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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: A dividend account, BCE down 16,%, BIP.Un down 14.5%, BEPC down 23%, DOO down 23% as well. Also own BN and BAM. Brookfield entities are 17% of the portfolio.
Do I sell my losers, knowing they're suffering from higher interest rates or simply stay patient?
Do you see concentration risk ? How high would you let the Brookfield entities run? I think DOO is a good firm but it could go. Please deduct questions as you see fit. Thank you in advance. David
Read Answer Asked by David on February 20, 2024
Q: Dear Peter et al:

Can you give me the names of 3 companies each that fulfill these criteria. I tried to "curate" the list by myself by going through 6 months worth of questions on Energy sector but really couldn't compile a decent selection as the questions exhibited significant variance.

Question # 1.

Mid cap oils (not gas)

Good to great free cash flow

FCF well directed to share buy backs, debt reduction and dividend enhancement.

Solid management
(I know this is subjective but I know that you know the players well!)

Showing good momentum and growth prospects.
You can include a small cap if you think it i soon going to be a mid cap.

Question # 2.

Same criteria but in Large cap oils.

Many thanks.

Read Answer Asked by Savalai on February 16, 2024
Q: Looking to increase us dividends, is it ok to buy cdn companies in US dollars or can you list stable us dividend payers.
Read Answer Asked by Michael on February 16, 2024
Q: On Jan. 22 you wrote, "The 12-month payout ratio is 28%, and PEY is in good financial shape." On Feb. 14 you wrote, "BUT...its nine-month 2023 payout ratio was 101%. Its balance sheet is OK."

I am confused by these seemingly contradictory statements. Can you please clarify regarding the payout ratio and the health of the balance sheet?

It seems as if I am a bit of a sucker for high yields and have been burned by Birchcliff in 2023 (though still a holder), and do not want to suffer the same fate with my recent purchase of Peyto.

Thank you as always for your expertise.
Read Answer Asked by Richard on February 15, 2024
Q: Good afternoon,

Looking for a list of companies with safe , growing dividends and potential for some capital gain - Cdn or American.

Thank you,
Brad
Read Answer Asked by Brad on February 14, 2024
Q: Can you compare the dividend growth at CN and CP over time? It looks to me that CP hasn’t increased the dividend since Oct. 2020. The longest previous period with no increase in the recent past seems to be July 2012 to July 2016. In contrast, CN seems to increase their dividend every year. But has the rate of increase for both been similar over the long run despite the choppiness at CP? Also, the rate of increase seems to be slowing more recently at CN, it was often double digit increases prior to 2020. Any insights appreciated, thanks.


Read Answer Asked by Stephen R. on February 14, 2024
Q: Interested in these Canadian small caps. Can you provide quick thoughts on the prospects of these companies knowing the risks of small caps.
Do you know management at all and how would you rate each?
What is in your mind the main reason to invest in each company and the biggest worry for each? (debt, dilution etc)
Read Answer Asked by Michael on February 13, 2024
Q: My PA wants me in telecom. I had Telus but it dropped heavy and I harvested losses, investing in BCE only to continue down. I realize higher interest rates are a challenge for telcos and utilities. It there a case for any of the of Canadian telecoms? I have a long term investment horizon but do like safe dividends. Are the telcos dividends "safe"?Should I hold BCE or flee for another company, even in the US. (I have VZ, also in the down elevator, bigly). thanks, al
Read Answer Asked by alex on February 13, 2024
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