skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: This stock has seen a consistent decrease over the past while in an environment where energy / utilities have rallied and when HALO stocks have gained traction.

Is there something missing as it seems TA has solid growth for a utility and is based in a province where energy abundance + population growth + favorable government + data center opportunities + Brookfield ownership / partnership all seem to be favorable tailwinds.

Am I missing something as this seems to be a good idea for growth and was recently on the Best Stock Idea list.
Read Answer Asked by Michael on March 24, 2026
Q: What are your three best midcaps and large caps with reasonable dividends? Am i too late to the parade?
Read Answer Asked by Geoff on March 24, 2026
Q: Not too long ago I asked the question below. Given recent turmoil affecting the markets I’d like to ask it again, however would like you to consider current global risk in your response. Thank you.


Q: I would like your top 3 selections to invest in (and why) under the following scenario.

In your view moderate risk Canadian stocks, with a clear pathway (sjt externalities) to forecast stock price gains of >15% annually, yet having an annual dividend of 3% or greater. Exclude Oil stocks and major Bank stocks.

I know...it is asking a lot and if we could do this reliably we'd already be retired and on a beach somewhere! Thanks for all you do...

Dave
Read Answer Asked by Dave on March 23, 2026
Q: I am sitting on a fair bit of cash in my portfolio and would like to start transitioning into dividend paying stocks. I have looked through the income portfolio and notice that quite a few of them are near all time highs. I know you don't like trying to time the market but do you think it would be prudent to wait for the current market volatility to pass before starting to build positions. Looking at Stingray group and TD, they have both almost double in the last year. Thoughts?
Read Answer Asked by Rodney on March 23, 2026
Q: Recently your team viewed MDLZ as expensive. I'm assuming that this is mainly based on squeezed margins and lower earnings (?), because I see P/S and P/CF as reasonable.

I know GIS likely shares similar issues. Technically, if GIS got to the $32 level, it would seem like an extremely good buy if it could ever get the margins under control.

Do you see either as a better buy than the other? I would assume that there would be no concern on either company's debt or dividend ?
Read Answer Asked by James on March 23, 2026
Q: I am ~ 25% underwater with BCE and Telus; the former has cut its dividend and the latter is expected to follow suit. What is your opinion on selling both holdings and buying HBND for about twice the dividend income. I realize this is purely an income play and no capital gains are likely.
Read Answer Asked by Jean on March 20, 2026
Q: Can you give me an idea of the relative value of the two Brookfield Infrastructures? Seems like BIPC is somewhat expensive and buying focus should be on the units (bearing in mind the tax issues)? Thanks
Read Answer Asked by Michael on March 19, 2026
Q: I'm looking to move on from BCE in a taxable income-seeking account after a trading gain as I don't think the long-term growth prospects are all that compelling. I already own Telus, Royal Bank and 3 pipelines along with CPX. Would you have a few recommendations for a decent dividend along with some growth to compliment my portfolio? Thanks.
Read Answer Asked by Michael on March 19, 2026
Q: What are 5 beaten down high dividend paying stocks with great value that you would invest in today?
Read Answer Asked by Judith on March 18, 2026
Q: Really a question of safe low growth dividend stock prices. All these utility stocks are at 52 week highs. Are they worth it at these prices or are they simply a place for people to hide out until Trumps latest crazy ego trip comes to an end. Thanks
Read Answer Asked by Stephen on March 17, 2026
Q: Hi . Looking for your favourite US/International dividend payers is USD. Can you make 5 or 6 suggestions?
Read Answer Asked by Rachel on March 16, 2026
Q: I hold the above dividend stocks and looking at adding one more with some cash I have, (GSY was my other holding). I would like at least a 5+% dividend. Can you give me a few options of your favourite holdings you would suggest? Thanks.
Read Answer Asked by Kevin on March 12, 2026
Q: Alaris reported Q4 results yesterday and they were mixed. Although they recently increased the dividend by 9%, and reported increased revenues in Q4, distributable csh flow was down significantly. They give reasons for that, but I am left wondering how genuine they are. Are you worried about the reduced cash flow or are you ok with their explanation? i have a full position and a nice profit in it, but i am wondering if I should reduce my holding. Is it a buy, hold or should I reduce my position?
Read Answer Asked by arnold on March 10, 2026