Investment Q&A

Q: What are the Q2 expectations for tomorrow? Scotiabank (powered by TR) indicates EPS 84cents and $123M based on 3 analysts' reports. Market was taking profits on HPS today and I get the feeling that some high expectations are baked into the current price.

Q: What's going on with decisive dividend new highs every day.

Q: Are dividends on REIT preferred shares taxed as income or as dividends? For example AX.PR.E

Dennis

Q: Is it a good low entry point for BEP.UN at the present time,or BEP in RRSP for US dividends + no foreign taxes since it is a CDN Cie ?

Q: I have, unfortunately, a small amount in an Emerge ARK ETF -which has been issued a Cease Trade Order (April 4, 2023).

Do you have any information about when this might be resolved?

Q: Peter; Anything on BTE to account for the large volume- any big blocks etc? Thanks
Rod

Q: I would like to increase my exposure to US large cap healthcare, currently own PFE and ISRG. Can you recommend another company that would be complementary to these holdings or would you simply add to the existing positions? Also own some smaller names in this sector e.g. WELL but am interested in increasing the large cap exposure. Thank you.

Q: PLTR
NYSE/US
Palantir Technologies Inc

Can you please explain in simple terms an old person like me can understand what exactly does PLTR do?

How does it make money?

Thank you.

Q: I received these preferred shares with the Brookfield change over. I don’t have much of an understanding of preferred’s and would like you to educate me. There's a rating system out on preferred shares so how does this one rank? I understand they are good for income and I currently get $1.5625 US per share, does this dividend ever go up or down? I’m also down over 30% since I received them, will they recover one day and how long will that take(I thought preferred shares were a safer investment vehicle)? Is there a life span on this or can I hold forever? How do interest rates affect preferred shares? I assume when interest rates go up the then I can expect the principle amount goes down as it did in this case🤔 Thank you

Q: On or about July 22 Inmode and ISRG had quite a tumble. I added to ISRG and bought Inmode. They are not participating with this rally. They are still at the lows on the date recently mentioned. You know more about these 2 stocks than I do. Is there any reason no one seems to be interested in them? Thank you again,

Q: Your thoughts on EEM? Is there a Canadian equivalent?

Thanks

Dave

Q: Can you please help me with calculating NextEra Energy’s payout ratio. I have been using the annual dividend per share divided by the adjusted EPS. So for 2023, I expect it to be between 60% and 63%, as they expect adjusted earnings to be in the $2.98 to $3.13 range. And they are paying $0.4675 per quarter or $1.87 annually. If I use EPS before adjustments, the payout ratio jumps, and if I use cashflow from operations it drops. Is adjusted EPS the best number to be using? I keep reading that NEE has a conservative payout ratio, would you agree? Thanks for your help.

Q: Everyone, where will the market go once the DOW breaks above the previous high and when will it break above the previous high? Clayton

Q: Could you reccomend a low cost ETF that is heavily or completely weighted in India,and also your thoughts on this country going forward as a possible growth machine going forward thank you

Q: CJ announced Q2 Financial & Operating results. I am confused that Prod Vol only dropped 700 boe of about 22000 boe. But the Revenue dropped 40% compared to 2022 Q2 along with other financial components. I am surprised with such mismatch but market seems to ignore it. Please review and advise what am I missing here.

Q: I have owned PKI for 10 years and have done OK but now am building a case to sell. I see PKI as a company whose assets spans an oil refinery to M&M frozen foods with oil distribution and convenience stores in between. Now is facing significant capex to add EV charging stations and facing more competition in this area with the announcement that the major auto companies are to build out charging stations across Canada.

Please shot holes into my thesis. Am looking to replace with EIF, your thoughts on this company would be appreciated. Thanks. Derek

Q: Hi there, could you please name your favourite high-interest savings account etf for a non-registered account, with a short description of why?

What is your favourite for a registered account and why?

Thanks!

Q: Hi there,

Can you please suggest Canadian-listed ETFs for the bond portion of a long-term portfolio? I'm interested in diversification.

Thanks,

Chris

Q: We hear a lot about which companies might do well with AI, but we don't hear much about who does not. Surely there must be losers, perhaps companies that currently offer services that will be turned over to cheaper bots as AI progresses through the economic system? Your thoughts are appreciated.

Q: Hi Peter,

In a long-term account (20+ years), could you please describe what asset allocation you would choose (including %)? Would you stick to stocks and bonds and gold, or are there any other asset classes you'd want exposure to?

Thanks as always!