Q: Hello Peter,
Algonquin Power has a current dividend rate of. 6.72 percent given the current price of 14.55 cdn according to yahoo. Does this rate include the conversion to Canadian currency. I was thinking of buying AQN over Canadian Apartment Reit mostly due to the dividend (6.7 percent vs 3.53). I know it is not an apples to apples but from an upside both seem to be the same, approximately 30 percent. If you do think it is worth diversifying, is there another reit that pays high dividend but is considered stable. Thanks very much
Q: Hello 5i folks,
We are wondering what comments you have on the news we read in the local newspaper this morning concerning Fortis having avoided 2.2 billion in taxes over the last 5 years. The report was released by 'Canadians for Tax Fairness'.
We own Fortis shares and wonder if it is really the great company we think it is?
Thank you, Len
Q: When NNRG reaches my next target price, I plan to do some additional trimming (for asset allocation reasons, as well as to fund some topping up of existing positions in my TFSA.
In which order would you add to the following, based on where we are at in the market cycle and where you see the best current value: XIT, PBH, PLC. Please add a brief reason why the sequence.
Q: In March of 2020 BMO traded at 56 C$ and BNS at 46 C$ a difference of $10..
Fast Forward to today BMO $122 and BNS $65 a difference of $57. To say
BMO has outperformed would be an understatement.When I look at forward PE BMO still looks better. Time to move on from BNS and buy the bank that executes better.
Q: All four securities are held in a US TFSA at ~2% - 2.5% positions each. I would like to deploy available funds to either take two of the positions to 3.5% or add to all four at 0.5% ea. Seeking market recovery growth over the next 2-4 years, which strategy would you deploy? If only two were added to, which ones would they be, if it were you?
Q: Great October Market Report. I notice that in the 2008 and 2020 periods, job opening numbers began to decline only after higher rates had plateaued for a period of time. Today, job opening numbers have started to decline before higher rates have begun to plateau. Does this suggest the FED has gone too far to fast...and is poised, or could be forced, to quickly pivot? I'm just looking for a good reason to step into ZAG, or XBB for some decent yields and opportunities for capital growth. Thanks as always.
Q: I am planning to sell these names for tax-loss. Should I buy a replacement for each to protect against a turnaround in the next 30 days, or do you think I'm better off holding the cash for that period given the current outlook for equities. If you still recommend replacements can you offer a suggestion for each - or perhaps only for some? Thanks.
Q: BAM announced several months ago that it intended to spin out their asset management business. Have they released detailed info yet on how and when this is going to happen? ie will BAM shareholders get shares in the new company?
Q: HI guys
In regard to NEO Performance metals has there been any news to justify why its share price has slipped so much? Would you agree that at these levels it is fairly compelling value?
Q: With what has happened with the market and what we might be looking at in the next months or year or so, if you are not in the market, would you invest now or just sit on the sidelines and let this whole mess play out and enjoy your cash?
Thanks again.
Q: what is your thinking about bonds right now.Can you explain how they work with their yields and resets.Are you recommending any bonds or bond funds right now?
Which ones if so.Do you think that the bonds have sold off too much right now?