Investment Q&A

Q: Keyera is down big today was their quarter that bad.

Q: Could you advise on what 5I would consider to be one of your most secure 6% dividend with the most share price stability? Tks. Larry

Q: I want to put money into TFSA's in the New Year. Thinking of transferring shares of BEP.UN from open account to TFSA's since they do not receive the dividend tax credit - but wondering if this is a good idea or bad for taxes?
It will trigger capital gains - but any stocks transferred from open to TFSA will do the same.

Q: Peter; Is ERF mainly a gas or oil producer? Thanks. Rod

Q: CPX accounts for 2.31% and AQN represents 4.63% of my unregistered portfolio. I was thinking of switching AQN into CPX or rebalancing so that each would be equal. Would there be another dividend producing utility that you would prefer over these two. I already own BEP(2.81%), BIP(2.23%), SPB(1.74%)and F(1.56%). Perhaps putting some of the AQN into one of the latter four mentioned? I do like the nice dividend that CPX provides. I am retired and have a decent pension and my portfolio is geared to dividend income.

Q: I am hoping for three perpetual preferred shares trading near par with a yield of at least 4.5%.

Q: Top USD stocks for dividend income please. Thanks.

Q: Are all dividends in the form of cash distribution which are not eligible for dividend credit?

Q: Saputo? is it a buy?

Q: Following on from a 19 Oct question, you rated dividend safety as: NPI, BEPC, CPX, RNW, AQN.

The payout ratio (12 month rolling, based on operating cash flow) was then shown as: BEPC 90%, AQN 170%, CPX 22%, NPI 20%, RNW 90%.

From this it seems like a 12 month rolling ratio is not a strong surrgate to dividend safety. I was a bit surprised but maybe 12 months is just too short.

Anyway, if such is the case, what metrics guided the views on dividend safety?

Thanks

Q: The headline reads: AltaGas Announces Strong Third Quarter Results.

Are they?
Why doesn’t the market like it?
Shouldn’t ALA be picking up on price increases?

Q: Hi Guys whats your thoughts here banner quarter and down 5% sure would have been a disaster if it was a miss .
This is a big unexplainable drop
Kind Regard
Stan

Q: Do you believe Nuttals hypothesis that the price of oil must rise?

At the recently inflated price of Whitecap, is it still a viable investment?

Is this sector too volatile or overpriced at present to jump in?

Q: I've held AQN far too long (2-3 years, down a few %) and let BEP go much to early (pre-split). Shall I sell my AQN and replace with BEP? Currently AQN is my only stock in that space and though frustrated, I feel over time it will perform. But the same can be said for BEP.

If you had one choice, what would it be.

Cam

Q: Could you please compare these energy stocks and advise if you have a preference between the 4 of these with an explanation. For a 1 to 2 year hold.
Thanks so much.

Q: RUS has had a nice run. Do you see much upside from here? (3 -5 year horizon)

Q: Do you expect a pop when they release their financials.

Q: Hi 5i, I started my stock market investing in March 2020 in order to get 'skin in the game'. I am a daily learner whose investing personality is that of an 'individualist'. I have determined my investing goal to be for income (mostly through dividends) and growth (for capital appreciation). I have found lately that my risk tolerance feels lower due to increasing volatility, talk of market decline/crash, increasing inflation, shortages, rising rates etc. As a result I would like to cash in the individual stocks I own that have given me good capital appreciation and replace them with ETF's and/or Index Funds. Income and growth plus diversification to my portfolio is my objective here. Since I hold more than enough physical precious metals and an emergency stash in US dollars I feel I have enough insurance/hedge against a worst case scenario happening in the economy. Please comment on these following ETF's. I am also open to other suggestions you might have as well. Please note that my entire TFSA is in my brokerage account so taxes are not an issue for me. Thanks

ZCN BMO S&P/TSX Composite Index
CIC CI First Asset Canadian Bank Income Class
ZWB BMO Covered Call Canadian Banks
RIT CI First Asset Canadian Banks
ZDV BMO Canadian Dividend
CDZ iShares Canadian Aristorcrats
XRE iShares Capped REIT
XEC Emerging Markets ETF

P.S. I assign an equal dollar amount for each investment in my portfolio. The ETF part of my portfolio are for long term holds.

Q: Why would CJT's seemingly improved results YoY this quarter met with such a sell-off? Thanks.

Q: Comments please, on Cargojet's Q3.