Q: I understand the new issue of Altagas Canada will be $15.50 to $18. Is this a reasonable price and is there any reason that present owners of Altagas should own both? Can we expect this sale to further reduce the value of Altagas?
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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: Your thoughts on new terms for ACI's IPO. Was the $635M included in the initial terms to reach $1B or is it gap to fill?
Thanks
Thanks
Q: Next year I have to withdraw 5.28% from my RRIF account. Instead of investing the amount in a GIC for 1year, what dividend stocks would you recommend for 1 year that gives me a good dividend, are relatively safe and has some growth. Or is better to go to a GIC?
Q: Hi, For several weeks, Constellation Software has been trading in a range $920 -$980.
Even on strong market days, stock is not bale to break out of this range. This is after stock touching a high of $1135 and later trading as low as $897 ( 20% swing). There has been no news. Do you think, the stock is expensive or any other reason of this lackluster performance ? Do you see share price back up in $1100 + range over next 12-18 months, if I need to trim my position ? Thanks
Even on strong market days, stock is not bale to break out of this range. This is after stock touching a high of $1135 and later trading as low as $897 ( 20% swing). There has been no news. Do you think, the stock is expensive or any other reason of this lackluster performance ? Do you see share price back up in $1100 + range over next 12-18 months, if I need to trim my position ? Thanks
Q: I am currently sitting with a 25% capital loss if I crystallize. Would you sell and buy back in 30 days, sell and not buy back or hold. Please advise why you would do the action you recommend.
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JPMorgan Chase & Co. (JPM)
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Pfizer Inc. (PFE)
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Tyson Foods Inc. (TSN)
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Raytheon Technologies (UTX)
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Ventas Inc. (VTR)
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Horizons Enhanced Income US Equity (USD) ETF (HEA.U)
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iShares Core High Dividend ETF (HDV)
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SPDR Portfolio S&P 500 Value ETF (SPYV)
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iShares Select Dividend ETF (DVY)
Q: Lads the above are my US dollar income tilt portfolio holdings. My goal is to add some US cash to stable dividend payers (some of these and perhaps some others you can suggest). Two questions I have - first, could you possibly rank these 9 from most stable to least so I can consider which ones are the most stable to add to my current holding and second, can you recommend some other US equities providing a minimum 3% dividend that you view as stable holdings. Thanks as always for your guidance.
Q: How does the Canadian IPO affect existing shareholders in ALA.
Q: Hi guys,
I have to admit, what Altagas is doing here isn't all that clear and I have the following email from RBC Direct Investing just moments ago, so am concerned this will drag the (already beaten up) stock lower, at least in the short term. Your thoughts are, as always, most welcome!
"RBC Direct Investing TM. would like to inform you that the following New Issue has just been announced.
AltaGas Canada Inc
Short Description: Initial Public Offering of Common Shares
Price: $15.50 to $18.00
Settlement: Expected week of October 22, 2018."
Thanks,
Dawn
I have to admit, what Altagas is doing here isn't all that clear and I have the following email from RBC Direct Investing just moments ago, so am concerned this will drag the (already beaten up) stock lower, at least in the short term. Your thoughts are, as always, most welcome!
"RBC Direct Investing TM. would like to inform you that the following New Issue has just been announced.
AltaGas Canada Inc
Short Description: Initial Public Offering of Common Shares
Price: $15.50 to $18.00
Settlement: Expected week of October 22, 2018."
Thanks,
Dawn
Q: Could you explain if efn is or sell? Why did it go up with a dividend cut?
Thanks
Thanks
Q: WONDERING WHY THE DIV YEILD IS SO HIGH FOR THIS COMPANY.
IS IT SAFE? DO YOU EXPECT ANY SIGNIFICANT GROWTH HERE.
I SEE IT IS IN YOUR INCOME PORTFOLIO SO YOU MUST SEE SOMETHING IN IT. DO YOU PLAN ON REMOVING IT OR TRIMMING THE HOLDING IN THE NEAR FUTURE?
THANKS
IS IT SAFE? DO YOU EXPECT ANY SIGNIFICANT GROWTH HERE.
I SEE IT IS IN YOUR INCOME PORTFOLIO SO YOU MUST SEE SOMETHING IN IT. DO YOU PLAN ON REMOVING IT OR TRIMMING THE HOLDING IN THE NEAR FUTURE?
THANKS
Q: thanks for the good work! i own bte.should i hold, sell or replace with some other oil stocks at this time? thanks again!.
