Q: Was there any discussion, either in the earnings release or the conference call, about the dividend sustainability, dividend growth, etc?
I own what used to be a full position and with the continued decline, was considering topping it back up...some soon then the rest later in the year. No rush to deploy the cash...it's sitting in RBF2010, earning 4.55%.
Any views as to what is going on with CPX today? I have been a long term holder, and would love to know your view on the company in the current context - sell, hold, or accumulate?
Q: I see that todays news of a huge contract to supply Microsoft has given some life to the share price. But the share price is still quite low compared to a year or two ago. I am having trouble judging how much value the contract adds I would think a contract of this size will quickly give a much stronger boost to the stock, even though some of the contract is a few years away.. How much value does it add, in your opinion? Is the share price too low now? i already have a full position, but I'm thinking of adding more
Q: Seen most of my Telecoms including Telus and Rogers depreciating in value, is this a lack of confidence in these investments?
Do you believe the dividend rates will might be cut?
Long term, do you feel a recovery is in sight?
Thanks in advance for your great service! Ted
Do you know where I can find a list of Canadian companies that have not cut their dividends based on consecutive years? I’m already aware of the Canadian dividend all-star list (Cdn dividend growers). What I want is to expand my list of Canadian dividend companies to consider. Thank you.
Q: With oil and gas being so cyclical, how would one decide when to sell? Any specific indicators associated traditionally with the up or down in that sector?
I have SU and TOU right now. How do you think they will do in the next 6 and 12 months and 3 years, and why?
Q: I did increase lately the % of utilities ( stocks+ETF) in my portfolios ( up to 38%) , since 1) the entry price seems ok ,2) utilities should maintain long term dividends for revenue ,3) they should resist more than other sectors in case of bear or volatile markets,4) still have some capital appréciation potential.What is your point of vue ? many thanks..
Q: Could you list any possible positive events that could prove good for Aqn. If possible, the chances they might materialize in 2024.
I like the current dividend and payout ratio is fine but I am feeling stuck.
Q: I am looking for quality "dividend growth" focused ETF (not "high dividend" ETF) in CDA and US , with an optimal balance of sectors ( some of those ETF showing, in my vue,a disproportion of sectors, like an excess of financials (ex. 40-50%) etc..). Could you suggest your 2-3 choices in CDA and US ?