Investment Q&A

Q: I own BEPC at a 6% loss, offset a bit by the dividend but have come to the conclusion that I don’t understand the renewables space, and try to avoid investing in things I don’t understand. What is the catalyst to take this higher? Are companies in renewables much like the broader non-renewable energy sector in that they are price takers and subject to cyclicality? I’m feeling like if I want some growth with a small dividend I’d sooner own BN, and if I want a decent dividend with a little growth I’d be better off with BAM? Appreciate your thoughts and opinion as always.

Q: A number of strong Dividend paying companies have pulled back recently. Excluding Banks, what would be top five Canadian Dividend Paying Stocks (> 4%) that would also bring reasonable growth.

Could you also indicate if you consider them a buy today.

Thanks
Tim

Q: I'm looking for some companies in the materials sector that pay sustainable/growing dividends (above 4%) with solid balance sheets and strong growth outlooks. Could you suggest some of your favourites. My focus is Canada but global companies are acceptable.

Q: Hi there, I own shares in both these companies. With AQN’s recent announcement that they will be selling their renewable assets I assume that includes their interest in AY.

Do you have any idea what range of share price this sale would happen at, and whether it’s more or less than AY’s share price today?

I am down on both and trying to decide whether to lighten my ownership of one or both.

Thanks!

Q: What do you think of div latest quarter.

Q: How did they do this 1/4 ? Thanks.

Q: Hello,

I'm hoping you might be able to steer me towards several suitable, longer term, investments.

If you were assembling a portfolio of equity investments today, from which you REQUIRED an overall average yield of at least 4%, with a further need for that yield to either keep pace with or to outpace the rate of inflation in coming years; which 5 Canadian and which 5 USA equities would you select to include within your portfolio?

1) Independent of any consideration of a desire for diversity of sector?

2) If diversity were to be considered to be of importance?

Please deduct as many question credits as you feel may be appropriate.

Thank you!

Q: Could i get your take on latest results please. What is current payout ratio and debt profile?

Q: Gentlemen;

Can I have your thoughts on the latest quarter earnings release?

Tks Ron

Q: Hello

Can you comment on AQN earnings and CEO departure?

Thank you

Q: The above are my overweighted energy holdings. Can you please prioritize them as I have to reduce my weighting. Is there any I should exit. Again Thanks in advance.

Q: Hello, from a defensive perspective that is least correlated with the stock market, which ETF would you purchase ? (All other factors remaining equal)

Q: As a follow-up to Paul’s question, A&W’s stock is back to where it was about 5+ years ago (way pre-pandemic) - why do you think this is and do you see a reason for this to change? I like the yield but opportunity or value trap? Thanks!

Q: I would like to get your latest opinion on this company after their latest earnings report. Topline numbers appear to be very strong.
I am looking for a secure dividend with some long term capital appreciation. In your opinion how safe is the monthly dividend. Are their debt ratios ok? Do they have much competition?

Thanks very much

Q: What do you think of their latest quarter.

Q: please comment on spb press release Aug 10 Certarus places largest single order
of msus.
thank you.

Q: When investing in telecoms, what are the best valuation metrics to know it's a good price to buy into?

Q: Good afternoon,

Could you please provide your assessment of TA, and is it a buy here?

Thank you

Q: Any reason on why PXT's share price slipped so much yesterday and today?

Thanks.

Q: 7:37 AM 8/10/2023
I was looking at the share price graph of KEY this morning. On your 5i Interactive chart it shows the price as $30.19 as of Sept 01, 2014. However TD Waterhouse shows the price as $49.92 for Sept 01 2014 and Yahoo shows the price as $49.13 for Aug 31 2014 so they agree.
This is a HUGE difference.
According to 5i I have broken even but according to TDWaterhouse and Yahoo I have lost a lot of money. Which do I believe? It makes it very hard to judge historical capital gains and makes it really hard to judge whether a company is worth investing in. I doubt that many people reinvest the dividends back into the same company which I think is what the 5i chart does.
What counts is what you actually paid. Please explain
If I had bought shares in September 2014 which price would I have paid?
Thank you........ Paul W. K.