Investment Q&A

Q: What's your take on the special div?

It's funny, many of the people (non experts) I follow on Twitter/X aren't impressed, as everyone would rather see that money stored up to continue with acquisitions. I guess CSU/TOI/LMN has raised their own bars so high a special div seems small compared with the overall returns people have some to expect from them....

Q: What is your view on Crowdstrike's earnings? Stock is up 20%+ after hours, do you feel this is warranted based on the earnings/outlook? Thanks

Q: Your comments on the Q4. Does not look that bad but after hours are terrible. Margins seem to improve, the expectations were too high? Time to add on weakness? What about the customer retention?

Thanks

Q: When is ENGH reporting and what are the estimates of Rev.& Eps? Txs for u usual great services & views

Q: Hi I’ve held BN for some time. I feel it’s an exceptional business with little price action. Are my expectations too high? fundamental concern?

Buy/hold/sell?

If selling is an option, what would you purchase as a replacement? Thanks

Q: Just wondering your take on the latest results.

Q: What are your most recent thoughts on this company. Is it a Buy? Thank you!

Q: Hello , of the two who would you prefer? Or your own pick with dividend 3.5%+.
Would you agree that cpx might do better long term with their electric power generation, that everyone seems to want or need in the future?
Could you give me the p/e on both I think it’s 8.5x cpx- 11x bip.un? Does cpx have a return of capital with its large dividend?
Thanks

Q: Appreciate your thoughts on D.UN after reverse split and drop in monthly payout by 50%. Doesn't exude confidence.
Thanks

Q: Hello, I’ve watched this fund destroying wealth since 1995 ish. If the 30 plus years of declining rates were the result of poor performance do you think it’s possible something has changed and this could be a slow mover up in the future. Thankyou

Q: Do you see the recent dip in PGNY as an opportunity or did the recent results indicate something worrying? Do you agree with the assessment that there could be long-term, above-average growth possibilities and PGNY is emerging as a leader rather than just simply another OK investment?

Q: Peter and His Wonder Team
They just reported what appear to be good results. Please give me your opinion especially in regards to 2024. Is there anything that looks like a "red-flag"? Thanks as usual...

Q: Please comment on the latest results. Anything there to change your opinion on NFI. Thanks

Q: Hi there,

I hold a significant number of shares of BCE mostly for the income in a diversified portfolio.

I know in the past few weeks you have discussed the health of their dividend and don’t seem too concerned. To the contrary there are an increasingly large number of pundits who believe they cannot keep the pace of their present dividend and therefore must cut it. They talk about the various ways to measure it albeit as percentage of fcf or EBITDA or whatever but they just don’t have the fcf anymore due to these high capital expenditures sucking the life out of it.

Can you possibly dig into the math on this and give us the true picture? Maybe lower interest rates on the horizon will help with this problem? Or BCE goes the way of AQN, cuts their div and the stock drops like a rock? Been there done that with AQN and wondering if I should just reduce my holdings accordingly and find another way to make up the income.

Ok thanks a lot!

Q: Can you comment on todays news of takeover of Spirent and what it can mean going forward. Market seems to like it. What's your take? Is it a good buy?

Q: Softchoice issued a special $4 dividend today as part of their quarterly results. Any thoughts as to why they issued such a large special dividend?
Thanks

Q: How does one use the question text selection effectively in your Q & A feature?
thanks Hugh

Q: I would appreciate your assessment of Athabasca's recent quarter. The 8 year tax exemption and approximately 100 year oil reserve life reported must be unusual when compared to other oil companies. Thanks 5i

Q: From reading your recent answers, you like these 4 companies (CNR, CP, TFII and TIH). Would you please rank these 4 companies for growth and rank them again for dividend growth. Which two companies would be your favorite for a combination of growth and dividends for a 5+ year hold? If you can give a brief explanation for the reason(s) over the other 2 companies? Thank you.

Q: Hello team,

I have all four of these in my income portfolio. The telco's for the divs and Park Lawn and BEP for income and growth. All four are down substantially (20-30%) from purchase in fall of 2022. The news out on BCE is less than flattering, while there has not beeen much on PLC. The other two I assume are biding their time, and should/might rerate with a drop in interest rates. I am a long term buy and hold and am quite satisfied with the income aspect of my portfolio, but my finger keeps getting itchy each time I see a drop in SP, for no reason at all.

My question is, will these Companies need rate cuts in order to rerate, or is their business that bad that their SP continues to stagnate. I know the other shoe about the economy improving, but that applies to all stocks, and have taken that into consideration.

Thanks for the service, I'd be lost without it. My former finacial advisor, not such a big fan!