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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 own all of the above in roughly equal weights in my TFSA. I am attempting to replicate your Balanced Equity Portfolio. I am also trying to get more defensive. I think I am overweight in the Info Tech sector. I am looking at a 5 year hold. I have cash to buy another position. What would your advice be - hold the cash or make a purchase. If purchase what would be your recommendation for defensive position?

Thanks for your help.
Read Answer Asked by Ron on February 22, 2019
Q: I've held ALA for many years. Unfortunately I didn't get rid of it when they bought WGL. My question is about the % of revenue (or net income) that is expected from "utilities" and "energy infrastructure". Before the take over, they were about 60% energy infrastructure and 40% utilities. I can't find any information on the the proportions going forward.
Many thanks!
Read Answer Asked by Brian on February 21, 2019
Q: Hello 5i team
I am down 72% on ALA in my RSP and. 54% down on VET in my RSP
My ALA is a huge position and my loss is over 10,000 . My RSP strategy was “buy and hold” , and I was previously murdered in oils in 2014. I am 69 years old and won’t really rely on my RiF but it really bothers me to take such a loss that can’t be declared. They both pay dividends , but can one expect that they will ever turn around ? I could use a suggestion ... the last time I looked at my RSP I was so ashamed that I bought Shopify as a crap shoot ... turned out to be a good move. Thank you
Read Answer Asked by Thomas on February 06, 2019
Q: If I understand correctly I would have to purchase ALA common shares no later than the close of business on Jan 23rd to get the monthly dividend as the stock goes ex-dividend on Jan 24th.
Since I sold the stock on December 24th I would count that as the first day I didn't own the stock. 30 days starting December 24th would take me to Jan 22nd, so provided I bought the stock on Jan 23rd, I could claim the capital loss and get January's dividend. Do you agree?
The stock has gone up nicely since I sold it on December 24th but it is "seller beware" so to speak! (Are the shorts getting squeezed)?
Thanks,
Jim
Read Answer Asked by James on January 14, 2019
Q: Hi Team,
I hold these 6 lossers and like to trade as the follow to crystallized the "tax loss".
sell ALA buy PXT,
sell BNS buy TD,
sell MFG.PR.G buy MFC.PR.C
sell SOX buy WSP
sell KPT buy PRI.un
I understand my queston have too many companies in one question, please deduct as many as it needed and I sincerely thank you for all these years of your team's best service and help my retirement investment portfolio.
Merry Christmas and Happy New Year to you ALL.
Tak
Read Answer Asked by Tak on December 24, 2018
Q: PLEASE RATE THE BELOW IN ORDER :
A; AS PER DIVIDEND SAFETY
B; AS PER VALUE COMPARED TO CURRENT SHARE PRICE
KWH.UN (Crius Energy Trust)
VET (Vermilion Energy)
ALA (Altagas)
HOT.UN (American Hotel Income Properties REIT)
BEP.UN (Brookfield Renewable Energy Partners)
CJ (Cardinal Energy Ltd.)
DRG.UN (Dream Global Real Estate Investment)
IPL (Inter Pipeline Fund)
PPL (Pembina Pipeline)
DR (Medical Facilities Corp)

THANKS YOU
yossi


Read Answer Asked by JOSEPH on December 17, 2018
Q: ALA: Sorry, another question about ALA. I just want to confirm: Is your best advice to sell ALA, take the loss (in my non-registered account) and move on, despite the 50% loss in share price? Besides ENB as an alternative for a long term income objective, what other quality stocks would you recommend now?
Read Answer Asked by Helen on December 13, 2018
Q: Hi 5i.

I made an impulsive and uneducated buy of ALA a few months ago and have been rewarded with a 45% kick in the you-know-what. Fortunately, it has been a painful but not catastrophic experience. The buy is in a cash account.

I favour a buy-and-hold strategy but ALA has me constantly questioning my next move. I understand that ALA has a lot of debt and interest rates are not helping their cause. I am expecting a cut in the dividend (like everyone else). I know you have recently published an extensive set of your own rules to live by regarding equities with one of them being 'sell your losers' (paraphrased).

Simply put, is ALA dead-in-the-water or does it have long-term possibilities?

Thanks in advance.................Martin
Read Answer Asked by Martin on December 13, 2018
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