Q: thinking of new position in CP...pros and cons of this company?...what effect would tariffs have in revenues and profits? should i buy US or CDN dollars? many thanks
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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.
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Dominion Energy Inc. (D $60.19)
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Duke Energy Corporation (Holding Company) (DUK $123.11)
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NextEra Energy Inc. (NEE $75.32)
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Capital Power Corporation (CPX $58.57)
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TransAlta Corporation (TA $16.85)
Q: Hello 5i, Could you give your opinion as to now that Capital Power is totally off of coal and is now considered a green company, would there be interest of a takeover of Capital Power and if so which companies could be considered to be interested in taking over Capital Power. I think Transalta would be a front runner.
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Enbridge Inc. (ENB $66.01)
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Restaurant Brands International Inc. (QSR $87.02)
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Toromont Industries Ltd. (TIH $143.36)
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Premium Brands Holdings Corporation (PBH $95.27)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $83.33)
Q: What are your best ideas for income/dividend stocks/etfs in a non-registered account? Main goal is regular income.
Thank you.
Thank you.
Q: I now hold TRP & SOBO in both my TFSA & and my cash account. I would like to consolidate the SOBO into one account. Any tho'ts. or suggestions on where on where it might be best to hold the SOBO going forward? Most of my pipeline holdings are in PPL and am happy in its distribution in my different accounts. Thanks, Bill
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NVIDIA Corporation (NVDA $179.81)
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AGNC Investment Corp. (AGNC $9.82)
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E Split Corp. Class A Shares (ENS $15.07)
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Harvest NVIDIA Enhanced High Income Shares ETF (NVHE $12.88)
Q: How safe are these High Dividend stocks? Thanks!
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Financial 15 Split Corp. Class A Shares (FTN $10.16)
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Hamilton Utilities YIELD MAXIMIZER TM ETF (UMAX $13.74)
Q: Can you go over your thoughts (other than sector differences) between these 2 types of products. I know they both use covered calls to generate additional income and that one is a split share.
Would a product like umax typically keep its payments at some level more consistently (as there is no preferred share to protect)? Is the upside (downside) potential higher on the split?
That is what I am thinking are the main differences but wondering if there are any other differences in how you see them.
If one was lookig at a swap from FTN to umax to keep a similar yield and lower leverage risk is that a reasonable view?
Would a product like umax typically keep its payments at some level more consistently (as there is no preferred share to protect)? Is the upside (downside) potential higher on the split?
That is what I am thinking are the main differences but wondering if there are any other differences in how you see them.
If one was lookig at a swap from FTN to umax to keep a similar yield and lower leverage risk is that a reasonable view?
Q: Hello team,
What is the downside risk of BCE from here for the next 1-2 years?
Thanks!
What is the downside risk of BCE from here for the next 1-2 years?
Thanks!
Q: Your website shows the following for BIP.UN:
Dividend Growth 3 Year -17.09
Dividend Growth 5 Year -10.09
Is the dividend growth for BIP.UN actually negative over these periods, or does this somehow reflect the frequent splits and spinoffs and other moves that Brookfield likes to throw at us?
Dividend Growth 3 Year -17.09
Dividend Growth 5 Year -10.09
Is the dividend growth for BIP.UN actually negative over these periods, or does this somehow reflect the frequent splits and spinoffs and other moves that Brookfield likes to throw at us?
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BMO Aggregate Bond Index ETF (ZAG $13.69)
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BMO Canadian Dividend ETF (ZDV $24.69)
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BMO Covered Call Canadian Banks ETF (ZWB $21.55)
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BMO Equal Weight REITs Index ETF (ZRE $22.31)
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BMO Monthly Income ETF (ZMI $17.96)
Q: Hi Gang
What are your 5 top Canadian income ETFs
Thanks Mike B
What are your 5 top Canadian income ETFs
Thanks Mike B
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Pfizer Inc. (PFE $25.14)
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Northland Power Inc. (NPI $22.28)
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Enghouse Systems Limited (ENGH $22.61)
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TMX Group Limited (X $54.97)
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Toromont Industries Ltd. (TIH $143.36)
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Magna International Inc. (MG $64.03)
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Open Text Corporation (OTEX $44.70)
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Thomson Reuters Corporation (TRI $244.95)
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Premium Brands Holdings Corporation (PBH $95.27)
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Nutrien Ltd. (NTR $80.78)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $83.33)
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A & W Food Services of Canada Inc. (AW $38.53)
Q: hi, I am down on all these names. I am considering adding to (some of?) them. I am looking for some growth in share price ( to match or beat inflation ) and a consistent growing dividend ( matching or beating inflation ). I also don't want to end up with another AQN or BCE scenario. could you kindly give us your advice on these names and include your thoughts on whether they are a buy (add to ), sell, or hold please.
cheers, Chris
cheers, Chris
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Infosys Limited American Depositary Shares (INFY $17.33)
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Nutrien Ltd. (NTR $80.78)
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Magna International Inc. (MGA $46.17)
Q: Is it time to add to infosys and/or magna? What about adding to ntr.
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Fortis Inc. (FTS $69.59)
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Capital Power Corporation (CPX $58.57)
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Brookfield Infrastructure Partners L.P. (BIP.UN $42.69)
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Hydro One Limited (H $50.57)
Q: My utilities holdings include BIP.UN (3.9% of total equity), H (2.1%) and FTS (1.9%). Considering the momentum of CPX and its higher dividend than either H or FTS, what would your thoughts be about the idea of selling both H and FTS to buy CPX? Seems to present more growth potential and higher dividend. My thanks.
