Q: Hello! What do you think of TA now, given this announcement, and in light of your comments regarding their latest results? Also, the stock price is up by about 4% today. Is it best to sell and move on?
https://www.bnnbloomberg.ca/transalta-strikes-investment-deal-with-brookfield-renewable-partners-1.1234074?fbclid=IwAR1JLfnBK_qAif-rT7p-PKE5cavP6PJJEN8w_u4n1Tcj5nVUe7SzSCC0lzw
Q: Good morning 5i,
I have the above in my TFSA for a few years The stocks have been declining. Please provide your insight for going forward. Am thinking of replacing it with DRG.un or FSZ. Please suggest a couple of names for some growth n some dividend income. Thanks for your great insight as always! Rossana.
Q: 7:42 AM 3/25/2019
I am looking to invest in 10 or 12 of these companies for a very long time: RY, CM, BNS, CNR, SU, CNQ, NTR, ET, NWC, FTS, EMA, NPI, AQN, BIP.UN, BEP.U, ENB, TRP, PPL.
I am concerned to select companies with the highest probability of surviving a severe recession intact while continuing to sustain or increase dividends over the next 10+ years.
I fear some may have too much debt or other "hidden" problems to survive a major downturn so could you please comment on debt levels and vulnerability.
Could you please arrange them in order of "security of income", safest first, and maybe single out any weak ones. I am not overly concerned about future price fluctuations as long as dividends can be sustained.
I quite realize these are not the same as government bonds and do not have the same levels of safety. I intend to hold them purely for rising income with no intention of selling.
Thank you............. Paul K
Q: Looking at investing in these Canadian companies paying US $ dividends for a non registered account to help with my snowbird expenses.
Would be 15% of total stock/bond portfolio of mainly banks, utilities, reits, pipelines. Age 69.
Appreciate your opinion on these. Any others?
Would you equal weight or what individual % would you allocate? Any other thoughts?
Thanks. Derek
Q: Good Morning
Both GS and KWH have buyout offers. What is the best way to collect the remaining dividends until these purchases close? Will tendering to these offers ensure you collect these dividends or should I wait until the ex dividend date expires, then tender?
Secondly what would you suggest as a replacement for both.
Thank you
Q: Hello all.
Looks like GS has worked out ok for recent purchasers.
Given this:
"The Gluskin Sheff board of directors, after consultation with its financial and legal advisers, has unanimously approved the transaction and determined that it is in the best interests of Gluskin Sheff, and unanimously recommends that Gluskin Sheff shareholders vote in favour of the transaction." I would expect low likelihood of a competing offer- your thoughts?
Also wondering if you can recommend another pick, (in any industry), with similar qualities, especially a significant and solid dividend.
Thanks
Q: We have a diversified RIF and are now in our 70s . We have 6 ETFs and have $20,000.00 invested in VE. We have equities invested across all sectors some sectors a higher percentage than others. Do you feel it is necessary to have monies invested in Europe when we could obtain better income investing in possibly Bonds or preferred shares. Safety and Income are important now to us . Any recommendations.
Q: Hello there,
I am helping a friend set up the Smith Manoeuvre to accelerate his mortgage re-payment and invest in a solid blue chip portfolio of dividend stocks , interest tax deductibility etc..I am trying to create a solid stock portfolio that can weather any storm in the long term and stocks that should always recover through the ups and downs of the markets. I'm looking for 10-12 names, well diversified, targeting around 5% yield give or take a bit but 5% average would be good to cover the interest cost, trying to make this cash flow neutral.
I came up with a few names and the yields they currently offer.
BCE 5.36%
ENB 6.00%
FTS 3.65%
SLF 3.90%
TD 3.90%
BMO 3.90%
AQN 4.55%
FSZ 6.70%
H 4.51%
VNR 5.10%
CGX 7%
PWF 5.79%
SIA 4.95
TRP 4.95%
I would like to add some of the Brookfield companies, BIP.un and/or BEP.un but because of their non-corporate structure they wouldn't qualify for the dividend tax credit, same with CSH.un.
Any other ideas or suggestions that I have overlooked ?
Thanks
Q: I would like clarification of the dividend reported for BEP.UN. TD states the yield is 6.5% with a quarterly dividend of .52 Todays price is $42.07. Annual dividend would be .52 x 4 = $2.08 $2.08/$42.07 = 4.94%. Can you explain the difference.
Q: I have the above securities, as well as RBC Cdn Equity Inc, Sentry Cdn Inc, Sentry Global REIT, and fixed income via Fisgard Capital, Annuities, a company pension, CPP and soon-to-be OAS.
I really focus on asset allocation and am a little light on Consumer stocks, holding CGX, PBH and TCL (although some consider TCL to be in the Industrial sector). I am normally a buy-and-hold investor who trims-adds around core positions.
Question 1 = I am looking to add 1 more consumer stock and am looking for a dividend ideally > 3%. Based on my stock-ETF-MF mix, are there a few stocks you could suggest that would fit in my above set of securities.
Q2 = if I was to consider ideas from the Income Portfolio, is there an issue with having multiple food stocks....like PBH and A&W and NWC. Why have more than one food stock?
Q# = because A&W is a ".UN" company, how are their dividends treated for tax purposes? Are they eligible for the dividend tax credit?
Deduct as many credits as you deem appropriate....got loads and will never use them all up.
Q: Please comment on PWF results. ALSO, with another dividend increase and company buying back stock, how do you view the management overall. Stock has been a bit of a laggard over the past 5 or even 10 years. Do you see this changing?
Q: Concerning Canadian Cies (like FFH or TRP ), paying dividends, but getting a significant part of their revenues from the US or from foreign Cies that they own : Do we get the whole tax credit on their dividends ? Or is it only in proportion of the Canadian portion of the Cie ?
Q: I currently have no fixed income. Looking to build this portion using an ETF and GIC's. My thinking is the the ETF could provide a base (liquidity and slightly better yield) with the GIC's providing stability. Considering either HFR or FLOT as the ETF. Which would you prefer or is there are more attractive one in your view? Thanks as always.
i am going into retirement and am looking at reviewing my holdings to generate a bit more income. I currently own XLU in my 401K but the dividend is only 3.1% while the underlying companies often have much higher Dividends. Is there an alternate ETF or would your recommend a basket of utilities and if so can you give me 2 or 3 names - i own BIP, ACQ in my canadian accounts but could hold them in my us as well.