Q: I've been mainly a growth investor (30+ time horizon ahead) but am looking to FIRE in a few years, I'm shifting some of my growth stocks into income producing stocks. I have some dividen ETFs (XEI, VDY), some indv dividend stocks and thinking of adding in covered calls or something like FFN although I read from your previous comments you're not fans of split share corps. What is your opinion of using covered call ETFs and why are you not a fan of split share corps? Take as many credits as needed.
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
-
Sun Life Financial Inc. (SLF $87.40)
-
Fortis Inc. (FTS $71.63)
-
Tourmaline Oil Corp. (TOU $59.53)
-
Capital Power Corporation (CPX $59.35)
-
TMX Group Limited (X $50.58)
-
Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.08)
-
Brookfield Infrastructure Partners L.P. (BIP.UN $46.88)
-
BMO Covered Call Utilities ETF (ZWU $11.01)
-
Killam Apartment Real Estate Investment Trust (KMP.UN $17.31)
-
Hamilton Enhanced Canadian Covered Call ETF (HDIV $21.41)
-
Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $16.43)
Q: I’m a62 year old retired investor with an excellent DB Pension and I’m working on a supplemental cash flow with my TFSAs,I have held the above stocks for about 4 years all roughly 10-12K in value and have been set up as DRIPs
My question is could you recommend another 8-10 Cdn dividend stocks($ 100K of room) I would add to this account coming from another TFSA,these could possibly have 4-6 % capitol growth and 4-6% dividend yield and in 3 years I would go from a DRIP to monthly or quarterly cash payments,I am medium risk and the sectors would not matter ….Thanks Greg
My question is could you recommend another 8-10 Cdn dividend stocks($ 100K of room) I would add to this account coming from another TFSA,these could possibly have 4-6 % capitol growth and 4-6% dividend yield and in 3 years I would go from a DRIP to monthly or quarterly cash payments,I am medium risk and the sectors would not matter ….Thanks Greg
Q: Given today’s announcement of Telus pausing dividend increases, would you now view it as a buy at these levels? Should we have confidence a cut is not coming? Also what practically does their discounted DRIP plan achieve? Why not just eliminate the discount in full now?
Q: Which stock would you recommend over the next 2 years.
Wayne
Wayne
-
Invesco S&P 500 High Dividend Low Volatility ETF (SPHD $48.57)
-
FRANKLIN U.S. LOW VOLATILITY HIGH DIVIDEND INDEX ETF (FLVU)
Q: Is there an ETF with a similar overall P/E, dividend, and composition to FLVU but with lower MER ?
Q: Telus has been in my portfolio following the BE Portfolio basically since 5i started (I joined the first day) and I think I actually even owned it before that.
With it getting completely smashed over the last while and seemingly overblown concerns about its dividend, should we be adding to it here? I have a 2.3% weighting currently (this started at a 5% weighting in the BE Portfolio) due to it underperforming the rest of the portfolio so much. Should we add to it here to take on the 9+% dividend or should we leave it and watch it or are there better suggestions to put new money to work today?
This stock is so hated today, it makes me wonder if we should be adding to it while no one likes it.
With it getting completely smashed over the last while and seemingly overblown concerns about its dividend, should we be adding to it here? I have a 2.3% weighting currently (this started at a 5% weighting in the BE Portfolio) due to it underperforming the rest of the portfolio so much. Should we add to it here to take on the 9+% dividend or should we leave it and watch it or are there better suggestions to put new money to work today?
This stock is so hated today, it makes me wonder if we should be adding to it while no one likes it.
Q: Why would FTS be out performing ENB for the last 1 yr.
Thanks Again
Thanks Again
Q: I will have a fresh 100K to deploy in early January which I would like to invest in dividend paying stocks that benefit from the dividend tax credit. Ten solid Canadian companies with a good return and good growth ahead.
Would you please recommend some stocks that I could start a new income portfolio in this climate, at these prices? Thank you. I have some preferences, and wonder what you would add/delete/substitute.
Enbridge, RBC, Pembina, Emera, Brookfield Renewable, ... and then I draw a blank because I suddenly feel I am duplicating industry giants. Is A & W still buyable? Thanks.
Please draw as many points as necessary!
Would you please recommend some stocks that I could start a new income portfolio in this climate, at these prices? Thank you. I have some preferences, and wonder what you would add/delete/substitute.
Enbridge, RBC, Pembina, Emera, Brookfield Renewable, ... and then I draw a blank because I suddenly feel I am duplicating industry giants. Is A & W still buyable? Thanks.
