Q: Your comments on earnings please
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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: May I please have your comments on earnings for FTS and CU
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Enbridge Inc. (ENB $75.72)
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Fortis Inc. (FTS $77.05)
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Canadian Utilities Limited Class A Non-Voting Shares (CU $48.48)
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Emera Incorporated (EMA $71.97)
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ATCO Ltd. Class I Non-voting Shares (ACO.X $68.69)
Q: Really a question of safe low growth dividend stock prices. All these utility stocks are at 52 week highs. Are they worth it at these prices or are they simply a place for people to hide out until Trumps latest crazy ego trip comes to an end. Thanks
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Canadian Utilities Limited Class A Non-Voting Shares (CU $48.48)
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ATCO Ltd. Class I Non-voting Shares (ACO.X $68.69)
Q: I own Canadian Utilities and Atco Class 1 shares and they have appreciated nicely over time. How would you rate their prospects for growth in share price for the next 5 years?
With today's economic climate with the US, and the Canadian government's stated intention to push for big Canadian infrastructure projects, would one of these companies be a stronger bet?
Do you see the current dividend level as being safe for both companies going forward?
And, is there a good reason to own both of these stocks, given that CU is a sub of Atco?
Thank you for you insight and have a great day!
With today's economic climate with the US, and the Canadian government's stated intention to push for big Canadian infrastructure projects, would one of these companies be a stronger bet?
Do you see the current dividend level as being safe for both companies going forward?
And, is there a good reason to own both of these stocks, given that CU is a sub of Atco?
Thank you for you insight and have a great day!
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Manulife Financial Corporation (MFC $54.62)
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Canadian Imperial Bank Of Commerce (CM $150.86)
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Great-West Lifeco Inc. (GWO $76.41)
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IGM Financial Inc. (IGM $76.80)
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AltaGas Ltd. (ALA $52.25)
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Canadian Utilities Limited Class A Non-Voting Shares (CU $48.48)
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Keyera Corp. (KEY $53.02)
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ATCO Ltd. Class I Non-voting Shares (ACO.X $68.69)
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Northland Power Inc. (NPI $23.56)
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Gibson Energy Inc. (GEI $28.37)
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Russel Metals Inc. (RUS $58.52)
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Morguard North American Residential Real Estate Investment Trust (MRG.UN $16.51)
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Nexus Industrial REIT (NXR.UN $7.63)
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First Capital Real Estate Investment Trust (FCR.UN $23.12)
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Doman Building Materials Group Ltd. (DBM $10.38)
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Propel Holdings Inc. (PRL $21.80)
Q: For a dividend account, in what order would you acquire and at what price. Thanks
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BCE Inc. (BCE $33.42)
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Enbridge Inc. (ENB $75.72)
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Canadian Utilities Limited Class A Non-Voting Shares (CU $48.48)
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WSP Global Inc. (WSP $194.00)
Q: My wife owns BCE, CU and ENB in her TFSA. She has a 10-20+ year timeframe.
Would you rate any of the three as a SELL or trim?
Can you suggest a replacement to BUY in the Industrial sector.
Can you explain the reasons for the BUY/SELL? Thank You.
Would you rate any of the three as a SELL or trim?
Can you suggest a replacement to BUY in the Industrial sector.
Can you explain the reasons for the BUY/SELL? Thank You.
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Canadian Utilities Limited Class A Non-Voting Shares (CU $48.48)
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Emera Incorporated (EMA $71.97)
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Northland Power Inc. (NPI $23.56)
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Capital Power Corporation (CPX $63.96)
Q: Looking for a few suggestions for a new position in the Utility space (Cdn) that you think is at at a favourable valuation based on a mix of reasonable growth potential and history of dividend increases together with healthy balance sheet? Please omit Fortis, Hydro, Enbridge and Brookfield companies even if they would be your first picks. Thanks so much.
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Canadian Utilities Limited Class A Non-Voting Shares (CU $48.48)
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Brookfield Corporation Class A Limited Voting Shares (BN $61.94)
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Lumine Group Inc. (LMN $19.93)
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Nebius Group N.V. (NBIS $207.27)
Q: Yesterday you answered a question regarding three companies you would buy for growth for five years, asked by Judith. You gave the first three and left out your favourite company of all time, CSU. I imagine that is because we are focusing on growth and CSU, being bigger than the others will likely grow less. I tend to be a little leery of lmn and don’t have a high percentage. But, where would it fit, and what would your choices be, if the question was asked in such a way that growth was important but also relative safety? Safety, not in the sense of say, the banks, but something with good prospects for above average growth?
