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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: I will appreciate it if you could provide your perspective on NPI.
What are the future prospects since the new Government in USA is not friendly for the likes of NPI and BEPC.
Is NPI a hold , sell or an opportunity to average down.
Thanks
Read Answer Asked by Terry on November 07, 2024
Q: Following Donald Trump's recent election victory, utility stocks have experienced a pullback. Given the current valuation, would you consider it a good entry point given the recent weakness? Please also rank it

Thank you
Read Answer Asked by Kate on November 07, 2024
Q: Hello,

The current BCE dividend appears to be propping up the stock price.

Could you comment on the BCE payout ratio and how this recent acquisition changes that? Also book value?

How long can they could continue to pay the current dividend until the writing is on the wall and they have to cut?

Is this an emerging AQN? Purchase an overpriced second rate asset in the US to distract the buying pool from the actual deteriorating business situation.

This is a lot of stuff - however I am now taking a much more critical look at my other stocks.

Take as many points a needed.

Thank you

Read Answer Asked by Delbert on November 06, 2024
Q: for a retired dividend investor in canadian stocks which dividend payers do you think are the safest and have some growth potential. seems lately that a lot of dividend canadian stock that i have been invested in is having problems. [bce, td, t, bns, enb etc.]
Read Answer Asked by hans on November 06, 2024
Q: Hi 5i Guys,
We have generated some cash and I would like your thoughts about parking the extra cash in BCE or Telus and at least getting paid a nice dividend which greatly exceeds the interest that we're getting.
Any thoughts or suggestions are appreciated.
Thanks
Read Answer Asked by Thomas on November 06, 2024
Q: Hi, I’ve decided to sell Telus for a small tax loss, and will probably replace it.
I’m looking at Wsp, X, Tri, for a long term steady growth and income (income good but not necessary). My ideal stock is one that preforms well in a downturn.
You can add a suggestion if you have one.
Thanks
Read Answer Asked by Brad on November 05, 2024
Q: I am planning to sell my shares in CNR. I have done well holding it for several years but there just appears to be opportunities for better price appreciating than CNR has over the past couple of years. I would prefer to replace it with a Canadian company. It does not need to be an Industrial. I am currently over weight financials. I am ok with some risk. What companies would you consider as a replacement?

Thanks for all your help,

Mike
Read Answer Asked by Michael on November 05, 2024
Q: I am at a loss in BCE, therefore I plan to sell it and use it for tax loss purposes, then in 30 days rebuy it and now I have a juicy dividend and if the stock remains flat, I'm okay with this and get paid while I wait. Comments on this strategy, please.
Read Answer Asked by Ozzie on November 05, 2024
Q: I am an income investor. I try and purchase equities who raise their dividend by approximately at least the rate of inflation. I hold both BCE and Telus. Given the announcement today by BCE that they will not be raising their dividend in 2025, what are your thoughts on selling Telus and purchasing BCE simply due to the spread in their yields in order to pick up the higher BCE dividend as sort of a proxy to make up for the lack of an expected increase?
Read Answer Asked by Mark on November 04, 2024
Q: Hello,

It seems that BCE is taking a page out of the BNS book by purchasing a US asset and freezing their dividend.

In the case of BNS they enhanced their credibility, in my mind, and I bought more and it is up substantially - thank you.

In the BCE case, this stunt has undermined my faith in their judgement towards dividend holders.

How does any co., let alone a highly indebted co., operating in a very competitive environment sustain a 10% dividend?

They are in the doghouse now - if they bite the bullet and cut the dividend in half they save $2B p.a. to pay towards debt reduction.

I can't see any reason why not at this point.



Read Answer Asked by Delbert on November 04, 2024
Q: By my calculations, OTEX is trading at 8X forward earnings and 10% FCF yield. At current price it has a 3.5% dividend yield. According to TD Cowen's analysis the stock could see a 33% return over the next 12 months if it meets the low end of its forecast. So why are all the buy side analysts downgrading the stock or maintaining their hold rating? Isn’t it time to buy when there's blood on the street and you feel sick in your stomach? Has anything changed in its business fundamentals?
Read Answer Asked by David on November 04, 2024
Q: I tend to be a dividend growth type and depending on a businesses dependability, dividend income orientated Is BCE a hold or would it be time to move on? I find it crazy that they have made such a big purchase without giving the market some notice.
Read Answer Asked by Stephen on November 04, 2024