Investment Q&A

Q: I wish to make my holdings in the energy sector more resilient to market turmoil and retain those holdings that have strong economic fundamentals plus pay a reasonable dividend. Can you recommend any that represent a good entry at this time.

Q: In my investing account, Telus is rated a sell based on 4 analyst sells, 6 holds, and 1 buy. I just read your comparison with BCE, and it seems to me that while you prefer BCE, you hardly regard Telus as a sell. I hold both and was planning to continue. Would you see any objection? (I'm retired)

Q: Hi, PPL did a secondary offer for 26 million ( plus 15% overallotment option) subscription receipts, to convert to common shares at $42.85 each, to part finance the deal to buy Alliance Pipeline and Aux Sable from Enbridge. Would you recommend to participate in the offering ? Thanks

Q: Regarding BIP.UN and BIPC, you answered to a member back in early November: “These are 'paired' companies and economically equivalent, owning the same assets. They are essentially the same company exactly.” Then, why is BIP.UN down -1.51% and BIPC down -14.50% over the last 3 years? I got those percentages from the Company Profile section, comparing the 2 companies together using the Interactive Chart with Percentage Change. Thank you

Q: Is there any hope for Transcontinental? I am seriously underwater. Sadly it’s in a registered account so there is no benefit to tax loss selling. Buy, sell or hold?

Q: Do you think renewables are a good buy currently?

Do you like NPI or do you have another recommendation?

Q: Can you update your thoughts on FRU?

Q: What are your thoughts on a switch from T to CCA following the recent news?

Q: I have a full position in Tourmaline, and have held it for a few years. I am concerned about it's falling stock price. Is there a compelling reason for this, and should I lighten up on the stock?

Q: Hi, Further to the Tax-Loss selling question on BCE, the Ex-Dividend Date is Dec 14th. While selling/booking the capital loss, would it make more sense to sell between Dec 14 to Dec 27, so not to lose 97 Cents dividend, and then buy back after 30 days ? Generally, my experience is that, on the Ex-Dividend date, the stock price drops, but recovers to previous levels, within a few days. Thank You

Q: Good morning. Could you comment on Evertz earnings, please?

Q: Hi 5i
Re : ohns question today concerning TVE .... "TVE buy sell or hold" it appears that part of the questions was not answered.....
What price would be of interest?

Thx

Q: Hello Peter,
I am thinking of increasing my weight to 5 percent for Fortis. I understand that the company has been stable for long time with increasing dividends, but is it possible that it could run into headwinds as Algonquin did? I am wondering if i should stick to 3 percent and put the other 2 percent in hydro one and Emera.. Thanks very much

Q: Can you recommend a few other Canadian value stocks like SLF, with a low P/E, good dividend and little or no debt - it would appear that SLF has a net of about $74B in cash.
Thanks!

Q: Hi folks, Tamarak Valley tve/t released their 2024 Capital Budget....looks like 2 tiered & lowered guidance....stock taking a 5+% hit and nearing 52 week lows....I know liked by 5i, Nuttal, Martin Pelltier & many analysts....BUT...is this a case of TVE mgmt "over promising & under delivering", hold a fair size position.....thanks for your views/opinions....& would U rate Buy/Hold/Sell....thanks, jb

Q: Oil and Gas is approximately 7% of my overall portfolio. Given the recent pullback in Oil and Gas stocks, would you consider this a good time to add to a number of positions? I am looking at adding to CVE, TVE and BTE.

Q: Dear Peter et al:

From many of the articles that I have read, it appears that utilities sector is a safe bet for 2024. The rates are going to be stable and not rising seems to be the consensus.
If you agree with this thesis, what are the companies that do you think can mimic or match the return of an ETF like ZUT/XUT? I don't want to pay the high MER but willing to buy a small basket of stocks and hold them for at least 2-3 years.

Many thanks.

P.S. I have spent an hour browsing through the Q&A section and I "kinda" know what your answer is going to be(!!) but need some "handholding" :)

Q: Retired, dividend-income investor. Sorry...this is a market timing question.

I am in the process of building a position in ZUT. I'm about 70% there. Most of the remaining funds to attain my full position will be sourced over time (3-5 months). However, with the recent run up in NWC and its subsequent impact on my asset allocation, I will be trimming a bit of it (NWC) and plan to direct it towards ZUT.

Q#1 = In the past you have indicated not to worry about market timing, especially when it comes to ETFs. However, with the rise in interest rates and the negative impact on ZUT, roughly when do you think is a reasonable time to start the process of adding (again) to the utilities sector (specifically ZUT)? While the general consensus is that rates have peaked, when do you think the utility sector to start to recover its losses...do rates actually have to decrease or just plateau? Also, you have usually answered this type of question with spread your money out over a number of months and get on with it (my paraphrase). Same answer?

Q#2 = Tied in with this a question => relative valuation of ZUT? Where does it's current valuation compare to its historical range? Is it cheap now or pricey?

Thanks for your help...Steve

Q: How would you rank these two, for total return 12-18 months?

Q: Acadian Timber (ADN) has come up on my radar. In your assessment, how safe is it's dividend?