Q: Good Morning,which companies would be best for the new LNG project-any others than these? Thank you .Anne. enerflex,horizons north,mullen group
Q: Good afternoon folks.
Could u please provide your expert opinion for this name. Are they considered a moat type stock ?
Thanks a bunch .
Mark
Could u please provide your expert opinion for this name. Are they considered a moat type stock ?
Thanks a bunch .
Mark
Q: You mentioned that these are among your choices if an investor added some Kitimat LNG exposure. I have a couple questions.
1) With the “Green Light” given, how long do you think it will take to have these stocks trade at or above Price/Book. Is this an important factor for you?
2) If not now, what would your signal to buy shares be given production in 2025?
3) do you have concerns that this project could still be stymied and not proceed?
Thanks
1) With the “Green Light” given, how long do you think it will take to have these stocks trade at or above Price/Book. Is this an important factor for you?
2) If not now, what would your signal to buy shares be given production in 2025?
3) do you have concerns that this project could still be stymied and not proceed?
Thanks
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Brookfield Renewable Partners L.P. (BEP.UN)
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Inter Pipeline Ltd. (IPL)
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AltaGas Ltd. (ALA)
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Algonquin Power & Utilities Corp. (AQN)
Q: Hi,
Looking at taking up a position in IPL and/or ALA. 2 year timeframe.
Looking for both growth and dividend.
Any other recommendations certainly welcomed.
Thanks.
Larry
Looking at taking up a position in IPL and/or ALA. 2 year timeframe.
Looking for both growth and dividend.
Any other recommendations certainly welcomed.
Thanks.
Larry
Q: MAXR is no longer a company you like much. You did before and your view of MAXR went from positive to negative and you seemed just as disgusted as others at the company. I am down some 35% from cost. This is a request asking you to confirm (or deny) that you have in fact given up on them (?). If however you have regained confidence in the company’s prospects, I would appreciate your updated thinking and the reasons. MAXR’s results are lumpy and contracts can be wildly profitable or go horribly wrong. But do you believe the outlook is better now?
At first glance, it may appear my question below concerns ‘market timing’. No, it isn’t that except in a very limited or narrow sense. I can’t use the tax loss and I want to increase the Canadian content of investments (I have only 5% of assets in Canada and want to increase same to 25%.
QUESTION : Since we are now in tax loss harvesting season, am I better to sell AFTER the tax loss season ? Is there ANY logic to the thinking that , all else being equal, I am more likely than not to get a less depressed price AFTER the tax loss selling stampede? I am not looking for a definitive answer (that’s not available). I am looking for your insight BEYOND first level numbers and data. ( I did buy companies from 5i model portfolios and ones I bought are all down but at least most seem to have possibilities. If you think there is now hope for MAXR, please advise reasons your opinion has evolved to conclude there might be chance MAXR is worth holding.
At first glance, it may appear my question below concerns ‘market timing’. No, it isn’t that except in a very limited or narrow sense. I can’t use the tax loss and I want to increase the Canadian content of investments (I have only 5% of assets in Canada and want to increase same to 25%.
QUESTION : Since we are now in tax loss harvesting season, am I better to sell AFTER the tax loss season ? Is there ANY logic to the thinking that , all else being equal, I am more likely than not to get a less depressed price AFTER the tax loss selling stampede? I am not looking for a definitive answer (that’s not available). I am looking for your insight BEYOND first level numbers and data. ( I did buy companies from 5i model portfolios and ones I bought are all down but at least most seem to have possibilities. If you think there is now hope for MAXR, please advise reasons your opinion has evolved to conclude there might be chance MAXR is worth holding.
Q: AOS has pulled back over the last week or so, there doesn’t seem to be any news on the company, your thoughts please?
Q: This stock finished up 63% on October 2nd and I cannot find any news besides unrelated stories about CBD infused teas and other drinks potentially coming to market in the coming months-years by other companies maybe DTEA?. Is this the reason it jumped up so much or is there another reason I have been unable to source? Thanks
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WSP Global Inc. (WSP)
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NFI Group Inc. (NFI)
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Boyd Group Income Fund (BYD.UN)
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Magna International Inc. (MG)
Q: Hello Peter and all at 5I. After reading your last post which stocks in the industrial and energy space would you suggest. Thank you Barbara.
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CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Constellation Software Inc. (CSU)
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Kinaxis Inc. (KXS)
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Open Text Corporation (OTEX)
Q: These tech stocks have been under pressure recently. Is a rotation out of the Tech sector underway. Thanks.