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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: For the last 5 years LNF has done nothing. Yes it hs a dividend of 3.8%. But cheap as it is do you see it advancing much? EMA, EIF, and NWC pay higher dividends and have advanced quite a bit since bought. Would it be suggested that any of these three could replace LNF or should I hang on to LNF in the hopes that it may spring to life?
Read Answer Asked by STANLEY on December 11, 2023
Q: I am considering adding to current positions in these companies. I know timing is impossible to predict but which of these companies would you be adding to now and which would you wait given that we are heading in to end of year selling<

Thanks
Tim
Read Answer Asked by Timothy on December 08, 2023
Q: Hi. I'm currently over weight in Consumer Defensives (BYD, PBH & PRWM) and under weight in Industrials (WSP, TFII, STN & SIS).
I'm thinking of selling PRMW and buying EIF. Based on future prospects do you think this trade makes sense. I intend to hold for a few years. Thanks!
Read Answer Asked by Ian on December 04, 2023
Q: Another tax loss question. Currently down 19% on EIF and 11% on NPI in a non-registered account. (Interesting to note analysts are giving both 'strong buy' recommendations.) First, EIF. Would you sell, sell and repurchase, or stand pat? And if your recommendation is to sell and repurchase, would you repurchase before year end or wait 'til the new year? With regard to NPI, would you sell and repurchase? Stand pat? Or replace it with something like H? (BIP and BEP already held). The goal with both stocks is income with some growth. Thank you.
Read Answer Asked by Maureen on November 14, 2023
Q: An analyst recently reported that new contracts for EIF in medivac and maritime surveillance are coming on board in 2025 and will bring a "huge" increase in income as well as profits? First, are these contracts set in stone? And second, do you think these contracts will in fact make a "huge" difference in EIFs growth and stock price? Finally, is it worth buying the stock now in anticipation of this growth?
Read Answer Asked by arnold on November 13, 2023
Q: Time for a RIFF withdrawal. Just under $27K. Don' t need the funds. I usually roll the proceeds into an unregistered account.
Question. Do I buy a dividend grower EIF or do I add a few dollars and add buy 10 more shares of CSU? What would Peter do? Thanks in advance. David
Read Answer Asked by David on November 09, 2023
Q: Can you please provide a brief analysis of risk for this one, maybe especially with respect to their balance sheet and whether you know anything about any debt obligations that may incur higher rates at refinancing, valuation now vs historical P/E, potential headwinds etc.? I rode it up and right back down, just a little concerned about where the floor is, it is a bit of a smaller cap than I usually commit to for the full position I have. Thank you.
Read Answer Asked by Stephen R. on October 26, 2023
Q: In reference to your answer today regarding selling the 4 stocks to replace with UMAX, you state that UMAX is “ fully invested in utilities “. I do not believe this to be true as it holds industrials such as WCN, CP, CN , and pipelines and phone companies, which may have a deep moat but I do not class as utilities. I bought this etf for its selection of solid large cap companies across several sectors. True utilities in this ETF are FTS, EMA, NPI, H, ( 30 % of total etf ). The name of the etf is a bit of a misnomer.
Thanks. Derek.
Read Answer Asked by Derek on October 12, 2023
Q: In my RRIF, where income with some growth is the aim, I am considering replacing one or all of EIF, SPB, PKI, CRR.UN with UMAX ETF. In what order would you sell ( I believe it’s best to spread this out over the next 6 months) ? Is there any stock you would keep or is a definite sell ? This will double the portfolio’s income and offset the rising mandatory withdrawal . This will also increase my portfolio’s composition of large cap industrial and utility companies. Your opinion on this approach is appreciated. Thanks. Derek.
Read Answer Asked by Derek on October 12, 2023
Q: I have been thinking of replacing PKI with EIF in my RRIF over the last few months. During this time PKI has been steadily rising ( in a weak/ declining market) while EIF has been following the market down. The EIF decline has been quite substantial from what I see is a strong company with good prospects. Is there something wrong with the company that us retail investors don’t know about. ? Is there a rerating of the company going on ? Several analysts have been more positive on PKI. Should one expect strength in this stock to continue. ? Trying to figure out when ( and if ) I should make the switch. My gut says to wait this out. Your thoughts are appreciated. Thanks. Derek.
Read Answer Asked by Derek on September 27, 2023
Q: I'm reducing the number of holdings in one of my RIF's. With cash to re deploy, which is better for long term hold and dividend appreciation with minimal downside. Probably an apples to orange comparison but EIF is it's own mini etf with it's various holdings. Leaning toward XEI, what is your take? Both already owned btw
Read Answer Asked by Harry on September 21, 2023
Q: I am considering adding to a number of these Income Generating names. I know you are generally not a fan of averaging down but is there an entry point that you would add to these names in the current market.

Thanks
Tim
Read Answer Asked by Timothy on September 20, 2023
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