
Kind regards
Stan

Q: I recently purchased these interest sensitive stocks with the idea of obtaining good dividend paying companies at a reasonable valuation. Each are a 3% weighting. Too much in this sector? If rates continue to rise, can these companies pass on any increase? Are these companies OK if there is a gradual increase in interest rates or should the sector be avoided?

Thanks
Dave.

Q: I hold ALA.R and it is now converted to ALA do you think it is worth holding and is the debt has gone down. I currently hold 2% do you think it should be increased to 5% now or should I sell and buy something else

Thanks for the great service
Hector

Q: I am looking for a good value stock with high yield, min. 5%. Can you add someone more to the two above?
Thanks
Margita

Q: Company and dividend as of close
KWH.UN 11.3%, BCE 5.6%, ENB 6.3%, ALA 8.3%, EIF 6.8%, HR.UN 6.8%, RUS 5.5%, BEP.UN 6.2%, GS 6.1%, AQN 5.1%, EMA 5.2%, FTS 4%, H 4.59%
Hi
Could you please choose from the above list (or any additions of your choice) the stocks that you feel would be best suited to be held in an income/dividend non registered account for a long period of time. It would be great if you could also guide me as to whether I should do equal weight or if it is better to invest by a percentage of one company over another. I am interested in trying to have the highest return of dividends but I do not want to reach too far for it (ie 50% KWH.UN). If I could get a blended 6% annually over 10+ years that would be super. Not all the companies need to be included. I know there are some that overlap sectors.
Thank you for all that you do. You are great guides.
Jeremy

Q: ALA> what are your thoughts ? some say buy, some say dont touch it , is the dividend safe? do you have a target ayear out? thx . Jack

Q: hi Folks can I have your comments on the sale of assets announced today.
In your opinion does this type of sale bode well the co?
Kind regards
Stan

Q: This is further to your response to Alan about the ALA receipts (ALA.R). You indicated that you expect the deal to close by Q4 2018. It was my understanding that if the deal did not close by the end of June, the receipts would be bought out at about $31. While I have no problem holding ALA, I bought the receipts at a much lower price kind of hoping for the deal to fail. Am I wrong about the June date, or was there some company announcement I missed? Can they actually change the June date if the deal is not off, just delayed?

Thank-you

Q: Morning.. do you think WSP's pop this morning had anything to do with them opening the markets?? and also can you give us an update on Alta gas receipts and a time frame for closure .. have a great day.

Q: Hi 5i,
For Altagas, assuming that the WGL acquisition is completed successfully, and that no material additional business divestment is required in connection with the pending final regulatory approval, can you estimate what the implied funds from operations would be, on a ‘per share’ basis, of the combined entity (so after the conversion of all of the subscription receipts to common shares) and compare that to the FFO per share from ALA’s most recently reported year or quarter? I’m wondering if the WGL acquisition is expected to be accretive on that metric or whether the growth platform WGL is expected to provide would have to be proven successful before the profitability of the merger might become apparent.
How would you anticipate the shifting of ALA’s business mix to relatively more US-based business and a relatively larger regulated utility component might impact risk perceptions in the debt market (i.e. credit rating and cost of capital) and the equity market (business enterprise risk, current dividend and dividend growth plans). If those impacts would tend to be positive, what might be the most significant potentially offsetting factors (e.g. maybe debt metrics, rising interest rates, or the relevant regulatory authorities)?
Thanks!

Q: I will be retiring at the end of the year.
My theory is that inflation is about to rise at a quicker rate than it has recently.
The listed securities are in my portfolio and are hurt by rising interest rates.
Which ones would you suggest that I lighten up on.
Which ones would be a hold.

Q: I have held these two stocks for a number of years and I am a great deal under water on both.Would you recommend selling these at this time and move on to GC or DOO or maybe some other stocks you may suggest.
Regards Allen