Investment Q&A

Q: Half of my equities EPS growth from 2022 to 2024 is negative (ATD, LNF, QSR, PPL, SU, BNS). I did not include projected growth for 2025, 2026, 2027 as this seems excessively optimistic. Should I include at least 2025? Should I be worried? Most of them are doing well in spite of this. Any suggestions aside from hold tight and do nothing? These are all blue chip. 79 year old income, dividend value investor.
Thank you

Upvote 3

Read Answer Asked by STANLEY on May 13, 2025

• Blue Owl Capital Corporation (OBDC $13.30)
  • $13.30 P/E (TTM): 9.56X Cap: $6.79B
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Q: Is this company investable at this time?
Thank you
Miroslaw

Upvote 2

Read Answer Asked by Miroslaw on May 13, 2025

• JPMorgan Chase & Co. (JPM $315.21)
  • $315.21 P/E (TTM): 15.6X Cap: $858.08B
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• Altria Group Inc. (MO $58.11)
  • $58.11 P/E (TTM): 11.07X Cap: $97.54B
  • View MO Profile
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• Procter & Gamble Company (The) (PG $138.34)
  • $138.34 P/E (TTM): 20.94X Cap: $323.26B
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Q: Looking for decent dividends with above-average, consistent dividend growth - would you have 3 picks in Canada and the US that I can consider for long-term holdings? Thanks!

Upvote 8

Read Answer Asked by Michael on May 13, 2025

• Exchange Income Corporation (EIF $80.51)
  • $80.51 P/E (TTM): 29.73X Cap: $4.37B
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Q: Hi,

Could you please comment on EIF results ?

Thanks

Upvote 3

Read Answer Asked by Guy on May 13, 2025

• Enbridge Inc. (ENB $66.81)
  • $66.81 P/E (TTM): 25.46X Cap: $145.73B
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Q: Given your comments on ENB's recent earnings and its optimistic outlook, in general, can you comment on today's 3% drop?

Upvote 7

Read Answer Asked by David on May 13, 2025

• Deere & Company (DE $466.35)
  • $466.35 P/E (TTM): 24.81X Cap: $126.06B
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Q: May I have your opinion of DE ( Decisive Dividend Corp) as a long term dividend investment please? thanks

Upvote 1

Read Answer Asked by Richard on May 12, 2025

• Alaris Equity Partners Income Trust (AD.UN $20.20)
  • $20.20 P/E (TTM): 5.43X Cap: $915M
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Q: I asked a question about this corporation on May 10 and mistakenly made it a private question. If you can now do so, please make it a public question.

Your answer referred me to recent comments and questions on this corporation but the most recent question I see is from March 12.

I would like to ask a follow up question. What are your thoughts about the recent Q1 report from Alaris?
John

Upvote 2

Read Answer Asked by John on May 10, 2025

• Alaris Equity Partners Income Trust (AD.UN $20.20)
  • $20.20 P/E (TTM): 5.43X Cap: $915M
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Q: Your opinion on results from yesterday please.

Thanks
Jeff

Upvote 3

Read Answer Asked by JEFF on May 10, 2025

• Intuitive Surgical Inc. (ISRG $566.89)
  • $566.89 P/E (TTM): 76.0X Cap: $200.96B
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• Eli Lilly and Company (LLY $997.59)
  • $997.59 P/E (TTM): 49.43X Cap: $943.10B
  • View LLY Profile
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• UnitedHealth Group Incorporated (DE) (UNH $323.62)
  • $323.62 P/E (TTM): 17.26X Cap: $293.14B
  • View UNH Profile
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• Canadian Natural Resources Limited (CNQ $47.21)
  • $47.21 P/E (TTM): 15.13X Cap: $98.34B
  • View CNQ Profile
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• Tourmaline Oil Corp. (TOU $65.05)
  • $65.05 P/E (TTM): 18.77X Cap: $25.17B
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• Mainstreet Equity Corp. (MEQ $183.55)
  • $183.55 P/E (TTM): 7.04X Cap: $1.71B
  • View MEQ Profile
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• GFL Environmental Inc. subordinate voting shares (GFL $62.02)
  • $62.02 P/E (TTM): 6.75X Cap: $22.27B
  • View GFL Profile
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• MDA Space Ltd. (MDA $24.41)
  • $24.41 P/E (TTM): 29.29X Cap: $3.08B
  • View MDA Profile
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• Lumine Group Inc. (LMN $28.49)
  • $28.49 P/E (TTM): 110.03X Cap: $7.31B
  • View LMN Profile
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Q: Hi team...what's your take on health care sector changes coming with Trump I own 3% LLY 1% ISRG 1% UNH lly getting walloped due to speculation on what's coming (how bad can it be) do you recommend selling the sector or repositioning the stocks presently own in the sector or do you have a top pick?....Thanks also do you think that this is good entry for CNQ,TOU,MDA,MEQ, GFL,LMN, looking for some growth and dividend return please rate them in order of preference c/w entry target price...thanks for your help

Upvote 11

Read Answer Asked by Terence on May 09, 2025

• Enbridge Inc. (ENB $66.81)
  • $66.81 P/E (TTM): 25.46X Cap: $145.73B
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Q: 2nd largest holding in my portfolio. What did you think of their earnings?

Upvote 4

Read Answer Asked by Ed on May 09, 2025

• BCE Inc. (BCE $32.38)
  • $32.38 P/E (TTM): 4.89X Cap: $30.19B
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Q: I am a longterm dividend investor. With the dividend cut now out of the way, do you consider BCE a BUY or a HOLD for acore, longterm holding, or should investors exit this sector? I am currently underweight this position. Thanks.

