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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: Hi Team,
Last month company issued equity at US$30.35 to acquired the renewal assets of Duke Energy. At the moment the units are trading below offer price. Do you see any upside in near future in its unit price if someone buys it now?

Is it a better choice over TCL.A or Alta Gas considering the growth and dividend increases in future? TCL.A and Alta Gas are different companies but both are dead for the past some years.

Your Views please.
Thanks
Read Answer Asked by Piyush on July 11, 2023
Q: NHYDY Could I have thoughts on this on this company in regards to management,debt,projects any upcoming catalysts and also dividend sustainability for a 1-3 year hold …Thanks
Read Answer Asked by Greg on July 11, 2023
Q: Hi Peter, Ryan, and Team.

Would you endorse a switch from ZLU to VFV? When I look at the sector breakdown of ZLU, I notice that ZLU is heavy in sectors that probably should currently be under-represented, and very light in sectors that should have higher concentration. And of course, the MER of 0.08% for VFV is better than ZLUs of 0.30%.

ZLU is held in our Margin account, and VFV is already held in our RRIFs.

Thanks as always for the timely advice.

Read Answer Asked by Jerry on July 10, 2023
Q: Hi, I'm slowly transitioning from a growth portfolio to a dividend portfolio for retirement, starting with positions in JEPI and JEPQ. Can you suggest a couple of US and a couple of Canadian ETFs with high dividends (+6%) that would complement these two? Thanks!
Read Answer Asked by TK on July 10, 2023
Q: Hi, thanks to Peter, I am a long-term holder of CSU. As a result, I now have smaller positions in Lumine and Topicus as well, and while I have added to each of those special dividend holdings, I have three fairly similar holdings. I'm looking to pare down my holdings and wondering if you can divine which of the two spin-offs I should keep and add to with the sale of the other? I was leaning to dump TOI because of it's European exposure and it bears similarities to being a younger Constellation while Lumine may be more innovative and unique.
Please comment.
Read Answer Asked by Darren on July 10, 2023
Q: Hi group I just sold NVDA @ $425. The plan was to wait for a pullback so i could repurchase. Looking like that will not work out. So should I buy AMD or ADBE Or? ...or just wait for a market adjustment broad based

2nd question i presently own the follow stocks and would like to add to some to them. In What order and price would you buy or should i be patient and just wait?
CSU AAPL AMAZ GOOG BN BAM KXS ATZ LLY NVEL TFII GSY BYD MSFT GSY TSLA QQQ TOI ATZ GM QSR L

Thanks for your help with these decisions deduct credits as required
Read Answer Asked by Terence on July 10, 2023
Q: As a dividend growth investor, with plan of living off of dividends well into retirement over the next 5 to 25 years (based on start of retirement and life expectancy assuming average Canadian life span), REGARDLESS OF SECTOR, what are your SAFEST and STRONGEST dividend paying stocks (with an equal emphasis on safety of dividend and strongest being quality of company).

thanks

Ernie
Read Answer Asked by Ernest on July 10, 2023
Q: I've been continuing to hold NBLY and watching it continue to drop. It is now a 1% portfolio position. I read your answer about NBLY yesterday and wasn't entirely encouraged by the forward P/E and margins. For a 40 y/o investor who holds this stock in a LIRA (long term horizon), are the prospects so bright that we should wait out the eventual recovery? Or should I look to buy something with better potential in the shorter term?
Read Answer Asked by Chris on July 10, 2023
Q: Your comments on the increased taxation on the dividends for this equity are noted but does that apply to US persons holding shares in their US domiciled account or just to non-US shareholders holding in say a Canadian equity account? Also the capital appreciation of this equity over the last 3 years dwarfs an Enbridge. What do you think of this obvious discrepancy moving forward should interest rates peak and hold at current levels - would the outperformance likely continue in your view? What concerns might you have surrounding PAA compared with Enbridge? Would you buy this one for a longer term hold if high taxation of dividend isn't considered? Thank you for your input.
Read Answer Asked by Ken on July 10, 2023
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