Investment Q&A

Q: Perhaps am looking for unicorns. I have some money to deploy and I am looking for companies that have the balance sheet to ride out the current situation whether it lasts another two months or >12 months. My basic criteria were those potentially undervalued, dividend over 3%, div growth of at least 5% and a decent payout ratio. Any suggestions appreciated, thanks for your help.

Q: Hello, I have noticed that AW has moved up $2 over the last 2 days which seems like a lot for a stock that has been moving down for the last 4 months. Other than an RBC target price of $34 has there been anything else to get this stock moving? Thanks,

Q: The three year chart on this is not pretty. Why, given the lack of potash on the market from the Ukraine and Russia, has NTR not thrived? I've done well on NTR in the past but have a hard time understanding the cyclicality. This looks like a good time to invest once again, but is it? How can tariffs hurt NTR? Where else is the US going to get their large need?

BTW, thanks for the suggestion that 475 was a good entry point for ISRG.

Now, NTR? Your thoughts, please

al

Q: LOOKS TO GOOD TO BE TRUE POSTING A 43% dividend. STOCK LOOKS GOOD
ON PAPER DESPITE THE HIGH DIVIDEND. LAST YEAR IT MAINTANED ITS VALUE,
AND IM NOT SURE IF THE DIVIDEND WAS THE SAME.
GOING FORWARD, WHAT IS YOUR OPINION?

Q: Is radio truly dead or does this firm's excellent dividend, dividend to cash flow ratio and other qualities make it worth a look?

Q: If I have a drip set-up, is there a reason why the reinvestment did not occur in January?

Q: Is Telus buyable today and what would be a good entry price?

Thanks.

Q: Planning on setting up an income portfolio of dividend growing equities. Would the above stocks meet this objective. Already own BAM, BNS, CNQ, DIR.UN, ENB, FRU, FTS, IFC, PEY, POW, SLFm TRP and WCP. Are there other equities other than the above list that you would recommend substituting for one or more of them? Thanks for your thoughts.

Q:

BCE is trending down, ex-dividend. If YOU would cut the dividend, would you wait for next earning release in May, or sooner? What would be the probability the stock stays flat, instead of up or down when/if the dividend is cut?

Is Rogers a better bet at the moment or just a hold (I just sold it for tax loss) ?
I’m sticking with my Telus for now.
Thanks. Have a good week.

Q: I own BN with no intention of selling, but I find the dividends of the other Brookfield's interesting for my RRSP account with the potential of some capital growth as well. I know this type of question has been asked in the past, but not since the market downturn. Would you see a benefit of owning any of the others along with BN, and if so, which ones, and what would your total percentage of Brookfield holdings be. Thanks!

Q: Looking for a stable US stock with some growth/dividend. Please make suggestions

Q: What do you think of wjx at these levels for a income investor. If Canada decides to build pipelines would it help this company,

Q: What do you think of rodgers for income.

Q: Bank of America downgraded Telus to neutral from Buy. The reasons are excessive leverage and the dividend exceeding cash flow. The stock is down 5%.
Three questions:
1. Do you agree with the assessment of the analyst ?
2. The Analyst making the assessment is assigned only one star on a scale of five according to my broker. Does the fact that the analyst is assigned only one star makes his prediction less reliable?
3. What is your recommendation going forward for Telus ? Sell or hold ? Is there more downside risk? Although the dividend was increased twice in 2024 is there a risk of an imminent dividend cut ?
Thank you as always for your insight.
Please deduct as many credits as deemed necessary.

Q: I’m finally back in black on Algonquin Power. Invested in it for the USD dividend that still qualified for the dividend tax credit. Would you hold or get out? thx

Q: This etf seems to have come out of the latest downturn without to much difficulty, so wandering what the reason for this latest performance. Is it because of the fairly low fees, or the quality of the stocks being held or is it a combination of a number of factors. I am thinking of investing in this etf for the long haul. Many tnx.

Q: What is your evaluation of Power Corp (POW:CA) latest quarterly? What portion of its business is in Europe and to what extent does it make it more attractive?

André

Q: With interest rates predicted to trend lower do you foresee more upside for utility stocks barring any Trump whims of the day ?

Q: Good morning and thank you for your many years of valued service.

In this unsettled market, investor focus is shifting away from a narrow focus on price appreciation. Are there any available resources to review the total return of a single stock or make the same comparisons of any pairs?

Scott

Q: In a question asked Jan 2025 whether it was a good time to buy CVD, you answered "Yes, with rates heading lower and corporate earnings moving higher, convertibles we think look good today". In a more recent post on your Income model portfolio, you speak of selling the CVD to buy equities you said "We liked the CVD ETF during the high interest rate environment from 2022 and on, but without factoring in its high yield, its unit price is mostly in a downtrend. While we feel we caught most of the upswing in unit price over the past couple of years, we are preferring to add to individual stocks at this point in time." So for someone who's not looking to raise cash, and likes the dividend is it just as well to keep it or are you suggesting time to take profits, and move to something else? What would you suggest?
Thanks!