Q: You briefly answered a question today about how a Hauwei ban in Canada might affect Telus ("equipment replacement"). Can you expand on this and provide more colour on the effects of such a ban on Telus (eg would you expect this to cause a drop in Telus share price)? Related to that, the effects on BCE and RCI.b relative to Telus (ie which of the three will fare the best)? Thx!!
Q: Hi all,
I am a buy and hold dividend investor looking for income and some growth with a 5+ year horizon. I am considering opening first positions in the above mentioned Brookfield family. I am interested in your opinion on the relative merits of these investments (how would you rank them). Also how / where should they be held in relative order to minimize taxes - Open / RRSP / TFSA - CAN / USD account?
Thank-you
Ken
Q: It seems interest-rate sensitive stocks might be a good place to be right now and my sense is REITS and the banks have been beaten up the most.
Not sure I'm ready to jump back into banks, but would consider it if you're bullish.
Would you give me your best ideas for REITs and possibly Dividend payers.
And do you think my theory is correct?
Q: You seemed happy with ENB's last quarter. I notice it is one of the more shorted stocks. (Recent G&M article).Do you have thoughts on what the short argument would be?
Q: "Alaris Royalty Corp. Announces A $100 Million Bought Deal Financing."
What does this do to their debt levels? Do you think this is a sign that all is not going so well at Alaris?
Q: What are your thoughts on Restaurant Brands International as a buy today if looking at a 3-5 Year Time Horizon. Do you think a lot of the performance will be dependent on their aggressive expansion plans?
Q: My wife and I own POW and PWF respectively in our taxable accounts, both purchased earlier this year. There was an article in the Globe & Mail a couple of days ago about shareholder dissatisfaction with corporate governance, specifically referring to members of the Desmarais family.
I own both versions of TRI stock and it does very well but I'm worried its momentum is unsustainable. If you look at a five year chart, it's becoming parabolic. Why is this company doing so well, has such a remarkable beta, and what are its prospects in the next five years?
Q: Hi, was thinking of buying some IPL for some income and growth (50-50). What are your thoughts on company as far as debt,management ,and future stability, when we have a market correction.
Would hold for longer term 3-4+ years. Or would ENB be a better option with lower dividend.
Thanks