Q: Hi, could you please comment on the recent G&M article ‘ This dividend-growth story is also a debt-downgrade candidate’. Is there reason to be concerned? Thank you.
Q: What % exposure would you suggest for oil and gas, and if its not too late to this party, what are you favourites going forward with an entry today.
Q: I have about 2% of my portfolio in PPL but that is my only energy stock. Should I buy more PPL or can you suggest 5 Canadian companies that would be good choices to give me better diversification ? I do realize this area is cyclical & could drop dramatically at any moment.
Thanks
Dave
Q: Thoughts on recent quarter please, dividend safety, outlook for the remainder of the year, and if one could add here once reaction to the earnings disappointment settles.
Q: Now that oil has recovered, I was thinking of selling my shares in XOM and wanted to buy some Canadian stocks. I am retired so I have a relatively low risk tolerance. How would you rate RY, BEP, and BAM. Are there other companies you would suggest that are stable and offer a decent dividend.
Q: Hello Peter,
I am assuming Enbridge and TC Energy are going up due to higher oil prices and fortis and emera are safer places to be. In the long run, should i move some monies from Enbridge and TC energy to Fortis or Emera as they may have higher pricing power going forward when negotiating new rates? Thanks very much
Q: Hello Peter and team,
Any idea why Arc Resources and Whitecap are not participating to the same degree as other oil stocks like Tamarack Valley? On BNN, it was mentioned that if Arc is not re-rated, it could be a take out candidate. If so, what price would you think makes sense as takeover candidate? Much appreciated.
Q: I would like to add more exposure to the Agricultural sector, and already own Nutrien. I have narrowed my search to LNN and VMI. Which would you prefer for long term growth, or is there another agricultural sector stock you would recommend?
Q: I own both of these in a non registered account and looking to add to one of them. I rely on income from this account and have owned these for quite awhile.They are approaching or are at a year low. Ignoring portfolio weighting, would you purchase them now or wait for Ukraine to settle ?
Any specific or significant issues causing their decline. Which one first to add to ? Thanks
Derek
Q: Hi,
I am low on energy and pipelines, as ENB.TO is my only holding in this sector. Most of the available cash I have on hand is in a US dollar RSP account, which I do not have to convert to a RIF for another 4 years. I've listed some stocks that have my attention, and wonder if it is reasonable to purchase now, as they're mostly at new 52 week highs, except OGS and VZ. Do you think these will still have room for further gains, or am I essentially too late and taking a risk these will roll over quickly as we inch closer to a US recession? Are there others you would prefer that aren't listed and any of the above that would be higher risk in this market environment? Take the appropriate points for the multiple questions. Thanks for you continued valuable insight!
Dawn
Q: Can you please comment on DBM's recent quarter. Was it as bad as the market is suggesting? Was it's forward guidance strong? With a yield of over 7% and some growth opportunity does it offer a decent risk/reward?
Q: Can you please comment on earnings. Was there anything that stood out in the conference call (either good or bad). Portfolio Analytics notes I should increase my exposure to consumer defensive and US holdings. Would you recommend starting a position in COST within an RRSP? Lastly, from an educational stand point, what metrics/factors (financial and non-financial) are good to look at when exploring/assessing a business such as Costco.
Q: I am a retired investor and rely upon the dividends in my RRIF for income. I have owned FSZ for many years and while it pays a nice dividend (8%) it has not grown, in fact its down since I purchased it. I want to replace it.
The listed stocks pay dividends ranging from 3.9% to 5.1%. My question is which of the stocks would make a good replacement with the dividend and growth profile that will exceed the dividend of FSZ. Please list with the best first and also indicate if the risk is higher or lower than FSZ.
I have been a member for a few years now and would like to congratulate you on your service and unbiased answers. It definitely has been financially rewarding for me.
Q: Please sort these energy stocks in order of your preference for growth over the next 2 years. ARX; BTE; CVE; ERF; MEG; NVA. Add 3 more of your choice not listed here.
Thanks,
Terry
Q: Hi there; I am looking to deploy about 75K into my wife's TFSA to catch her up. what would you buy today with a 3-5 year timeline in mind?
Best Regards
Q: Could I have your best single selection for both US and Canada for a conservative investor in these 7 sectors - energy, global defence, cyber, pipelines, utilities, consumer staples and defensive growth within software tech. Thank you for the help.