Investment Q&A

Q: Gear Energy continues to fall and the yield is now a little over 10% (having introduced a dividend in May of this year). It strikes me as a good buy. What are your thoughts?

Q: Good Morning,

In a response to Gabriel on September 21 you suggested BX as a good US income opportunity.

Could you please expand upon BX and the reasoning for your suggestion.

I am interested but is it safe, secure and have growth potential.

Thanks very much.

Q: Hi, Any comments, why NPI price dropped 2.65% Today, while most utilities were positive. Does it have something to do with price caps on power, announced in Europe ? Thanks

Q: Innergex seemed to be rolling along nicely until this week, then it suddenly dropped 5% on a day and is now down 10% on the week. Is there some news I haven't read or seen? I generally don't expect utilities to be this volatile. What do you think of INE?

Q: Are the risk profiles similar with CPX and BEPC? Which do you prefer to own or would you buy both for a combination of income and growth?

Thanks for your service?

Q: In my non-registered account, I have had small holdings in MRG.UN and NWH.UN for years, as well as larger holdings in ZRE and FIE. I was wondering if I should consider selling all four and splitting the proceeds between GRT.UN, CAR.UN, CPX, and SLF. I am looking for income but would also like some capital appreciation.
What do you think? Note that I also hold ZRE and FIE in my RRSP and plan to keep both in that account. Thank you.

Q: I intend to add to above positions for the purpose of increasing my dividend income. Please give me your opinion on each of them. Do you have a favorite
Thank you!

Q: What is your opinion, long and short term on RNW?? Is the div safe??

Q: i would like to buy an etf (vanguard) with safety or stock with a high yield during these unsettled times
What would you advise ?.Can you please give me a few choices
GHB

Q: what is your current opinion on this stock - still a good buy - dividend safe?

Q: To the 5I gang,for long therm income holding, which will be your pick or combination of it ?

Tnx . Dan

Q: IS WCP A GOOD BUY?

Q: Hi there,
Just wondering why PEY went up so much today and also your general opinion for a 3 year hold in my account
Thank you

Q: Peter; Eric N. keeps saying he would like to buy WCP but the “ overhang” is stopping him. What is the “overhang “? Thanks. Rod

Q: Hi, I noted that you decided to sell full position in TCL.a from 5i portfolios, after owning for several years. CCL.b is still held in the Balanced 5i Portfolio, with a full position. We sold our CCL.b and TCL.a positions many years ago and switched to RPI.un. The move served us well initially but for past 12-18 months, Richards Packaging unit price has continued to decline precipitously and is near all time lows. It appears that COVID period growth has fizzled and it might take much longer for the company to digest the large Clarion Medical acquisition and the resultant debt load. Company has also guided lower for past few quarters. Although they have been paying dividend 0.11 monthly for many years, but market seems to be expecting declining growth for a while. I am wondering if you notice signs that RPI is heading into a similar direction as TCL.a. Recession fears certainly are not helping. Would it be prudent to not be mesmerized with the 3% dividend and move on, so funds could be available for better Income/Growth opportunities ? Thank You

Q: I have one income account where I have a core of stable companies (BNS, BCE etc.,) and strategically move into beat up names where the yields are temporarily very high due to what I anticipate to be a short term fall in the share price. Generally I am looking for something over 6% in this equation at the time of purchase. Do you see any candidates for such a strategy? Thank-you. Love your service btw. Best money I have ever spent.

Q: Hi Peter

In the latest update to the income portfolio, the entire position in TCL has been sold to invest the capital in other quality names.

Is it possible to let us know some of the names you have in mind for deploying this capital?

Q: How much growth do you see in this company over the next five years and would you consider it to be able to generate a decent level of capital appreciation.

Q: Good evening
BCE, according to a financial analyst, paid 114% of profit in the past year as dividends. As well , BCE paid 351% of their free cash flow in dividends during the last year.
The analyst further concludes that this is unsustainable and that BCE dividend could be cut.
Can you please provide us with your opinion regarding the sustainability of the BCE dividend?
Thank you

Q: Your opinion on HISA, please... The ETF sponsored by Evolve Funds. Also The HISA in US funds for short term holdings. Thanks