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Royal Bank of Canada (RY $246.83)
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Toronto-Dominion Bank (The) (TD $146.16)
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Bank of Nova Scotia (The) (BNS $104.82)
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Canadian National Railway Company (CNR $153.41)
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Enbridge Inc. (ENB $75.72)
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TC Energy Corporation (TRP $91.98)
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Canadian Pacific Kansas City Limited (CP $117.38)
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Fortis Inc. (FTS $77.05)
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Canadian Utilities Limited Class A Non-Voting Shares (CU $48.48)
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Emera Incorporated (EMA $71.97)
Q: Your thoughts please on this TFSA used by a retired banker that is very simple but has vastly outpermormed the TSX. I realize only 3 sectors are covered but looks to be all quality companies?
Thx
Thx
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Bank of Nova Scotia (The) (BNS $104.82)
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TELUS Corporation (T $16.95)
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Pembina Pipeline Corporation (PPL $64.71)
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Canadian Utilities Limited Class A Non-Voting Shares (CU $48.48)
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Emera Incorporated (EMA $71.97)
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Allied Properties Real Estate Investment Trust (AP.UN $9.63)
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Capital Power Corporation (CPX $63.96)
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Cogeco Communications Inc. Subordinate Voting Shares (CCA $62.90)
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Enghouse Systems Limited (ENGH $16.73)
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Gibson Energy Inc. (GEI $28.37)
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Granite Real Estate Investment Trust (GRT.UN $89.57)
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Magna International Inc. (MG $85.58)
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Exchange Income Corporation (EIF $105.19)
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CT Real Estate Investment Trust (CRT.UN $17.46)
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First National Financial Corporation (FN $47.98)
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Cogeco Inc. Subordinate Voting Shares (CGO $62.17)
Q: Please rank according to current buy rating. All of these equities are dividend aristocrats with current dividend/distribution higher than 4.5%. Thanks
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Canadian National Railway Company (CNR $153.41)
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Enbridge Inc. (ENB $75.72)
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TC Energy Corporation (TRP $91.98)
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Fortis Inc. (FTS $77.05)
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Canadian Utilities Limited Class A Non-Voting Shares (CU $48.48)
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Algonquin Power & Utilities Corp. (AQN $8.12)
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Aecon Group Inc. (ARE $49.85)
Q: With the passage of bill C-5, many expect projects regarding roads, electric grids, pipelines and railways, will be expedited. Could you pls comment on the following companies, if they stand to benefit and would you recommend investing in each
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Bank of Nova Scotia (The) (BNS $104.82)
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Canadian Natural Resources Limited (CNQ $64.69)
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Great-West Lifeco Inc. (GWO $76.41)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $85.04)
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Constellation Software Inc. (CSU $2,467.53)
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Intact Financial Corporation (IFC $251.04)
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Canadian Utilities Limited Class A Non-Voting Shares (CU $48.48)
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Peyto Exploration & Development Corp. (PEY $25.77)
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WSP Global Inc. (WSP $194.00)
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Northland Power Inc. (NPI $23.56)
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FirstService Corporation (FSV $177.11)
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Toromont Industries Ltd. (TIH $222.73)
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Birchcliff Energy Ltd. (BIR $6.32)
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Thomson Reuters Corporation (TRI $112.62)
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Alimentation Couche-Tard Inc. (ATD $77.95)
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EQB Inc. (EQB $112.56)
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Olympia Financial Group Inc. (OLY $123.39)
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GFL Environmental Inc. subordinate voting shares (GFL $49.61)
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Topaz Energy Corp. (TPZ $32.00)
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Topicus.com Inc. (TOI $90.38)
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Propel Holdings Inc. (PRL $21.80)
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Brookfield Corporation Class A Limited Voting Shares (BN $61.94)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $65.56)
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Lumine Group Inc. (LMN $19.93)
Q: Hit "enter" to fast on my last question. Looking for some ideas with the understanding you can't offer direct recommendations. I have 40 K to add to my non-reg account. I have full positions in all the pipelines, OLY, GWO, BNS, CU, NPI, BIR, PEY, TPZ, CNQ, PRL and BMO. I have no need for any income for at least five years, not opposed to going overweight if necessary, have lots of higher yielders so would perhaps benefit from some choices with capital gain and dividend growth potential versus just high yield.
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Brookfield Renewable Partners L.P. (BEP.UN $47.26)
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Canadian Utilities Limited Class A Non-Voting Shares (CU $48.48)
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Enbridge Inc (ENB $55.19)
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Fortis Inc. (FTS $56.20)
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TC Energy Corporation (TRP $67.06)
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Banco Latinoamericano de Comercio Exterior S.A. (BLX $52.29)
Q: Hi,
I've been very careful in the last year with stock market at all time high and I've been building a relatively high position in utilities in my portfolio and I am clearly overweight in utilities. I know that timing the market perfectly is impossible but at what point in time would you suggest to start unloading utilities? Do you think that there is still some upside in these names due the Tariffs and the associated panic in the market? If you had 3 companies to sell now in my list which companies would you unload first. Thank you!
