Q: I currently have no weighting in the telecom sector. What is your favourite telecom for a non registered account?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: I hold these four utilities for a total of 18% of my portfolio. My holding in KWH is equal to the other 3 companies. I like the 9% yield. Is 18% utilities too high for an income portfolio? I am thinking of selling TRP.
THANKS!!
THANKS!!
Q: Good Morning, I am considering buying PEY and ALA for the dividend and a recovery in the oil patch. Firstly, I am considering them because they are good companies with a high dividend that is unlikely to be cut(do you agree?). My other reason is based on my tax situation. Since I have no employment income I can benefit from low or no tax on my dividend. In addition, I have considerable unrealized capital gains in my taxable account. So if PEY and ALA really decline I can sell those stocks and use the loss to offset my capital gains as I realize them. Does this strategy make sense? I have often heard you should not let tax strategies drive your investment thesis but in this case it feels like the risk/reward really improves due to my tax situation. Please comment. Thanks
Q: What is the problem with these two?
Are investors suspicious of the NOV. 2nd webcsst?
Are investors suspicious of the NOV. 2nd webcsst?
Q: any insight into why the stock is dropping today ...and your opinion on its investment merits...please and thank you
Q: Hello,
I just heard from BNN that ENF has been downgraded by Moody due to a balance sheet issue. Could you please comment on it? I hold ENF shares and am wondering if I should sell them.
Thanks,
Iris
I just heard from BNN that ENF has been downgraded by Moody due to a balance sheet issue. Could you please comment on it? I hold ENF shares and am wondering if I should sell them.
Thanks,
Iris
Q: I hold ENF for income. Given this assessment, is it best to sell now? (I'd hate to see the share price decline if I wish to sell.)
" Analysts await Enbridge Income Fund Holdings Inc (TSE:ENF) to report earnings on November, 2. They expect $0.49 earnings per share, down 7.55 % or $0.04 from last year’s $0.53 per share. T_ENF’s profit will be $72.09M for 16.40 P/E if the $0.49 EPS becomes a reality. After $0.52 actual earnings per share reported by Enbridge Income Fund Holdings Inc. for the previous quarter, Wall Street now forecasts -5.77 % negative EPS growth."
" Analysts await Enbridge Income Fund Holdings Inc (TSE:ENF) to report earnings on November, 2. They expect $0.49 earnings per share, down 7.55 % or $0.04 from last year’s $0.53 per share. T_ENF’s profit will be $72.09M for 16.40 P/E if the $0.49 EPS becomes a reality. After $0.52 actual earnings per share reported by Enbridge Income Fund Holdings Inc. for the previous quarter, Wall Street now forecasts -5.77 % negative EPS growth."
Q: Sorry, guys. One last follow up regarding Northland and Algonquin. I should have clarified, Investor's Edge shows consensus eps for Northland in 2107 is $1.07 growing to $1.46 in 2018 and consensus for Algonquin growing from 66 cents in 2017 to 73 cents in 2018.
I mentioned in my previous question that the above eps numbers were CIBC's Investor's Edge, when in fact they were the consensus numbers as reported by CIBC.
I suppose that doesn't change the fact it appears that Bloomberg is showing different consensus numbers, but I just wanted to clarify my previous statement.
Thanks again and sorry for the confusion.
John
I mentioned in my previous question that the above eps numbers were CIBC's Investor's Edge, when in fact they were the consensus numbers as reported by CIBC.
I suppose that doesn't change the fact it appears that Bloomberg is showing different consensus numbers, but I just wanted to clarify my previous statement.
Thanks again and sorry for the confusion.
John
Q: Hi guys.
Just a follow up on Raymond's question regarding Algonquin Power (AQN) and Northland Power (NPI). I believed you stated that Algonquin has a better growth profile than Northland. However, CIBC's Invstor's Edge shows Northland eps going from $1.07 to $1.46 from 2017 to 2018, while Algonquin's eps going from 66 cents to 73 cents.
