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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I have only ENB in energy stocks and am looking to add a basket of stocks with at least a 5% dividend, but also looking for capital appreciation. With the dividend, I don't mind waiting for the appreciation. Do you see any red flags with any of these, and how would you make up a 5% position? Would you sub any other energy stock with a 5%+ dividend?
Read Answer Asked by Kim on October 04, 2024
Q: As a follow up to Donald’s question on September 30th can you please name your three favourite energy stocks with compelling valuations and favourable risk/reward scenarios?
Read Answer Asked by Gregory on October 04, 2024
Q: Good morning - I logged into my BMO IL account today and I still have not received the SOBO shares from the TC spin out arrangement. I believe that all holders of TC should have received the shares on October 1, 2024 which was two days ago. I called BMO IL and the agent I spoke with could not tell me when I would receive the SOBO shares. Would you know why this is the case and if any other brokerages are having the same delay? Clearly the shares are trading on the TSX so some investors must have their shares. Thank you.
Read Answer Asked by Andrew on October 03, 2024
Q: I am assuming that the recent increase in weight of BEP.UN (Income Portfolio) is also an endorsement to accumulate BEPC since they are supposedly “equivalent”. EPS forecasts for BEPC appear as grim as for BEP.UN, with increasing losses forecast for ’24 and ’25. In a recent Q&A on BEP.UN it was stated EBITDA is more relevant than EPS since it’s a limited partnership. BEPC is not a limited partnership so should it be valued differently? I don’t recall ever seeing a stock begin to trend up in the face of falling 2-year EPS forecasts. 5i has cited the expected decline in rates as a catalyst, but there must be other factors contributing to the rising stock price - perhaps rising revenue, confidence in management, …?
Read Answer Asked by Paul on October 01, 2024
Q: ENERGY. It’s been whacked!

I have a number of energy holdings. Not selling.
But have set aside funds to add.
Timing is tough. BUT what is your assessment of the risk/ reward now ? Favorable … or wait ?

Thanks. Always appreciate your perspective.
Read Answer Asked by Donald on September 30, 2024
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