Investment Q&A

Q: I am thinking of selling AQN and SPB and investing the proceeds to NPI .
I feel that NPI presents a better road to recovery. Your comments please.

Q: Hi,

Your comments on Transcontinental's results ?

Thanks

Q: Good afternoon!
I have some substantial cash to deploy, ideally into Canadian dividend payers at 4% or more. I already have many of the usual suspects, including the following: ENB, BCE, PPL, BNS, CM, LIF, SIA, T, LIF, BEP.UN, DIR.UN, FSZ
I have been waiting until the December sell-off (i.e. Benj Gallander’s suggestion that it is the best time to buy), hoping to find some that have made the sell list that are good candidates for bounce backs in the future. After observing the market in the early stages of tax-loss selling, would you have some names that might fit that bill? Ideally maybe 5 or 6, although I realize that is a tall order, perhaps! Again, I am seeking dividend paying Canadian equities paying 4% or more.
Thanks! Paul

Q: Good morning,

About a month ago I took a tax-loss sale on BCE. Was a ~ 2% weighting. My 30 day "waiting period" is up this Friday, and now I am undecided as to buy it back, initiate a 2% position in SOBO, or do 1% BCE and 1% SOBO. I know you don't love to comment on portfolio weightings, but if you were me, what would you do?

Thanks as always.

Q: Looking at your income portfolio I see CPD is down ~24% but when I look at the chart it has never been higher, how can that b

Q: Most of my TFSA is in Canadian stocks (plus some US CDRs GOOGL, MSFT, AMZN). Now I'm thinking of adding 2 ETFs to my unregistered account. So far, my first choice is VFV, because I know you like it. But you mentioned another one that broadens out from the S&P 500. Not sure about that one: thoughts? But I want one more, particularly with dividend and some growth. If there is a USA one that, like VFV, trades in Canada TSX but pays dividends in US dollars, that might work nicely. Alternatively, maybe a Canadian one that is not too focused on Financials and Energy, one with which I could get dividend tax credit, may work. Between dividend and growth, I would lean toward growth and sacrifice some dividend. Between Canada and USA, I'd like USA, but only if I can buy on TSX. I'd like to stick to just two, but maybe three would work best? What say you? Thank you, yet again, for such a fabulous service.

Q: I have these stocks in my TFSA. How would you rate them for growth and dividend.

Q: Could you comment on earnings. Revenues and other numbers are up sequenceally but not up versus same q 2023... is this concerning?
Buy sell or hold?

Q: I am down 33% BCE and 18% BEPC in my non registered account. Would you sell both for tax loss purposes ? BEPC is suffering from the general negative in green stocks compounded by Trump but I like the company and would repurchase it while BCE would not be repurchased. Thanks. Derek

Q: As an income-oriented investor, I would like dependability, minimal risk and a predictable, steady cash flow. Can you suggest a few companies to consider? What are your thoughts on Firm Capital Mortgage Investment Corp to this regard?

Q: Greetings:
I have held the above in my RRIF for quite some time, and under water. The interest is adequate, but eaten up badly by the loss of capital. I thought that as interest came down it would benefit the MIC'S, but not so!! What is the outlook for this one? Under what conditions would it improve? Is it just poor management?

Thanks, BEN.

Q: Indications of a .5 point reduction in interest rate on Wednesday. If materializes which sectors would be a positive. I am thinking of investing in dfn and enb. Your thoughts

Q: Telus appears to be diversifying itself with Telus Agriculture and now Telus Health. What would be your opinion on these initiatives and their potential?
What kind of timeframe should an investor have in mind for them?
Jack

Q: Hi team, I would like to generate some income in US dollars.

Could you please recommend 2 or 3 dividend paying US stocks, together with a brief explanation as to why you like those companies. I would also be OK with an ETF if you think that is a better way to go.

Thanks as always,
Paula

Q: In my RRif I own Key & PPl, high yielding stocks to help cover forced withdrawals.
They declined on Friday despite a drop in bond yields.
So you think the decline was due to a drop in Wti?
Trump intends to increase tariffs which could result in higher interest rates due to inflation and his energy policy could lead to lower oil prices.
As a result of the above should I reduce key & Ppl & invest the proceeds into companies that will benefit from higher interest rates such as Mfc & Slf

Q: Which would you buy today?

Q: my tfsa equities are long trrm holds and i want to buy stocks/etfs that are on the drip program
Please advise where i can look to find out if an equity is available for drip
Many thanks
peter

Q: Good evening,

My understanding was that the annual distribution for AW.CA was to remain the same as AW.UN (based on a previous 5I answer). I note that AW.CA has now been set at $1.50 per annum versus $1.92 for AW.UN. This is a significant difference! What am I missing here? Please clarify.

Thanks very much.

Q: I do have a sizeable chunk of TD and am just wondering if y'all think a different bank is better suited for upside over the next 4 years or so....

Q: Retired, dividend-income investor. Long, long term holder of BCE in my wife's cash account. Sold it in mid-Nov, captured a $12k cap loss, and plan to buy it back next week....prior to the ex-dividend date.

I am ok buying it at the roughly $38 level, even if it floats around that level for the short to medium term. I understand that there might even be some further downside risk. I plan to buy around 1400 shares, either in one shot or maybe 2-3 tranches.

Your opinion on which makes more sense in this case? Multiple purchases is the more conservative way to go, but one shot gets the full dividend back (and more) to where we were a month ago. The BCE board has said they would not touch the dividend for now....although their credibility has taken a hit lately. We are ok with "some" volatility. It's almost a "flip a coin" decision.

Thanks for your help...Steve