Investment Q&A

Q: REITs, utilities, and other dividend and low volatility assets are being hammered today. Any idea why? Is the market suddenly starting to think rates will be increased? You don't often see ZLU down 2% in a day.

Q: Most of REITs are down sharply today, any particular reasons for that? Under current disinflationary backdrop, I think defensive sectors should be outperforming, so except REITs, any other recommendation to buy/hold for now? Thanks!

Q: High dividend stocks are getting hit today with exception of a couple of pipelines. Has something happened that the market now expects interest rates to move up?? Otherwise why are all these stocks being hit at the same time?

Q: aqn closed at 16.16 down the last few days. Div of 14 cents ex tomorrow you would think would have had a stronger closing. Is this to do with the declining us dollar as referred to in the Boyd question. Recommend to stay with the stock ? cheers

Q: Hi,

I am down ABBV (21%) and Altria (7%). I am thinking of holding them for long term. Do you see any further downside considering the economic fundamentals and future product lineup for these two companies.

Thanks
Ninad

Q: Good Morning,

Following up on Marks question regarding dividend paying growth stocks with in a TFSA. Could you please give a couple of suggestions that 5I likes going forward?
US and Cdn.

Thanks,
Stephen

Q: Is it a good time to buy NPI.
Considering the debt level. Is the dividend covered and is there good growth potential for revenue?

Thank you

Ed

Q: I'm looking for a single high yield stock with, hopefully, some prospect of share price and dividend growth. Certainly dividend sustainability is a key consideration too. Between AD and DIV which one would suit this bill better? Or are there others I should also consider? Thanks.

Q: Can I have your thoughts on Fridays announcement?
Thanks

Q: Quite a few analyst think that ENB will drop to about 41 Dollars !
Your thoughts please !
I avoided a haircut when I sold at $50.50
I don't like to buy in and get shaved!

Q: Good morning, could I please have your opinion on Evertz latest quarter. Do you see room for capital appreciation or do you still like primarily for income?
Thanks
Rob

Q: Hi Team, Your comments on this stock is much appreciated. It’s down about 13% .

Thanks,

Q: I hold a position in BEP.UN and was thinking of either adding to it or starting a new position in either BIP.UN or BAM. I'm a conservative long term investor and would reinvest any dividend income. I will hold it in a registered account. Which of these companies do you think offers the best value now.
Thanks

Q: I have about 3/4 positions in the above utility stocks in my non-registered portfolio. I also have some money to add to this sector. Would you suggest I top up one or more of these stocks or open a new position in ACI? Thanks for your advice.

Q: Hello: Wondering what the current payout ratio for this stock is based on both earnings and cash flow. I have read your recent responses re WEF and would just like to confirm that you do not plan to remove it from the portfolio in the next 6 months or less. As always, many thanks.

Q: Our holdings mix is off what many advisors would recommend, ie 30% equity, 40% GIC, 30% recall preferreds. Our pref market prices are way underwater but all blue-chip and long-term holds for us unless we both croak. Please mull my question below in the foregoing context: I was nervous about our prefs for some time until having drilled down to try and better understand them. I feel better now, understanding that those recalled will be for the full $25 and, if not recalled, the new return will reflect a $25 per share value which will almost surely be higher than GIC's especially from a tax efficiency perspective. I guess what I'm asking is for you to advise if my take on reset preferred is correct and if any other considerations. Thank you.

Q: Peter; My wife holds some of this ,(4%), in her non registered account. Just to be clear the group as a whole has been downgraded which will leave only retail buyers now ? Is it still a safe hold for income only? Thanks. Rod

Q: I am looking for some growth and steady income for a long term hold (15+ years), and I am wondering which of these three you would recommend, or any other company?

Q: Hi Team,
I am down 20% on VET and was thinking of switching to KEY. Is this advisable? Please comment.
Cheers,

Q: I have positions in both of these insurance companies. With the recent discussions about a national pharmacare program, could you tell me what level of financial impact would be felt by these two companies. Should I be looking to divest over the next year during an upswing in prices. I am retired and am relying on at the very least at maintaining the dividend payout and preferring an increasing dividend payment. Thanks