Investment Q&A

Q: Peter could I have your opinion on MKP please. It looks like they have slowly raised the div over the years. Pay out O.K??? Is the dv taxed as a div or as interest for tax perposes?? I am a senior and looking for stable dividends, Thanks Ken

Q: Hi Peter

What is your opinion on the following stocks as part of my income portfolio HHL,MKP ,PRV,CIX, WCP and GSY .
do you have any additional suggestions for high tech for an income portfolio


Thank you
Howard

Q: are any of these something to have as a good investment ?

Q: MKP this company seems to be a steady climber with a great dividend , is it one to buy or is there better ones in the same sector to pursue ? thanks

Q: I own small positions in Fiera, Firm Capital, Alaris and Mcan for their outsized yields. I'm close to even on three and down 5% on Fiera (8 5% yield).
Would you keep them as long term investments and please rank them. Thanks.

Q: These companies pay high dividends. Any red flags?
Are the dividends relatively safe?
Thank you.

Q: I have shares in MKP and received some rights as dividends as MKP.RP that are worth about $0.11. I can trade them in for more shares at $15.65 about $1.85 below current value (20 rights to 1 share).
Is this a good deal, or should I just sell the rights? I feel there is no difference unless I wanted to buy 5% more shares. If I do buy the shares, how do I do it?
Also, any thoughts on the company in general. It diversifies my holding and pays over 7% dividends. I have a 4% holding in the company which is a full position for me.

Q: MCAN (MKP) is a mortgage company that I hold. It seems to be a good income stock. It is raising more capital that I interpret as positive. Is this to hedge against the "expected" rising interest rates? If rates go up how will this affect their business? My holding is 3%, I am thinking of bring this up a bit based on their positive moves to increase capital. Am I reading this wrong?

Thanks,
Doug

Q: Your thoughts on MKP’s latest results and the 8% div yield.. The results are good but not quite as good as last year. Why would they declare a special dividend verses just raising their quarterly dividend?
Thanks
Gord

Q: I am fairly new to DIY investing and 5i. Have really appreciated the knowledge I am accumulating from your subscription. I am overweight in financials and would like to reduce. Currently own MKP (7%) and AI (2%). Could you give me your thoughts on these companies and rank them in order of “dividend safety/growth”? Thank you.

Q: Hello Peter, assuming an already have a diversified portfolio, in what order would you choose the following for long-term wealth creation (whether from dividends or gains): ETSY, PINS, SQ, NVDA, LSPD, ADBE, ARKW, MKP. Thank you.

Q: hello
What are your thoughts on MIC's these days? For income of course.
Could you please rank them in order of "distribution" safety?
Thanks

Q: Hi, can you comment on MKP's earnings release, and is there risk in continuing to hold these shares. Thanks!

Q: Hello 5i Team

Could you please provide an update on the mortgage investment corporation.
Are they a reasonable source of higher yield interest income?
The four MIC and First National have suffered the declines similar to the market.
These investments would be held in my RRSP for long term interest income and not for capital gains. These would be a small portion of my high yield fixed income portfolio which includes corporate bonds and convertible debentures.
How did MIC fare in the low interest rate environment after the 2008 crash / recession as most stock charts only go back 10 years.
Thanks for the excellent advice in the last four weeks with all the market changes.

Q: Wajax and Transcontinental have several things in common : mid single digit p/e, moderately high yield, relatively safe pay-out ratio, and a turnaround in earnings seems possible. Can you think of any other companies whose profile hits the 4 previously mentioned criteria. Thank you.

Q: Curious about your thoughts on MKP:CA as an income stock, it boasts a decent yield, but trading at a 52-week high right now. Been paying a decent dividend for along time now, but only has a "Sell" rating by one analyst and concerns over sustainability.

Q: Hello 5i Team
I am reviewing alternative high yield C$ investments for my RRSP for a small portion of my fixed income (< 5% of total portfolio ).
Looking at the publicly traded mortgage investment corporations (MIC) on the TSX - of the four listed, which would be your preferred choice and/or ranked in order.
Are there any other MIC listed on the TSX?
Could you also confirm that "dividends" for MICs are considered as "interest" if held in a non-taxable account.
Thanks in advance for the great service.

Q: What do you think about Mcan Mortgage Co at the current price for income? Thank you. Hans

Q: Could I please have your analysis on the last quarter results of MKP. Buy, sell or hold?

Q: In your reply to Kimberley regarding MKP, you stated that you'd find it hard to get interested (given all the issues), but that's assuming you don't already own it. However, for those of us who do, would you suggest hanging on to it? Or would you swap it out for something like EIT.un if one wants to maintain the same level of non-dividend income?