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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: What is your best guess as to the likelihood of a dividend cut by any of the above listed companies? Thanks.
Read Answer Asked by Chris on June 11, 2020
Q: In a recent response to a portfolio question you said you couldn't comment on over 40 stocks in the portfolio but could comment on a few of them. Of IBM you said: "IBM we consider 'meh' and there are better ideas."

My question is this: Couldn't IBM have a place in a diversified RRIF portfolio from the perspective that it provides a reliable income stream to help meet mandatory minimum withdrawals? If you have to withdraw say a minimum of 4% a year, then IBM's 5% dividend certainly helps. If you still don't like IBM in this context, what else would you suggest for a 20 year hold?
Read Answer Asked by David on June 10, 2020
Q: Reports Wednesday-
Revenue and EPS estimate please?

I bought this back in April as a covid play. I am wondering if I should just sell half and stick with it or move on. Is it one of those quiet unloved stories will outperform over time, or is growth too muted for a long term investor.

Thanks.
Read Answer Asked by Jordan on June 10, 2020
Q: The gap between these two tickers seems to continue to widen.

BIP.UN yields over 4.5% and BIPC 3.9%. Even with the dividend tax credit, the aftertax dividend cash flow is much high from BIP.UN. Am I going crazy? I have been wanting to step in here for a long time (definitely miss the "boat to a certain extent) but why wouldn't I invest in BIP.UN?
Read Answer Asked by James on June 09, 2020
Q: Hello,

Your choice between KEY, PPL and ENB for some growth but mostly income within an RRSP. Do you still see KEY as a potential take over candidate.
Read Answer Asked by Greg on June 09, 2020
Q: Few weeks ago I have sold my position in BEP.UN at a profit and I need to increase weight % for utilities. Would you buy BEP.UN again at current price or add to existing AQN position. This is for long term hold in well deversified portfolio.
Read Answer Asked by Hali on June 09, 2020
Q: FYI No investors'love,but did well these 2 days after Q results.However co.loves as bought back 3m shares =$17.6m during the year.This morning Desjardins recommends Buy with a TP of $7.50,the CTP is %7.13.Its reasons are cheap,6.12% div(recently increased),diversified sources of revenue & big cut in costs which will generate free cash flow..Also co states a recent agreement with DOL for in store music & digital display solutions for its 1300 stores.
Read Answer Asked by Peter on June 08, 2020
Q: I hold the following shares (among others) in my various (RSP & TFSA) accounts. I'm a buy-and-hold investor, strongly leaning to dividend payors or preferably dividend-increasers.
These companies have all recently cut or suspended dividends, either as Covid-19 responses or otherwise.
ET have not cut or suspended (yet), but neither ET nor CSW have paid recent special dividends as they sometimes have in the past.
I purchased these originally on the strength of the companies' long-term potential, management strength and abilities, and growth or at least sustainability.
How would you rank or position these now in light of recent dividend cuts or suspensions, given that they are all underwater, some significantly, or at best more or less flat (ET), after mostly holding periods of 5 years or longer?
Which ones is it time to dump?
Read Answer Asked by Lotar on June 05, 2020
Q: Portfolio approx $600000. 2 TFSA,2 RRIF, C$ non registered& U$ non registered account.
Percentages do not include $51000 fixed annual pension income.
ATE-2.95%: BEP.UN-4.15%: BYP.UN-6.14%:
BTO-0.37%: BYD-4.35%: CPX-7.34%: BRP-2%
DSG-9.88%: EIF-3.19%: ENB-8.83%: KXS-3.21%: LSPD-12.62%: PKI-5.55%: PPL-4,58%:
REAL—2.51%: TFII-4.05%: VFV-2.79%: VGG-6.01%: VIG-4.18%: VOO-2.45%: XBC-1.46%
ENB & PPL together make 12.88%. ENB has a nice 7% div. I’m thinking ENB doesn’t have that much growth in near term ( next year). By selling part of my position in ENB I would reduce risk in the energy/utility sector but lose the 7% div.
Your thoughts. If I do make this move any thoughts on where these funds might be deployed? Also your thoughts on this portfolio going forward for the next year or two. A lot of work managing my portfolio, trying to step back a bit.
Thank you for your great incites. Have been very happy with your ideas, thoughts and service over the pass 3 years.
Roy
Read Answer Asked by Roy on June 05, 2020
Q: I have room for 5 or 6 more companies in my RRSP account. I am looking to add dividend paying stocks with some growth as I will not be needing this money for 10 years or so - thinking of AT&T, Pepsi, Sysco, Sylogist and OTEX - what do you think of these AND can you recommend any others that I can consider ? Your opinion is greatly appreciated.
Thanks
Read Answer Asked by JOHN on June 03, 2020
Q: could I get your opinion on the deal between Telus and Huwaei for their 5G equipment and do you think it could be detremental to their business,or is it something they could get out of and go with another supplier,also what percent is their health business to their overall business,thanks and use extra credits if needed
Read Answer Asked by Greg on June 03, 2020
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