Investment Q&A

Q: Hello. I'm a bit concerned about the payout ratios of BCE and Telus. Telus has an even higher payout ratio than BCE, and I'm wondering what their prospects look like for the next few years. Will they be able to keep up these high dividends? Is there a chance they might cut their dividends? My question is, should we reduce our exposure to these telecom stocks and reinvest in other areas? Your insight would be really helpful. Thank you!

Q: I would like to add to one or both equities.
What is your preference? A short explanation regarding size, dividend safety and possible growth would be appreciated.
Thank you as always.
Albert

Q: Can you recommend your top 3 dividend etfs regardless of sector?

Q: Now that we have had the first reduction in central bank interest rates, do you think there is a good investment opportunity in utilities? Looking mostly for price stability with income and some capital appreciation. Is there an equal weight ETF for utilities?
Thank you for your great service.

Q: Hello,
Back in 2015 I started a long-term position in SU, thinking at the time that it was a better choice than CNQ as it was more of an integrated producer.
Didn't really work out that way, but I have done OK and collected a decent yield along the way.
Now that you have added CNQ to your Income portfolio, do you see any value in selling a third to a half of my SU position, buying some CNQ and then continuing to hold both for income long-term?

Q: Hi 5i,

Thanks as always for your incredible insight on all things investments. My questions revolve around Dividends.

I am new to the world of Dividends and to date I only own one Dividend paying stock (ATD); and would like to add several others as a means to diversify my investment portfolio. Hopefully I am not too late to the game. I am 50 and looking for long term investment.

I have taken a look at your Income Growth portfolio but if I am being honest, I don't know where to start. Knowing you cannot personalize recommendations - hoping you can at least offer solid guidance.

Can you please share you favorite 5-10 (CA or US) and rank starting with the best. Would appreciate dividend stocks which offer diversification across sectors if possible. Any best practices you could offer in this area (TFSA vs RRSP vs LIRA etc.); I would be most grateful for as well. Thank you in advance!

Q: Hi, I want to add a high dividend stock to my USD portfolio. Do you have any suggestions?

Q: to start a new position in telcom today.

assuming same dividend growth average of the last five years for each company and asssuming it is maintained moving forward,

how long would it take for the dividend of telus to catch up to BCE when they are starting as far apart as they are currently ?

Which of the two do you prefer for a long term hold and why ?

Q: What differences do you see between ENB & TRP for total return over the next 5 yrs?

Thank you.

Mike

Q: From a valuation, balance sheet and yield perspective how would you compare Cogeco to listings in the Balanced portfolio? Or do you believe the Telecoms face too many headwinds compared to the BP.

Thank you.

Mike

Q: What do you think the odds are of a dividend cut and how much might you expect?
Thanks

Q: Hello team,
Following OPEC'S meeting this week-end seems like there is much confusion and a panic reaction as to the extension of cuts into 2025 but also the fazing out of some cuts in October. I am looking at averaging down on Tamarack and looking more at there disciplined approach to paying down debt and repurchasing shares.Is this a good opportunity to purchase and looking at holding for the next year or so?
many thanks, regards,
Jean

Q: What do you think about freehold for income and some upside in a TFSA ?

Q: If/when rates are lowered should the steady/higher paying dividend stocks do well ? Any favorites ? Thank you.

Q: Pza IS below the 200 moving average,could you comment on downturn

Q: hi
I want to add to the partial position
the stock cnq has pulled back abit
what is a good entry price?
thanks

Michael

Q: Gildan Activewear Inc. Class A Sub. Vot. (GIL:US)

Do you think this is a buy now with the management change?

Buy the US stock or the the CDN stock?

Thank you.

Q: I would like your opinion from the perspective of regular income, and if you would consider an appropriate investment for retiree, likely in non-reg account. Feel free to make an alternative recommendation if not considered appropriate and maybe more fad like. Thanks

Q: hi folks, can you please comment on the update given by Surge energy sgy/t....$37M asset sale, paydown in debt, etc.....would U view as positive???, & rate as Buy/Hold/Sell.....stock has been a real laggard for me....thx as always, jb

Q: Retired, dividend income investor. From a value point of view, which has more rebound potential....FTS or ZUT? Ya, I know...single company vs ETF, so tough to compare. I own both and have mostly full positions, with a top up in mind for both. Just wondering which one to do first...I am leaning towards ZUT.

When I look at the charts over various timeframes, it looks to my amateur eyes, that ZUT is much more closely tied to interest rate changes. It looks like ZUT started to really take it on the chin during 2022 when interest rates were being cranked up. Also, I am hearing/reading that the worst might be over for the renewables and they might start to rebound...which would benefit ZUT (for the record, I am overweight Eric's NNRG, so I have that end of the Utility-Energy spectrum covered).

Your thoughts?