Q: Hello i'm a long time shareholder of Telus at about 6% of my holdings i'm a little concerned about all the aquiring being done by Telus International, what percent of T earnings are made up of TIXT earnings.Do you like Telus 3-5 year hold here and any concerns with TIXT thanks Greg
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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.
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Enbridge Inc. (ENB)
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Fortis Inc. (FTS)
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Algonquin Power & Utilities Corp. (AQN)
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Capital Power Corporation (CPX)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: I've been building out a sub portfolio in my registered account with the above stocks. It's hard to turn down 5-7% yields + growth potential.
Do you perceive any major crossover/risk with the holding all of the above / should I consider consolidating?
Do you perceive any major crossover/risk with the holding all of the above / should I consider consolidating?
Q: Hi 5i
5i's thoughts on the quarter and current price vs valuation - I have been scratching my head with this one for a while ....the market keeps trading it down, even with the decent certainty of inflation protected future cash flows. Appreciate your reply.
5i's thoughts on the quarter and current price vs valuation - I have been scratching my head with this one for a while ....the market keeps trading it down, even with the decent certainty of inflation protected future cash flows. Appreciate your reply.
Q: Could you explain why you sold this stock in your income portfolio? Is it not a stock you would recommend for income? Thanks
Q: What does this new purchase do to Surge's schedule to pay down debit and their schedule to increase dividends going forward? Seems the purchase does involve debt financing which you would think would put the debt level back up to more than they were able to pay down in 2022.
Q: Thanks for the recent report on DIR.UN.
What is the current FFO payout ratio, and is it sustainable in a prolonged stagflationary environment should it occur ?
I was thinking of pairing this REIT with something in the Self Storage sector such as LSI. Would this be a good plan, or is there a better REIT pairing ?
In general, I thought REITs overall would be performing better in this current bout of inflation. Is it all about interest rates?
What is the current FFO payout ratio, and is it sustainable in a prolonged stagflationary environment should it occur ?
I was thinking of pairing this REIT with something in the Self Storage sector such as LSI. Would this be a good plan, or is there a better REIT pairing ?
In general, I thought REITs overall would be performing better in this current bout of inflation. Is it all about interest rates?
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Emera Incorporated (EMA)
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Algonquin Power & Utilities Corp. (AQN)
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Northland Power Inc. (NPI)
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Capital Power Corporation (CPX)
Q: Hi, Capital Power announced strong results, but the stock keeps declining, despite its cheaper valuation compared to other utilities. Any comments ? Thanks
Q: Current thoughts on BSM ? Thx
Q: Kindly comment on the NTR Q3 results and forward guidance released after closing today. Thanks.
Q: Hi Peter,
Why has AQN done so poorly ? Your previous comments indicate its sector weakness, but could you explain this. Is it due to the cost of their debt financing ? Valuation ? What would you expect from AQN longer term and would you have a strong preference for an alternative name (FTS ? H ?); thank you.
Why has AQN done so poorly ? Your previous comments indicate its sector weakness, but could you explain this. Is it due to the cost of their debt financing ? Valuation ? What would you expect from AQN longer term and would you have a strong preference for an alternative name (FTS ? H ?); thank you.
Q: Your thoughts on the Surge numbers put out this morning. How were the numbers compared to what analyst expected?
Thx
Thx
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QUALCOMM Incorporated (QCOM)
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AbbVie Inc. (ABBV)
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Honeywell International Inc. (HON)
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JPMorgan Chase & Co. (JPM)
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Williams Companies Inc. (The) (WMB)
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Exxon Mobil Corporation (XOM)
Q: I was interested in 5 U.S. stocks for a rif. Divs should be high with some risk is ok bit solid long term. Thx
Q: With the recent price decline I am looking to add ADN to my income portfolio. Can you provide comment on recent earnings. What, if any, risk to the dividend?
Q: I am interested in purchasing a Canadian renewable energy company, for an investment income-focused portfolio (retired individual); prefer eligible dividend (eg, BEPC vs BEP.UN). Anyways, among 3 options listed (AQN, BEPC, NPI), is there one that you would favor (long-term hold for income generation)?
Ted
Ted
Q: Hi,
I'd be very interested in your take on the earnings for DVN. The 13% drop seems excessive to me, however I expect there was something in the earnings that I missed, but rang alarm bells for others?
Thanks for your insightful work!
Dawn
I'd be very interested in your take on the earnings for DVN. The 13% drop seems excessive to me, however I expect there was something in the earnings that I missed, but rang alarm bells for others?
Thanks for your insightful work!
Dawn
Q: Please comment on Suncor and Tourmaline results. Thanks
Q: Is there any reason for the drop with ALA.
Q: The info on your website indicates an ex-dividend date of August 12? That is also reflected on Yahoo. I'm thinking that's wrong, and is more likely November 12. Thanks.
Q: Hello,
Given current price levels would you consider Lumen as a good investment from potential growth as well as dividend perspective.
Thank you!
Given current price levels would you consider Lumen as a good investment from potential growth as well as dividend perspective.
Thank you!
Q: Regarding ADW, back in February you indicated you would be fine holding for a while and that the worst was possibly over. At that time, the stock price was between $7.00 and $8.00 from Feb 22 to Mar 22. What are your thoughts now that stock price is in the $ 5.00 range ? Should I continue to hold until the next earnings release (I am getting the ~ 5% dividend which is some help). What are expectation for next earnings and at what point do I cut my losses and move on (how bad would earnings have to be) ??