Investment Q&A

Q: Hello, I’ve watched this fund destroying wealth since 1995 ish. If the 30 plus years of declining rates were the result of poor performance do you think it’s possible something has changed and this could be a slow mover up in the future. Thankyou

Q: Do you see the recent dip in PGNY as an opportunity or did the recent results indicate something worrying? Do you agree with the assessment that there could be long-term, above-average growth possibilities and PGNY is emerging as a leader rather than just simply another OK investment?

Q: Peter and His Wonder Team
They just reported what appear to be good results. Please give me your opinion especially in regards to 2024. Is there anything that looks like a "red-flag"? Thanks as usual...

Q: Please comment on the latest results. Anything there to change your opinion on NFI. Thanks

Q: Hi there,

I hold a significant number of shares of BCE mostly for the income in a diversified portfolio.

I know in the past few weeks you have discussed the health of their dividend and don’t seem too concerned. To the contrary there are an increasingly large number of pundits who believe they cannot keep the pace of their present dividend and therefore must cut it. They talk about the various ways to measure it albeit as percentage of fcf or EBITDA or whatever but they just don’t have the fcf anymore due to these high capital expenditures sucking the life out of it.

Can you possibly dig into the math on this and give us the true picture? Maybe lower interest rates on the horizon will help with this problem? Or BCE goes the way of AQN, cuts their div and the stock drops like a rock? Been there done that with AQN and wondering if I should just reduce my holdings accordingly and find another way to make up the income.

Ok thanks a lot!

Q: Can you comment on todays news of takeover of Spirent and what it can mean going forward. Market seems to like it. What's your take? Is it a good buy?

Q: Softchoice issued a special $4 dividend today as part of their quarterly results. Any thoughts as to why they issued such a large special dividend?
Thanks

Q: How does one use the question text selection effectively in your Q & A feature?
thanks Hugh

Q: I would appreciate your assessment of Athabasca's recent quarter. The 8 year tax exemption and approximately 100 year oil reserve life reported must be unusual when compared to other oil companies. Thanks 5i

Q: From reading your recent answers, you like these 4 companies (CNR, CP, TFII and TIH). Would you please rank these 4 companies for growth and rank them again for dividend growth. Which two companies would be your favorite for a combination of growth and dividends for a 5+ year hold? If you can give a brief explanation for the reason(s) over the other 2 companies? Thank you.

Q: Hello team,

I have all four of these in my income portfolio. The telco's for the divs and Park Lawn and BEP for income and growth. All four are down substantially (20-30%) from purchase in fall of 2022. The news out on BCE is less than flattering, while there has not beeen much on PLC. The other two I assume are biding their time, and should/might rerate with a drop in interest rates. I am a long term buy and hold and am quite satisfied with the income aspect of my portfolio, but my finger keeps getting itchy each time I see a drop in SP, for no reason at all.

My question is, will these Companies need rate cuts in order to rerate, or is their business that bad that their SP continues to stagnate. I know the other shoe about the economy improving, but that applies to all stocks, and have taken that into consideration.

Thanks for the service, I'd be lost without it. My former finacial advisor, not such a big fan!

Q: Hi, this is a group of the top S&P performers for the last five years. Although I don't know what the next few months will bring, the first year after a general US election is normally very bullish. Still I'm nervous buying anything that's gone up so much. Can you pick 4 of these choices you think still have long term growth potential without insane volatility?

Q: Would you suggest an ETF for US-Midcap only (in $USD and/or $CDN).
I already have VB for SmallCap, TDB3093 for MidCap, SPY and QQQ. Too much overlap? Thanks.

Q: Can you explain the pop in Harley Davidson these last couple of days?

Chris M.

Q: Updated opinion please on GDI, earnings were light again. Still positive on their outlook going forward?

Q: Hello! I currently have enough funds to invest in a single stock within my TFSA. I’m considering two options: LMN and HPS.A. Could you please provide your insights on which one I should purchase first? Additionally, I’m curious about their growth potential in the future. Are either of these stocks considered potential “10-baggers”? Your guidance would be greatly appreciated. Thank you! 🌟

Q: What would be your top ETF picks in the materials sector, either US or Canada?

Thanks.

Q: Utilities generally continue to take it on the chin. I realize- high capital, prolonged elevated rates etc. is this a good time to add to stakes here or not? Is this part of a longer term concern?

Q: What would be your 2 or 3 top picks in your Growth Portfolio right now?
Thanks

Q: Hi Team,
LNN as I had somewhat feared has taken a huge hit with the preferred share set up. Same thing was done with the Toi spin off and it took over a year to recover from. This to me is managements payday for doing the spin offs . They paid themselves these shares it seems to me . Question is do you think the preferred share deals with Toi and now LMN were a bit greedy or excessive on managements part . LMN seems to be a large hit worth over half of the companies market cap. Will take a long time to recoup that amount of cash at today’s free cash flow rates . This all being said ; analysts must have known about this yet the stock had previously run up anyways . Comments of any concern please .

Thanks ,
Shane