Are my eps numbers wrong?
Thanks.
John
Just a follow up on Raymond's question regarding Algonquin Power (AQN) and Northland Power (NPI). I believed you stated that Algonquin has a better growth profile than Northland. However, CIBC's Invstor's Edge shows Northland eps going from $1.07 to $1.46 from 2017 to 2018, while Algonquin's eps going from 66 cents to 73 cents.
Are my eps numbers wrong?
Thanks.
John
Q: Regarding asset allocation, I need to do some trimming and adding. I need to trim RY and use the proceeds to add to ZWE. In a perfect world, I'd like to nail both dividends, so I wanted to bounce the plan past you.
The ex-div date for RY is Oct 25 and the ex-div date for ZWE is Oct 27. So that means I would get the RY dividend if I sell on or after Oct 25. I would get the ZWE dividend if I buy on or before Oct 26. Did I get this right? Thanks, Steve
The ex-div date for RY is Oct 25 and the ex-div date for ZWE is Oct 27. So that means I would get the RY dividend if I sell on or after Oct 25. I would get the ZWE dividend if I buy on or before Oct 26. Did I get this right? Thanks, Steve
- Brookfield Renewable Partners L.P. (BEP.UN)
- Enercare Inc. (ECI)
- North West Company Inc. (The) (NWC)
- Agrium Inc. (AGU)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
Q: My wife and I are retired and are income investors. We are considering reducing our 35% bank exposure. These investments have done very well over the years and we do not want to reduce the quality of our portfolio, but think that perhaps a little more diversification would be desirable.
We are looking for one or two non-large-cap Canadian companies with a growing dividend/distribution preferably greater than 3.5% for a very long-term if not forever hold. We want to avoid more financials, utilities, and retail, office, industrial, and apartment REITs.
Some possible purchases we have identified are: KPT, ITP, CSH, ZCL, AGU, BIP, HLF, BEP, UFS, BPF, AND NWC.
What do you think of reducing our exposure to banks and buying some non-large-cap companies?
What do you think of our list of possibilities? Do you have any other suggestions? If you have two or three good candidate suggestions that would be great.
As always, thanks!
We are looking for one or two non-large-cap Canadian companies with a growing dividend/distribution preferably greater than 3.5% for a very long-term if not forever hold. We want to avoid more financials, utilities, and retail, office, industrial, and apartment REITs.
Some possible purchases we have identified are: KPT, ITP, CSH, ZCL, AGU, BIP, HLF, BEP, UFS, BPF, AND NWC.
What do you think of reducing our exposure to banks and buying some non-large-cap companies?
What do you think of our list of possibilities? Do you have any other suggestions? If you have two or three good candidate suggestions that would be great.
As always, thanks!
Q: Do you think that an overweight position in Altagas receipts and Crius energy is a reasonable way to reduce interest cost in a margin account; between now and summer of 2018?
Q: I am interested in taking a position in either Algonquin or Northland for both dividends and growth. As they have very similar dividends, which would you prefer for growth over the next two years?
Q: Can you please give me PE and forward PE for both companies. How do they differ? Even in a economically sensitive business, wouldn't you assume cjt can still grow with simply the transition to online versus BandM.
Q: What do you think about KWH, a great Yield but......
Margita
Margita
Q: Please comment on news and outlook.
Q: Your thoughts on their 1/4ly release, the markets seemed to like.
Thanks
Thanks
Q: based on a moneysaver article, TD waterhouse recommenended selling BCE. Do you agree or Would Telus, Rogers or Shaw be a decent switch or do you have a good yielding stable stock that would be a suitable replacement.
Q: Why did energy infrastructure companies drop this week? Is this now a buying opportunity?
Q: Would you please provide an overview of Corus's results, dividend sustainability and their ability to meet their strategic growth plans going forward. Thanks