Investment Q&A

Q: With all the speculation about major dividend increases once restrictions are lifted, would investment in banks be a good short term strategy (hoping for a boost upon announcements), or has the expectation already been cooked into current prices? Any guesses as to who will announce the largest increase?

Q: Hi. Are there any Canadian companies that meet the U.S. dividend aristocrats criterion of having increased dividends for at least 25 consecutive years?

Q: What would you buy to replace WIR.UN. With a similar buy ? some suggestions with options and rational would be appreciated ( CAN ALSO BE CANADIAN)
thanks
yossi

Q: Thoughts on the quarter please?

Q: Hi, what is your outlook for Rogers - is it more of an opportunity than a laggard? The stock has lagged other telecoms and its below its 200 day moving average.

Q: I would like to have your view on renewables mainly BEPC, BLX .
Do they perform better in a low or high interest rate environment?

Also , your outlook on ETF TAN

Thank you

Q: Hi We are a retired couple using our rrifs for income. We have been waiting for the right time to put our 10% cash to work. Please advise in order which of these selections to top up is best now or wait or don't buy at all.

Q: Hello Folks:
Currently we hold energy sector stocks:
PXT, WCP, ARX, SES, CVX.
All these are having a good run except ARX.
Would you advise trading ARX for another energy stock such as TOU etc. Do you think I should hang on to ARX or make a trade for something else?
Thanks again for everything
brian

Q: I was surprised by your response to Chris' question of Oct. 19. He asked you to rate 5 renewable energy stocks from least to highest risk and AQN was deemed most at risk.
(Your assessment from least to most at risk: NPI, BEPC, CPX, RNW, and AQN.) What is the source of the risk to AQN...and how likely do you believe this risk is likely to occur? Thank you.

Q: The yield on CDZ is 3.0%, if I buy equal amounts of the top ten stocks, the average yield is 5.48%. What accounts for the 1.48% difference in yield and is the risk proportionally higher buying the individual stocks than buying the EFT

Q: For international exposure to Basic Materials I’ve been looking at these two large caps….can I get your analysis of these, especially comments on the high dividend?

Q: I have held NPI in both registered and non-registered accounts for years. The stock price has more than tripled, so obviously I am happy with that, but I am now retired and invest mainly for dividends. NPI currently yields less than 3%, a bit low compared to some other power producers like EMA or CU (I already hold some CU but not EMA). NPI also seems to be struggling to get back to its past highs, and if it did then the yield percentage would be that much less. I am considering selling NPI in the registered account and replacing it with either EMA or CU (recognizing these 2 are not currently as strong in the renewable space).
Could you compare the dividend growth, dividend sustainability, debt levels and future stock growth potential of these 3 stocks, and comment on my plan.
Thank-you

Q: Can you please provide your latest thoughts on this company. The stock has been performing very well.
I am thinking of making an initial investment in a TFSA. Looking for some growth in both stock price and dividend. It appears that the stars may be aligning for this company with capacity increasing and sadly the loss of many smaller restaurants.
Thanks for all your insights and ideas over the years!!!

Q: Of these 5 companies that have assets in the renewable energy space, how would you rank them for (a) dividend safety and (b) future growth prospects? Also, please provide the pay-out ratio for each.

Thanks!

Q: LIF chosen as an example of a commodity stock and with connections to recovery expenditures.

Are we seeing a real drop in demand for the commodity, or a speculative dip on futures prices?

Q: What 5 companies would you recommend when starting a dividend portfolio?

Q: RDVY etf doesn't get brought up as much when compared with S&P500 (i.e. VOO). This ETF also has outperformed S&P500 over last 5 years. Would RDVY do better in an inflationary environment? What are you general thoughts?

Q: Good morning,

While it's early days for this company, do you have any insights. Also has Suzanne Riddell Rose enjoyed the same success in her companies as her husband ?

Thank you.

Q: I have a very small holding of ALA in a diversified portfolio. What's the outlook for ALA? Should I sell my small holding and replace with something else that you'd recommend.

Q: Top 10 CAD Dividend Growth picks for RESP? 15 year time horizon.

If you have a link to such a portfolio would be happy to see.