Investment Q&A

Q: Seriously considering purchasing 1,000 KWH.UN.
Is there safety here?
Is this incredible dividend sustainable?
Do you see an upside to the stock price?

Q: Can you explain why Fortis shows a negative free cash flow, and how this relates to its dividend? Is it because they have long term contracts in place, so they are able to predict further cash flows? When I compare it to Canadian Utilites, their free cash flow is positive. I feel like I’m missing something with Fortis.

Q: I would expect hydro one to sell off today. Do you think it is a buy at his time and how much of a discount from yesterday's close should one pay given the uncertainty that will exist in the short term? This would be held by a retired person in an income Rrsp account. Thank you.

Q: I hold ALA.R and it is now converted to ALA do you think it is worth holding and is the debt has gone down. I currently hold 2% do you think it should be increased to 5% now or should I sell and buy something else

Thanks for the great service
Hector

Q: Hi Ryan & Peter,
I have started buying Chorus Aviation. It looks good to me after the equity raise @8.60, but the market keeps sending it down, to about 7.20. It seems to have good fundamentals and some growth in the leasing field. May I please have your opinion on this stock. Thank you, Terry

Q: After market close,it was revealed Mr Ford made good his promise to fire H's CEO & maybe some board members too

Q: Jimmy Pattison has a large position but I don't see a catalyst...anything worthwhile here? Thanks.

Q: Can you list your top 5 best ideas for buying yield/income > 3% with potential for some capital gains - due to being undervalued - right now?

Q: I am looking for a good value stock with high yield, min. 5%. Can you add someone more to the two above?
Thanks
Margita

Q: As of yesterday A & W serves Beyond Burger at all its locations, a veggie burger which has received rave reviews in the US. I think this may materially benefit revenue and profitability. People were lining up outside a location in Vaughan, Ontario to try it.

Q: I am 75% in equity with less than 10% in Canada, and mostly US with tech emphasis, plus Global and EM. The rest of the 25% is invested with a well known active manager (0.6% MER) of corporate bonds who invested in short-term corp bonds of no more than 2 years duration plus floating rate bonds. No Government or long bonds. With rising interest rate albeit not rapidly over time, bonds are not really a place to be in. Corporate bonds can lose capital as well if there is a significant downturn. What is your view on holding cash in MMF in lieu of corp bonds as a fixed income allocation of a portfolio in the foreseeable future as capital preservation? USD MMF instead of CAD cash?

Q: Would you please comment on QBR.B, the 1-5 year chart looks good and the last few months it has taken off. Would like to know what percentage of their business is outside of Canada and if you recommend starting a position in it at these levels?
Thanks,
Steve

Q: What do you think about this deal of MSI to buy LIfe Work? I am thinking about participating in the offering of the shares their given 4% discount?

Q: With trade tariffs and uncertainty in the markets what Is the wise move with russel metals, hold or sell? I have a large position so would not be interested in buying more. I hold it in my RRSP for the yield. If you suggest a sell what could replace it considering I also hold BCE, BMO, HR.UN, NVU.UN as well as 4 small caps for growth but no dividends.
Lou

Q: Bird Construction is trading at a low point in the price channel. Fundamentals aren't great but it might be setting up for a short term profitable trade. Agree or ?

Q: To what extent is this company affected by recent tariffs?

Q: Your opinion please on CNR vs UNP ? I have a long time horizon. Looking to hold as forever stock.

Q: I am looking for safe, dividend paying Canadian preferred shares investments . Which ones would you be recommending at this time and why?

Thanks again for all you do.

Paul

Q: Hi
There are some reports that ENB should/ might sweetened the takeover price for ENF. Any comments? Is adding to an ENF position smart, in view of this possibility? Thx Frank

Q: Payout ratios

I am confused about payout ratios. I have read here several times that you prefer to stick with dividend income stocks that have payout ratios below 50%. You have also suggested recently that the following were good solid choices for dividend income stocks. Your website does not include payout ratios, but I suspect your calculation is different from those I have found elsewhere. Below are the payout ratios I found in other places. As you can see, they are mostly above 50%, and some are above 100%!

Could you please comment on your calculation of payout ratios, that have these below 50%, or why the high ratio is acceptable presently?

Thanks again.

PWF 72%
BCE 97%
CU 116%
TRP 78%
ENB 182%
TRI 169%
QSR 79%
AQN 130%
T 82%