Q: Would you consider Capital Power on a list of halo stocks and powering AI? Or was it excluded purposely? I mainly mention this because I thought previously they had been tied to natural gas powered AI data centre's in Alberta? Disclosure: I own it but am very open to upgrading to something materially better in that sector.
Q: CN Rail stock seems to have benefitted from the HALO theme as well as business prospects turning for better, after lagging the market for almost 18 months. The shares have gone up 15%, within a short span of 4-5 weeks.
Does it make sense to initiate a New position at current levels $150-$152 ( 52 wk high) or wait for some pullback/consolidation ?
I would appreciate your views on TRIN for an investor seeking income as part of a diversified portfolio, and recommendations for alternatives to TRIN in the same broad category if you don't think that TRIN is an interesting investment.
Q: I was thinking of selling both QSR and TOU and buying SU and/or adding to EIF, X, or H. What do you think of this move? Would you have any better suggestions for stocks that pay a dividend but also offer some growth? I also have FIE in the financials space so no more financials and I own CNR already. Thank you.
Q: I am baffled by the decline here since announcing a dividend increase Feb11. It is down 15% + since. Why? No eps till Mar 2. Surely they would not raise it if the results were going to be less than expected. Your thoughts. Thanks
Q: An analyst suggested there is a 50% chance Telus dividend will be cut by at least 30%.
What is your forecast with respective to Telus' dividend?
Is the stock now a sell buy or hold ?
Thanks
Q: For an Income Portfolio, how would you rank AW, LNF, MKP, MTL and RSI for total return? Which of them increase their dividend annually.? How safe is the dividends for these equities? Which of them would you purchase at current price?
Q: Our current Federal government seems to think oil pipelines are the answer to preserving Canadian independence, however as Adam Posen of the Peterson Institute points out, Canada has no internet pipes that don't run through the U.S., its satellites, or cables. Which of course means we have no access to the internet without U.S. permission. What Canadian companies would benefit if the government decided to invest in a Canadian owned and operated internet?
Q: The quarterly report today obviously surprised the market and the stock is down strongly. Mngmt blames it primarily on (beef) inflation. I'm having trouble thinking of what catalyst(s) could move it to the upside, so I'm thinking of selling it.
Do you think the dividend is at risk going forward? Do you think earnings/free cash flow will increase? What do you think of the report?
Q: Hello
What do you think of the news of photonic inc. partners with telus. At today's price is telus a buy, hold or sell and is the dividend safe.
Thanks a million
Q: Under a scenario where Trump gets his aggressive rate cuts, US unemployment rises as lay-offs continue, U.S. personal debt delinquencies continue to rise and US national debt increases even further, what segments could see a lift? Segments to avoid? Please provide 10 favourite Canadian stocks under that scenario.