Investment Q&A

Q: I have held NPI in both registered and non-registered accounts for years. The stock price has more than tripled, so obviously I am happy with that, but I am now retired and invest mainly for dividends. NPI currently yields less than 3%, a bit low compared to some other power producers like EMA or CU (I already hold some CU but not EMA). NPI also seems to be struggling to get back to its past highs, and if it did then the yield percentage would be that much less. I am considering selling NPI in the registered account and replacing it with either EMA or CU (recognizing these 2 are not currently as strong in the renewable space).
Could you compare the dividend growth, dividend sustainability, debt levels and future stock growth potential of these 3 stocks, and comment on my plan.
Thank-you

Q: Can you please provide your latest thoughts on this company. The stock has been performing very well.
I am thinking of making an initial investment in a TFSA. Looking for some growth in both stock price and dividend. It appears that the stars may be aligning for this company with capacity increasing and sadly the loss of many smaller restaurants.
Thanks for all your insights and ideas over the years!!!

Q: Of these 5 companies that have assets in the renewable energy space, how would you rank them for (a) dividend safety and (b) future growth prospects? Also, please provide the pay-out ratio for each.

Thanks!

Q: LIF chosen as an example of a commodity stock and with connections to recovery expenditures.

Are we seeing a real drop in demand for the commodity, or a speculative dip on futures prices?

Q: What 5 companies would you recommend when starting a dividend portfolio?

Q: RDVY etf doesn't get brought up as much when compared with S&P500 (i.e. VOO). This ETF also has outperformed S&P500 over last 5 years. Would RDVY do better in an inflationary environment? What are you general thoughts?

Q: Good morning,

While it's early days for this company, do you have any insights. Also has Suzanne Riddell Rose enjoyed the same success in her companies as her husband ?

Thank you.

Q: I have a very small holding of ALA in a diversified portfolio. What's the outlook for ALA? Should I sell my small holding and replace with something else that you'd recommend.

Q: Top 10 CAD Dividend Growth picks for RESP? 15 year time horizon.

If you have a link to such a portfolio would be happy to see.

Q: In comparing the 2 which do you prefer and why?
Verizon has a higher, ROIC , cheaper forward P/E , and lower P/S but quite a bit higher PEG ratio. Interest coverage is also higher 7.6 compared to BCE at 4.41 x
Forecasted annual earnings growth 1-3 years for Verizon 1.6% compared to BCE at 7.2%
Thanks !

Q: 1 Which Of the following will likely initiate or increase their dividend. ARX,ATH,CJ,CVE,FRU,KEY,PEY,SU, TOU,WCP. Please rate in order of likelihood.
2. in order of likelihood which well have the most potential for share price increase.
3. in order of likelihood which is the safest of the above
thanks as always
Yossi

Q: Hi, PZA continues to march along nicely while providing a high dividend. Technically it looks just fine. Your views on its outlook as a hold?

Q: I'm thinking of switching my CPD to ZPR because the return of ZPR has been significantly higher and the dividend is slightly higher. Curious what your thoughts are. Do you prefer one over the other? Any reason to own both - half in one, half in the other?

Q: Given diminishing growth in China, is it time to pull the pin on LIF? What are your general thoughts on this stock? Thank you.

Q: Would you consider these two energy/pipeline stocks as a reasonable holding in one portfolio for several years? With the trends to devalue energy stocks due to climate changes and relevant government policies some investors or investment firms would start exiting such stocks. I myself , despite the all negative sentiment for energy stocks cannot see that combustion powered engines will disappear from roadways of North America ,Europe, Asia or Africa any time soon. Will they all be replaced by " inexpensive" electric engine driven vehicles? I can hardly see it. Perhaps in 50 years? What is your opinion on this matter?

Q: I sold 33% of my shares in Shaw in March, shortly after the take over bid was announced. At an ACB of $22, it's a nice gain. Given the current price of $36, do you think it's worth the risk of holding out for another $4. A bird in the hand .......
Your thoughts?

Q: Does Arx have a 50% hedge for rest of 2021 ? If true is it hurting stock price

Q: Portfolio Analytics calls for 6% in the Utilities sector, at present made up of 33% Aqn, 33%, Bep.un, 20%Npi, 14% Rnw. Is this diversified enough, a good selection or do you have other suggestions ?
Thank you for your great investing service. Ian

Q: Some analysts are wary of Enbridge's payout ratio vis a vis its dividend. Can you advise what the true payout ratio is, and in your view is there any concern it can't be met? Thanks, Bill.

Q: Currently have ~10% loss on T. Considering taking the loss and buying VZ in its place. Any concerns with this swap?

Thanks,
TJ