I've been very careful in the last year with stock market at all time high and I've been building a relatively high position in utilities in my portfolio and I am clearly overweight in utilities. I know that timing the market perfectly is impossible but at what point in time would you suggest to start unloading utilities? Do you think that there is still some upside in these names due the Tariffs and the associated panic in the market? If you had 3 companies to sell now in my list which companies would you unload first. Thank you!
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Fortis Inc. (FTS $77.05)
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Canadian Utilities Limited Class A Non-Voting Shares (CU $48.48)
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Emera Incorporated (EMA $71.97)
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ATCO Ltd. Class I Non-voting Shares (ACO.X $68.69)
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TransAlta Corporation (TA $17.46)
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Hydro One Limited (H $58.77)
Q: What order would you place these for buying right now...and maybe a bullet point as to why or why not for each? Many thanks!
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Canadian Utilities Limited Class A Non-Voting Shares (CU $48.48)
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Labrador Iron Ore Royalty Corporation (LIF $28.37)
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Hydro One Limited (H $58.77)
Q: I am retired and rely on dividend income. I understand that LIF is quite different from the other 2 companies but would would be your thoughts on these stocks with a 2 to 3 year investment timeframe?
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Toronto-Dominion Bank (The) (TD $146.16)
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Bank of Nova Scotia (The) (BNS $104.82)
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Suncor Energy Inc. (SU $90.60)
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Enbridge Inc. (ENB $75.72)
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Canadian Natural Resources Limited (CNQ $64.69)
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Canadian Utilities Limited Class A Non-Voting Shares (CU $48.48)
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Tourmaline Oil Corp. (TOU $65.39)
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Brookfield Infrastructure Partners L.P. (BIP.UN $52.49)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $65.56)
Q: I have these stocks in my TFSA. How would you rate them for growth and dividend.
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Enbridge Inc. (ENB $75.72)
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TC Energy Corporation (TRP $91.98)
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Rogers Communications Inc. Class B Non-voting Shares (RCI.B $49.39)
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TELUS Corporation (T $16.95)
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Canadian Utilities Limited Class A Non-Voting Shares (CU $48.48)
Q: I know that utility and pipeline companies usually have higher than normal debt levels but would any of these cause you concern? A quick comment on each company would be appreciated and whether you would buy, hold or sell. Thank you!
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Canadian Utilities Limited Class A Non-Voting Shares (CU $48.48)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $91.63)
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Capstone Copper Corp. (CS $14.25)
Q: CHINA
Is there any Hope for China to stimulate their Economy. They are well built in everything Housing Roads Infrastructure Etc, They have an aging Population and a Low birth Rate Not a good combination. The 21 to 30 year old have no jobs, Factories are closing and moving to other countries,
They have a huge military and their defense is fully built. Ships Tanks Aeroplanes etc.
Copper and Oil prices need China to expend other wise these prices will go lower.
What is your view on Copper TECK and CS also BABA
CU will benefit from AI, EVS, Bitcoin , Is CU a buy ? RAK
Is there any Hope for China to stimulate their Economy. They are well built in everything Housing Roads Infrastructure Etc, They have an aging Population and a Low birth Rate Not a good combination. The 21 to 30 year old have no jobs, Factories are closing and moving to other countries,
They have a huge military and their defense is fully built. Ships Tanks Aeroplanes etc.
Copper and Oil prices need China to expend other wise these prices will go lower.
What is your view on Copper TECK and CS also BABA
CU will benefit from AI, EVS, Bitcoin , Is CU a buy ? RAK
Q: CU has had an uptick as have most stocks but I'm still underwater. Do you think it is time to sell and move on. If so, what stock would you suggest to replace it?
Thanks as always
Thanks as always
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KeyCorp (KEY $20.75)
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Canadian Utilities Limited Class A Non-Voting Shares (CU $48.48)
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Algonquin Power & Utilities Corp. (AQN $5.91)
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Nutrien Ltd. (NTR $71.29)
Q: I've held these partial positions for some time now and am below water on all but NTR.
The objective here is income with some growth.
If all positions were sold and you had to consolidate all proceeds into just one of the four options provided, which would you choose and why?
What would you choose if you were forced to sell all four and reposition into one new company?
The objective here is income with some growth.
If all positions were sold and you had to consolidate all proceeds into just one of the four options provided, which would you choose and why?
What would you choose if you were forced to sell all four and reposition into one new company?