Q: No questions on FSLY since last August. I am still holding and pleasantly surprised by recent improvement. Appreciate your views on Buy, sell or hold and why ? If sell what would you replace it with ?
Q: Today you answered a question about whether Apple or Microsoft would be the best choice for future growth. You answered by looking at the forward P/E and average growth prospects. I imagine you got those figures from your Bloomberg terminal. But I was wondering what the average investor could use for this information. I imagine there are numerous projections as well, so how to choose a reliable one?
Q: Hi
How would you rate these REITs based on debt, income security and growth? I am trying to determine where to put some cash in my TFSA, where I ger a good income, but not having to worry about the dividend being cut. Thanks, Len
Q: HCG has an agreement in place for SFC to buy all outstanding shares at $44 sometime around mid-2023. It is trading under $42 right now. Why would it not be trading closer or at $44? Thanks in advance
Q: I'd like your assessment of MKB versus aggregate bond etfs like XBB, ZAG, and VAB. Has MKB performed better than the listed etfs? If it has performed better then is it because the etf has taken on additional risk to achieve the higher return? How might one incorporate MKB into the bond portion of their portfolio? Is it worth the higher fees?
Q: PPL vs ENB for total return potential over 5 years? Compared fundamentals on RBC direct investing and PPL is cheaper, higher return on equity, less debt and more profitable. After my review I concluded PPL may now be a better stock . Do you agree?
I noticed that KEY is going to switch from monthly payout to quarterly. Is this good, bad or neither? Pembina started that too this year. The dividends are the same but over the pass few years I notice a few stocks switching. I think Parklawn (PLC) did a few years ago as well as AD.UN. It just seems like more and more of my monthly payers are switching to quarterly.
Q: I have been looking at both Stellantis and Mercedes Benz (via ADR) as potential investments. Both pay above a 6% dividend and both have performed well on a year-to-date basis. It seems as though the dividend for each is paid yearly: is this accurate? Also, would either investment be sensible for someone looking for stable dividend yield with some growth of the underlying investment? Any insights will be much appreciated. Thanks so much, and I look forward to your commentary.
Q: Good morning - I'm looking at my current BEPC holdings which are in a loss position. I also have BIPC ( gain position at this time), BAM and BN. I'd like your thoughts on whether to sell both BEPC and BIPC and increase both my BAM and BN. I like BEPC but am not emotionally attached to it. Best Brookfield moves for someone with say ten year investment horizon and a desire for dividends? Thanks
Q: Good Morning 5i
I read Cenovus results this morning. There is no mention of a quarterly or special dividend. When would see them announcing dividends?
Thanks
Q: Is there a rule of thumb that you would suggest domestic investors should consider using for a targeted portfolio size before thinking about wandering into developed international and international equities, either ETFs or single coys?