Investment Q&A

Q: Hi Peter/Ryan, I've never held an American company in my accounts and was thinking of adding either BA or LMT in either my TFSA or RRSP account. Which company would you suggest and which account would be better for it, oh and is there a good reason not to hold an American company in either of these account. Thanks for all you guys do.

Q: Your thoughts on BEP.UN earnings release and impressions going forward? Thanks for your service...
Robert

Q: With the news of selling off some resources how do you feel about the future growth and dividend future? What would you suggest the timeline is for me to be in a positive position.
Thank you for all you do,
Bonnie

Q: Non-registered account with goal of primarily dividend income has done quite well, with all of the noted holdings nicely in positive territory. In hind sight MG and SYZ would have been in a registered account. SYZ is up 63%, MG 24%.
Overall account yield is currently 3.8%. Would prefer it closer to 5%
Need some help with this "good problem". Take capital gain now and move into yieldier positions, or let running stocks run and deal with bigger gain in future?
If I move out of some of the growthier stocks, which div payers minimum 3% yield to move into?
Overall portfolio diversification is pretty decent, and diversification within this account does not have to be perfect - dividend security within this account is more important.

Thanks,
Jim

Q: Two related questions. I'm overweight in utilities and want to shift some of the funds invested here to one or two Canadian consumer cyclical stocks.
1) Which would you sell: BEP, NPI or AQN? Or would you sell some of each?
2) Which 2-3 Canadian cyclicals would you recommend with yields >1.3% that are likely to grow at least 20% in the next 12-18 months?
Thank you.

Q: Hi Guys
Found it a little difficult to understand the financial statement
I went in search of AFFO in an attempt to determine the Value at current prices
Could you give me a Quick Assessment
Thanks !

Q: Hello, what do you think of their Q1 results? I have basically doubled my money with PKI since 2015 but the current dividend yield is slipping under 3%, which is not what I usually tolerate in my income portfolio. Can you give me some reasons that would have me hold on to this stock? Thanks.

Q: Hi Guys, simple question, what is going on with AQN? It has been in a trance for over a year. Why is the needle not moving on this one?
Thanks.

Q: Hi Why is the stock sliding lower? I can't find a reason. Is this a good entry point? Thanks

Q: Looking at a beat up sector in pipelines. Can you suggest 3 U.S. pipelines that may be interesting and that have potential torque

Q: Can we have your thoughts on their 1/4, and opinion of this company, Thanks

Q: I would appreciate your thoughts on Altagas. Had a good quarterly report today with beats on utility and midstream businesses, but fairly tepid analyst outlook. It pays a good dividend and I wonder if you feel there is some growth expected as well. Also, would you categorize as utility or energy?
Thanks for your advice, and thanks so much for your past recommendations from which I've benefited including WSP, GSY, TFII, AQN to name but a few.

Q: I have had a nice recovery in the pipelines that I hold (IPL TRP PPL ENB). I am contemplating selling one of them and buying BEP.UN. do you think this is a good idea? and if yes which one would you sell? many thanks Richard

Q: We currently own enbridge and are concerned about what effect it would have if they were to shutdown line 5. Would you continue to hold or perhaps sell before the may decision date?

Q: thoughts on the quarter?

Q: Any reason why the renewable stocks are so weak in 2021?
For example, BEP.UN dropped almost 14% since 1/01/2021, and most other renewable stocks are similarly depressed YTD. I know this sector was up substantially in 2020. What changed? Market sentiments, or due to some more tangible reasons? Thanks.

Q: What do you think of this twenty stock dividend portfolio for a taxable account? I am focusing on high quality and it yields about 3.8% . Any changes you would make?

Q: Have a pool of cash for a big family trip that now is going to be 2 years away. I would put it in a growth name with solid momentum but my spouse will be asking me " what is the trip money at today" on a regular basis so I figure I need to pick something boring and stable... BCE and H seemed like 2 obvious choices. Any Canadian stable div payers screaming buy right now with a 2 year hold in an unregistered account.

Q: Best way to handle dividends for income:
1. Use drips to accumulate & sell shares
2. Take dividends in cash and cash out
3. No difference?

Many Thanks.

Q: The market has reacted negatively to the departure of the president of QBR's Videotron division. Wondering what your thoughts are and - aside from this issue - how does QBR stack up against the other Canadian telecoms - would a switch make sense?
Thank you.