Investment Q&A

Q: I own both of these in a non registered account and looking to add to one of them. I rely on income from this account and have owned these for quite awhile.They are approaching or are at a year low. Ignoring portfolio weighting, would you purchase them now or wait for Ukraine to settle ?
Any specific or significant issues causing their decline. Which one first to add to ? Thanks
Derek

Q: Hi,
I am low on energy and pipelines, as ENB.TO is my only holding in this sector. Most of the available cash I have on hand is in a US dollar RSP account, which I do not have to convert to a RIF for another 4 years. I've listed some stocks that have my attention, and wonder if it is reasonable to purchase now, as they're mostly at new 52 week highs, except OGS and VZ. Do you think these will still have room for further gains, or am I essentially too late and taking a risk these will roll over quickly as we inch closer to a US recession? Are there others you would prefer that aren't listed and any of the above that would be higher risk in this market environment? Take the appropriate points for the multiple questions. Thanks for you continued valuable insight!
Dawn

Q: Can you please comment on DBM's recent quarter. Was it as bad as the market is suggesting? Was it's forward guidance strong? With a yield of over 7% and some growth opportunity does it offer a decent risk/reward?

Q: Can you please comment on earnings. Was there anything that stood out in the conference call (either good or bad). Portfolio Analytics notes I should increase my exposure to consumer defensive and US holdings. Would you recommend starting a position in COST within an RRSP? Lastly, from an educational stand point, what metrics/factors (financial and non-financial) are good to look at when exploring/assessing a business such as Costco.

Q: I am a retired investor and rely upon the dividends in my RRIF for income. I have owned FSZ for many years and while it pays a nice dividend (8%) it has not grown, in fact its down since I purchased it. I want to replace it.

The listed stocks pay dividends ranging from 3.9% to 5.1%. My question is which of the stocks would make a good replacement with the dividend and growth profile that will exceed the dividend of FSZ. Please list with the best first and also indicate if the risk is higher or lower than FSZ.

I have been a member for a few years now and would like to congratulate you on your service and unbiased answers. It definitely has been financially rewarding for me.

Wayne

Q: Your thoughts on the quarter? What is the forward P/E?

Q: Please sort these energy stocks in order of your preference for growth over the next 2 years. ARX; BTE; CVE; ERF; MEG; NVA. Add 3 more of your choice not listed here.
Thanks,
Terry

Q: Hi there; I am looking to deploy about 75K into my wife's TFSA to catch her up. what would you buy today with a 3-5 year timeline in mind?
Best Regards

Q: Could I have your best single selection for both US and Canada for a conservative investor in these 7 sectors - energy, global defence, cyber, pipelines, utilities, consumer staples and defensive growth within software tech. Thank you for the help.

Q: I have been tracking the iron ore price since July 2021 when it was $213 and LIF share price was $49.61. Iron Ore hit a low in December below $95 and has since been steadily tracking higher (above $150 for a couple of days in Feb) and was $146 yesterday. On Feb 23 Rio Tinto reported record financial results and declared a dividend of $10.40 (79% payout). LIF will receive a significant dividend and royalty from Rio Tinto and they usually pass this through to shareholders. LIF shares closed at $48.61 today the highest they have traded at since July 2021. Your thoughts on the amount of the dividend LIF will pay out to shareholders and the future of iron ore prices. Thank you

Q: Hello Team,
What do you make of TVE's year end financials?Would you advise adding to my present small position at the present price?

Q: I want to sell bep.un and bepc in my tfsa and repurchase in my cash account.
Which one should should I purchase. No sense having 2 is there?
Thank you

Q: How do you feel about ZWU today? Or would you prefer to own a pipeline company like ENB? Seems the number of anticipated rate increases has fallen in recent days given Russia's war on Ukraine. Looking for price stability and yield. Great service, thanks!

Q: Pipeline and utility stocks having increased in price recently. What would you think about buying one of the ZPAY etf's for the dividend replacement of the utility and pipeline stocks. And buying the pipeline and utility stocks on a pull back. And which ZPAY etf would you recommend?

Thanks
Brian

Q: Turbulent times.
Yesterday you seemed to give a preferential nod to BCE in the domestic telco sector. Is this a change of view on Telus, which you have been preferring for some time? If so, could you please elaborate. Still grateful after all these years, so thanks again. Al

Q: I have questions:

1. ATCO vs BIP.UN - Do you agree with this article making a case that ATCO is maybe a better buy?

https://seekingalpha.com/article/4492123-forget-brookfield-infrastructure-buy-atco-instead?mailingid=26881852&messageid=dividend_ideas&serial=26881852.14358&utm_campaign=Dividend%2BIdeas%2BLaunch%2B2022-03-02&utm_content=dividend_ideas_control&utm_medium=email&utm_source=seeking_alpha&utm_term=Dividend%2B%26%2BIncome%2BSmart%2BList

2. Does ATCO have a rock-solid balance sheet that could potentially ride out an possible long recession?

3. Is there significant overlap between ATCO and BIP.UN ? Could a person own both? (I do also own BEP.UN which has utility exposure).

Q: Hi guys, which one company would you put your money on. I am buying for dividends and little some capital gains. Are divided safe ? Or any other suggestions. Thanks
Alnoor

Q: I have very little energy exposure in my registered account.
Is now a good time to add a long-term dividend payer and if so, please suggest 2 for me to consider.
Preferably one that isn't already over-valued and therefore may drop in price should oil return to $50 or $60/ barrel.
Thanks.

Q: I have around 15% of my total portfolio value in energy and utilities, spread across the following stocks. I have held most of these positions for quite some time.

Given the considerable rise in the past year (but still quite far off from ATH for some), would you suggest any consolidations or removal of any of these positions?

ENB: 17.72% of total, 44.35% gain
SU: 14.35% of total, 73.34% gain
MEG: 14% of total, 309.59% gain
WCP: 11.55% of total, 249.88% gain
ERF: 8.82% of total, 421.21% gain
CNQ: 8.67% of total, 248.39% gain
CPG: 7.33% of total, 346.70% gain
POW: 6.72% of total, 67.89% gain
PPL: 6.38% of total, 53.52% gain
AQN: 4.47% of total, 4.83% gain


Thanks in advance for the insight and advice!
David

Q: What are your five favourite dividend stocks with growth possibilities at the moment? Please include one in the utility sector (perhaps a renewable). Thank you as always, Pete in Calgary.