Investment Q&A

Q: Good day gentlemen,
Given the last earnings report. I believe the company provided some guidance going forward in regards to FFO with the wgl acquisition built in. Is there a price where this stock can be bought?

Q: AltaGas is due to report on December 13(Thursday) and they say they will be addressing the dividend. I think we all agree there will be a cut .My question is-- what is your best guess as to the stock rising or going down after the cut.

Thank you
Al

Q: As I am retired and trying to accumulate dividends, I foolishly moved ala to my tsfa from my cash account. Now that it has drifted to a low ebb, I cannot claim a loss on selling. I know I should move on, but am Looking for a good dividend stock as replacement..
I appreciate all the advice that I read.

Q: Good morning,
As an income investor, I have the following utility holdings that amount to about 12% of my non-registered holdings: FTS (up 10%), EMA and NPI (breaking even) and ALA (down 50%). I have no need to sell any of these and enjoy the dividends, but as a conservative senior and in a rising interest rate environment do you think it would be prudent to unload/reduce some of them or just hang on? If sell/reduce which should be the first to go?

Q: I have many shares of ALA and am significantly underwater about 50% I cannot sell for tax-loss, shares are in a RRSP account. New CEO reporting on Dec 13, expect dividend to be cut at that time? Would you recommend holding or selling to buy ENB.
Thanks as always.

Q: I assume ALA spun out ACI to reduce debt. Given the positive recommendations on ACI while ALA shares continue to decline, it appears to be short gain for long term pain. Thus, I am confused as to why ALA did this. Also, with ALA in the doldrums, would it make sense to take my loss in ALA and buy ACI? Or should I stick with ALA for greater rebound potential?

Q: Altagas preferred shares have really been pummeled in reaction to company developments and the sell off in prefs generally. Do you think they offer reasonable value at these levels and do you believe the dividend is reasonably secure in view of the coming cut in the common dividend? Thanks.

Q: I had an equal weighting , originally, in the above mentioned. companies. I assume ALA will cut its dividend. That said , The other three have no hair on them. Would you think selling ALA , I have lots of gains, and moving into the other three??
Kind regards.

Q: Do you know whether OMERS is still long the Altagas shares that it purchased when Altagas issued the subscription receipts?

Q: HELLO I bought the subscription rights (ALA.r) when you advised so I’ve taken a bath, just wondering if i use it for a tax loss and buy SPB and/or CSU or anything else that you might advise to retrieve/decrease my loss. What would you do? Thanks for the service ... I know we cant bat 100% all the time.
Rick

Q: Would a dividend cut help ALA,even a 50 percent cut is 7 percent ?

Q: Good morning,

Any reason you see for today's $1.25 drop in Altagas? The only recent material change seems to be as of Nov 20 with the appointment of Randall Crawford. Any insights are appreciated.

Thank you

Q: I own ALA (Alta gas )CU (can utility ) VET (Vermillion ) all with a loss.I am planning to sell for tax loss.When is the best time to sell so I do not loose the divider for month of DEC, before end of the year.Thank you

Q: Ala fixed rate preferred shares look interesting. Which series of preferred look most attractive. Given that preferred share dividend must be paid before common it would appear that their yield of between 5.5 and 6.75 should be relatively safe.

Q: Considering the recent moves in natural gas, could you comment again on Altagas. Dry gas has moved sharply higher while gas liquids have gone in the opposite direction.
The questions I have in mind include:
- With higher gas prices will their power generation suffer or are they hedged?
- Will higher prices effect their pipeline volumes and storage facilities favourably?
- Will their new construction project on the coast be effected?
- Do they connect to dry gas fields that have shut in wells while prices were low?
Finally, are the moves too recent with too many moving parts to even comment reliably?

Q: Opinion on Alta gas ....

Q: For ALA, AQN, DIV, DR, ENB, PRV.UN, what is the payout ratio for each of these companies? Is payout ratio a valuable measure of dividend sustainability? Can payout ratio about 100% be maintained? thanks

Q: Hi there - down 40% on both. If you had to get rid of one, which would it be?

Q: Good day!
I am an income investor, living on dividends. On Oct 24th or so I sold 50% of my full position in ALA for tax loss reasons, planning on buying it back late November in an ideal world. I sold over $21, and it is now at $16 or less.
However, I also have a 50% position in Chemtrade and also a 50% in American Hotel. All have somewhat larger dividends over the 10% mark. I have 'reasonable' confidence in a long term hold for all three, and see the great dividends as being very well paid to wait.
Anticipating a possible dividend drop for ALA, I might consider deploying partially or even fully into one of the other two, thinking their dividend payment is more likely to remain where it is in the short term, and yet the upside in each might be as good as ALA. I would appreciate your comments on these thoughts, and any guidance you could muster as to which direction to go.
Thanks!
Paul

Q: Hello 5i team: ALA was originally at a20% weight in my tfsa.now ALA is down 50%.considering no tax loss advantage would you suggest I dump it ? I have read other answers. I hold all the energy I want in my open account. Any Best case replacement to regain my loss?or hold? Time frame not an issue. Thanks Larry