Q: I own these 2 majors and I'm up 15-20% on them so far. My question is that many people are now talking about value stocks and that energy and financials are good plays. It seems like a lot of people believe energy might be entering a multi year bull market (Eric Nutall!). I've traded these over the last few years since they always seem to pop and then go back down with political climate or economic sensitivity. How do you know if this time is different? I don't want to sell too early, but I don't think $100 oil is coming back.
Q: Hello, could you comment on FTS quarterly earnings release?
I like the 6% annual dividend increase guidance/forecast announcement.
Thank you
Stephane
Q: I have some extra cash sitting in a bank account earning next to nothing. I hold positions in the above companies and am thinking about adding to one of them. I understand that no equity investment is truly safe but which company would be your pick if capital preservation and dividend safety was top of mind. Thank you.
Q: Like 5i, I have held Enbridge for quite sometime. Looking back to 2014, Enbridge has gone nowhere and depending on the purchased price, e.g. 5i's case, in the negative. As explained to Paul a week ago Dividend is great, still very safe, etc. Now with the latest weak quarter, all the political, environmental hoopla; could you explain the benefits, even in an income portfolio of why Enbridge should be retained.
Thank You, Stephen S
Q: Plea.se comment on Telus results.
Also, I know your two preferred companies in the Canadian telco space are Telus (growth) and BCE (income). I ran a comparative chart for T, BCE and CCA, the results are overwhemingly in favour of CCA at every timeframe (1 month, 3month, 1 year, 3 year and especially 5 year). Excluding dividends CCA is up 80% on the 5 year vs. T at 35% and BCE down 4%. YTD CCA is up 18% and BCE is flat in this very strong market. Is there something in the risk profile of CCA that I may be missing? Any thoughts on why CCA has been so strong YTD.
Thanks for the great service.
Q: I am considering a purchase of either SU or CNQ as i am significantly underweight in Resources. Which would you recommend for a three year holding or would you recommend a different stock Dividend are not required.
Q: What do you make of this one? Nice divvy, but does it have some growth in it over the next 2-3 years or should one merely consider holding for income? If income only, I would imagine it falls in the category of higher risk income?
Q: Given the sub optimal financial results for the quarter, do you still think the dividend is safe? The financial community has a 12 month forecast of $50+ for the stock. Do you think this was / still is a reasonable expectation?
Q: Bought a small position of ZRE last year for a dividend payer.
You recommendet it back then. It went up nicely and also pays a nice dividend.
Thinking about buying more. Your opinion?
Thank you.
Q: I am planning to buy BEP on this dip. BEPC has dropped from a high of 80 to 64. BEP,UN has only dropped from 63 to 59. In the last few days, BEPC has dropped by 5% each day while BEP.UN only dropped by 2%
Can you explain the difference?
Which one should I buy given the difference in price drop?
I can buy in either my RRSP or my corp, doesn't matter. I guess if you tell me BEPC, I'd put in my corp, and if you say BEP.UN, I'd put in RRSP, would that be correct?
Thanks.
I note that the stock price of BIP is down about 20% since Dec 24. I also think that investors may be in part selling now to shy away from the fossil fuel industry. Yet the pipeline industry seems less impacted by the price of oil and the regulations barring new pipelines. Wouldn't this make the existing pipes more valuable.
So, does all this imply that this downdraft is a good buying opportunity for bip (which I already own a lot of)?
Q: ALREADY HAVE A 5 PERCENT HOLDING IN TELUS AND AM THINKING OF ADDING BCE TO THE SAME POSITION. IS THIS TO MUCH IN A 68 YEAR OLD RETIREES PORTFOLIO? MY THINKING IS REDUCING RISK IN CASE OF A SIZEABLE CORRECTION AS THE GAINS HAVE BEEN ADDING UP. IF YOU HAVE A COUPLE OF BETTER INCOME IDEAS IDEAS THAT WOULD BE APRRECIATED. THANKYOU