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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: I have an ALA position that was created through a drip program, at a much higher ACB. I am thinking of taking the loss, and transferring the proceeds to another dividend paying stock. What two companies would you recommend, already have FTS, AQN, BNS, RY, IPL, B
Thanks
Matthew
Read Answer Asked by Matthew on March 18, 2020
Q: Hello Peter,
Looking for your opinion.
Could you please rank the following stocks highest to lowest for total return between now and the US election.
ALA TTD NVDA AD AFN and MX.
And if I may, what are your odds on a federal election in Canada this year?
Thank you.
Regards
Read Answer Asked by Rajiv on March 11, 2020
Q: These companies represent 17% of my portfolio, with ENB and NPI positions being 3.5% each and the remaining approx 2 % each. Recently stock prices of several of these have increased 10 % or so.

Should I adjust any of these positions?

Without really knowing the remainder of my account, what percent in utilties would be suitable for a ten year horizon?
Read Answer Asked by Richard on February 11, 2020
Q: Hi 5i Team:

Good day!

I am owning the above 4 stocks with a total less than 4.5%. The largest one is ENB. Instead of putting my cash (more than 10% of my portfolio) I wonder if I should buy more of some of these 4 stocks to earn dividend. I realize the stock may go up/down. My current holdings are well diversified, and having a good gain. I don't want to add more, or until I sell any of the current ones.

Your opinions and recommendations please.

There are more than one stock in my question, please take as many points as you need to.

Thank you.
Louisa
Read Answer Asked by LOUISA on February 10, 2020
Q: In my well diversified portfolio, ignoring taxes and cash requirements, which of the above equities would it prudent to be sell or add to currently? Thank you.
Read Answer Asked by Harold on January 22, 2020
Q: Hi 5i Team:

Happy New Year!

I am thinking to put my hi interest saving money to either ENB and or ALA. I know the principal may go up/down, but if it goes down at least I can use my cap loss to offset gains. Which of these two you would recommend for a long term hold just to earn the dividend? I already own these two stocks and my holdings are well diversify. Or, what would you recommend besides ENB and ALA.

Thank you.

L
Read Answer Asked by LOUISA on January 15, 2020
Q: I have a balanced and diversified portfolio.
In reviewing my holdings, these two stocks are at the low end of my portfolio %. I have money to invest, so my options could include rolling one into the other to increase my holding %. , or adding $ to one or the other.
I see ALA has restructured and their outlook looks positive whereas ITP is OK for income but not growth. Your thoughts and recommendations?
Read Answer Asked by Ric on December 18, 2019
Q: Can you rank the blow stocks from as either a buy or a sell? Any of those 3 you feel particularly strong about either way?
Algonquin Power
Altagas
Stantec

Also, I'm looking to swap H&R Reit for a better one (either Industrial or Multi-family focused)... is there a particular REIT you like best? H&R has too much retail and office imo.

Thank you and please feel free to deduct 2 question points since this is two questions.
Read Answer Asked by Max on December 13, 2019
Q: Hello 5i Team
I currently own ALA with a purchase price of $20.80.
I desire to sell the stock at $20.80 or greater before the end of 2019 with a preference after November 25 so I receive the December 15 dividend.
Which is the better option:
1 - Do I enter a limit order ($20.80) with an expiry date of December 27 and wait for the order to fill?
2 - Do I sell a call option (December 20, 2019) with a strike price of $21 which provides about $0.15 per share (before commission) and if the shares are not called away, then sell the shares after December 20? The option premium will further reduce my cost basis.
If I sell a call option with a strike price of $21.00, if the share price rises to $21.00 on November 25 (as an example) are the shares called away immediately or are the shares called away only if the share price on December 20 is equal to or greater than $21.00?
Thanks
Read Answer Asked by Stephen on November 14, 2019
Q: Hi, could you please rank the preferred shares of the above companies best to worst in order of dividend sustainability only going forward. Are there any you would avoid. Thanks.
Read Answer Asked by Gary on November 12, 2019
Q: The sad state of the Canadian fosil energy sector has me torn between cutting my loses and moving on ( too late for PGF....) or doubling down on a few names when things are in the dumps.... With the exception of Suncor ( dont need more and happy with it so wont sell), what do I do with my current energy holdings. Thanks to the poor recent performance they are down to about 10% of my total holdings. Dump, hold, add, or double down on these names please.
Read Answer Asked by Tom on November 05, 2019
Q: ALA has been weak lately. The stock is still up about 30% since Jan 1st but lower over one year. Do you think the weakness is related to selling the remaining portion of their Canadian spin-off or just normal trading? Looking at the one year chart it appears some sellers could be taking profits and others could be crystallizing capital losses. I don't think volume has significantly picked-up during the decline - the stock just tends to drift lower.
Any thoughts you have would be appreciated.
Regards,
Jim
Read Answer Asked by James on October 29, 2019
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