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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: Hi Gang, wondering if there will be an update report for capital power coming soon; looks like it's a yearly ritual ☺️. Till then, do you see this recent drop as a good leg in? I thought last qtr was a good report and company seems like it's executing it's strategy. Did I miss something or is this a reaction to higher for longer interest rates?
Read Answer Asked by Allan on October 03, 2023
Q: Good afternoon. Just a brutal 5-7 days for the Canadian telcos, pipelines and utilities.

Besides the usual narrative(s) of higher rates for longer and a Fed now suggesting 2 vs 4 rate cuts in 2024, is there anything else at play here that should cause a retired yield-focused investor cause for concern?
Read Answer Asked by Trevor on October 03, 2023
Q: I'm having trouble understanding why FTN keeps having these unexplained price drops!!Last time it happened I bought a lot of it and sold it for a hefty profit a few days later,which I then invested in FTN.PR which just raised its dividend to 9.25%.Now FTN is back down to where I bought it a few weeks ago!!!The yield is 22% and as long as the NAV remains above $15 it will pay the dividend,NAV is $16.82 as of Sept 15.I know you're not a fan of split shares or short term investing,but would FTN not seem like a screaming buy here???
Read Answer Asked by terry on October 03, 2023
Q: In a world where indebted dividend-payers are being stressed by higher rates, how would you rank the following Canadian companies in terms of the sustainability of their dividend?

RY, TD, BMO, BNS, SRU.UN, FCR.UN, BCE, Telus, FTS, EMA, BEP.UN, BIP.UN, ALA, ENB, TRP, PPL, GEI
Read Answer Asked by Brian on October 03, 2023
Q: Hi Peter,
Of the bigger O/G Cos we own CNQ and IMO but not CVE or SU. IMO has been on a solid run lately and we're wondering why vs the group laggard SU (easy to see using ratio charts). For new capital would you stick with CNQ/IMO or add in CVE or SU. Do you agree that with higher rates the Oils are a good place to be ? Finally CNQ has committed to greater returns when their debt target is reached; are there similar committments from the others ? Thank you and pls deduct credits as appropriate,
Read Answer Asked by Paul on October 03, 2023
Q: In a year BEP.UN down 32.22 % , FTS down
3 .65 %. Why the difference; BEP.UN initially overpriced FTS “ underpriced “, green stocks way out of favour, etc? I own a fair amount of BEP.UN and do want to sell but if there is something fundamentally wrong with this company I don’t want to hold on until it’s a penny stock or something like AQN happens. I imagine Flatt and others are wringing their hands and hope they do something to improve the share price.
Thanks. Derek
Read Answer Asked by Derek on October 02, 2023
Q: We are dividend investors in our late 70’s. We derive most of our income from dividends. Recently we sold about 200,000. Worth of Enbridge and are looking to reinvest. We have short listed some companies above and would like your opinion on them. Also if you have any other suggestions we would welcome your ideas. We are looking for solid companies with a good dividend that also increase their dividends.
Read Answer Asked by Donald on October 02, 2023
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