Investment Q&A

Q: An analysts recently warned off on PPL. He cautioned that PPL using a reduction in dividends, might develop a planned but delayed refinery. Something along the lines of what IPL is doing with Heartland.
Would you trade all, some or any, of a long term and large percentage holding in PPL for TRP ?

Q: I hold some AQN now and was looking to diversify by adding EMA. Is there enough of a difference to matter, and what do you think about using these two as a core utilities position in an account focused on dividend income?
Thanks for your recent input on SFC- it was beneficial in my decision process and proves the merits of your service to me!

Q: Hi All,
I am thinking of investing in MTL and would like your opinion on its long term growth prospects. I would also like to know their debt level and how secure is their dividend.
Thanks for your help.
Jane

Q: Have been thinking of buying a bit of QSR to play the reopening. It has a fairly good dividend history but it keeps going down in price. What would you deem to be a "safe" (this is less than professional terminology) price to pay?

Q: Although I currently hold VYM and VIG in my RRSP, SCHD has been on my radar for a few years and would appreciate your thoughts on adding this particular US$ ETF in my US$ Non Registered account. More specifically,
Q1. Would the withholding tax be eligible for the foreign tax credit when filing my tax return,
Q2. Would the US dividends be taxed as income, and
Q3. Of the three ETFs mentioned above, which one would you recommend for a US$ Non Registered account and your reason for the recommendation.
As usual, your sage advice is much appreciated.

Q: I am considering buying Telus in the Telecom sector, as I reduce my CPD holdings. Already own ENB, BAM, BRK.B, RDS.B.
With long term growth & financial stability in mind, please rank your preference in the North American telecom companies listed.
Also please advise if there are any small/medium sized companies in this sector worth considering. Thank you!

Q: Now that energy stocks are recovering, what's your feelings on PSXP at this time?
Thanks

Q: A recent article in the Financial Post noted that banks that emphasize capital return will likely outperform those focused on acquisition. Using this criteria, which ones would be more likely to out perform, in your opinion? Does this also apply to US banks? If so, which ones?

Q: Is there a reason for the significant drop in price today? Is this a buying opportunity?

Q: What is the reason for the sudden drop in price of the stock? The financials seem good and everyone likes it, so why the drop?
Thank you.

Q: In a recent question on DHT.UN you mentioned they expected to pay out 20-30% of earnings .... Being a royalty company I suspect they may have a dividend percentage range or goal in mind ..... With these type of companies I am not really interested unless that yield is on the north side of 5% ..... With the current company mix do you have an estimate of what you think that yield percentage might be ?

Q: Would consider this company as a bond replacement in a sleepy business with dividend growth potential?? Buy ????
Thx

Q: What is happening with this company, my holding" vanished" from my on line portfolio and I'm unable to get details.
thank you for your excellent service.
Heidi ( Rust)

Q: We are down 65% with Enerplus. The stock has been in our portfolio a long time. It has recovered some this year and the dividend is over 5%. Should we move on with the partial recovery or is it worth keeping in our portfolio.

Q: 11:05 AM 5/20/2021

On March 18, 2021 "Using safety and valuation as the primary metrics", you ranked these 4 utilities : We would rank: FTS, NPI, AQN, EMA.

You consistently rank EMA at the bottom of the list yet since 2008 the graphs of FTS and EMA are almost exactly the same, both raise their dividends annually and EMA has a higher dividend [4.5% as opposed to 3.7%].

You must see something I am missing. What is the problem with EMA making it so much less desirable than FTS. Please be specific if you can, as this problem has bothered me for a long time. I own 4%EMA and 5%FTS positions in the two and need to add a bit to one. I plan to own these "forever" strictly for income and enough growth to offset inflation.
Thanh you.......... Paul K.

Q: I read today that there has been recent insider selling of AQN. In particular the Chief Legal Officer, Jennifer Tindale, selling off a large position. Would this concern you? I hold a small loss right now in a rather large position. At current selloff price would this be a buy/sell/hold in your recommendation?

Q: Hi 5i,
I am up 55% on CPX, enjoyed the income however would it be wise to upgrade the overall quality of the investment in utilities to FTS or AQN? Understanding the income would be less but payout ratios look better in FTS or AQN and once interest rates rise the debt burden of CPX might become a issue.

Q: hi,
do you still guess there will be a rival bid for ipl?
when would you accept the 16.50 offer?
thanks for your help
jacques

Q: Given the recent purchase of People Corporation, i am not aware of any listed small/microcap benefit or HR admin firms. Can you suggest alternatives or are we limited to the PAYX and Morneau Sobecos?

Q: I currently have loss on bep.un. If I sell bep.un and buy bepc will the loss be disallowed?