Investment Q&A

• Enbridge Inc. (ENB)
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• Fortis Inc. (FTS)
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Q: Good morning,

could I have your ideas on strong div paying companies (prefer) Canadian that you could hold in a TFSA if a person was looking to create a tax free income stream for future retirement. max 5-7 names.

Upvote 22

Read Answer Asked by Kolbi on November 22, 2023

• Brookfield Renewable Partners L.P. (BEP.UN)
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Q: I was surprised to see a decrease in revenue for Brookfield Renewable considering the industry in which they operate and the inflationary environment. Can you please explain the cause and your thoughts on revenue growth going forward. Regards,

Upvote 17

Read Answer Asked by Pierre on November 21, 2023

• Tourmaline Oil Corp. (TOU)
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• Whitecap Resources Inc. (WCP)
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Q: Hi Team
Which of WCP or TOU would be best for a long term hold in a LIF account?
Thanks

Upvote 6

Read Answer Asked by Gary on November 21, 2023

• TransAlta Corporation (TA)
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Q: Please comment on TA's growth and financial outlook released today. Does the stock represent relative good value (risk/return) at this price level? Thanks

Upvote 1

Read Answer Asked by Michael on November 21, 2023

• Capital Power Corporation (CPX)
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Q: Good morning,

Curious to hear your views/thoughts on the CPX news from yesterday.

Thanks.

Upvote 6

Read Answer Asked by Trevor on November 21, 2023

• Cardinal Energy Ltd. (CJ)
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Q: Would you recommend adding to my CJ position at this price level? I'm down about 10% at this juncture. If there is no danger of a dividend cut, and if CJ rebounds in 2024 would it be a worthy risk bet? Please advise.

Upvote 3

Read Answer Asked by Victor on November 21, 2023

• Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX)
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Q: Retired, dividend investor looking for income with this trade. HMAX is currently 1.8 of my equity position, down 15%. Would this be a good time to average down and take advantage of their 14+ dividend. How safe is the dividend? Do you have any other options

Upvote 9

Read Answer Asked by Lu on November 20, 2023

• Gear Energy Ltd. (GXE)
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Q: This holding has been a disappointment for me. I bought it when oil prices (west texas) were in the seventy dollar range and it dropped even as oil prices spiked into the eighties. Would you dump and move on? It's in a TFSA account.

Upvote 9

Read Answer Asked by DAVE on November 20, 2023

• Timbercreek Financial Corp. (TF)
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Q: I would appreciate your scrutiny of this company, its current financial indebtedness. The past history of dividend growth, and is this 10% yield sustainable, also is this dividend eligible for the dividend tax credit, or is this an interest payment? Thank you for this info.

Upvote 4

Read Answer Asked by Ronald on November 20, 2023

• Suncor Energy Inc. (SU)
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• Canadian Natural Resources Limited (CNQ)
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Q: Good morning - I'm thinking about taking some gains in SU and adding CNQ. I've read recently that CNQ has reduced debt big time and may be jumping dividends. Which company holds the better prospects for both dividends ( and possible gains) over the medium term. Thanks

Upvote 10

Read Answer Asked by alex on November 17, 2023

• Toromont Industries Ltd. (TIH)
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• Savaria Corporation (SIS)
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• goeasy Ltd. (GSY)
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• EQB Inc. (EQB)
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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• TECSYS Inc. (TCS)
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Q: I bought GSY at its peak. Is it time to dollar cost average now or would you wait for the price to drop more?

How do you see the stock price move if interest rates stay stable until mid 2024?

Would you recommend different stocks which pay 3-5% dividend with room to grow 50% over the next 12 - 18 months,?

Upvote 18

Read Answer Asked by V on November 16, 2023

• Algonquin Power & Utilities Corp. (AQN)
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Q: What probability would you put on another dividend cut for AQN?
Thanks as always.

Upvote 7

Read Answer Asked by Robert on November 16, 2023

• Keg Royalties Income Fund (The) (KEG.UN)
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Q: Can you comment on KEG's latest earnings? Is this still a HOLD for income? Bob

Upvote 2

Read Answer Asked by Robert on November 16, 2023

• Whitecap Resources Inc. (WCP)
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Q: Down 12% .is it time to panic or worth keeping for a comeback with a decent dividend? Your view on oil now? Thanks Larry

Upvote 6

Read Answer Asked by Larry on November 16, 2023

Q: Re your answer to Terry Nov 3rd. Q: previously, you have described the effect of high rates depressing dividend stocks, and increasing yields. In your answer to Terry you describe markets rallying due to a rate pause, followed by a decline as rates are cut. Will dividend stocks rally and then decline in the same way, or will the attraction of the dividend cause them to behave differently. Are dividends currently at their high point or will yields be even higher if/when the market declines during/after rate cuts.
Thanks Peter.

Upvote 6

Read Answer Asked by Peter on November 16, 2023

• BCE Inc. (BCE)
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• TELUS Corporation (T)
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Q: looking at 10 year bonds in these 2 companies...if you had to choose one, from a credit quality point of view which you feel most comfortable with...many thanks...Cheers

Upvote 11

Read Answer Asked by Cam on November 16, 2023

• North West Company Inc. (The) (NWC)
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Q: NWC, good company and stock but approaching a resistance area. I feel it's time to take the profit and sell. But what to replace it with?

Could you pleaase provide a few suggestionsto consider. A dividend payer, solid company making profits, currently at a price with good upside over the next couple of years.

Thanks so much.

Upvote 9

Read Answer Asked by Mark on November 15, 2023

• iShares S&P/TSX Composite High Dividend Index ETF (XEI)
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• Vanguard Dividend Appreciation FTF (VIG)
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• SPDR Dividend ETF (SDY)
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Q: Is there an ETF for the USA that is similar to XEI? Listed on a US exchange or TSX.
Thanks!

Upvote 2

Read Answer Asked by Grant on November 15, 2023

• Cogeco Communications Inc. Subordinate Voting Shares (CCA)
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Q: Hello Peter and Staff

Read an article expounding the virtues of Cogeco and its holdco . Article cited low P/E and payout ratios as well as equivalent dividend rates based on current price with expected re rating to get discounts lower than present versus BCE and T. What do you think of this and as well the option of CCO versus CCA
Thanks for all you do
Dennis

Upvote 2

Read Answer Asked by Dennis on November 15, 2023

• Birchcliff Energy Ltd. (BIR)
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Q: Peter I own Birchcliff. Your thoughts 0n its recent quarter please. Is the cash flow paying the dividends or is it over paying??? The market does not like it Thanks Ken

Upvote 5

Read Answer Asked by Ken on November 15, 2023