Investment Q&A

Q: Heading into earning season, what would be your top 10 Canadian dividend picks?

Q: Hi Guys
Comparing the 2 Companies, Telus is about 5 x bigger in MCAP. I was surprised to see QBR.B had about 618 million in FCF LTM, which was about the same as Telus at 622 million if my numbers are correct. Telus is about 2x as expensive on Forward P/E.
Yahoo shows Telus having next 5year growth at 17.8% per annum, verses QBR.B at only 5.15%.
Total Debt/EBITDA is actually higher at Telus from what i see at 5.2x Verses QBR.B at 4.0x
How do you view these to companies when comparing them. Is it strictly the poor future growth of QBR.B and the smaller size that makes it unattractive ?
Thanks Gord

Q: Hi,
The company is downgraded by many firms. Has the future business plan is below investment grade compared to other Brookfield companies? Last year they acquired Westinghouse. The company has lowered dividend for past two year (2020 US$ 0.434 * 4), (2021 US$ 030375 * 4) and (2022 US$0.32 * 4). This is the weakest company among the Brookfield Group. My question is whether Westinghouse acquisition is not a profitable one or too early to say? Is it advisable to invest some amount in BRE.un just to take advantage of weakness in stock price at this time or better put money in BBU.un? I hold all the Brookfield Group companies that issues through spinoffs.
Thanks
Piyush

Q: Hello All,

Is it possible to rank my list of utility companies sorting via most financially vulnerable therefore most likely to underperform because of the increased cost of financing. i.e worst to best please.

Is that a blunt but reasonable filter?

Could it be that the "worst" companies have been so badly beaten up that they may be worth adding to for the long haul?


Many thanks

Q: Peter; Is this basically a income stock now ? Very narrow trading range recently . I hold it in my TFSA and am thinking of selling and buying a higher beta one. Thanks
Rod

Q: Hi 5i. Are there any companies that you think are at risk of falling off the U.S. Dividend Aristocrats list this year, because they do not increase their dividend?

Q: Is AQNU a good buy today? What would total return be at today's price in June 2024?
Thanks
Cec

Q: I’m trying to understand the parameters of the special dividend being paid by Tourmaline.
The announcement reads: The special dividend is part of Tourmaline’s comprehensive shareholder return plan and will be paid on February 1, 2023 to shareholders of record on January 24, 2023.
Does this mean that you could buy shares on Monday January 16th, sell them on January 25th, and capture the special dividend with the only risk being a drop in the share price over that period?
Somehow this doesn’t seem reasonable to me.

Q: What are your top dividend payer picks for our tfsas this year?
Thanks

Q: What is your opinion of the management team at AQN? Do they have a strong enough team to orchestrate a turnaround of their fortunes? Is this a hold or sell?

Q: What are the best Dividend stocks to hold for under 100$ a share? thank you, all the best.

Q: I need to sell one of these or half of each. What is your opinion?
Diversification is not an issue.

Q: I'm not sure if you planned to take in the conference call today or not. RBC put out a one-pager on what Mgmt planned to do, which included a 40% cut to their dividend (creating a new yield of 6%).

Q#1 = As a result of Mgmt's plans going forward, what are your thoughts on AQN now?

I am fortunate that I bought AQN years ago at $5.60 (held in RRSP) and have trimmed (for asset allocation reasons) several times on the way up...as high as $21.10. However I do confess I added recently at $14.75. I still have some funds ready to top-up, but I am on hold for now...just watching.

Q#2 = would you add, hold or sell at this time?

Q#3 = my personal speculation is that AQN will probably just hang around the $9-10 range for a while. My hope is that a potential buyer will show up and take them out. In a November question, you thought the take-over chance was around 25%. With this new information in hand, do you have a new percent chance that they will be bought out?

Q#4 = if AQN does get taken out, would the usual ballpark premium of 30% apply? This would entice me to hang around for awhile.

Thanks...much appreciated.

Q: Can you comment on your current outlook/prospects for Paramount Energy

Q: what is your opinion of AQN going forward long-term now that they have cut their dividend?

Q: Could you do an update (only 1 question and it was 2021? Now approaching CAD$0.5B, strong earnings, low debt, pays a dividend, in good assets in CAD, interesting opportunities in North Sea - a UK company but listed on TSX.V. In particular, to what would you attribute its lackluster performance in the last year? Thx.
John

Q: I have 20 Thousand US Cash in My US RRIF acc't. I am looking at deploying it into 5 stocks for income. I don't have any oil sector stocks or ETF, Reits or banks.Looking for idea's which could bring dividends and growth over time.Tks 5i take as many credits as required. 79 year old.Do not need any money to pay my RRIF monthly payment as I have Can account with ample cash for 18 months

Q: Looking for steady type income stream. One that has some momentum preferably. Most valuations seem similar. Which might you prefer in the Royalty type area of consumer cyclicals?

Thank You

Q: I am a retired income investor. I own a lot of the various Brookfield companies. I have held BGI.un for quite some time and, unlike the Brookfied companies, I am well under water. It is very thinly traded. I have no problems keeping BGI because it fits my need for dividends but I am wondering if it is dead money and will keep slipping. Can I have your opinionon its future

Q: Hi

What are your thoughts on Whitecap and altagas are they both a hold for the long term.

Thanks

John