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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: Hello, I read with your interest your answer to Kolbi's question yesterday about growth stocks for TFSA. Regarding STN, it has an amazing chart and momentum. I see that WSP is in its peer group and is in 5i's BE portfolio. Would STN be preferred over WSP? Please provide reasons for yes or no. Many thanks.
Read Answer Asked by jeff on July 11, 2023
Q: What are the main risks of this debenture? What will happen if the company’s stock price is lower or under the conversion price?

Thanks,
Lipng
Read Answer Asked by Liping on July 11, 2023
Q: Hi Team,
Last month company issued equity at US$30.35 to acquired the renewal assets of Duke Energy. At the moment the units are trading below offer price. Do you see any upside in near future in its unit price if someone buys it now?

Is it a better choice over TCL.A or Alta Gas considering the growth and dividend increases in future? TCL.A and Alta Gas are different companies but both are dead for the past some years.

Your Views please.
Thanks
Read Answer Asked by Piyush on July 11, 2023
Q: I have a nice gain on MRE was thinking about trading it out for ATZ,I realize they are different sectors and market caps, do you recommend this switch for a 1-3 year hold and also what would you rank each company out of 10 …Thanks
Read Answer Asked by Greg on July 11, 2023
Q: NHYDY Could I have thoughts on this on this company in regards to management,debt,projects any upcoming catalysts and also dividend sustainability for a 1-3 year hold …Thanks
Read Answer Asked by Greg on July 11, 2023
Q: Hi Peter, Ryan, and Team.

Would you endorse a switch from ZLU to VFV? When I look at the sector breakdown of ZLU, I notice that ZLU is heavy in sectors that probably should currently be under-represented, and very light in sectors that should have higher concentration. And of course, the MER of 0.08% for VFV is better than ZLUs of 0.30%.

ZLU is held in our Margin account, and VFV is already held in our RRIFs.

Thanks as always for the timely advice.

Read Answer Asked by Jerry on July 10, 2023
Q: hi,
can I get your latest thoughts on DND as a company, and it's prospects as an investment now. and your thoughts on their recent lawsuit against a smaller firm doing similar stuff DND does, except not gouging customers on price ( similar to the predatory practices of several drug companies ). their business model seems out of touch with today's values.
Read Answer Asked by chris on July 10, 2023
Q: Hi, I'm slowly transitioning from a growth portfolio to a dividend portfolio for retirement, starting with positions in JEPI and JEPQ. Can you suggest a couple of US and a couple of Canadian ETFs with high dividends (+6%) that would complement these two? Thanks!
Read Answer Asked by TK on July 10, 2023
Q: Hi, thanks to Peter, I am a long-term holder of CSU. As a result, I now have smaller positions in Lumine and Topicus as well, and while I have added to each of those special dividend holdings, I have three fairly similar holdings. I'm looking to pare down my holdings and wondering if you can divine which of the two spin-offs I should keep and add to with the sale of the other? I was leaning to dump TOI because of it's European exposure and it bears similarities to being a younger Constellation while Lumine may be more innovative and unique.
Please comment.
Read Answer Asked by Darren on July 10, 2023
Q: Hi group I just sold NVDA @ $425. The plan was to wait for a pullback so i could repurchase. Looking like that will not work out. So should I buy AMD or ADBE Or? ...or just wait for a market adjustment broad based

2nd question i presently own the follow stocks and would like to add to some to them. In What order and price would you buy or should i be patient and just wait?
CSU AAPL AMAZ GOOG BN BAM KXS ATZ LLY NVEL TFII GSY BYD MSFT GSY TSLA QQQ TOI ATZ GM QSR L

Thanks for your help with these decisions deduct credits as required
Read Answer Asked by Terence on July 10, 2023
Q: As a dividend growth investor, with plan of living off of dividends well into retirement over the next 5 to 25 years (based on start of retirement and life expectancy assuming average Canadian life span), REGARDLESS OF SECTOR, what are your SAFEST and STRONGEST dividend paying stocks (with an equal emphasis on safety of dividend and strongest being quality of company).

thanks

Ernie
Read Answer Asked by Ernest on July 10, 2023
Q: I've been continuing to hold NBLY and watching it continue to drop. It is now a 1% portfolio position. I read your answer about NBLY yesterday and wasn't entirely encouraged by the forward P/E and margins. For a 40 y/o investor who holds this stock in a LIRA (long term horizon), are the prospects so bright that we should wait out the eventual recovery? Or should I look to buy something with better potential in the shorter term?
Read Answer Asked by Chris on July 10, 2023
Q: What sectors of the market are you happy to buy currently, and what ETFs match as closely as possible to these?
Read Answer Asked by Arthur on July 10, 2023
Q: I have been looking at TCN for the growth small cap section of my non registered portfolio for a 2% allocation .The company seems well run, is in the fast growing US Southeast and has a decent dividend.
Two aspects I require help with: how would you assess its financial health and could you comment on its JV operations? Thanks. Derek.
Read Answer Asked by Derek on July 10, 2023
Q: Hi Guys

NWC has had quite a decline from over $38 a month ago to a little over $30 today. What are your thoughts about the company at this point. Is it a buy with the price drop, is their market dominance in their markets somehow altered, will they return to form in the next year or so, and is it a buy at this price?

Much thanks

stuart
Read Answer Asked by Stuart on July 10, 2023
Q: Your comments on the increased taxation on the dividends for this equity are noted but does that apply to US persons holding shares in their US domiciled account or just to non-US shareholders holding in say a Canadian equity account? Also the capital appreciation of this equity over the last 3 years dwarfs an Enbridge. What do you think of this obvious discrepancy moving forward should interest rates peak and hold at current levels - would the outperformance likely continue in your view? What concerns might you have surrounding PAA compared with Enbridge? Would you buy this one for a longer term hold if high taxation of dividend isn't considered? Thank you for your input.
Read Answer Asked by Ken on July 10, 2023
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