Investment Q&A

Q: Hi Gang

What are your top ten Canadian dividend stocks at this time
With a 5 yr investment time line

Thanks Mike B

Q: Did they beat last year’s quarter on all metrics except for free cash flow per share less capital expenditures?
How significant is the $.44 this year v $.50 last year

Q: Why has NPI dropped so much today , should I hold or sell.

Q: Hello there - I'd like to do some consolidation and wonder about selling ACO.X ( at a small loss) and putting the proceeds into either BIP or BEPC (both of which I currently own). Your thoughts, please. Which way offers the most promising upside over a long investment horizon. Thank you

Q: I will have the cash shortly to add a new position in the income portfolio. Which of ADN, EIF or QSR would you add right now and why.

Q: Your thoughts about the latest results please . do you consider them a buy , sell or hold ?

Q: Should I be concerned that today this stock dropped below 200 DMA on heavy volume. Fundamentally would you rate buy, sell, or hold.
Best Regards,
Harold

Q: What is the best metric(s) to use to value Telus, and how does that / those metrics compare to the past historic range(s) ? If it is P/E, then I find it hard to justify buying today at what appears to be approximately 24X.

Q: What's your current view on Telus? The stock hasn't done much and going down. There is likely increased competition from Rogers/Shaw merger. I also hold BCE and wondering if its time to move from Telus to another opportunity.

Q: PLC has gone sideways this ytd compared to most of my holdings that have moved back up. It is one of my smaller holdings so wondering if it is a good time to top it up to a full position or move on to other names in the income portfolio with higher yields, likely split in BCE, TMX and SLF.

Q: My understanding is that BN’s price / book value is roughly as low as it was in 2002, 2009 and 2011. Is this the best historic valuation metric? How does today’s yield compare to its dividend yield range in the past ?

Q: I have no utilities in my RRSP portfolio at this time. What are you preferred utilities in order of preference to buy now for total return (dividend and potential growth)? Any preferences among these that I'm thinking about being Fortis (FTS.TO / FTS), Emera (EMA.TO), Brookfield Infrastructure (BIPC.TO), Brookfield Renewable (BEPC.TO)?

Q: Is NGG currently good value? Can you recommend other similar quality dividend paying alternatives?

Q: Hi Peter, Ryan, and Team,

Lately, Telus is under-performing Bell by quite a lot. On days when both stock prices are increasing, BCE goes up by a greater percentage than T, and conversely, when there's a decline, BCE declines less. We own both in our combined accounts, and Portfolio Analytics indicates that our Communication Services sector should be increased. If we wish to do this, is BCE the safer stock?

Also, is there something going on here that is causing this under-performance of Telus?

Thanks as always for your sage advice.

Q: hi folks, opinion on Q results for Surge sgy/t....good & bad...and would you rate the stock Buy/Hold/Sell....stock nearing 52 wk lows...thanks as always, jb Piedmont, QC

Q: When do they report? What do you anticipate the results to be? They claim very low break even costs that would support working capital and dividend. As well as growth. Are you able to validate their p/e? the company looks attractive based on potential and monthly div yield.

Q: Any new perspective or hope about VET at this very low point (and now big loss "on paper" ).., would you rank the stock as a hold, or sell for capital loss ? Thanks for your impression

Q: Good Afternoon,
I have owned Killam for a while. There has been no appreciable growth or dividend increase. What is the likelihood of either happening. Would I be better off selling Killam and purchasing another stock? If so, what stock would you suggest that would offer some growth and a good dividend. There is no tax implications as I hold Killam in my TFSA.
Thanks in advance for your opinion.
|Jane

Q: I have RRSP, TFSA and NREG accounts. I'm looking to buy Brookfield Infrastructure Corp in each. Is there a difference between BIP versus BIPC and does it matter which I hold in each of those three accounts?

Q: Hello,

TRI recently announced an upcoming reverse split of their shares. This seems to to go against the usual practice of a reverse split whereby a low priced stock and out of favour stock (unlike TRI) will do one to drive up the price of their stock when it’s trading very low and in risk of being delisted as was the case of Bombardier recently and JDS Uniphase many years back. I’m having difficulty understanding why TRI would not just buy back shares via an NCI as opposed to a reverse split. Also, when is the reverse split scheduled and if I was to buy 10 shares tomorrow, how many of those shares would I have after the reverse split and would the price of TRI increase as a result of the reverse split as is normally the result of a reverse split. Many thanks for the amazing service that you provide.