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.
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
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.
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
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
What are your thoughts on POW-A these days for an income play. I know there has been little growth in recent years, but at 6+% yield, and a ~7% 5-year dividend growth rate, it does look compelling to me.
Q: Other than dividend yield, what are the top 3 metrics one should be considering when selecting dividend stocks for investment? And what are the most relevant sources to research in this regard? Thank you
Q: May I please get your thoughts on this company and maybe how it compares to other oil companies like suncor/exxon/chevron. It looks like PSX are more concentrated in refining than production. Thanks.
Q: What metrics do you look at to determine if long term holds for dividend income are still safe for that dividend income? I have a pretty diverse portfolio and more than half of it is in banks, oil, telecoms and utilities. I have held these since before Covid, Financial crisis, two wars presently raging and introduction of AI, let alone the Climate Change growing issue. So I'm looking out say 10 years and want to look at each of my long term holdings to determine if they are still long term eligible and if so will their dividends be safe. Any thoughts on a frame work/lens that I should be considering in this kind of a review?
Q: Can you please comment on Cascades Inc recent earnings, and what you think of it's dividend growth and potential capital gains going forward. Thanks
Q: An analyst recently reported that new contracts for EIF in medivac and maritime surveillance are coming on board in 2025 and will bring a "huge" increase in income as well as profits? First, are these contracts set in stone? And second, do you think these contracts will in fact make a "huge" difference in EIFs growth and stock price? Finally, is it worth buying the stock now in anticipation of this growth?
Q: This stock took a sizable drop since the news of acquiring Hammerhead Energy ! Would you be buying now and how long before the price starts moving back up ? Analysts seem to be on a "strong buy " ?
Of the badly beaten up Utilitiy stocks, please rank the top three from the worst five that have the best chance of significant bounce once interest rates peak or decline.
A couple reasons why for each would help as well.