Q: Hi, when weightings are discussed in questions from members, e.g. BCE is x% of a portfolio, does the portfolio include both the equity and bond portions or just the equity portion? Thanks, Martin
Q: A recent question was asked to explain the difference between BEP.UN and BEPC. In you answer you stated that in a registered account BEP.UN gets a higher yield, but the tax credit is lost. Could you please explain 1) why BEP.UN would get a higher yield in a registered account and 2) the tax credit being lost, are you referring to the tax dividend credit. Thanks … Cal
Q: could you give me five suggestions of stocks that are still left behind in the rally.
ET?,AC?,MCR?
which ones would you suggest with the most upside?
Q: Could you please provide a in depth dive to this company and it's prospects going froward. I own a little and wonder if I should by more. it has doubled since I bought it but I understand they have been around for long and done poorly
please comment on:
1. financial results ( Q4 & year end just out )
2. management
3. sector
4. sentiment
5. conference call
thanks
Yossi
Q: Hi, I'm currently holding a few of these positions in our TFSA's along with SHOP, LSPD, WELL, etc... I'm trying to determine if these four stocks fit best in a TFSA or other accounts? I try to put the highest growth stocks into our TFSA's. Would you swap any of these names out with some of the other high growth stocks you like and put these into an RSP, LIRA or non registered account? Thanks!
Q: I have done well with BEP/BEPC - in a non-registered account - and am now overweight (combined 8.4%). Love the growth and solid dividend. My choices now are: 1) Hold the course 2) Reduce to 5%, take the tax hit, and purchase a stock with similar attributes to BEP/BEPC i.e. stable dividend >1.5% and strong growth prospects.
Would you choose option 1 or 2? And if 2, would TRI be a good candidate? Other candidates you might suggest? (Already own WSP, AQN, BAM, FTS, MSI, NPI, PBH, SIS, T and X.) Thank you.
Q: Hi you made the following ‘generation vs distribution’ comment wrt AQN to Peter on Dec 2. Could you please expand on this a bit further as I mistakenly thought AQN was primarily generation. Could you similarly comment on NPI and INE re generation vs distribution. Thanks.
“The majority of its (AQN’s) business is distribution and has less exposure to generation already.”
Q: My wife has the above shares in a RRIF and we have to sell a few shares of one of them to provide enough cash for the monthly payout.
They each have, or have had their benefits but I'd be interested to know which ones I should start with at the present.
I've been inclined to sell losers as opposed to winners in the past and I am wondering whether to ditch ENB which is in the red, but if there were to be turnaround with ENB, the bounce might mean that BCE, which is a slow lumbering beast might be a better choice. Your thoughts?
Q: Does Emera have exposure on the Muskrat Falls project? I see the regulator has asked Emera to "adjust" for slow / non-existent benefit from The Link between NS and NL. Emera remains up 30%-40% from my purchase but would suggest a pivot to FTS or a Brookfield company here? Or anything other non-oil utility?
What are the next big steps and timing for scr. E.g. Legislative approval, cash flow from New Jersey, what new states are expected to allow gambling and when? Thank you for your prospective.
Do you see this legislative change also impacting The stars group. Any thought they companies would get together.
Mike
Q: The A and B Teck shares have historically traded in line, however, since January 2020 the A shares (voting and not very liquid) started to pull ahead of the B shares (non-voting and liquid). Recently, this differential has gapped significantly with the A shares pulling substantially ahead. Do you have an explanation for this? Is there something going on with the ownership position in Teck?
Q: 2 QUESTIONS.
CTS has been a great investment (take a bow here 5i) and is now free money for me as I sold half when it doubled. At the current price it's almost doubled again. What is your read of it's current momentum, can it be maintained ? Sell or hold ?
PHO is finally back to my buying price, same question ?
John.