Investment Q&A

Q: I own the following preferred share CPX.PR.G and CWB.PR.C . What do you think of selling the preferred and buying the common share of the same company, or buying bip.un or bep.un. With a long trem horizons 5 to 10 years
thanks

Q: I am deciding on whether to buy Vermillion Inc or BEP.UN. What are your thoughts on these two companies. Thanks

Q: Ray.a did not participate in the last 3 great up days.Today closed@ $3.25 down 0.24 on big vol.of 440k(av.133k) with a 1yr low of $3.18. On Mar 23 increased NCIB to max 4.9m shares from 2.9m As at Mar 20,bought back 2.9m shs at av.price of $6.01. Between Mar 12 to 19 CEO bought 200k shs at av.$4.33 & Chair bought 251.7k @ av.$4.49(total shs held- 2.91m).At last Q div was increased by 7%,now the yield is 9.23% in part due to drop in price. Why the price keep dropping? Is it because of its business?. My p/p $9.10,now 1% position.Is it time to move on to some better stocks(if so,please give 2 names} or stay put. Please comment.Txs for u usual great services & advices.

Q: If DFN moves over $5.00 per share in April will they reinstate the dividend for May ?

Q: Hello
I will appreciate your comments as to how the coronavirus will affect TRP and ENB.
Do both companies have high exposure to the virus like the automotive manufacturers or low to moderate exposure to the virus ?

Thank you

Q: Hi Folks
can you comment on Enbridge and TransCanada ( TC Energy ) - are they still okay to hold at this time ? In particular are they okay to hold at the same time - I have both BUT not in the same portfolios. I have ENB in my RRSP (2.5% position), in my wife's TFSA (2.5% position) and in my non-registered account (2.5% position) . I have TRP just in my wife's RRSP (4.5% position ).
Appreciate you comments.
Thanks

Q: I get most of my income from dividends. Please name 4 sectors where dividends might be relatively Less likely to be suspended and 5 companies that will do best with the criteria mentioned. I understand that at this time it is hard to project but I ask for relative possibilities with the current situation that may change. 
thanks 
Yossi

Q: Hi Guys, any comments on the Investor update from SPB released this morning. Market responded well today. Would you consider this a buy, sell or hold?
Thanks
Rob

Q: I hold RECP in a registered account, receive a 1.5% dividend & am underwater by 50%. Is it worth keeping & hope for future growth or should I sell & except the loss? Do you think the dividend is safe? Thanks … Cal

Q: Luckily, I went to cash on most of my US holdings in Feb, but kept some VIG, thinking it would survive better than others. That has not really been true and I notice that it does not bounce as much on an up day as one like VIS, which also pays a higher yield. As I start picking away at re-building my US portfolio, what 3 ETF's would you recommend?

Q: Good morning,
Is there an ETF of big cap Canadian dividend stocks equivalent to PDC but without the large energy component? On the other hand, have the pipelines in PDC suffered enough that I shouldn't worry about the energy component going forward.

Q: Retired, dividend-income investor. I currently own ZLB (RRSP, max'd out), XIT (RRSP-TFSA, max'd out), ZRE (Cash, 3/4 position, will add to over time), ZWC (Cash, close to max'd out). I also have some legacy positions in RBF1018 (RBC Cdn Equity Income-D...MER of 1.0) and CIG50217 (Sentry Cdn Income...high MER), both of which I have averaged roughly 7-8% return over the last many years, prior to this crisis. On top of the above I own AD, AQN, AW, BCE, CSH, CM, FTS, NTR, NWC, RY, TRP, WSP in various amounts to achieve my overall asset allocation targets (not to mention my fixed income portion of my portfolio.

I normally like to run a concentrated portfolio of around 20 positions, composed of +/- 6 ETF-MF and +/- 14 stocks. I have mapped out the use of my current cash (15%) into monthly repurchases over the next 6 months. My question relates to the combination of ETFs, but focusing on ZWC. I own ZWC for its high CC dividend, but recognize that the upside is potentially limited in a recovery. Also, when mapping out spending my cash, I reach an uncomfortable level of too high an allocation per individual stock. That led me to consider adding another ETF. I looked at several, and filtered them down to CDZ, XEI and XDV. I have chosen CDZ as my candidate to add. Looking under the hood at the ETF holdings, they appear to not overlap too much with my own individual stocks.

Do you like this strategy? Does it result in a significant overlap in stocks, held either individually or within the existing ETFs?

Thanks for your help...Steve

Q: Thoughts on this one
Thanks Terry

Q: Hi folks, I would like you to reco some good dividend ETFs in the Candian space that you think are potentially a good buy for now. By 'good', I meant the company should have solid fundamentals, and the price should be low so the yield is high. I do not expect the US tech to boom forever, I would rather reap my 7 to 8% percent and hope it last forever. Thanks :) Tony

Q: Good Evening
NWC
It is my understanding that NWC is providing food like the supermarkets to the public. Therefore, is it a safe bet during this coronavirus environment? Have they ever cut their dividend ? Is their dividend safe?
As well, some analysts saw their acquisition of an airline as negative. What is your opinion?
Is it advisable to average down at this level?

REI.UN
I own both the stock and a couple of their bonds. What is your opinion with respect Rio Can surviving the coronavirus crisis?
Please deduct one credit for each company.
Thanks again for your insight.

Q: DFN, the high-dividend split share fund that people sometimes ask about, has missed its first dividend since its inception in 2004. It even paid the monthly dividend throughout 2008-09. I see the share price is up this morning. I don't think people realize they will not receive the dividend and that it could be many months or even years before the dividend returns.

Q: These 4 have been beaten badly , way more than the TSX drop. What do you think about their prospects to go bankrupt ? Can you rank them from the lowest to highest risk ?
which ones will have their cash affected more ?
Thanks

Q: Hi- it seems everyone is walking around with alcohol these days. Groceries, toilet paper and booz. Any idea on how to play that? Does consumption at liquor stores make up for the lack of consumption at restaurants. There;s really nothing else to do but drink. Even my girlfriend has gone to the liquor store more often than usual last few weeks.
Can you give me your thoughts, and perhaps a few ways to play this? Thanks.

Q: Now that Brookfield has 10.1% of the common stock do you expect any changes at TA going forward?

Thanks
Bob Rose

Q: What will be your Top 10 stocks in the TXS 60 index to get the highest dividend with the lowest risk reward?
The 10 stocks suggested in BEAT TSX 2020 seem a bit risky.