Q: Good morning,

NTR has been slowly moving up. It's part of my materials sector stocks in my non-registered as a cyclical play.

Would you consider it having made that turn and worth rounding into a full position with extra cash.

Thank you.

Q: Good afternoon!
I have some substantial cash to deploy, ideally into Canadian dividend payers at 4% or more. I already have many of the usual suspects, including the following: ENB, BCE, PPL, BNS, CM, LIF, SIA, T, LIF, BEP.UN, DIR.UN, FSZ
I have been waiting until the December sell-off (i.e. Benj Gallander’s suggestion that it is the best time to buy), hoping to find some that have made the sell list that are good candidates for bounce backs in the future. After observing the market in the early stages of tax-loss selling, would you have some names that might fit that bill? Ideally maybe 5 or 6, although I realize that is a tall order, perhaps! Again, I am seeking dividend paying Canadian equities paying 4% or more.
Thanks! Paul

Q: All of these companies have really high debt levels, could you comment on their prospects and whether you would buy, hold or sell. Thanks!