Investment Q&A

Q: Hi Team,
RET.A at 52 wk low. Do you have info on Reitmans family's
holding on A shares and the voting share. I am interested on the total percentage the family actually own ! Also the dividend is safe ?
Thanks as always, Tak

Q: Hi 5i,
How economically sensitive are CHE.UN's business streams? I know they don't appear to have done a great job running the business. There doesn't appear to have been material growth and there hasn't been any dividend growth for a long time. The dividend now looks like it should probably be halved and that cash saving repurposed, probably to debt reduction. But what I'm more interested in is whether you think that a recession would be likely to put their enterprise at substantial risk. Or whether you would not expect their arc through an economic downturn to put them in significant danger of failing. Thanks.

Q: Hello Team,
after VNR takeout what would be the best replacements choices (similar profile) for this stock in a Portfolio.

Thanks in advance

Q: What is your view on the VNR takeout. Seems to me there could be a good chance for a rival bid as the premium is not huge and there has been considerable corporate activity(buyouts ect.) in the North American utility space. Do you expect this is a done deal OR potential bidding war?

Q: I see BNS goes EX Dividend on April 1. Do I need to buy today or tomorrow to get the dividend?
Thanks

Q: Owned this one for a long time in my RIF: down a lot, cut dividend, I guess a lot of debt. and project west coast USA still not complete. Should I hold and/or add to my position?

Q: I hold some ING in my US margin account and was puzzled by this statement from the ING report of Feb 12, 2019

Proposed dividend of €1.10 per share
In line with the Group's dividend policy, a proposal to distribute a dividend of €1.10 per share will be presented to the Annual General Meeting of shareholders on 11th June 2019, representing a distribution rate of 36%. This dividend will be payable in cash or shares, according to the holder's preference.

Is this an annual dividend?
If not annual how often is it paid?
Is one share of an ADR = one ING share?
In USD should I consider that about $1.25?

Thanks....

Q: I realize these companies market caps are quite far apart,but I consider them both utilities which one would you buy for a 2-4 year hold and why ,could you me tell about both as far as management,cash flow and growth thank you

Q: HOM.U is a Canadian REIT that owns multi suite residential rental properties in USA. It trades on TSX in US$ & pays its monthly dividend in US$. How will Withholding Tax & Dividend Tax Credit(if any) affect each of RRSP,TFSA & non-registered account? Please advise which is the best account to use for purchase. Thanks for u usual great services & views

Q: Good day...we own aqn and vnr and are looking at pif as a dividend stock to add...our question is first about the company and its forward looking forecast do you think they will grow in the political situation in Nicaragua and secondly is the dividend paid out in Canadian funds and thus eligible for Canadian dividend tax credit without holdback when placed in a cash account....thanks for the great service....gene

Q: In regard to comments re double conversion of dividends paid in U S dollars. This happens with RBC direct with the Brookfield companies however is not consistent. Algonguin Power for example is paid in U S dollars without conversion.

Q: May I get your thoughts on Lassonde Industries. Is the sell-off overdone as a result of competitors in the US and would you hold this consumer defensive in your TFSA? (High ROE/Growing Dividend/ Established brands)

Thank you

Q: I must be missing the rationale behind your reply to Robert's request for your TOP 5 dividend plays. ENB, sure...... but the rest?

Q: What is the formula that allows you to compare the after tax return on Canadian dividend income compared to interest income. For example how do you calculate if it is better to receive a 5 per cent dividend from a stock that qualifies for the dividend tax credit or a 8 per cent interest income assuming you have a 60,000 taxable income per year. Thanks for you help.

Q: Hello. Great service guys. Can I get your top 5 dividend plays with 3% plus yields, decent dividend growth and relative levels of safety associated with the dividends. Thank you.

Q: Is it better to hold bip.un in a rrsp account? If so, Is there a way to transfer these shares from an unregistered to a rrsp account without capital gain tax?

Q: hi folks:

is there any logical reason why emera is close to all time highs?

have operations/fundamentals improved that much?

or, is this a recipient of a flight to quality/defensive positioning asset?

thanks

Q: Any updated views on Cineplex? Debating on whether to hold or sell, would be realizing loss of over 25%.

Q: Hi,
I own one pipeline stock which is ENB and would like to add one and maybe a second to reduce single company risk.
I am looking for your top 3 ideas offering the best potential total return over the next 10 years that would be a good compliment to ENB. I would like your rational for each.
FYI, I like growing dividends over time, lower debt (I know this sector is capital intensive so these companies are usually indebted) and good opportunities for growth.
Thanks,
Dan

Q: Thank you for your great service. I'm a young retiree. I need 5% after tax revenue for living expenses. My portfolio consist of 10% cash/equivalent, 2% Prefered (CPD) 15% high dividend stocks, and 65% other well diversified long stock positions of which half also pay dividend in the 2-3% range. Considering that my REITs represent 8% would you consider a good opportunity to add to my REITs since interest rates are going to stay low for the foreseeable future and hence high dividend and distribution stocks should do well in this environment. If so which of the above mentioned would you add to or if you have a better suggestion please do so. As for tax implication I own all my REATs in either TSFA or my RRSP. On a side note I also own Real Estate for approximately 30% of my net in addition to the stock portfolio.

Thanks for your great advise.