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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: 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.
Read Answer Asked by Ken on March 04, 2022
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
Read Answer Asked by Gordon on March 04, 2022
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).

Read Answer Asked by James on March 03, 2022
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.
Read Answer Asked by Tim on March 03, 2022
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
Read Answer Asked by David on March 03, 2022
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.
Read Answer Asked by Peter on March 02, 2022
Q: In my RRIF account I hold NTR which has broke two of my sell/trim thresholds. It has grown by 100% and is now over 7% holding in this account, so I may trim back to a 5% holding. My short list to replace with a higher dividend income in mind are ACO.X, EIF, NWC, and PKI. Could I please get your ranking and if any should be removed from short list.
Read Answer Asked by Roy on March 02, 2022
Q: I find myself on the fence with Savaria. I have held it a long time and consequently have had it grow from a partial position initially to full position without adding to it. With interest rates due to rise I assume it will cost SIS more to service their debt (eventually at least), and if inflation continues to run I would prefer owning a company that has demonstrated an ability to increase their dividend. In your last report, under “Valuation” you state “… we expect SIS to maintain its record of annual dividend increases”, but I note in the Report Card of that same report it gives 5 Yr Dividend Growth a C rating and what looks like a -25%? Can you please comment?
Thanks,
Read Answer Asked by Stephen R. on March 02, 2022
Q: With intrest rate rising,perhaps faster in USthan Canada Which stocks will benefit and which has more risk but perhaps benefit.
Does Energy stocks still have room to grow?
Read Answer Asked by Nizar on March 01, 2022
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