Have held T since Nov 2022. I am in the red 25%. Appreciate the dividend, but do not enjoy the capital loss. Read lots of comments in 5i answered questions and the overall sentiment appears to be positive. Do I keep holding this issue? Or sell and move on. And if I am advised to move on, what alternative would you recommend with a similar dividend?
Q: Winpak has sold off sharply despite what looks to be reassurance that the back have of 2025 will start to show growth again (as they come out of a large capex cycle). Opportunity, or value trap?
Q: This company has had a rough go since the last Q's results. To me it looks like a very stable business that is now trading at trough multiples. It looks like the buyback has been re-initiated at these levels. Feels like this might be an opportunity - do you agree?
Q: Given we may have seen the worst of the tariffs, is now a time to start buying CNN? Given the lower guidance provided today, there may be an opportunity to purchase sharers at a lower price. If the stock down come in tomorrow, would you suggest it may be a good time to accumulate shares? Or, is it still in a wait and see mode?
Q: In what order would you buy PPL, SOBO and TRP? Are all three buyable at todays prices? Which has the best upside? Which is the most likely to increase their dividend?
Q: What is your assessment of CGO's most recent quarterly results? Why has there been such a price drop? What do you think of the company as an investment?
Q: Looking for best in breed in the energy midstream and distribution space, US geographically. For dividend stability and growth, which is a better long term play in a diversified US Rif. Duk is termed a utility and my take is that this may affect growth vs Williams. Your take?
Q: COST has fallen about 10% in the last 6 weeks or so. This seems to be more than what I would expect from volatility in the course of things. Has there been any news to lead to this? Do you think it is a tariff story? In questions over time, even recently, you have given it a favourable endorsement; do you still have that view, and if so, why? Thanks for your excellent service.
Q: I’m approaching retirement and looking to shift my portfolio away from value and growth-focused investments toward an income-oriented strategy. My primary goal is to generate regular, reliable cash flow through dividend-paying stocks, rather than relying on capital appreciation.
I’d appreciate your recommendations on the following:
• Your top 10 Canadian dividend-paying stocks suitable for income investing
• Suggested sector allocations for building a balanced and diversified income portfolio
BCE seems to have broken up out of a wyckoff base lately. Do you happen to have any news of improvement in the company to support this price movement? I read that there’s been a little rotation into defensive stocks recently, but who knows.
Q: Given the current Political/Fiscal/Demographic environment, I want to deploy funds to services that cater to seniors. The caveats are: 1) Taxable Account; 2) Cdn. $s; 3) To hold for 5+ years; and 4) Dividends of both seem reasonable, but are future prospects comparable, given relative financial strength and current governance? Thank you for your support and the questions from my fellow subscribers with your responses. Bill