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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: Further to the active discussion of BEPC versus BEP.UN, I switched over to BEPC (from BEP.UN) in my registered account. I phoned TD-Waterhouse today to see if I could enroll my BEPC shares into a synthetic DRIP, and was told that BEP.UN is eligible, whereas BEPC is not. I am curious-- can you confirm this, and if this is indeed the case, why might that be? For those 5i subscribers who are interested in enrolling in a (brokerage) DRIP, this could be a relative advantage of BEP.UN, especially with a lower price (and higher yield) versus BEPC, one would be gradually adding to their position via a DRIP. Your thoughts on this situation?
Ted
Read Answer Asked by Ted on August 11, 2020
Q: Analysts (TD) are predicting that SPB will go to positive earnings (0.33/sh) on Q3 , would you agree ?, and if the prediction becomes true , would the share price go up ?, or this earnings prediction is already baked in the actual price ? You said ( on June 24) that SPB is good mostly for income, does it mean that the dividend can be considered secured ?.
Read Answer Asked by Alejandro (Alex) on August 10, 2020
Q: What are your thoughts on Q2 results for Quarterhill ? They have a market cap of $230 m , but net cash of $136 m . Have they received their US$109 court award from Apple yet ? They are buying back 10% of their shares , but that still leaves a lot of cash that they seem to be allocating to M & A activity . Would not a dividend increase or a special dividend be appropriate in these circumstances ?
Read Answer Asked by Thomas A.J. on August 07, 2020
Q: Tax loss versus growth considerations question. Holding ENB for several years and still below water. Have held PPL for a couple of years prior to recent meltdown and recently decided to sell PPL to realize tax loss using TRP as proxy for next several weeks until 30 day period has expired. Looking at your recent answers to questions on these 3 pipeline operators (I only need two, maybe one) and considering TRP focus on a friendlier fossil fuel firmament USA got me to thinking that maybe I should just hang on to TRP despite Keystone and Crooked Joe threats rather than going back to PPL after 30 day period is up... In your view which of the 3 companies have the better growth prospects in USA space given all three are down in this negative fossil fuel energy space? Portfolio is growth/income focused tilted mostly to equities. Retired but do not depend on portfolio income.
Read Answer Asked by William Ross on August 07, 2020
Q: Your thoughts on their 1/4 reports please, deduct points as you see fit.

Many Thanks
Read Answer Asked by Greg on August 07, 2020
Q: Can you please list 5 Canadian companies {non banks} with a dividend of 4%+ that you feel are safe {in your opinion} and will provide some {modest} Capital appreciation
Read Answer Asked by Valter on August 07, 2020
Q: Comments and your opinions on the latest earnings from Constellation, Pembina and GDI please.

Thank you
Read Answer Asked by Marty on August 07, 2020