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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.

Q: These 9 stocks were approximately equally weighted in unregistered dividend account before NPI and BCE took a big dive. The overall yield of the account is around 4.8% which I have been happy with, but the loss of capital in the 2 mentioned is troubling.

Objective of the account is to generate retirement dividend income for the next 5 to 10 years.
Other accounts provide pretty decent diversification by sector / geography / growth etc.


Question 1. Should I take the loss on these two and redeploy into the other holdings?

Question 2. Any glaring omissions in this account which you think I should add in here?
Read Answer Asked by Jim on January 13, 2025
Q: Would you please rank the 3 stocks in order of total return going forward. IFC has the best 10year return, but not so more recently. I currently own IFC and I am concerned about the effects of global warming on future performance. I am leaning toward MFC because of its recovered mojo. I sense that MFC is the most conservative play in the group. Thank you
Read Answer Asked by Richard on January 10, 2025
Q: The company recently sold a few large assets, a recent deal of their non regulated renewable assets and their 42.2% stake in Atlantica. I can’t see $ figures anywhere but with market cap of $2.55 B USD, I’d hope they got a raised a substantial amount.

How does this affect your view on AQN going forward? What is their current debt? I’m holding at a slight loss in a non registered account and ok holding and collecting yield if there is upside.
Read Answer Asked by Robert on January 10, 2025
Q: I hold BAM, BIP.UN, BIPC, BEP.UN, BEPC and BN in a non registered account. For September and December dividend payments, I noticed that a withholding tax was applied to BIP.UN. For tax purposes, would any of the 6 stocks listed be better off in a registered account?
Read Answer Asked by Walter on January 10, 2025
Q: Looking to increase exposure to the infrastructure theme by either adding to a 3% position in BIP or taking new position in PWR. Are they too similar to hold both or can holding both add diversification strength to a portfolio? Which one would have greater growth potential over 3-5 year timeframe? Thanks for all you do.
Read Answer Asked by Tony on January 09, 2025
Q: Hello,

I understand Warren Buffett recently purchased OXY and I was wondering if you might share a rationale that would favor this stock versus CNQ, TOU,IMO or other CAD producers trading at approx. equally low 52 week levels, with higher mkt cap, dividends and dividend growth.

Thank you and all the best to you and your families in 2025.
Read Answer Asked by Delbert on January 08, 2025
Q: Questions on QSR:

- Are falling margins on rising revenues a concern at all (maybe the cause of the drop in stock price)? Maybe continued digitalization helps margins in the future? I noticed that they had a Technology Officer hired in 2018.

- The current P/E looks good relative to historical, but is the somewhat high-ish P/S ratio normal for the restaurant industry?

- Regarding long term safety and quality, would you consider QSR in the top 10% of all Canadian stocks, and do you have any long term concerns?

- Any thoughts on their ambitious international expansion goals including China?

- Is the stock price more influenced by the direction of the TSX or NYSE or not necessarily either?
Read Answer Asked by James on January 08, 2025
Q: Hello 51 and Happy New Year! I would like your opinion regarding the following ETFS : VDY, XDIV and HDIV. Considering MERs for each and total return on investment which one in your opinion is a better buy?

Thank you in advance for your response.
Read Answer Asked by Yves on January 07, 2025
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