Investment Q&A

Q: I keep thinking this isn’t going to go much higher, until it goes higher!! Buy, hold or reduce?

Q: Pls comment on the earnings reports for ENB, PPL, & TRP. If all 3 are owned in equal amounts, how do you rank them for additional funds ? Thank you.

Q: Good afternoon,
Very curious on your thoughts regarding Alaris' latest investment. Mostly preferreds at high rates, and some common. Sounds like a Berkshire-type of deal, with the preferreds playing such a large role. Seems out of the ordinary for them -- from my limited knowledge -- and does it de-risk the units somewhat, or add to the risk.
Thank you as always

Q: Thoughts on latest quarter. thanks

Q: Further to Stephen's posting about BIP USD dividend discrepancies Sep 11, 2025. We have noted similar issues with BIP, BAM and BIPC in our Questrade accounts. We have asked our broker to request Brookfield to pay our dividends directly in USD. This is possible according to Brookfield's websites.

Summarized below from : https://bip.brookfield.com/bipc/stock-dividends/dividend-history

Currency Option
The quarterly dividend payable on the Brookfield Infrastructure Corporation’s Class A shares are declared in U.S. dollars.

....

Canadian Beneficial Shareholders
Canadian beneficial shareholders whose shares are registered in the name of CDS or a name other than their own name (i.e., generally those holding their Class A shares with a Canadian brokerage), should contact their broker if they would like to receive the dividends in U.S. dollars.

Q: Hi,
CNR seems to be going thru a rough patch this year with further reorg ongoing.
What are your thoughts on it versus CP? I am considering switching my CNR position to CP. Thank you.

Q: This is not a question but an observation. I do mortgage default work, and Goeasy got into the 2nd mortgage business in the past few years, and those loans in Ontario, at least, are underwater. On the two files I saw just this past week. They will suffer a complete loss because, unlike 1st mortgage loans with banks, they are not insured. I don't know how much of their portfolio is in the 2nd mortgages. As of their investor presentation from August 2025 and Q3 2025 results, 39% of their total loan portfolio is secured by hard assets, which include real estate, as well as automotive and recreational vehicles. The presentation does not indicate the % related to real estate loan porfolio.

Q: your thoughts on the recent quarterly report please? Seems like there is a pattern forming? last quarter was also disappointing. Is this stock worth holding ?

Arnold

Q: Hey 5i, these consumer staple stocks have basically done nothing over the last 10yrs. They used to be a place to go when you were concerned about market pricing with a little growth and a dividend. Have things fundamentally changed or is everyone just obsessing over AI and technology and forgetting this sector. Also is there anything buyable in the sector with some growth and a dividend.

Q: In regards to GSY's dividend. In your opinion do you think it is sustainable and they are unlikely to cut the dividend? Many thanks.

Q: I have owned this in the past and am looking at reentering in the $13 range if it gets close to that. Your thoughts on the quarter and on my thesis that it should be a low volatility, slow growth dividend payer would be appreciated.

Q: Is the dividend reasonably safe? What is the payout ratio?

Q: Hi Gang
Can you give me a list of quality low risk dividend stocks for next yr
Thanks Mike B

Q: Between IFC and SLF which one would you choose today?
Thanks

Q: TRANSALTA is currently down 16% on the day, seems to be a market overreaction based on quarterly results and CEO succession? I currently have a full position that I plan to hold long term, would you be comfortable adding on today’s dip? Would you be comfortable holding long term?

Thanks

Q: Which one would you prefer? Strictly for dividend in RIF. I have TRP and ENB in RIFs as well. Thanx for your advice - Tom

Q: They issued their first q results as a public company. The dividend was set at 92 cents (23 cents per q)(5.8% yield) for the year.I believe they beat on EBITDA and earnings. Very little debt. The stock seems undervalued and looks like a nice long-term hold. It is only covered by 2 brokers, but more were on the conference call.
Your thoughts please.

Q: Your thoughts please on the quarter?


THX

Q: Good day,

Please comment on the Earnings today and is it a buy at this price.

Thanks,
George

Q: What are your thoughts about CPKR's most recent results and their prospects going forward. What is the free cash flow yield and PE ratio