Please draw as many points as necessary!
Q: Was looking through your Tax Loss Selling Report and Dream Unlimited caught my attention. Not much love for or attention paid to this stock to the point that there were no quetions re. its most recent earnings on Nov. 11 . Could I have your belated assessment of these earnings before I decide whether to take a flyer or talk myself down .
Thank-you.
Thank-you.
Q: Do you think Telus is an oportunistic buy at this time? Risk/Reward.?
Thank you
Thank you
Q: Hello Team,
Which of these two would you prefer for total return over the next few years and why?
Thank You,
Barry
Which of these two would you prefer for total return over the next few years and why?
Thank You,
Barry
-
Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $62.51)
-
State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL $91.47)
-
JPMorgan Ultra-Short Income ETF (JPST $50.63)
-
JPMorgan Equity Premium Income ETF (JEPI $58.25)
Q: Let's say a conservative investor (i) wants to invest US dollars in US ETFs, (ii) wants principal protection above all, for example by investing primarily in BIL.
If this investor wants to move a little bit up the risk ladder with a view to getting more yield, by adding one or two other conservative ETFs (while continuing to hold BIL as the primary holding): what would you suggest?
If this investor wants to move a little bit up the risk ladder with a view to getting more yield, by adding one or two other conservative ETFs (while continuing to hold BIL as the primary holding): what would you suggest?
Q: Is the Telus dividend sustainable? Current dividend yield is 9.19%
Q: 80 year young value investor. I held EMA for many yers until it started going downin 2022. Now it seems to be back to where it was before it dropped. Time to get into it now for the dividend?
-
Bank of Nova Scotia (The) (BNS $100.62)
-
Enbridge Inc. (ENB $63.54)
-
Canadian Natural Resources Limited (CNQ $44.62)
-
Power Corporation of Canada Subordinate Voting Shares (POW $72.41)
-
Pembina Pipeline Corporation (PPL $51.37)
-
Restaurant Brands International Inc. (QSR $95.99)
-
Emera Incorporated (EMA $67.99)
-
Exchange Income Corporation (EIF $88.71)
-
Nutrien Ltd. (NTR $83.28)
-
Alimentation Couche-Tard Inc. (ATD.A)
Q: Good afternoon Troops. 65y/o retiree looking to reduce my holdings and consolidate into an easier to manage portfolio. I have chosen six ETFs to give me some international and US exposure, some using covered calls for income. For the Canadian side of my portfolio I have chosen these ten stocks that would be my core holdings going forward. Can you please comment on this strategy and if these stocks are suitable for my situation. Cheers.
Q: I have owned BCE & T for a very long time. Even with BCE dividend cut I am up a lot (including dividends paid). T is in the doldrums and share price is stagnant. Should I sell these two and buy CGO: low payout ration ROE of 10% but a ton on debt. CGO up a lot this year! Or, sell T and BCE and not buy CGO. I am 77 YO. T & BCE are a small % of total portfolio.
-
Canadian Utilities Limited Class A Non-Voting Shares (CU $43.17)
-
ATCO Ltd. Class I Non-voting Shares (ACO.X $57.09)
Q: I own Canadian Utilities and Atco Class 1 shares and they have appreciated nicely over time. How would you rate their prospects for growth in share price for the next 5 years?
With today's economic climate with the US, and the Canadian government's stated intention to push for big Canadian infrastructure projects, would one of these companies be a stronger bet?
Do you see the current dividend level as being safe for both companies going forward?
And, is there a good reason to own both of these stocks, given that CU is a sub of Atco?
Thank you for you insight and have a great day!
With today's economic climate with the US, and the Canadian government's stated intention to push for big Canadian infrastructure projects, would one of these companies be a stronger bet?
Do you see the current dividend level as being safe for both companies going forward?
And, is there a good reason to own both of these stocks, given that CU is a sub of Atco?
Thank you for you insight and have a great day!
Q: In your opinion which one of these high yielding companies, telus, sobo offer the best return over the next 5 years?
Q: Eighty year old income investor. I am down a little ($2500) on T:ca. Based on your thoughts about these companies in questions today: Should I sell T:CA and buy more QBR.B:CA which I also own and is up for me by ($1500) or hold everything and let T:CA eventually go up? I do not need the funds immediately. I enjoy the dividend of T:CA.
Q: I value David Rosenberg's opinion that; "Shiller P/E, length of bull run and standard deviation measures are red flags that signal a big shift is imminent." Capital appreciation is important to me, with modest income. Suggest some investments, please.