Investment Q&A

Q: I am down on both of the above. I understand Royal has a 15.00 target on SPB. Would you think I should switch AQN TO SPB??

Q: Hi,
In one of the recent question, you stated that hydro one is attractive value.
Can you explain why is attractive value?? because when i compare it to fortis, Emera
and CU it seems overvalue, especially when its focus in Ontario. Thank You

Q: We have held BCE for many years in a RRIF account, generally for income (position size about 2%). Yes the dividend is great and likely to continue, but our position is now showing an unrealized loss close to 25%. I am thinking of selling and moving on to another opportunity that will provide better growth and returns. Comments please. Maybe the money is better placed in GOOGL, also in the communications sector? Or possibly into another USA dividend position? In our two RRIF's we hold ABBV, MSFT, PAGP, BTI. Rio Tinto, along with Canadian companies: MFC, WCP, BNS, TD, LIF, BIP.UN, AD.UN and USCL (for income). Growth may be a higher priority than income. Overall portfolio weightings for all six accounts combined is approximately 50% Canadian and 50% USA plus International. RRIF accounts are relatively small in value compared with non registered accounts

Q: The Telcos are doing very poorly and I have them on a DRIP program. Should I take the dividends in cash instead and invest the funds in more promising opportunities rather than increasing exposure to this poorly performing sector.

Thanks.

Q: I see that AD.UN currently has a yield of 8.7% and its stock price has been fairly stable for quite a while. Can you tell me how much the yield has varied over, say, the last four years or so? In other words, does the yield from this company vary a lot over time or is it too, like its stock price, fairly stable?

Q: What do you think if Superior Plus price point today? Buying for yield and hopefully price appreciation as well. Why has it gone down and what would it take to move the price up?

Thank you

Q: Looking for an ETF that you feel would be a good candidate for growth plus a fairly high dividend (5% or more).
Thank you for your good service, looking forward to your answer.
Earl

Q: Hi Peter,
Is US dividend stocks suitable for RRIF with no withholding tax? My thinking is that US dividend does not receive any tax benefits in non registered account and is taxed like interest income. With on-shoring and tariffs, US inflation will not eased too much, and may go up again in the next few years. Hence, interest rate will not be much lower and consumers spending will be weaker for longer. Giving this scenario, and for my RRIF account, what will be your top picks for US dividend paying stocks with solid balance sheets, that will able to maintain their share price and dividend payments through a mild recession? Thanks.

Q: If you were an income investor moving into retirement and depending on this as part of your retirement income; what stocks or ETF's would you be buying right now in this current environment? Thanks.

Q: Morning Team,

How would you rank the above 3 telcos from high to low and why?

As alway, thanks for your invaluable help.

H.

Q: I am down 51% on this stock. It only represents .5 of my portfolio. Do you think it would be wise to up my investment or sell it and move on?

Q: What US Dividend ETf's would you recommend that are focused on quality companies, and still pays a decent dividend? Would you be buying now or wait for a pullback? Thank you.

Q: I have a variety of questions about WCP. First, of course one cannot complain about its very healthy dividend but the share price has languished for quite some time. Can you offer any insight as to why the share price is not pushed higher given the attractive yield?

Second, many commentators refer to O & G companies enjoying substantial cash flows, that many companies are paying down debt at a rapid rate, and that once paid down the companies will return surplus to shareholders in one form or another. What is the state of WCP’s balance sheet in this regard....do they have much debt? Is it being paid down at a rapid rate or does the dividend use up a lot of its cash flow? And if they are paying down debt, when will it be done and what do you think they might do with surplus cash, given its already healthy dividend?

Third, last week there was a headline about WCP doing a sale of part of an asset with Pembina, but it seems most of the sale proceeds were going to a Pembina subsidiary to further the operations of the asset. Is that correct, or can you discern exactly what is going on? And regardless, what does this transaction mean to WCP’s prospects going forward?

One company but lots of different issues. Many thanks for your excellent service.

Q: Why has the stock price of this blue chip company been beaten down so low.
Is the dividend secure? Such a high dividend yield is a red flag, no?

Q: Morning 5i,
How serious do you think this DRI.UN management fiasco is? Do you foresee a long time in the penalty box for the name (it fell drastically today and has a lot to make up to get back) or do you think there will be a reasonably quick recovery?
(I've got a fair amount tied up in DRI.UN and got quite a shock when I looked at my accounts this morning, so I'm in need of a level headed take on the situation.)
Thanks,
Peter

Q: Good morning,

What an amazing job done here. My son is enrolled in a private school starting this year.

I'd like to tailor my non-registered to an income account to cover his monthly payments with capital preservation in mind.

I am comfortable with any and all options including covered call.

Rough metrics for this are 120k. Yielding 6% and greater.

Thank you very much.

Q: Hello,
I like to ask for a overview of this company and would it be good addition to a
dividend portfolio? is there any major headwind, especially with the growing trend of deglobalization?

Q: Could you shed light on the change in BCE EPS since 2022 when it was a little above $2.50. EPS is currently below $1.50. It seems this is not due to an increased share count. What's the story?

Many thanks!

Q: Hi,
I didn't understand your answer about Brian 's question posted today. (July 4th)
To my limited understanding, your answer should point out to EMA as a better option. Lower pay out ratio. Higher dividend growth. Or am I misinterpreting your answer.

Q: In many of your recent answers as well as your report, you mention "interest rate decreases" and that they could help stocks like Telus and BCE, TD and BNS. I am wondering how much of a decrease this would have to be, as I am reading many articles that suggest we are in an aura of higher for longer, and interest rates will not be going back to the ultra low rates we have seen in prior years. So my question is, in your opinion, what percentage decrease would we have to see before there would be some sustainable upside movement to these stocks? Thanks.