Q: Have a 2% position in TAL and have asked questions on them before. Would appreciate an analysis and would you give me a buy,sell or hold and explanation of why?
Thanx as usual
Gary
Q: This morning you suggested NNRG as a potential ETF for oil and gas sector and that it is more aggressive. Could you share what the top 10 holdings are and at what percentage of the ETF they are please.
Q: the new WCP currently has a near 10% yield - red flag territory? What is the payout ratio based on current oil prices - and has WCP had to cut its dividend in the past?
Is insider ownership decent?
Q: Hello
Can PHYS, GLCC, GDXY and XGD be held in TFSA/RRSP accounts?
Is this collection a good mix?
Would AMAX be a better option than some of the aforementioned and if so, which would you replace with AMAX / drop completely.
Thank you.
Q: With energy stocks lower due to this trade war, would this be a good time to look at getting into this sector assuming it would be through an energy ETF? If so, do you have a few names that trade in Canada that provide a decent return, and some safety through a lower payout ratio? Thanks for your insight.
Q: What is the difference between TRP and SOBO? Which one would be most effected by the current tariffs? Which one would you prefer for income account?
Q: What is the outlook and past performance for CNQ, CES, CEG and SHOP? Do you think its outlook is still intact? Would you buy / sell today?
The trend from past performance for CEG looks quite good. How heavily dependent is CEG on AI demand?
Thank you for your valued insights.
Q: What are your current thoughts on CNE? Gas prices in Columbia have increased and the political situation doesn't seem as precarious as a few years ago.
Q: I am puzzled as to why the pipeline stocks have been dropping substantially over the last few days. I would have expected these companies to hold up quite well as they are basically a toll road for oil and gas with a good dividend. I considered pipeline stocks as a good defensive holding. What am I missing?
Q: Would you consider taking a 27% hit on whitecap for tax loss and replace it with Bep.un to get the 7% yield I was getting with white cap before the nose dive. Do you consider the dividend to be secure along with better growth? Tks. Larry
Do you think it is worth adding to Brookfield Renewable at today's price ?? Its price behaviour is certainly unlike FTS or other electrical utility sector stocks. Would it make more sense to replace it with BAM ?? I am looking for income and some growth. I would appreciate your expert opinion. Thank you. DL
Q: It has been suggested that this time of volatility is a good opportunity for upgrading the quality of one’s investments. It has also been suggested that one not panic and do anything precipitously. I currently hold WCP and TVE, not surprisingly at a considerable loss; many commentators point to CNQ as top grade. What is your view of selling the 2 and replacing with CNQ - switch or hang tough? Many thanks.
Q: I would like to add to my position for income.
How safe is the monthly dividend after the recent large dividend and return of capital?
Please advise.
Thank you!
Albert
Would appreciate your updated views on PKI with the recent news that Simpson is taking steps to field 9 new board members.
What is your educated guess on how this plays out?
I see the chart indicating a bounce opportunity as it's trading back to levels currently that look like triple bottom to my non educated eye.
Q: Cardinal is down today on big volume so i assume someone is thinking the dividend is at risk with oil in the fifties. Can cardinal keep paying the yield and for how long ?