Investment Q&A

Q: I have owned PKI for 10 years and have done OK but now am building a case to sell. I see PKI as a company whose assets spans an oil refinery to M&M frozen foods with oil distribution and convenience stores in between. Now is facing significant capex to add EV charging stations and facing more competition in this area with the announcement that the major auto companies are to build out charging stations across Canada.

Please shot holes into my thesis. Am looking to replace with EIF, your thoughts on this company would be appreciated. Thanks. Derek

Q: I'm concerned by the decline in Telus over the past few months. BCE is also in decline and Rogers is not great either. What is happening here and should I just stick with Telus or switch to something else?

Q: WHEN TC ENERGY SPLITS ITS SHARES, WHICH STOCK AND COMPANY DO YOU KEEP?

Q: Good day and which of Doman’s and Acadian do you prefer?
How safe are their respective dividend?
Thanks

Q: I have a 5% holding of TRP in my income orientated non registered account , now at a 10% loss. I have a tendency to hold on to declining stocks for too long. Spin outs complicate my fairly
concentrated portfolio used to fund my retirement. What do you expect share price reaction to be over the period until spin out ? Any ideas on replacement ? I want to stay away from energy infrastructure and already own BEPC.
Thanks. Derek

Q: MREL is actively managed by "experts in real estate",but has an extremely disapointing performance in my view,I just sold most of my shares in order to reinvest in a new ETF.Is it a good time to invest in a REIT ETF , or do you suggest another sector (materials,finance,etc..) considering the macroeconomics and present global context?

Q: Can you please explain how the spit will be a tax free transaction?

Q: Hi 5i!

Can you comment CIA earnings?

How do you consider evaluation to initiate a position?

Thanks!

Frank

Q: Please comment on the earning report. Thanks a million.

Q: I read in the Vancouver Sun that the municipalities in the US have a lot of control over the rate at which energy utilities convert to climate friendly energy sources. A UBC climate change expert weighed in to nudge the Vancouver municipal council who are meeting this week on the subject to stick to their acceleration plan for Fortis (+ maybe others) to adhere to it. Do you have any facts or insight on investor sentiment over the short to medium term?

Q: I have held T for years and have been content with its solid dividend, stability and some growth. Clearly not happy with current events. I am still up 18% in a non-registered account. Would you be inclined to hold the course and hope for a turn around in the next several quarters? Or do you believe - even after interest rates peak - that the combination of growing competition and onerous government regulation mean the telco will continue to struggle? If the latter, can you recommend a replacement? I'm wrestling with this as I want a dividend >4%, a bit of growth and low volatility, but am overweight in Utilities and Finance, where I would be most likely to get this. What do you think of binning T and shifting the funds to Energy (ENB?) or Real Estate (DIR.UN?)? Alternatively, is there another Communications stock you might recommend (Canada or US) that fit my criteria? Thank you.

Q: Hi,

I've sold my house and moved overseas; I will return in about 3-4 years and may need to buy a new home at that time.

I have about $700K I'd like to invest while I'm overseas.

Can you suggest some dividend stocks to hold while I'm overseas, that I'd be able to liquidate to sell to buy a new home when I return in 3-4 years?

Thanks,
Robert

Q: My I please have your thoughts on the Lennox quarterly release?
Do you feel that after the jump in price today that it is still a good entry point for long term investment?
Any other thoughts/comments on the company would be appreciated.
Thanks.

Q: I suspect TRP will settle in over the next few weeks, but has any of the recent developments changed your view on the safety of the dividend?

Q: The splitting into gas and liquids components is not impressing the market, seems more like shuffling the deck chairs. I've owned TRP for many years at a good profit which has now become a small loss and am considering selling. Any sage advice?

Q: This company is in a free fall. Is it a good time to get in?

Great yield.

TY

Q: hi,
I am looking at adding these to my dividend equities. I like growth with the dividend stocks, both in capital appreciation and dividend payout ( to keep up with inflation, over the long term ). how do these 2 stack up? further, is there an open source website to check CDN dividend equites in regards to the dividend growth, payout ratios, etc...
cheers, chris

Q: Hi All of these are down over 4% even though earnings look ok. Am I missing something? are any of them sells or buy more?

Q: Kindly comment on the CJ 2023 second quarter results and the forward guidance. Thanks.

Q: Hi 5i
I own GXE in a TFSA and in the midst of today's bloodbath the value of my holding is down 45% from when I bought quite some time ago. There's not an overly significant amount of money involved and I can ride it out if that's the thing to do, but I would like to minimize my losses as effectively as possible.
With that in mind, what would you recommend I do - sell, hold or buy some more at the current depressed price, and why?
Thanks 5i, I look forward to your thoughts.
Peter