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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: Lots of questions here -
What is the timeline for the cost cutting measures?
What are the metrics that describe the potential financial impact of the measures?
How would you rate the proposed measures are adequate to turn things around (low chance = 1, high = 5)?
All else equal, can you guess how BCE's stock price could go up with a drop in BoC interest rates, say by 0.5%, 1%, 2%, 3%?
Thanks a lot. Your guidance is superb.
Read Answer Asked by TOM on March 18, 2024
Q: What US dividend stocks do you like right now for income that are good dividend growers and have a yield of at least 2.5%? Thanks.
Read Answer Asked by Robert on March 15, 2024
Q: Park Lawn, BCE and BEP taking a tidy beating in the wife’s income portfolio. While we enjoy the divs, the red ink is off-putting to be fair.

We are a few years away from drawing on her account, so at what point would you consider averaging down on these. There is a fairly large cash balance waiting to be deployed.
Read Answer Asked by Kelly on March 15, 2024
Q: I own all of the above. I am up with PPL and ALA and about break even with ENB and TRP. I feel too much pipeline exposure??
Which two would you keep?

Thanks for everything

Dave.

Public Question.
Read Answer Asked by David on March 15, 2024
Q: Am retired so my cash portfolio is full of banks, utilities, Brookfield cos, etc.. No materials , so looking at dipping my toe into this sector with either LIF or WTE. Re LIF : the metrics for iron ore are good ,China slowdown negative, US infrastructure program positive ?
Re WTE : Jimmy Patterson a strong shareholder , well run operator, moving more potash, less coal through its terminal ?
What is your opinion on these two companies ?
Balance sheet strength ? Would you recommend one over the other , both or neither for my purpose ? Thanks. Derek
Read Answer Asked by Derek on March 15, 2024
Q: Hi, BCE shares have been hammered for past few weeks with stock making new 52 weeks lows everyday, with market fearing that company could cut or not be able to keep pace with dividend increases, due to pressure on its cash flow. Company has a large debt load and yesterday the Rating Agency placed BCE on a negative watch, which makes it more expensive for BCE to borrow. Pay out ratio is already over 100% of its earnings. Current dividend yield of 8.5% could be viewed as flashing warning signals.

BCE is held in 5i Income Portfolio and generally rated well, per your recent comments. Are you still comfortable to hold it in Income Portfolio ? Also, if income is not the primary objective for an investor, is it not prudent to liquidate even at current price and move on to other opportunities with lower dividend and better growth?

Thank You
Read Answer Asked by rajeev on March 13, 2024