Investment Q&A

Q: WTE jumped up by 14% today. Do you have any info why? Thanks.
Miroslaw

Q: On 01 Feb. 2021 Dow Jones Indices made changes to the S&P/TSX Canadian Dividend Aristocrats Index. CHP.UN. OR, and RNW were dropped from that index.
I own CHP.UN and RNW. Will being dropped from the index likely have any material effect on those holdings going forward?

Thank you,
IslandJohn

Q: Could you tell me what are the negitaves in buying ppl other than the normal market
fluctuations.
Thanks Phil

Q: What is your opinion as to Corby's dividend sustainability?

Q: What are your thoughts on their earnings? Is it worth holding or sell?
You have listed as Interactive Media is that same as Consumer Cyclicals
or Consumer Non- Cyclicals (Defensive) industry.

Thanks for the great service

Q: Could I have your comments on Brookfield Infrastructure and Brookfield Renewable and Brookfield Asset Management. I have held Brookfield Renewable for sometime and am happy with the results.

Q: Hi, I currently have a BMO monthly income Mutual fund. I wish to replace it with an etf to reduce the fees. I am looking for an etf that pays monthly income, has the potential for some growth and a low mer. You have been a proponent of XTR before but would like to see if there are any others you think might be worth while. Maybe zmi. If you can suggest a canadian etf and an international etf that has some good diversification in different sectors.
Thanks

Q: Several chemical companies I have noticed lately seem to represent reasonable value. Do you perceive WLKP to be one such company for an income oriented investor?

Q: For a long term investment, do you have a preference for Algonquin or Boralex? Do you have other favourites in the renewable energy space?

Q: Do you still consider Enbridge as a long term hold?

Thanks
Paul

Q: I hold both BEPC and BEP.UN in my RRSP, should I consolidate these 2? If yes which one should I sell, looking more for growth vs income?
Thx
Nancy

Q: ENB and TRP comprise 100% of my energy exposure and about 4% of my portfolio. I am looking to reduce my exposure to ENB but find it hard to sell a stock that seems quite undervalued. Part of my concern is that I will be selling at the same time as all the ESG sensitive fund managers and sovereign wealth funds who are reducing holdings in anything related to “fossil fuels”. So a part of me says “be patient” because ENB could easily hit $50 by the end of the year when more of the pandemic is in the rear view mirror. Would you sell now or wait?

With the proceeds, I am looking to buy something with more growth, perhaps REAL which seems value priced right now, or SYZ which pays a decent dividend. Which of these two would give a better total return over the next ten years compared to ENB? Or would you even say “ignore the noise and stick with ENB because it’s a stronger blue chip company longer term”?

Q: Can I have your thoughts and analysis on these two Brookfield company's recently announced earnings. Thank You.

Q: What is your outlook of communication stocks going forward?
I hold BCE and the stock has been going sideways.
Do you see the stock outperforming in 2021 ?
Thank you

Q: Own both companies. What are the prospects of both over the next few years. Do you prefer one over the other?
TSteve

Q: Can you give us your concensus on Suncor's quarter and outlook?
I have several hundred shares that average close to the present price.
Would you hold, sell a portion, or dump them all?
My feeling is with time they may climb back some, but it's risky with all the rush to green companies whether they've proven themselves or not.

thanks, Paul

Q: John O'Connell commented at the money show that ENB is a ponzi scheme based on its overpaying dividends and then having to go to the market to raise the necessary capital to complete their capex plans. Sounds a little harsh. Comment?

Q: I own bce in my rrsp account. I know it has a good dividend but the stock has been flat for the last few years. I was wondering if you could recommend another dividend stock that was relatively safe but would have a bit more growth potential.

Q: Hi 5i-ers -
Could you please let me know what your 5 best high value monthly income payers for ETF's and stocks might be.
Thx & continue to Stay safe! - Doug

Q: Greetings,

1) What are the latest Dividend payout ratios? My sources are giving numbers that seem all over the place.

2) If a dividend cut was on the cards, how would you rank which company is most likely to reduce or cut?

Many thanks!