Investment Q&A

Q: Which Canadian energy companies have the most sustainable dividends with the best prospects for dividend increases? Might they hold up in a slow growth stagflationary world?

Q: Hi, Would you consider FSZ buy, sell, or hold at this time or keep it on watch?
Dividend yield is 9.36%. do you consider dividend to be at risk?
in answer to one of the question earlier this year, you mentioned that you "would like to see the company begin to reduce some of its debt levels" Any change there?

Q: I am considering taking a position in both of the above equities. Would you consider this a prudent buy or are they too similar in nature, i.e. overlapping. Both do not seem to have done too well, even prior to the present market downturn.

Thanks, David

Q: In our unregistered, income account I recently sold LIF and have decided not to return to that stock after 30 days. Instead, planning to buy more of one or two of the existing stocks.

Since this is an income account, yield is important and also quite happy to see total account balance steadily increasing whilst tapping off the cash.


I need some help deciding which ones to add to, and have 3 criteria:
1. Best yield
2. Current portfolio weighting
3. Best value over next 5 to 10 years

1. From highest to lowest yield:
TCL.A, BCE, AQN, EIF, BNS, CPD, T, SLF, QSR, ZRE, RY, LNF, FTS, BEPC, NTR

2. From lowest to highest weighting:
ZRE, LNF, TCL.A, QSR, AQN, NTR, BEPC, SLF, CPD, T, BNS, EIF, BCE, RY, FTS

3. Can you please help me to rank these stocks from highest to lowest value / growth prospects, or if that is to big a task. Please recommend overall best 3 selections given my criteria.


Thanks,


Jim

Q: Hi,

Can I please get your updated opinion of Package Corp of America (PKG). Thank you!

Dave

Q: Given the never ending downwards trend of the market, I want to invest $10000 in US market and $10000 in Canadian market in dividend stocks, with at least 5% dividend.

Can you recommend 3 US stocks and 3 Canadian stocks. ETFs are also acceptable.

Thanks

Q: hi,
can I get your thoughts on recent earnings report, and forward looking prospects for the stock, as well as dividend payout ratio and safety of the dividend. cheers, chris

Q: STOR's current valuation makes it a much more interesting stock than it would have been last July, 2021. Is now a good entry point for an income portfolio seeking to avoid downside risk?

Q: Please comment on Q results & guide. It dropped 7.8% to $6.12 thereafter. Bought it in early Aug,2018 @ $9.10 when it was a Top Pick on Market Call. While the current yield is 4.9%,there is expectation of higher rates by BOC. Hold on longer or sell. If sell ,please provide 2or3 good names(not necessary in the same sector). Txs for u usual great services & views

Q: Hi 5i extremely informative staff! I have been holding these four stocks in my cash portfolio with long term intentions(5 years) for diversification contrary to my desire to have 4plus dividend % performers
They are also down substantially in the last 6 months

Can you please comment or recommend holding for long term or replacing them with suitable high dividend replacements in the same sector if possible
Please deduct the credits that you deem appropriate
Thank you

Q: Hi,
What 5 or 6 uncorrelated Canadian companies & REITS would you pick for a "HIGH YIELD" portfolio for SAFE INCOME?

Thanks

Q: I need to increase telecom portion of my portfolio, so I am considering buying one of these four: BCE, Telus, VZ, and VOD. Can you please rate these companies at the scale of 1-10 in terms of anticipated total return and safety (I am a conservative investor) over the next 5-10 years. Please disregard tax credit and US withholding tax consideration as I am in a high tax bracket and, if needed, can free up some room in RRSP. Thanks.

Q: Pennymac would, at first glance, appear to be on the "road to nowhere" in terms of stock price and prospects. However, in Point & Figure terms it is currently in "Triple Top Breakout" mode since May 24 and its cash flow seems more than adequate to meet dividend payout requirements. Is this a decent income stock?

Q: Hi,

Although these stocks are not alike, which two would be your top choices for the next few years based on growth, dividend, possible recession, manageable volatility, and momentum? Please explain why as well.

Q: Eric Nuttal appeared on BNN on Friday. He is very bullish on both of these stocks. My questions 1) Do you still feel that there is a significant upside in oil stocks in general? 2) What are your thoughts on these two stocks 3) What is the better investment now - quality gas stocks or quality oil stocks

Q: The answer to the question by Theron regarding Tamarak Valley may be that it was one of the Market Call recommendations from Eric Nuttal on June 3.

Q: Can you comment on the current attractiveness of RIO as both an income and growth investment?

Q: I know that you have been generally positive on IFC. Would you be comfortable at this point initiating a position for steady growth and income. A brief explanation would be helpful.

Thanks

Q: CTC.A: I notice that you are not a fan of this company? Well, I looked at the 30 year graph this am., and, all I can say is: I wish I had bought it way back then. I did buy it in 2020 for $96.00. Always wanted to own, but always seemed expensive. I did this exercise for all my "dividend grower" stocks which make up the core of my investments (including all the banks which I own); and guess what? The graphs go up from left to right - so, my returns are huge without including all the dividends which I reinvested.
I'd love an analysis to support your negative view please. Look, will the internet and ordering on-line I can see why you might thing this way; however, CTC just keeps chugging along.

Q: Hi Peter,

How would you rank the following five Brookfield companies (BIP.UN, BIPC, BAM.A., BEP.UN, and BBU.UN) over a long-term hold with respect to risk-return? Which of the five securities has the highest risk and which one do you perceive has the lowest risk?

Your comments are much appreciated.