Investment Q&A

Q: Good Morning, I enjoy your site very much. I am looking for a top 8 list of U.S. Dividend Aristocrats to buy now and hold long term while taking advantage of any DRIP's. That is also paying north of a 5% dividend.

Q: Do you feel their dividend is secure?

Q: Greetings,
Walmart closing all Tire and Lube operations to dedicate more space to online retail. Does anyone know how many of the Mr Lube operations will be closed as well ? Is the "writing on the wall" for Mr Lube at Walmart? Impact on DIV?

Many thanks!

Q: What is your best guess as to the likelihood of a dividend cut by any of the above listed companies? Thanks.

Q: I hold CNQ since 2015 and I am losing 50% on it.
Does the share price of CNQ stand a chance to go back to $42?
Is it worth to keep it or if the situation for oil in Canada is a lost cause?

Q: Qsr dropped $2.52 today.Any reason(s)?After close,announced election of directors.Did Akerman place any on the board? Txs for u usual great services & views

Q: In a recent response to a portfolio question you said you couldn't comment on over 40 stocks in the portfolio but could comment on a few of them. Of IBM you said: "IBM we consider 'meh' and there are better ideas."

My question is this: Couldn't IBM have a place in a diversified RRIF portfolio from the perspective that it provides a reliable income stream to help meet mandatory minimum withdrawals? If you have to withdraw say a minimum of 4% a year, then IBM's 5% dividend certainly helps. If you still don't like IBM in this context, what else would you suggest for a 20 year hold?

Q: Reports Wednesday-
Revenue and EPS estimate please?

I bought this back in April as a covid play. I am wondering if I should just sell half and stick with it or move on. Is it one of those quiet unloved stories will outperform over time, or is growth too muted for a long term investor.

Thanks.

Q: Which of these two show more potential for growth? How do you rate each?

Q: The gap between these two tickers seems to continue to widen.

BIP.UN yields over 4.5% and BIPC 3.9%. Even with the dividend tax credit, the aftertax dividend cash flow is much high from BIP.UN. Am I going crazy? I have been wanting to step in here for a long time (definitely miss the "boat to a certain extent) but why wouldn't I invest in BIP.UN?

Q: Hello,

Your choice between KEY, PPL and ENB for some growth but mostly income within an RRSP. Do you still see KEY as a potential take over candidate.

Q: Few weeks ago I have sold my position in BEP.UN at a profit and I need to increase weight % for utilities. Would you buy BEP.UN again at current price or add to existing AQN position. This is for long term hold in well deversified portfolio.

Q: Good afternoon
Quick question
Fortis or Emera, and why.?
I notice that Emera pays a better dividend
Thank you

Q: What would you consider the best bond proxies at this time?

Q: What is the story on Brookfield investment in Spb?

Q: FYI No investors'love,but did well these 2 days after Q results.However co.loves as bought back 3m shares =$17.6m during the year.This morning Desjardins recommends Buy with a TP of $7.50,the CTP is %7.13.Its reasons are cheap,6.12% div(recently increased),diversified sources of revenue & big cut in costs which will generate free cash flow..Also co states a recent agreement with DOL for in store music & digital display solutions for its 1300 stores.

Q: I hold the following shares (among others) in my various (RSP & TFSA) accounts. I'm a buy-and-hold investor, strongly leaning to dividend payors or preferably dividend-increasers.
These companies have all recently cut or suspended dividends, either as Covid-19 responses or otherwise.
ET have not cut or suspended (yet), but neither ET nor CSW have paid recent special dividends as they sometimes have in the past.
I purchased these originally on the strength of the companies' long-term potential, management strength and abilities, and growth or at least sustainability.
How would you rank or position these now in light of recent dividend cuts or suspensions, given that they are all underwater, some significantly, or at best more or less flat (ET), after mostly holding periods of 5 years or longer?
Which ones is it time to dump?

Q: Portfolio approx $600000. 2 TFSA,2 RRIF, C$ non registered& U$ non registered account.
Percentages do not include $51000 fixed annual pension income.
ATE-2.95%: BEP.UN-4.15%: BYP.UN-6.14%:
BTO-0.37%: BYD-4.35%: CPX-7.34%: BRP-2%
DSG-9.88%: EIF-3.19%: ENB-8.83%: KXS-3.21%: LSPD-12.62%: PKI-5.55%: PPL-4,58%:
REAL—2.51%: TFII-4.05%: VFV-2.79%: VGG-6.01%: VIG-4.18%: VOO-2.45%: XBC-1.46%
ENB & PPL together make 12.88%. ENB has a nice 7% div. I’m thinking ENB doesn’t have that much growth in near term ( next year). By selling part of my position in ENB I would reduce risk in the energy/utility sector but lose the 7% div.
Your thoughts. If I do make this move any thoughts on where these funds might be deployed? Also your thoughts on this portfolio going forward for the next year or two. A lot of work managing my portfolio, trying to step back a bit.
Thank you for your great incites. Have been very happy with your ideas, thoughts and service over the pass 3 years.
Roy

Q: I thought their yr end numbers were decent and I listened to the conference call and they said their business is seeing good growth ( double digit growth) They also pay a dividend. The share price seems cheap. Your thoughts?

Q: Hi,

If WTE loses it contract with teck would it be detremental to the company?

Thank you