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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: Hello Peter,
How do you view the earnings report from Altagas? Do you think it was better than what market has priced for? My conundrum is this. With a 4.7% dividend and an average price estimate of 22.10 we are looking at an approx return of 10% with the risk factor reduced considerably - rate cut by BoC, current quarter performance and deleveraging. However, I can take a tax loss and put the money in BEP which I do not own. What would you suggest?
On FSZ, you have a B+ rating for a dividend in excess of 7% and above average growth prospect within the sector. An answer to a question recently, you seem to think that it is strictly income. When I look at the average analyst price estimates of 15, that is about 40% upside. With the dividend factored in, that would be a steal. I have held it for a few years and down on it a bit. Even if you do not agree with the analysts on price, would you still factor in some growth and hence would you modify your opinion - buy for dividend, stability, growth and a 15-20% total return?
Appreciate your opinion as always.
Regards
Read Answer Asked by Rajiv on August 02, 2019
Q: In light of where we are in the business cycle and the trend of lower interest rates, I’m doing a review of my portfolio, $620000.
Recently reduced my position in ENB by half going from 10% to 6% and subsequently bought PPL. I’m looking for a second opinion. I’m an experienced investor familiar with the volatility of the market. Just looking to position myself for the next 6 maths to a year.
Price quoted is cost also % of portfolio.
CPX- 29.77 -4%; ALA - 19.38-6.45%;ECN.PR.A-23.56-8.5%(total return is positive);VGG-43.07-4.38%;CSH-UN-15.57-4.2%; NWH-UN-11.10-3.6%;ENB-42.16-6.2%; EIF-29.66-6.4%;VET-36.11-5.7%; WMT-98 US-4%; PKI-37.41-4.3%;AD-20.39-3.5%; CHR-6.79-4.5%; SIS-13.51-1.4%;AQN-14.23-5.7%; NFI-33.08-2%; PPL-49.50-3.7%.
Use whatever credits necessary. I find your answers given to your clients very valuable. Great unbiased opinion . Thank you. Supplementary to my question I have 8% cash and a quarantined income of $50000.
Read Answer Asked by Roy on July 30, 2019
Q: Enb in my portfolio has a book value of $42.16
And a yield of 7%. It now represents 10% of my portfolio. This my largest position in a portfolio of $630000. I generally buy for dividend and growth. Maybe I should reduce my position in ENB and take a 5% position in another dividend paying stock with growth potential. eg. CM or other opportunities. Any suggestions.
Read Answer Asked by Roy on July 09, 2019
Q: Hi Peter/Ryan
I am buy & hold investor. With quarterly results out for couple of mentioned companies, do you think any of these stocks don't fit in that category anymore irrespective of sector or there are better ones ?

Thanks
Read Answer Asked by S on May 10, 2019
Q: Hi 5i Guys,
What is your opinion on ALA's results and what do you think the outlook is for the stock going forward?
Would you suggest a Buy, Sell or Hold for the stock? What would you consider as "Danger Signals" that would suggest it may be time to exit the stock?
Thanks
Tom
Read Answer Asked by Thomas on May 03, 2019
Q: I have held AltaGas in a registered account for many years. I recently received an Information Circular to vote in a meeting May 2. One item to be voted is a 'reduction of stated capital'. I carefully read the description provided but am no wiser about what is proposed. Is this something I should be concerned about? It seems to be an entry on the financial statements to satisfy the Canada Business Corporations Act.
Thanks,
J
Read Answer Asked by J on April 16, 2019
Q: Kitchen sink of holdings that are under 1% of my portfolio flagged by your new analytic tool. Double down or dump for each of these please. Balanced equity follower 5 year time horizon. For the dumps offer suggestion for replacement in tech utilities or coms which I am under allocated.

Read Answer Asked by Tom on April 12, 2019
Q: Hi, I can obtain 7ish% yields on various preferred share issues of INE, TA, NPI, CPX, ALA, BPO, Could you please rank these purely in terms of relative security of divided payments? Thanks.
Read Answer Asked by Gary on March 22, 2019
Q: Has a dividend investor I hold shares of the above in in my registered and non registered accounts.
I have cash over and above my fixed income position. This extra cash is earmarked for a new position in a dividend stock paying a 4 to 7% div with growth prospects and at fare value and tax efficient. Might be a tall order , appreciate your help.
Read Answer Asked by Roy on March 14, 2019
Q: I have been contributing to my TFSA since inception and I currently have $90,000. I just put in $6000 as my 2019 contribution and I'm wondering what stocks I should look at. I'm 27 years old, have a long term time horizon, and I'm very comfortable with a lot of risk. Looking mainly for growth at this point. I currently have 30% of my account in the following (wxm, iwo, xsu, tdb3055 and RBF1035) (pretty well equal amounts). In addition I hold T, rY, BNS, JE, Enb, dol, ala, cjr, and fts all set up in Drips in roughly equal amounts. I also hold about 10% of my tfsa in ABM, EDT, loto and GQ for risky plays, all of which are down 50% except abm which is up 50%. what do you suggest adding at this point? Thanks so much!
Read Answer Asked by Danielle on March 08, 2019
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