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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: Yesterday I asked the ? if you had any suggestions for an alternative to Fortis that pays a decent dividend and has some growth prospects, utility or not. Unfortunately, I forgot to mention that I already
own Algonquin @ Brookfield Renewables, my bad.
Any other suggestions.
Thanks: Jerry
Read Answer Asked by Jerry on September 07, 2018
Q: Hexo (Hydropothecary) has an activist investor that owns 2.5% of shares is pushing for HEXO to put the company up for sale , privatize it etc What percentage of a company does an institution require before it can push for any change? Is HEXO required to take action? If the company is to put it up for sale and assume it gets $10 per share, would a similar price be offered to shareholders if it goes private (rather than selling publicly). I can see why the activist is pushing for change as HEXO has made significant progress (in deals) and the price has not reflected the positive aspects incomparison to other companies like Canopy, Tilray etc Do you think HEXO will take this seriously (I know it is speculative on your part, but from your experience) Lastly, Stars group is now in the dog category and moving well below 200 day average. This is not good news. Comments please
Read Answer Asked by umedali on September 07, 2018
Q: In this mornings G&M, there was an article by Sean Pugliese about Canadian REITs that included a table of interesting REIT data. According to Mr. Pugliese, the Debt/Equity ratio for NWH.UN is 324%. Do you agree with that number and, if you do, do you think that it jeopardizes the value of this REIT?
Read Answer Asked by richard on September 07, 2018
Q: I am modeling a portfolio after your balanced portfolio (with the occasional stock from your growth portfolio as a replacement) and already hold your other suggestions in the industrial and consumer area. Looking at adding one of the above 4 stocks this week. (DOO would be in place of MG if chosen). What would be your suggestion and why? Thanks!
Read Answer Asked by Paul on September 07, 2018
Q: I am thinking of selling off my profit in those companies. What do you suggest that are safer for the next year.
margita
Read Answer Asked by Margita Elisabet on September 07, 2018
Q: Good evening,
Read your answer on Boston pizza where it should find a bottom soon PZA is at a 6 year low dividend 8.9%. Been waiting for it to find the bottom but it drifted again today on high volumes. Altough I can use the tax loss against ECI . Hate to sell with 36% loss What is your take on it ? Should i wait for a bounce and sell or ? Come tax season this one is going to get destroyed !
Thanks for your keen insights ( checked the definition means sharp and/or penetrating I'm sure many readers will agree)
Denis
Read Answer Asked by Denis on September 07, 2018
Q: Hello Peter, Comparing TC to Engh, Kxs, Otex, which would you prefer for new money. how would you rank these for future potential.
Thanks
Read Answer Asked by RUPINDER on September 07, 2018
Q: Dear 5i
I know this question may not be in your area of expertise but I'm sure you have a good idea of the answer .
I have an RRSP , my wife has an RRSP , and my wife has a spousal RRSP .
She has an income (employment ) as do i so you might argue that both of us have contributed to her spousal RRSP .
The question is , at the time of retirement when we are drawing income , who claims the income coming out of the spousal RRSP .
Knowing the answer to this determines at least to some degree what investments are in what account . The aim of course is for each of us to draw out the same income so as to be tax efficient .
Appreciate your input .
Thanks once again .
Bill C
Read Answer Asked by Bill on September 07, 2018
Q: Helio 5i
My wife and i are setting up our RRSP`s largely in fixed income , ETF`s and large dividend paying stocks in preparation for retirement so as to have steady income when the time comes .Assume that all RRSP accts are balanced appropriately.
We also have a fairly large sum of money in both of our TFSA accts (maxed out) and in a margin acct.
The question is , if we are set up appropriately in our RRSP`s in terms of balanced portfolios , how should we approach the monies in the TFSA`s and the margin acct ? Should be mainly go with higher quality equity stocks or should we balance those two accts similar the the RRSP accts ie stocks, fixed income etc ? ( note the margin acct is not borrowed money). Are ETF`s appropriate for TFSA accts ?
Thanks
Bill C
Read Answer Asked by Bill on September 07, 2018
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