Q: Is it timely to average down on these 3 stocks? Please provide short comments, and good entry prices for each. Txs for u usual great services & views
Q: Hello, some members ask about ideas where to park cash for a while. I find that Tangerine Canada is pretty good. As of today the interest rate on GICs for 90 days is 1.50%, 180 days is 3.70%, 270 days is 4.25% and one year is 4,70%. All the best,
Q: What are your top 3 Cdn Utilities and top 3 Cdn Telecomms for Growth and Income, given recent pullbacks. Is this a good time to buy or should I wait for things to settle. Will Utilities and Telecomms provide some security heading into or during a recession.
Q: Hi, how safe is the dividend on a scale of 1-10 whereby 10 is very safe. Do they carry debt that could some day impact the dividend as rates rise? Has the dividend ever been cut? Any reason why the dividend has not been raised for a few years? Lastly, do you see Keyera as a takeover target in the future. Many thanks as always for the great service that you provide.
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Asked by Anthony on September 29, 2022
Q: Do you concur with David Rosenberg's comments in the FP today stating that inflation is not our current problem but rather a lack of liquidity and forced sales of quality assets?
Q: What are some companies that are sitting on cash which they can easily deploy to acquire other companies on the cheap? Would ECN and GUD be on this list?
Q: Would you consider Atlassian to be a potentially strong compounder over the next 3-5 years? I like the company, but am also concerned about it operating in a competitive landscape. Thank you.
Q: Down over 50% in NET but really liking the company: Matthew Prince seems very innovative, the company has lots of use cases. Do you foresee strong growth potential for this company over the upcoming years?
Q: DIV recently announced a dividend increase, which they say has a pay-out ratio of 92%. I am a bit confused here as it seems like an odd time to do this. Your thoughts on the increase and on the safety of the dividend moving forward are appreciated. Thank-you.
Q: With the Fed raising rates and their commitment to tackle inflation the US dollar has been on quite a tear lately. Can you name the top three companies from your balanced portfolio that would be the most positively impacted by the strengthening US dollar as well as the three that would be the most negatively impacted.
Q: Retired, dividend-income investor. I own a full position in NNRG in my TFSA account.
I am looking to add an energy income ETF in my wife's Cash account. Because I am a huge Eric fan, I had naturally gravitated to NRGI, not even thinking there might be other alternatives to his income ETF. The question earlier today related to ENCC woke me up.
Could you please list some Energy Income ETFs that you think I should consider. I will then do some of my own research on each of your candidates. Is there one that stands out as head-and-shoulders above the rest?
NRGI is roughly 85% USA stocks. whereas ENCC appears to be very heavy (90%) to Canadian. Does this factor into the equation, related to income taxes and which type of account it should be placed in?
When overlaying ENCC and NRGI on your 6 month charts, they look virtually identical. ENCC has a 10% yield vs NRGI at 7%, although I suspect there will be special dividends in addition.
Q: Visa has been making new lows.What would you consider a good entry price for starting a position?
I assume visa has been decreasing due to recession and inflation cuting down on spending. Would agree with that or is there soem other reasons for the decline?
Q: I want to crystalize tax loss in my non-reg account for PBH. Would you replace it with another stock or just wait in cash and repurchase after the 30 days?
Thanks
Q: Do you consider the latest news on Apple alarming or just a short term blip. Would you recommend taking some profits off the table on this stock? Thank You.