Q: I am back to even on the above. Should I bail?
What would be you number one switch?
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Good morning!
As a dividend investor, I am noting that BNS now pays 1.25% higher dividend than EIF. I hold full positions in each. I am considering selling EIF and doubling down on BNS. I see BNS as having - as well as a higher dividend - an upside in the order of 50% when the economy stabilzes and perhaps the Ukraine war is over. I do see growth from EIF, but think that in a 2 to 5 year window EIF might see steady growth with perhaps a maximum of 25% upside, seemingly less than the bank. What do you think of this reasoning, and are there any reasons why this might not be a good idea? This swap would be in registered accounts (50% TFSA and 50% RIF), so there are no immediate tax implications.
Thanks! ... Paul K
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Johnson & Johnson (JNJ)
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Bank of Nova Scotia (The) (BNS)
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Bank of Montreal (BMO)
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BCE Inc. (BCE)
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Enbridge Inc. (ENB)
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Manulife Financial Corporation (MFC)
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Canadian Imperial Bank Of Commerce (CM)
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TC Energy Corporation (TRP)
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Intact Financial Corporation (IFC)
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Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A)
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Enbridge Income Fund Holdings Inc. (ENF)
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Granite Real Estate Investment Trust (GRT.UN)
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goeasy Ltd. (GSY)
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Brookfield Infrastructure Partners L.P. (BIP.UN)
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Exchange Income Corporation (EIF)
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iShares Expanded Tech Sector ETF (IGM)
Q: I have owned these stocks in my non-registered account for 12 years except ETF IGM, T, CTC.A (bought 2 yr ago - up a fair bit). T bought 5 years or so ago. GSY, MFC & GRT.UN a year ago - all 3 up nicely. I buy dividend growers for the most part. I have been retired for quite a while - so, more interested in dividend growth. Large portfolio with banks 40% of total. Do not worry about market downturns: add to positions when they go on sale -08/09 and 2020. Sitting on cash and looking to add to these positions . Do not own ENF.CA - typo. Suggestions?? IFC 5-6 years up 220% including dividends.
Read AnswerQ: I'm very confused by the reaction of investors to these 2 stocks,maybe you guys can clear it up for me!!
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Q: How sweet it is to be short Exchange income - too bad I’m not
What is the latest short position on this baby?
Cheers
Q: Please comment on EIF's results released after close today and going forward.Add,Hold or Sell.Thanks for U usual great services & views
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Q: Are you planning on writing a report on EIF:CA? Thanks.
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FirstService Corporation (FSV)
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North West Company Inc. (The) (NWC)
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Exchange Income Corporation (EIF)
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Richelieu Hardware Ltd. (RCH)
Q: Best Canadian small cap dividend growers that have delivered shareholder value to date and have the potential continue to do so in the future. Your current opinion?
Thanks.
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Alaris Equity Partners Income Trust (AD.UN)
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Exchange Income Corporation (EIF)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Hi Folks,
I am looking to add one of EIF, BAM or AD.UN to my diversified RRSP portfolio. Looking for a safe yield with a little growth. Is there one that stands out for your suggestion?
Thanks
Q: Hi is Eif directly impacted by the rising interest rates? Has Eif locked in their interest rate on debt?
Do most companies manage their exposure to debt as well or better than Eif?
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AbbVie Inc. (ABBV)
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JP Morgan Chase & Co. (JPM)
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Merck & Company Inc. (MRK)
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PepsiCo Inc. (PEP)
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Procter & Gamble Company (The) (PG)
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Target Corporation (TGT)
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Exchange Income Corporation (EIF)
Q: The initial investment on these and others has doubled. I do not require the funds immediately. I know these are outstanding companies. Each makes up 2% to 3% of the portfolio that is up by 10.5%. In this environment do you still abide by the statement "let the winners run", even to this extent. Should they be trimmed back to the initial cost, or should they be replaced? There are sixty positions in the portfolio balanced through all 11 sectors. I am a 77 year old dividend value investor.
Thank you for all your great input
Stanley
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Savaria Corporation (SIS)
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A&W Revenue Royalties Income Fund (AW.UN)
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Exchange Income Corporation (EIF)
Q: I hold SIS in a cash account and am up 4.5%. Considering selling it to purchase either EIF or AW.UN. Given my quest for solid dividends along with some growth and moderate risk - balanced with my aversion to paying capital gains tax - which course of action would you suggest and why? (Mindful of one of your favourite quotes about the stock market being a device to transfer money from the impatient to the patient...) Thank you
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CI Financial Corp. (CIX)
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Exchange Income Corporation (EIF)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
Q: Hello All,
A strategy occasionally mentioned is to consider buying at 52 week highs because it suggests continuing upward momentum .
