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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: GWO has done extremely well this year, up over 40%, while MFC is up over 11%. SLF, though, has lagged, down about 1.5% over the past year. What explains the wide gulf in their stock performance?
Read Answer Asked by John on December 18, 2025
Q: My Interactive Brokers margin rates are now ~2.85%. I am a reasonably sophisticated investor, and understand the potential perils of margin. I do not have a heavy margin balance currently, but would like to use about 1/3 of the available balance to buy Canadian low risk stocks with eligible dividends, ideally monthly.

I've taken a close look at the dividend portfolio. Do any other names come to mind for this approach?
Read Answer Asked by Michael on December 18, 2025
Q: I have full position of both Telus and BCE, both at substantial losses in a margin account. Should I leave them be, reduce, or get out? I do not have much in the way of capital gains this year. If reducing these stocks is a good idea, what would you replace them with in today's very expensive market, not worrying about sector, more about regaining the losses? Could GSY be a replacement or would you consider this much more high risk? Thank you!
Read Answer Asked by Pat on December 17, 2025
Q: Hey everyone, I’m developing a Canadian portfolio with XEI as the core. XEI is heavy into energy and financials so as part of my core it will only be 40 to 50 percent of the entire Canadian portfolio. If you could help me by picking stocks from your three portfolios to round out the portfolio it would be greatly appreciated! It really doesn’t matter how many stocks you pick as it’s $10 a trade and will be in the portfolio for a long time (hopefully). The only consideration is that it pays a dividend.
Read Answer Asked by Mark on December 17, 2025
Q: Telus just announced *approval* for an NCIB. How does this affect the thinking on possibility of a dividend cut?

If its free cash flow made it barely sustainable before, won't this additional use of funds make a cut even more likely? (Or will they issue more debt/equity?)
Read Answer Asked by Peter on December 16, 2025
Q: A few questions please on Rogers.

Capex:
What direction does 5i see for Capex spending at Rogers over the next say three years? In addition to paying for the remaining 25% of MLSE, will upgrading their cable segment (or some other business need) require large investment and limit debt reduction?

Monetizing their sports assets:
It all sounds great but .... what risks does 5i see to individual Rogers investors, and how serious does 5i feel those risks are, from the controlling Rogers family negotiating a monetization that benefits only them?

Thank you

Edward
Read Answer Asked by Edward on December 16, 2025
Q: These stocks are held in my wife's RRIF - just turned 71 - start withdrawing 2026. QSR, NTR ,GSY & GRT.UN small positions. GSY added this year. Thinking of selling GRT.UN - stock has not done much & very small dividend increaser, QSR (500 shs) small position - not big dividend grower - thinking of selling, NTR held fora while - up a fair bit 44%, 500 shs - sell? Comments if you agree with my analysis and if so, what should buy or add to this account?
Read Answer Asked by James on December 16, 2025
Q: We have owned this stock for a very long time (4000 shs) - small position - down about 26% this year. Tax loss selling probably has something to do with this decline. Is the dividend secure? CIBC I. E. shows over 200% payout ratio. Thinking of buying more - what do you think?
Read Answer Asked by James on December 15, 2025
Q: Is it okay to hold the BIP.UN and BEP.UN within a TFSA without negative consequences? If so, which of the two:

- holds the most long term growth potential in your opinion?

- currently has the cheapest valuation based on what you consider is the best metric for these type of companies (compared to their respective past history).

Read Answer Asked by James on December 15, 2025
Q: I have a half position in this stock ET.CA which when asked in the past you have said there is no growth so might want to let it go, and so because of the div, I just left it to go back up. Today they announced a special div. Will the stock typically go down after the dividend has been paid out Dec 18th? And if I should sell, would I need to hold to the 19th to get the special Dividend and then sell? When is the best time to sell? Or is the company doing a turn around and it's worth to hang on? If they are doing better, I'm happy to keep it or could move on, and then what would I replace it with.? Please advise.
Read Answer Asked by Pat on December 12, 2025
Q: I was looking for the Beat The TSX website (dividendpayer.ca) but it is no longer active. Can you tell me if Matt is still looking after that? Has someone else taken it over?
Thanks! Paul K
Read Answer Asked by Paul on December 12, 2025
Q: Could you tell me your thoughts of the deal CPX just announced with Apollo Global Management to acquire 3B worth of Natural Gas facilities in the U S and also the MOU with an un named company for 250 Megawatts of electricity for a data center in Alberta the market didn’t seem to like it down almost 10% at one point,what are your thoughts on this deal,company and would you add on this news thank you
Read Answer Asked by Greg on December 11, 2025
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