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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: The other day a member asked about utility companies being takeover candidates and you closed your answer by saying:

"Companies we think would prefer stock deals and may be loathe to add more debt right now. But, AQN, ALA, TA, RNW, CPX and INE are probably getting a little antsy right now about overtures."

I am not sure how to interpret the "getting antsy" reference; are you saying these companies could potentially be subject to a takeover? If so, most of the time that would be a good thing but are you thinking that these companies are in bad shape and would be forced into a distressed (low ball) sale? Thanks much for your excellent service.

Read Answer Asked by Leonard on October 24, 2023
Q: Peter, what are your top 10 defencive dividend paying stocks in Canada in order of safety please.
Read Answer Asked by Ken on October 23, 2023
Q: I'm down 22% on Bank of NovaScotia. If history repeats again I should double down. I've lived thru cycles where the banks pay a yield over 5% and each time their price goes up and as a result yield goes to a more normal rate. I already have a 5% weighting on this stock, and my rule is not to go any higher, but this is so tempting. "Chasing yield". Where can I find charts showing prime rate vs BNS yield to compare over a 20 year period.
Read Answer Asked by Tim on October 23, 2023
Q: Both of these in a non-reg USD account. Considering selling BIP.UN for very small gain and investing proceeds in BEPC to claim dividend tax credit benefit (not much for me at 43% marginal rate). What do you see as downsides to this plan?
Read Answer Asked by William Ross on October 20, 2023
Q: I'm interested in investing in a basket of companies that you think have the ability to increase their dividends even in a recessionary environment. Could you please send me some of your favourite ETF's that would give me exposure to these kinds of companies. If possible could you suggest ones that give me the necessary exposure to:
Canadian companies
American companies
International companies.
Thanks for your appreciated support.
Read Answer Asked by Les on October 20, 2023
Q: Adding new money into the Income Portfolio- Hello, I am adding new money to the Income Portfolio in my TFSA. Would you suggest/list the top 5is ( 5 investments!!) timely buys at this time, with a time frame of 2-3 years and overall return perspective?
Also, would you consider making this a feature in monthly portfolio reports - like top 2-3 buys? Thanks
Read Answer Asked by RUPINDER on October 20, 2023
Q: Dear 5i
When stocks that payout dividends/interest monthly i assume the share price of the stock temporarily goes down after the distribution is payed . If that is correct would it be wise to buy into that stock at that point when the stock is lower after the distribution ?
Also i can't decide whether to top up my enbridge position or start a new position in pembina . Do you have a preference ? Is it a good time to take on an energy position in addition to CNQ which i currently have ?
Thanks again and deduct as necessary .
Bill C
Read Answer Asked by Bill on October 20, 2023
Q: David Burrows was on BNN this mrning making his case for the market going forward. Very convincing..

Concentrating on dividend growers. What do you think and which stocks in your universe would you recommend?
Read Answer Asked by Gerald on October 19, 2023
Q: What would be your top picks for stable Canadian dividend stocks that are trading at historically low valuations?

Thanks so much!
Read Answer Asked by Tara on October 19, 2023
Q: A little while ago a member asked about gold and these 3 companies were mentioned by you as potential to purchase. Comparing the 3, it seems that BTO is quite a bit more attractive....a good yield at 5 % (AGI is less than 1% and KRR is nil); BTO has about 1/2 the P / E and somewhat better P / B. Can you elaborate why the other 2 could be considered over BTO . Thanks
Read Answer Asked by Leonard on October 19, 2023
Q: Hello
I was looking at your 5i Stock Screener: Canadian Utilities Companies That Are in a Solid Financial Position, and was stunned to see that Fortis is missing from the list. 5i are constantly recommending FTS as a "best" company with a 50+ history of dividend increases so is there a problem with it, so not on the list. What would it's numbers be if it were on the list. Please explain
Thanking you............ Paul W K
Read Answer Asked by Paul on October 19, 2023
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