Q: Hi 5i,
Any idea what's going on with Keyera? Right now, it's defying gravity and I don't think there's a single analyst out there who has called that, and although I own it and I like it, to me the underlying numbers don't justify the heady heights it's reaching. Any thoughts?
Thankyou,
Peter
Any idea what's going on with Keyera? Right now, it's defying gravity and I don't think there's a single analyst out there who has called that, and although I own it and I like it, to me the underlying numbers don't justify the heady heights it's reaching. Any thoughts?
Thankyou,
Peter
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Royal Bank of Canada (RY $188.88)
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Toronto-Dominion Bank (The) (TD $102.28)
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BCE Inc. (BCE $34.98)
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Sun Life Financial Inc. (SLF $80.51)
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National Bank of Canada (NA $150.54)
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Fortis Inc. (FTS $69.59)
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Brookfield Renewable Partners L.P. (BEP.UN $34.85)
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Emera Incorporated (EMA $65.95)
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Brookfield Infrastructure Partners L.P. (BIP.UN $42.69)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $83.33)
Q: My wife and I are mainly dividend investors. We tend to hold our stocks for many years. Due to the significant increase in the value of our stocks this year, we are considering reducing the percentage of some stocks in our portfolio by about 10%.
Could you please give your opinion as to which of the following stocks you would reduce. Would you reduce one or two selected stocks, or perhaps reduce across the board? All of the reductions would be in registered accounts. You can assume the stocks are all about the same percentage of our portfolio.
The stocks are:
BAM
BEP.UN
BIP.UN
BCE
EMA
FTS
NA
RY
SLF
TD
Could you please give your opinion as to which of the following stocks you would reduce. Would you reduce one or two selected stocks, or perhaps reduce across the board? All of the reductions would be in registered accounts. You can assume the stocks are all about the same percentage of our portfolio.
The stocks are:
BAM
BEP.UN
BIP.UN
BCE
EMA
FTS
NA
RY
SLF
TD
Q: With the Canadian dollar being so cheap and the share price so low, is a buyout of BCE possible? Can Americans buy BCE or does it have to have Canadian ownership? I know the privatization attempt in 2007 failed in part because of the 2008 stock market crash. It could save a huge chunk of cash if it did not have to pay dividends. A company could take it private, clean it up and then take it public again with a much better balance sheet .
Q: Four members of Bell Canada’s board of directors took advantage of the telecom giant’s stock drop to buy shares. CEO Mirko Bibic purchased shares worth just over $200,000, while Louis Vachon, former CEO of National Bank, acquired shares worth nearly $390,000. Calin Rovinescu, former CEO of Air Canada, invested close to $350,000, and Jennifer Tory, a former vice-president at RBC, over $170,000.. They must see future potential gains in the share price since the only reason to buy shares of a company is to make gains.
Q: Since it is very difficult to maintain or increase market share in mobile telephony. Isn’t it a good idea to turn to fiber optic network like with the recent acquisition of Zippy Fiber to maintain a stable source of income and free cash flow?
In your answer dated Nov 19, you write`` it seems to have lost its way a bit, with selling assets to pay down debt and then making a big acquisition. ``
Your view on this would be appreciated.
Thanks
Yves
In your answer dated Nov 19, you write`` it seems to have lost its way a bit, with selling assets to pay down debt and then making a big acquisition. ``
Your view on this would be appreciated.
Thanks
Yves
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $39.00)
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Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $54.42)
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CI Canada Quality Dividend Growth Index ETF (DGRC $43.98)
Q: I am nearing retirement and planning to rebalance my taxable portfolio towards Canadian dividend stocks and ETFs, so that I can live off CPP and eligible dividends in retirement. What are your favorite Canadian ETFs where all distributions are treated as eligible dividends? You recommended CDZ many times, is it still your favorite?
Q: hi,
I own both BCE and T - both down a bit now. can I get your latest thoughts on these 2 as a buy, sell, or hold. all else being equal, do you see the purchase of assets in Pacific Northwest USA as good for growth, eventually. and what do you see as the risk for a dividend cut for BCE and Telus? finally, if selling, where would you suggest to look elsewhere for some growth ( slightly beating inflation ) and good dividend yield?
cheers, Chris
I own both BCE and T - both down a bit now. can I get your latest thoughts on these 2 as a buy, sell, or hold. all else being equal, do you see the purchase of assets in Pacific Northwest USA as good for growth, eventually. and what do you see as the risk for a dividend cut for BCE and Telus? finally, if selling, where would you suggest to look elsewhere for some growth ( slightly beating inflation ) and good dividend yield?
cheers, Chris
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Costco Wholesale Corporation (COST $941.58)
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Microsoft Corporation (MSFT $504.26)
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The Hershey Company (HSY $180.68)
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Mastercard Incorporated (MA $593.21)
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Altria Group Inc. (MO $67.05)
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Prudential Financial Inc. (PRU $109.11)
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Williams Companies Inc. (The) (WMB $56.83)
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Vanguard S&P 500 ETF (VOO $590.70)
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Williams-Sonoma Inc. (DE) (WSM $197.96)
Q: I bought Hershey in my RRSP in mid-2024. While mostly known for chocolate, the company has been diversifying into non-chocolatey snacks. However, the stock price remains down due to high cocoa prices. Would you be content to hold Hershey and collect the dividend until cocoa prices drop? Would you have some other suggestions? I tend to go for boring US dividend payers that also have some growth potential in my RRSP. My top holdings right now are MSFT, COST, MA, BIP.UN, ENB, and O. I also hold VOO as an underlying holding. Thank you.