Upvote 10

Read Answer Asked by Walter on May 08, 2025

• Dream Industrial Real Estate Investment Trust (DIR.UN $11.89)
  • $11.89 P/E (TTM): 27.88X Cap: $3.48B
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• Nutrien Ltd. (NTR $81.93)
  • $81.93 P/E (TTM): 48.38X Cap: $39.60B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $54.45)
  • $54.45 Cap: $20.35B
  • View BEPC Profile
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $73.73)
  • $73.73 P/E (TTM): 32.65X Cap: $118.75B
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• A & W Food Services of Canada Inc. (AW $38.22)
  • $38.22 P/E (TTM): 32.33X Cap: $917M
  • View AW Profile
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Q: Hello 5i,

We are looking at our fixed income and dividend portion of our portfolio. Dividend stocks are 6% of our overall portfolio.

Bam 3.19%
AW 2.59%
BEPC 5.41%
DIR 6.69%
NTR 3.95%

We want to add another 2% to dividend stocks. Add equally to the above or, add ZEB or CDZ?

Thank you
D&J

Upvote 8

Read Answer Asked by Jerry on May 08, 2025

• BCE Inc. (BCE $32.38)
  • $32.38 P/E (TTM): 4.89X Cap: $30.19B
  • View BCE Profile
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Q: Thoughts on BCE post dividend cut?

Upvote 13

Read Answer Asked by Kim on May 08, 2025

• Extendicare Inc. (EXE $22.98)
  • $22.98 P/E (TTM): 20.89X Cap: $1.92B
  • View EXE Profile
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Q: Can you please comment on the results from Extendicare and comment on the 5% drop yesterday? Is this a good time to step in?

Upvote 2

Read Answer Asked by Debrah on May 08, 2025

• TMX Group Limited (X $51.27)
  • $51.27 P/E (TTM): 31.07X Cap: $14.26B
  • View X Profile
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• Information Services Corporation Class A Limited Voting Shares (ISV)
  • P/E (TTM): 23.54X Cap: $482M
  • View ISV Profile
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• Information Services Corporation Class A Limited Voting Shares (ISC $37.56)
  • $37.56 P/E (TTM): 25.63X Cap: $702M
  • View ISC Profile
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Q: I believe ISV reports. May have your comments. What was the dividend increase at TMX?

Upvote 2

Read Answer Asked by Margot on May 08, 2025

• Miscellaneous (MISC)
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Q: Thanks for your RRSP & LIRA information

Please advise how do I check which CDN dividend stocks are eligible. I am in Ontario.

1) Currently I own TD, BNS do they qualify.
2) Do all the stocks in Income portfolio qualify
3) Please share few examples or website that has the list of stocks.


Your answer ( If a Canadian owns ONLY Canadian dividend stocks with eligible dividends, they can earn $48,000 or so completely tax free (the amount varies by province)

Thanks for your support and advice

Upvote 3

Read Answer Asked by Hector on May 06, 2025

• Exchange Income Corporation (EIF $80.51)
  • $80.51 P/E (TTM): 29.73X Cap: $4.37B
  • View EIF Profile
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Q: Just noticed that EIF has a DRIP. Does the DRIP offer a discount?

Sheldon

Upvote 2

Read Answer Asked by Sheldon on May 05, 2025

• Toronto-Dominion Bank (The) (TD $122.15)
  • $122.15 P/E (TTM): 10.31X Cap: $208.53B
  • View TD Profile
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• Bank of Nova Scotia (The) (BNS $99.39)
  • $99.39 P/E (TTM): 19.09X Cap: $123.40B
  • View BNS Profile
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  • View Reports on BNS
• Canadian National Railway Company (CNR $136.20)
  • $136.20 P/E (TTM): 18.42X Cap: $83.83B
  • View CNR Profile
  • View Questions on CNR
• Bank of Montreal (BMO $175.45)
  • $175.45 P/E (TTM): 14.82X Cap: $124.37B
  • View BMO Profile
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• Fortis Inc. (FTS $70.16)
  • $70.16 P/E (TTM): 20.25X Cap: $35.45B
  • View FTS Profile
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• First Capital Realty Inc. (FCR)
  • P/E (TTM): 15.9X
  • View FCR Profile
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• Lumine Group Inc. (LMN $28.49)
  • $28.49 P/E (TTM): 110.03X Cap: $7.31B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: Hi Peter, I would like to get your opinion regarding a TFSA income portfolio with a bit of growth coming from Lumine. Can you give me your thoughts on dividend safety and dividend growth of the following. The objective is to use income in retirement and have a bit of growth. Dividends have been targeted at 4-5% as an average.
thank you in advance

Upvote 5

Read Answer Asked by Frank on May 05, 2025

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,431.21)
  • $2,431.21 P/E (TTM): 7.69X Cap: $51.85B
  • View FFH Profile
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• Keg Royalties Income Fund (The) (KEG.UN $18.65)
  • $18.65 P/E (TTM): 169.64X Cap: $309M
  • View KEG.UN Profile
  • View Questions on KEG.UN

Q: Could you shed a light on why this stock jumped so much today? If I own it, what is your suggestion to do next?

Upvote 1

Read Answer Asked by Wei on May 05, 2025

• Brookfield Renewable Partners L.P. (BEP.UN $39.23)
  • $39.23 Cap: $25.81B
  • View BEP.UN Profile
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $54.45)
  • $54.45 Cap: $20.35B
  • View BEPC Profile
  • View Questions on BEPC

Q: Can I have your thoughts on th quarterly results reported this morning? I found the news release quite encouraging, despite a languishing stock price. The results seemed pretty good to me, they are buying back shares, they report terrific demand for their product, and they say the tarif chaos gives them more and better opportunities to expand. So why is the stock price languishing??? or am I missing something

Upvote 3

Read Answer Asked by arnold on May 05, 2025