Q: It appears that BCE would eventually lose HBO in it's Crave offering if Netflix buys Warner Bros. How significant would this be for BCE?
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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QUALCOMM Incorporated (QCOM $176.59)
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AbbVie Inc. (ABBV $226.81)
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Altria Group Inc. (MO $58.50)
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Procter & Gamble Company (The) (PG $144.56)
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Williams Companies Inc. (The) (WMB $58.83)
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Exxon Mobil Corporation (XOM $116.99)
Q: Hi, I’m looking to create a portfolio of dividend growth stocks split over Canada and Us stocks with 10-12 names. Can you make a recommendation on the names you would use?
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Manulife Financial Corporation (MFC $50.07)
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Great-West Lifeco Inc. (GWO $67.33)
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Sun Life Financial Inc. (SLF $85.18)
Q: GWO has done extremely well this year, up over 40%, while MFC is up over 11%. SLF, though, has lagged, down about 1.5% over the past year. What explains the wide gulf in their stock performance?
Q: Hello, Please provide some thoughts around the Dream Industrial REIT Strategic Partnership With CPP announced Dec 17, 2025. Would you expect this to be a catalyst towards a bullish run for DIR.UN? Thanks.
Q: What are you thought on taking a half position at current prices in my TFSA? I currently hold a very small 1/4 position in TCP which I would like to increase, but not at current prices. What are your thoughts? Is there a better buy within the sector?
Q: My Interactive Brokers margin rates are now ~2.85%. I am a reasonably sophisticated investor, and understand the potential perils of margin. I do not have a heavy margin balance currently, but would like to use about 1/3 of the available balance to buy Canadian low risk stocks with eligible dividends, ideally monthly.
I've taken a close look at the dividend portfolio. Do any other names come to mind for this approach?
I've taken a close look at the dividend portfolio. Do any other names come to mind for this approach?
Q: I have full position of both Telus and BCE, both at substantial losses in a margin account. Should I leave them be, reduce, or get out? I do not have much in the way of capital gains this year. If reducing these stocks is a good idea, what would you replace them with in today's very expensive market, not worrying about sector, more about regaining the losses? Could GSY be a replacement or would you consider this much more high risk? Thank you!
Q: Hey everyone, I’m developing a Canadian portfolio with XEI as the core. XEI is heavy into energy and financials so as part of my core it will only be 40 to 50 percent of the entire Canadian portfolio. If you could help me by picking stocks from your three portfolios to round out the portfolio it would be greatly appreciated! It really doesn’t matter how many stocks you pick as it’s $10 a trade and will be in the portfolio for a long time (hopefully). The only consideration is that it pays a dividend.
Q: Everytime PPL issues a press release the stock drops ! Was the guidance and business update that bad ? Why not just not do the release, and let the stock do its thing.
Q: Telus just announced *approval* for an NCIB. How does this affect the thinking on possibility of a dividend cut?
If its free cash flow made it barely sustainable before, won't this additional use of funds make a cut even more likely? (Or will they issue more debt/equity?)
If its free cash flow made it barely sustainable before, won't this additional use of funds make a cut even more likely? (Or will they issue more debt/equity?)
Q: A few questions please on Rogers.
Capex:
What direction does 5i see for Capex spending at Rogers over the next say three years? In addition to paying for the remaining 25% of MLSE, will upgrading their cable segment (or some other business need) require large investment and limit debt reduction?
Monetizing their sports assets:
It all sounds great but .... what risks does 5i see to individual Rogers investors, and how serious does 5i feel those risks are, from the controlling Rogers family negotiating a monetization that benefits only them?
Thank you
Edward
Capex:
What direction does 5i see for Capex spending at Rogers over the next say three years? In addition to paying for the remaining 25% of MLSE, will upgrading their cable segment (or some other business need) require large investment and limit debt reduction?
Monetizing their sports assets:
It all sounds great but .... what risks does 5i see to individual Rogers investors, and how serious does 5i feel those risks are, from the controlling Rogers family negotiating a monetization that benefits only them?
Thank you
Edward
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Royal Bank of Canada (RY $232.44)
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Toronto-Dominion Bank (The) (TD $128.27)
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National Bank of Canada (NA $175.29)
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Intact Financial Corporation (IFC $286.70)
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Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $171.76)
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Fortis Inc. (FTS $70.88)
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Restaurant Brands International Inc. (QSR $96.40)
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Brookfield Renewable Partners L.P. (BEP.UN $37.00)
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Granite Real Estate Investment Trust (GRT.UN $81.44)
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goeasy Ltd. (GSY $130.25)
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Nutrien Ltd. (NTR $85.23)
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Bank of Nova Scotia (The) (BNS $72.71)
Q: These stocks are held in my wife's RRIF - just turned 71 - start withdrawing 2026. QSR, NTR ,GSY & GRT.UN small positions. GSY added this year. Thinking of selling GRT.UN - stock has not done much & very small dividend increaser, QSR (500 shs) small position - not big dividend grower - thinking of selling, NTR held fora while - up a fair bit 44%, 500 shs - sell? Comments if you agree with my analysis and if so, what should buy or add to this account?
Q: Pembina is lagging other pipeline companies this year yet some analysts continue to recommend it. What do you think of the company and do you see any catalysts that could help its profitability in 2026? Would you buy it at this level?
Q: Please advise your thoughts on Chemtrade Logistics.
Thank you
Margaret
Thank you
Margaret
Q: Could you please comment on LIF:CA, and do you think their quarterly dividend is safe?
How do you feel about iron ore in the next 3-5 years?
Would you hold this company for both the dividend and capital appreciation for the next 5 years?
How do you feel about iron ore in the next 3-5 years?
Would you hold this company for both the dividend and capital appreciation for the next 5 years?
Q: We have owned this stock for a very long time (4000 shs) - small position - down about 26% this year. Tax loss selling probably has something to do with this decline. Is the dividend secure? CIBC I. E. shows over 200% payout ratio. Thinking of buying more - what do you think?
Q: BIP.UN: 2250 shares which I have owned for over 10 yrs in my NRA. Stagnant capital growth as well as dividend growth. My AC is now $1.00 including dividends over the years in this calculation; so, amazing returns over this time frame. Sell and buy what? or keep?
Q: What do you think of Telus at these levels ?
Is a dividend cut built in ?
Is a dividend cut built in ?
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Brookfield Renewable Partners L.P. (BEP.UN $37.00)
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Brookfield Infrastructure Partners L.P. (BIP.UN $48.32)
Q: Is it okay to hold the BIP.UN and BEP.UN within a TFSA without negative consequences? If so, which of the two:
- holds the most long term growth potential in your opinion?
- currently has the cheapest valuation based on what you consider is the best metric for these type of companies (compared to their respective past history).
- holds the most long term growth potential in your opinion?
- currently has the cheapest valuation based on what you consider is the best metric for these type of companies (compared to their respective past history).
Q: I have a half position in this stock ET.CA which when asked in the past you have said there is no growth so might want to let it go, and so because of the div, I just left it to go back up. Today they announced a special div. Will the stock typically go down after the dividend has been paid out Dec 18th? And if I should sell, would I need to hold to the 19th to get the special Dividend and then sell? When is the best time to sell? Or is the company doing a turn around and it's worth to hang on? If they are doing better, I'm happy to keep it or could move on, and then what would I replace it with.? Please advise.