Q: Hi
Do you know when ENB plans to buy ENF? And, please advise your favorite Canadian dividend grower that yields over 4.5 %. I, like others, will be overweight ENB when this deal consumates. So I will need a replacement. Thanks Frank
Q: Would you support buying CU for income at this time? Is the price likely to decline further? As of today, the stock price is close to it's 52 week low of $30.80. I'm attracted to the 4.73% yield and the 10% dividend increases. If not CU, what else looks like an attractive buy for a longterm dividend income portfolio. (No banks please. I have plenty of bank stocks.)
Q: What are your thoughts on Aimia's announcement of them getting into the airline business? How do you see the future of Canadian airline competition and this affecting Air Canada's planned loyalty program?
Q: Hi, How does Alcanna look at this stock price ? Would you wait for a couple of quarters for results, once legalization takes place or buy a position before October ?
Q: With all the questions on this KWH -which I’ve tried to read them most carefully -could you give your opinion of management? Perhaps on various points giving 5i grading on them. Ie trustworthiness, competence, PR handling....
Q: AW.UN is up over 6% in the past two days. Volume has been more than 2x the norm on both days. I don't see anything that is causing the interest. They report on July 24.
Q: My 20 year old son has been building a portfolio based on your balanced portfolio with the occasional growth substitution (like TV for TECK, SHOP for CLS...). He is in university and has funds to cover the next three years. His portfolio is heavy in technology (30%) as that is what he understands the most and where he is comfortable. He holds 17 positions and is missing the following: AEM, WEF, WSP, CAE, BYD, ENB, PKI WCP. He has funds to add one position today and two more in the next couple of months. Suggestions would be appreciated. Currently has only 10% materials, 10% industrial and 0% energy.
Q: What do you guys think about all the bond proxy stocks that have been beat up due to their high yields? Is it safe to pick away at a few, what are your favorites in the group for yield with growing dividend?
Q: I recently purchased these interest sensitive stocks with the idea of obtaining good dividend paying companies at a reasonable valuation. Each are a 3% weighting. Too much in this sector? If rates continue to rise, can these companies pass on any increase? Are these companies OK if there is a gradual increase in interest rates or should the sector be avoided?
Q: I have a friend, retired as I am, who's entire LIF is invested in one mutual fund with RBC. The fund code is RBF461with an MER of 1.84%. From the research that I have done, this fund is rated as low risk with below average returns. When I look at a chart history of this fund, it does not even achieve the category average over the last 5 years at least. I own MAW104 or105 in this category but these would be unavailable to my friend as RBC does not offer Mawer funds for sale. Could you suggest any alternative mutual funds, ETF's or any other low risk strategy you demm appropriate. Thank you for your service.
Q: my RRIF has been disaster because I own utilities for dividend:
ALA down 4.4%,BCE down 4.8%KWH.UN down 38% ECI down 10.39%EIF 13,15%CPD down1%Cash 26%
MY utility portion of my total portfolio are mainly these.I also have Fortis and BEP.UN. CU,ENB,ALGONQUIN
The total utility of my portfolio is 3%
I appreciate your suggestion.ebrahim
Q: Boralex is trending down a bit since Doug Ford has come to power. What portion of their business is affected by his decisions? Is Boralex still a good long term hold? As always your view of the ever changing investment landscape is much appreciated.
Q: I know it's like comparing apples to oranges, but which of these two companies would be better sleep at night stocks over a three to five year period, thanks?