I am following a few names which keep rising however am loathed to buy at this time because of the possible threat of a market correction.
Would you be willing to suggest any companies that you would almost certainly be buying, into recent highs, despite the looming threat?
Thank you
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PPL Corporation (PPL)
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AT&T Inc. (T)
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Power Corporation of Canada Subordinate Voting Shares (POW)
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Canadian Western Bank (CWB)
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Capital Power Corporation (CPX)
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Alaris Equity Partners Income Trust (AD.UN)
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Russel Metals Inc. (RUS)
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Brookfield Infrastructure Partners L.P. (BIP.UN)
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Exchange Income Corporation (EIF)
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Pizza Pizza Royalty Corp. (PZA)
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BMO Canadian Dividend ETF (ZDV)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
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Automotive Properties Real Estate Investment Trust (APR.UN)
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BMO Canadian High Dividend Covered Call ETF (ZWC)
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Enbridge Inc (ENB)
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Fabrinet (FN)
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Fortis Inc. (FTS)
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Manulife Financial Corporation (MFC)
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Sun Life Financial Inc. (SLF)
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Spectrum Brands Holdings Inc. (SPB)
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Suncor Energy Inc. (SU)
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Toronto Dominion Bank (The) (TD)
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TC Energy Corporation (TRP)
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Royal Bank Of Canada (RY)
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Bank Nova Scotia Halifax Pfd 3 (BNS)
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BMO Covered Call US Banks ETF (ZWK)
Q: These are my current holdings and I am looking forward to 2023. They are held in relatively the same quantities in 5 different accounts, a RRIF, 2 TFSA's and 2 Non registered accounts. I am retired an enjoy the income. Do you see any issues with these holdings or have any suggestions looking forward. The only non dividend holding is AR.
Take any extra credits as necessary. Thank you in advance. Enjoy and appreciate 5i'S help. Happy New Year.
Q: Happy New Year - I am a retiree who depends on dividend income. I have half positions in EIF and TFII. I am considering taking my gains in TFII and buying more EIF which would not put it over 5% of my holdings. The increased dividend is attracting me and I'm wondering about the security of the EIF payout. My TFII gains can be offset with losses in other positions so taxes are not an issue. Trying to consolidate my holdings as the PA says I have too many small ones. Thanks
al
Q: At an RSI of 75 do you think EIF is buyable right now? I owned it a decade ago and sold at a down time, but it's hard to argue with a move from $15 to $50 over the last 3.5 years. Plus the div. Thank you.
Read AnswerQ: hey guys just wondering what your evaluation would be of this company a good buy in current conditions or not thanks as always
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Air Canada Voting and Variable Voting Shares (AC)
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Exchange Income Corporation (EIF)
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WELL Health Technologies Corp. (WELL)
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Enthusiast Gaming Holdings Inc. (EGLX)
Q: These 4 stocks, held in my TFSA, in roughly equal proportions, total approximately 5 % of my registered and cash portfolios. All are down except for EIF. My TFSA is where I put my riskier growth stocks ( EIF slipping in there somehow). Each has their own theme and while I am in no hurry to sell, I am looking for your opinion on them while I conduct my semi annual review. Your comment on their strengths/weaknesses, growth potential, ,management , buy hold sell ,would be appreciated. Derek
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Parkland Corporation (PKI)
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Freehold Royalties Ltd. (FRU)
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North West Company Inc. (The) (NWC)
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Exchange Income Corporation (EIF)
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Topaz Energy Corp. (TPZ)
Q: Good Morning
I woud appreciate it if you could provide me with Credit Ratings for the following companies as I have been unable to find the information. Maybe your Bloomberg will help me.
EIF, NWC, TPZ, FRU, PKI.
Do you consider the credit Rating to be a very important metric by which one can judge the safety of a company and of it's dividend?
Thank you............ Paul W. K.
Q: I am making some end of year adjustments to my portfolio and am looking to add a new position with some cash in and RSP accounts. Looking at H, EIF or BNS. Which do you prefer at the momment. Income investor, long term hold, well balanced and diversified portfolio.
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