Investment Q&A

Q: Of my pipeline holdings, these 3 companies occupy ENB40%/TRP38%/PPL22% respectively. Ironically, over the last 5 years share price-wise, ENB has done the worst, and PPL the best. I would like to add a bit more to the group and normally I would start with PPL so to balance the three. I would appreciate your thoughts on the future of these 3 or any other alternative options and given the splits, which would you choose? Also, would you say that moving NG is the better longer term bet vs oil?

Q: Your comments on the latest earnings of CIA would be appreciated. Could you also tell me when the latest dividend will be declared & paid?
thanks
Dave

Q: Good morning,

For a long term income play, do you prefer BCE or Telus in the Telco space and why? Thanks.

Q: Pipelines. My energy exposure is a market weight in Canadian crude and nat gas producers, What exposure would you recommend to the pipeline and energy infrastructure names and which names do you think offer the strongest prospects as a mid to long term hold? Thanks.

Q: Good Day All,

I hold the above in an income oriented portfolio. Looking to allocate more money to tech if I can find anything that meets the criteria of a reasonably secure dividend with a minimum 4% yield, on a Cdn exchange. Tough to find in this sector but thought I would ask for any suggestions you may have. I could also just add to the above if you can find nothing better.

Much appreciated.

Q: Would now be a favourable time to invest in Canadian utilities. Could you offer 2 or 3 dividend paying utilities ( over 5%) .

Would covered call ZWU be a good choice ?

Q: Can you recommend etfs to setup a smith maneuver account with target dividend of around 4-5%?
If you think I can get diversification from individual stocks then please go ahead to recommend that list.
Thank you for your service.

Q: Purchased both 6 months ago. Both have done well. Would like to add. Would you add today to one over the other or buy both for 3 year hold.
Thanks

Q: 5iteam: For the same price today of about 11$ per share for near term momentum or long term value how would you rank them ? Tks. Larry

Q: What are your thought on the HCAL Etf?Do you like it or would you prefer EEB or RBNK? Any comments would be appreciated. Thank You.

Q: what is your opinion of the growth of the two names and the likely hood of being taken out by a larger company in the same space, and who would be the likely candidates. thank you.

Q: TGIF,

Please advise your thoughts on SOT.UN specifically with respect to income.

Thanks very much.

Q: Please rank the above 7 stocks in terms of the negative impact a recession-based bear market would have on their price, and also on their ability to maintain their dividend.

Thank you!

Q: I have an unregistered account which we use to generate long term dividend income. There are currently 9 holdings in the red, and 9 still in the black.
I am debating whether or not to sell some of the losers to capture capital losses. Then, in 30 days reasses - either repurchase same or redirect cash elsewhere.
In order of biggest to smallest loser, based on $:
LIF, SYZ, LNF, QSR, TCL.A, ZRE, AQN, BEPC, EIF

In general, I'm quite happy with the performance of this account in this declining market environment. Although the capital has declined a bit, the income stream has been quite stable.

Question 1: Please comment on the merit of this idea. Lose one or two dividend payments now for sure versus banking a loss for future tax benefit sometime. (retired, no earned income)

Question 2: Would you consider any of the 9 names above unsuitable for this account?

Question 3: Which of these 9 names are most likely to have further to fall?

Q: Hi,
David recently asked about a USD Income Portfolio. If he’s a Canadian resident, would you include USD payers from Canadian domiciled companies like AQN, BAM.A, MG, QSR, NTR, AEM, and others so that the dividend tax credit adds torque to the income net net?
I’ve been contemplating that as a strategy so want to make sure I’m not overthinking it. Thanks.

Q: Hi Peter, Ryan, and Team,

Two questions; please deduct credits accordingly.

Question 1 - I plan to sell one ETF (HXS) and two stocks (SJ & TCN) for a tax loss and then buy them back after 30 days. Please suggest proxies for each that I could buy as a replacement for the 30 days. These are held in a margin account.

Question 2 - I own WCP in my RRIF, and find that its volatility is harder for me to handle than I had thought. (Its beta is 3.26). Now that I'm in the black with it, I was thinking of two alternatives; selling WCP and adding to an existing profitable position in TOU (beta = 1.62), or starting a new position in XOM (beta = 1.07). XOM would increase my US exposure which needs to be increased, according to Portfolio Analytics. What's your take on this strategy?

Alternative ideas for each question would be welcome, and as always, thanks for your insight.

Q: If you were going to have a USD Income Portfolio, what would your top 10 equities and how would you rank them. How important is annual dividend increases?

Q: Thinking of a position in Brookfield Infrastructure, is the dividend well covered by cash flows ? This will be a long term hold for retirement.
Thanks Steve

Q: Looking for higher, sustainable dividend income.

What do you think of BHP in that regard?

How Lumen Technologies ( LUMN )?

Thanks again.

Q: FOR SAFE INCOME 5 YEARS +- TERM THE WINNER IS ?

TNX.
DAN