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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: me, puzzled that Bell Canada and Hydro One continue to see stock price increases......like I understand there is a dividend tax credit for these two, if the stock is held in a non-registered account, and to a large degree, be able to pass on higher expenses to customers, and also that some folks want "safety".......but isn't this the catch - when interest rates return to a more normalize level, aka higher, the value of these two stocks should decline, right?!.......me, inclined to trim, aka take the gain, or sell outright!........what is your take on this???
........Tom
Read Answer Asked by Tom on April 21, 2022
Q: is there an etf that closely mimics the income portfolio? or do you suggest an etf for a income, thanks, Jean
Read Answer Asked by Jean on April 20, 2022
Q: Given the recent decline in these stocks, would you add more money into them? Could you rate them in terms of which ones you would add to (first to last) and their valuations (best valuation to worst valuation)?
thanks
Read Answer Asked by Mary on April 20, 2022
Q: Can I have your thoughts on owning this stock: value / expectations/ and DIVIDEND @8.4% sustainable?

Thanks.
Read Answer Asked by Donald on April 19, 2022
Q: I think I misunderstood your previous answers on ZPR to mean it was the better preferred ETF to be in considering it holds rate resets, which should go up as interest rates rise. However, your last answer indicated it holds significant long exposure preferreds, which would cause it to fall more heavily under the current environment?

To be clear, what is your best idea for a preferred ETF right now?
Read Answer Asked by Curtis on April 19, 2022
Q: I just heard about AQNU. I gather that the yield is 7.87% until June 15, 2024 when a contract to purchase AQN stock is exercised according to a preset formula. What exactly is AQNU - a hybrid? Can this type of instrument be held in an RRSP?

If I'd like to end up with some AQN eventually, why wouldn't I buy AQNU now, get the 7.87% yield, and then on June 15, 2024 receive AQN stock?
Thank you for all your insightful answers over the years - I've learned so much!
Read Answer Asked by Elaine on April 18, 2022
Q: You mentioned in a response that generally people are shifting out of banks to move into energy and materials. Is it wrong to chase these areas which have already run so far? About a year and a half ago you had recommended BEP and I know you still like it. For a long term investor if you had to choose between BEP and CNQ which would you choose? To me BEP seems to represent more value as renewables have suffered but CNQ clearly has really good momentum. I have bought oil stocks before at all time highs and it never worked out too well. My issue is never knowing when to sell. Looking forward to your thoughts!
Read Answer Asked by Neil on April 14, 2022
Q: Hello Team.. As interest rates climb my strategy is to slowly buy into bond funds (now in cash).. maybe ZAG or XSH. For example at 3.48 % for ZAG, that's a reasonable dividend and the rate hikes have barely begun. My question is -although the unit price of the fund will decrease "is the payout stable or increasing" as maturing bonds are replaced at higher yields.Steady buying at lower unit prices (and higher dividend)could help kill the pain of the early buying-what do you think.( 71 year old income investor soon to be starting RIF withdrawals) Thank you yet again..best regards Gary
Read Answer Asked by Gary on April 12, 2022
Q: I hate the idea of losing money in a TFSA for a number of reasons that are probably best dealt with in therapy. However, let’s say that we knew for a certainty that we were going to have a recession of unknown depth and duration starting in 2023. Come 2025 do you think you would have sooner held BCE, SLF, ENB, BAM.A, SMU.UN, and L (maybe 4% average yield with avg. PE in low 20’s) in a TFSA, or a 2 year GIC at 3%? Seems to me if a recession is deeper and longer than average I’m glad I had the GIC, if shallower and shorter, the equities?
Read Answer Asked by Stephen R. on April 12, 2022
Q: This stock turned up on a analysts portfolio of 10 defensive stocks. The stocks performance over the past year looks good and although not at an all time high, appears to be at a 5 year high and pays a dividend as well. Your thoughts, please and do you have any other preferred US stocks in this sector. Could you also suggest one or two of your top CND natural gas picks.
Read Answer Asked by Colleen on April 11, 2022
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