Investment Q&A

Q: I need to sell one of these or half of each. What is your opinion?
Diversification is not an issue.

Q: I'm not sure if you planned to take in the conference call today or not. RBC put out a one-pager on what Mgmt planned to do, which included a 40% cut to their dividend (creating a new yield of 6%).

Q#1 = As a result of Mgmt's plans going forward, what are your thoughts on AQN now?

I am fortunate that I bought AQN years ago at $5.60 (held in RRSP) and have trimmed (for asset allocation reasons) several times on the way up...as high as $21.10. However I do confess I added recently at $14.75. I still have some funds ready to top-up, but I am on hold for now...just watching.

Q#2 = would you add, hold or sell at this time?

Q#3 = my personal speculation is that AQN will probably just hang around the $9-10 range for a while. My hope is that a potential buyer will show up and take them out. In a November question, you thought the take-over chance was around 25%. With this new information in hand, do you have a new percent chance that they will be bought out?

Q#4 = if AQN does get taken out, would the usual ballpark premium of 30% apply? This would entice me to hang around for awhile.

Thanks...much appreciated.

Q: Can you comment on your current outlook/prospects for Paramount Energy

Q: what is your opinion of AQN going forward long-term now that they have cut their dividend?

Q: Could you do an update (only 1 question and it was 2021? Now approaching CAD$0.5B, strong earnings, low debt, pays a dividend, in good assets in CAD, interesting opportunities in North Sea - a UK company but listed on TSX.V. In particular, to what would you attribute its lackluster performance in the last year? Thx.
John

Q: I have 20 Thousand US Cash in My US RRIF acc't. I am looking at deploying it into 5 stocks for income. I don't have any oil sector stocks or ETF, Reits or banks.Looking for idea's which could bring dividends and growth over time.Tks 5i take as many credits as required. 79 year old.Do not need any money to pay my RRIF monthly payment as I have Can account with ample cash for 18 months

Q: Looking for steady type income stream. One that has some momentum preferably. Most valuations seem similar. Which might you prefer in the Royalty type area of consumer cyclicals?

Thank You

Q: I am a retired income investor. I own a lot of the various Brookfield companies. I have held BGI.un for quite some time and, unlike the Brookfied companies, I am well under water. It is very thinly traded. I have no problems keeping BGI because it fits my need for dividends but I am wondering if it is dead money and will keep slipping. Can I have your opinionon its future

Q: Hi

What are your thoughts on Whitecap and altagas are they both a hold for the long term.

Thanks

John

Q: Looking for what top 3 oil & gas recommendations you would have. Growth and appreciation over the next 2-3 years.

Q: What is your opinion on this sock and the risk factor;
A good div ?
Pat

Q: Hi Could you please give me your thoughts on BAYTEX ENERGY CORP AND ARX-T I hold them both, should I sell BTE and buy GXE

Thanks

Q: Gear Energy has a juicy dividend of 11% but is it sustainable? And what are it's growth prospects overall.

Q: Please your take on this company.With such a high ownership percentage is there a chance of going private?taken over?
Would you buy it here?
Can you mention 5 stocks as a possible take over candidate?

Q: BEPC has been a favorite of yours for a long time. I bought it more towards the highs a couple years ago when there was so much talk about renewables from the Biden administration and everyone was piling into renewables. Since then this stock has gone down and it was your favorite two years ago at all time highs and now around 20 dollars off its high it is still a top dividend pick. I also averaged down on it based on how favorable you spoke about this company but I have still not broken even. My question is in what environment would you see this stock doing well again? What would be a catalyst for this stock performing well and why is it still a top dividend pick? Does it represent value at this price and could you please comment on the profitability of this company. Thank you!

Q: I've held BNS for 7 years now, and it's barely moved in that time. What is your rationale on continuing to hold this bank in the BE profile? At what point would you consider a switch?

Q: Good Morning and Happy New Year

I have a few different accounts and I am very well diversified with dividend payers across the board assuming it was one big account. I will be getting one more registered account where contributions will be small and it will not have a lot of funds. I am going to treat this account as if it was on its own. Right now all I have in it is ZDV. I know it is hard to be diversified with only 4 holdings but if I were only to hold 4 stocks in this account what 3 others would you recommend to go with ZDV? I would like to have all 4 paying a dividend as well.

Thanks

Q: These are my current holdings and I am looking forward to 2023. They are held in relatively the same quantities in 5 different accounts, a RRIF, 2 TFSA's and 2 Non registered accounts. I am retired an enjoy the income. Do you see any issues with these holdings or have any suggestions looking forward. The only non dividend holding is AR.
Take any extra credits as necessary. Thank you in advance. Enjoy and appreciate 5i'S help. Happy New Year.

Q: I am looking for a good ETF focusing on dividends. What are you thoughts on HAL. Are there others you would consider better options?

Q: I'm looking to start a dividend paying portfolio. Can you recommend 7 companies to start out with? thanks