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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: Given both stocks drifting lower which one has a higher potential for recovery?
I am thinking of switching from BLX to BEPC because of size and assets mix. If rates stay were they are which company will be less impacted?

Read Answer Asked by JR on August 10, 2023
Q: For a retired investor seeking stable dividends and some growth, how would you rank these companies if one had $100,000 to invest? Are there other companies you would recommend and how would they fit into the rankings?. Current portfolio is quite well diversified, so sector is not an issue. Thank you, Ian
Read Answer Asked by Ian on August 10, 2023
Q: What ails AEP ? It has had scandals and blunders many years ago, but I thought they were over all that. Morgan Stanley added AEP to it s Global Dividend Fund just last month. I bought AEP only days ago and its down over 10% ; down 5% in the past 5 days. Unusual for a boring utility. I don’t see news bad enough to warrant such a drop , but seems something there could be rotten. What gives? Are complete idiots running AEP? Regulatory issues? Heat melting the already weak management brains? What is going on under the hood? Would appreciate your deeper insight, many thanks
Read Answer Asked by Adam on August 10, 2023
Q: Could you comment on their most recent quarter? They seemed to have significant momentum going into Covid and I was wondering if you feel they have, or will, recover that growth? Are they comparing well to others in the industry? Finally, do you expect them to continue regular dividend increases?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on August 09, 2023
Q: Hello,

I would appreciate your thoughts on how the arrival of new diabetes/weight loss drugs (Ozempic, Wegovy and Mounjaro) might potentially impact the future revenues at Body Contour Centers? Could the advent of these new medications not have a significant potential impact on the existing players in the weight loss space?

Are you able to provide an estimate of what proportion of Alaris Equity Partners' existing annual income is attributable to their investment in Body Contour Centers?

Thank you!
Read Answer Asked by Richard on August 09, 2023
Q: Today, in reply to a question you wrote :Given the appropriate valuation, we would be comfortable holding ENB for dividend growth.

Do you think there is a reasonable possibility for share price appreciation as well? If so , what would be the reason: a flight to safety? Drop in interest rates? How well does it do in a recessionary environment?
Read Answer Asked by Murray on August 09, 2023
Q: I've been expecting utilities-and-telecoms to see better price action on the prospect of stable rates, but today's reversal suggests a continuing downtrend. Likewise, I've been expecting financials to continue to look past these same fears (and there has been progress), but now wonder if we've reached a plateau.

Given that these sectors 'should' be responsive to different forces, which would you pick for a quicker and more robust upturn? More specifically, should we expect utilities to continue to suffer until rates actually go down by some significant percentage?
Read Answer Asked by John on August 09, 2023
Q: I did reorganize all my portfolio for a dividend focused portfolio , and already did sell most of the stocks for selected ETFs ,except the 12 stocks mentionned.I wish to only keep 12 "financially safe stocks" on long term + at low risk of dividend cut.If those 12 stocks do not all match this objective,wich ones could be sold and then replaced by what individual stock suggested ? regards,JY
Read Answer Asked by Jean-Yves on August 03, 2023
Q: Wondering if it is time to trade T. Been reading about NWC and wondering if this is a good dividend stock to replace T. Are there other dividend stocks you would recommend.
Read Answer Asked by Stephen on August 03, 2023
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