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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: Can you please help me with calculating NextEra Energy’s payout ratio. I have been using the annual dividend per share divided by the adjusted EPS. So for 2023, I expect it to be between 60% and 63%, as they expect adjusted earnings to be in the $2.98 to $3.13 range. And they are paying $0.4675 per quarter or $1.87 annually. If I use EPS before adjustments, the payout ratio jumps, and if I use cashflow from operations it drops. Is adjusted EPS the best number to be using? I keep reading that NEE has a conservative payout ratio, would you agree? Thanks for your help.
Read Answer Asked by Kim on August 01, 2023
Q: CJ announced Q2 Financial & Operating results. I am confused that Prod Vol only dropped 700 boe of about 22000 boe. But the Revenue dropped 40% compared to 2022 Q2 along with other financial components. I am surprised with such mismatch but market seems to ignore it. Please review and advise what am I missing here.
Read Answer Asked by Ritwik on August 01, 2023
Q: I have owned PKI for 10 years and have done OK but now am building a case to sell. I see PKI as a company whose assets spans an oil refinery to M&M frozen foods with oil distribution and convenience stores in between. Now is facing significant capex to add EV charging stations and facing more competition in this area with the announcement that the major auto companies are to build out charging stations across Canada.

Please shot holes into my thesis. Am looking to replace with EIF, your thoughts on this company would be appreciated. Thanks. Derek
Read Answer Asked by Derek on August 01, 2023
Q: I have a 5% holding of TRP in my income orientated non registered account , now at a 10% loss. I have a tendency to hold on to declining stocks for too long. Spin outs complicate my fairly
concentrated portfolio used to fund my retirement. What do you expect share price reaction to be over the period until spin out ? Any ideas on replacement ? I want to stay away from energy infrastructure and already own BEPC.
Thanks. Derek
Read Answer Asked by Derek on July 31, 2023
Q: MREL is actively managed by "experts in real estate",but has an extremely disapointing performance in my view,I just sold most of my shares in order to reinvest in a new ETF.Is it a good time to invest in a REIT ETF , or do you suggest another sector (materials,finance,etc..) considering the macroeconomics and present global context?
Read Answer Asked by Jean-Yves on July 31, 2023
Q: I read in the Vancouver Sun that the municipalities in the US have a lot of control over the rate at which energy utilities convert to climate friendly energy sources. A UBC climate change expert weighed in to nudge the Vancouver municipal council who are meeting this week on the subject to stick to their acceleration plan for Fortis (+ maybe others) to adhere to it. Do you have any facts or insight on investor sentiment over the short to medium term?
Read Answer Asked by TOM on July 30, 2023
Q: I have held T for years and have been content with its solid dividend, stability and some growth. Clearly not happy with current events. I am still up 18% in a non-registered account. Would you be inclined to hold the course and hope for a turn around in the next several quarters? Or do you believe - even after interest rates peak - that the combination of growing competition and onerous government regulation mean the telco will continue to struggle? If the latter, can you recommend a replacement? I'm wrestling with this as I want a dividend >4%, a bit of growth and low volatility, but am overweight in Utilities and Finance, where I would be most likely to get this. What do you think of binning T and shifting the funds to Energy (ENB?) or Real Estate (DIR.UN?)? Alternatively, is there another Communications stock you might recommend (Canada or US) that fit my criteria? Thank you.
Read Answer Asked by Maureen on July 30, 2023
Q: Hi,

I've sold my house and moved overseas; I will return in about 3-4 years and may need to buy a new home at that time.

I have about $700K I'd like to invest while I'm overseas.

Can you suggest some dividend stocks to hold while I'm overseas, that I'd be able to liquidate to sell to buy a new home when I return in 3-4 years?

Thanks,
Robert
Read Answer Asked by Robert on July 30, 2023
Q: hi,
I am looking at adding these to my dividend equities. I like growth with the dividend stocks, both in capital appreciation and dividend payout ( to keep up with inflation, over the long term ). how do these 2 stack up? further, is there an open source website to check CDN dividend equites in regards to the dividend growth, payout ratios, etc...
cheers, chris
Read Answer Asked by chris on July 28, 2023
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