Investment Q&A

Q: Hello, thinking of selling these stocks for tax loss reasons (10-15%). Although one would think a very possible recession with the related decrease in earnings is already baked in share prices, I am afraid it is not entirely so. I intent to buy these stocks back in a month, hopefully with a lower SP. Is the tradeoff between tax loss and the risk of share prices jumping much higher worth it? Thanks

Q: Just switched 200 shares of FTS to CPX and then noticed a reply to a client question that stated BEPC a little better than CPX.
Your thoughts will be appreciated.
Thanks.

Q: Portfolio is high quality safer high yield dividend growers. Any like AQN that you would suggest selling and upgrading to another company? Ideally would like to maintain/increase the yield (maybe take advantage of high quality stocks that have been hit harder) without increasing the current risk of the portfolio? Not keen to sell low yielding BEP right now as its down a fair bit but I'm sure better days are ahead.

Current portfolio holdings are:
AW.UN AQN BNS BCE BEP.UN ENB EIF MFC SLF SYZ T TD

Q: Could you please comment on Sandstorm Gold, and give your opinion about whether it is a sufficiently strong company in the sector? Thanks.

Q: anything to excite me about this Co or is it time to exit
Thanks, Del

Q: hello 5i:
enough funds to buy just one. Can you discuss which you like better and why? Going forward, which business is more stable?
thanks
Paul L

Q: Any info. on when and how much they will ultimately receive from Apple lawsuit appeal?
Jerry

Q: Any reason for me to continue holding unto the reduced number of shares since the 1 for 10 share consolidation a few months ago
Thanks Del

Q: Is it timely to average down on these 3 stocks? Please provide short comments, and good entry prices for each. Txs for u usual great services & views

Q: Hello, some members ask about ideas where to park cash for a while. I find that Tangerine Canada is pretty good. As of today the interest rate on GICs for 90 days is 1.50%, 180 days is 3.70%, 270 days is 4.25% and one year is 4,70%. All the best,

Q: What are your top 3 Cdn Utilities and top 3 Cdn Telecomms for Growth and Income, given recent pullbacks. Is this a good time to buy or should I wait for things to settle. Will Utilities and Telecomms provide some security heading into or during a recession.

Thanks
Tim

Q: Peter; As a veteran market watcher what do you make of the large TVE volumes daily? Generalists or the
underwriters getting off stock? Thanks. Rod

Q: Hi, how safe is the dividend on a scale of 1-10 whereby 10 is very safe. Do they carry debt that could some day impact the dividend as rates rise? Has the dividend ever been cut? Any reason why the dividend has not been raised for a few years? Lastly, do you see Keyera as a takeover target in the future. Many thanks as always for the great service that you provide.

Q: Do you concur with David Rosenberg's comments in the FP today stating that inflation is not our current problem but rather a lack of liquidity and forced sales of quality assets?

Carl

Q: What are some companies that are sitting on cash which they can easily deploy to acquire other companies on the cheap? Would ECN and GUD be on this list?

Q: Would you consider Atlassian to be a potentially strong compounder over the next 3-5 years? I like the company, but am also concerned about it operating in a competitive landscape. Thank you.

Q: Down over 50% in NET but really liking the company: Matthew Prince seems very innovative, the company has lots of use cases. Do you foresee strong growth potential for this company over the upcoming years?

Q: DIV recently announced a dividend increase, which they say has a pay-out ratio of 92%. I am a bit confused here as it seems like an odd time to do this. Your thoughts on the increase and on the safety of the dividend moving forward are appreciated. Thank-you.

Q: With the Fed raising rates and their commitment to tackle inflation the US dollar has been on quite a tear lately. Can you name the top three companies from your balanced portfolio that would be the most positively impacted by the strengthening US dollar as well as the three that would be the most negatively impacted.

Q: Retired, dividend-income investor. I own a full position in NNRG in my TFSA account.

I am looking to add an energy income ETF in my wife's Cash account. Because I am a huge Eric fan, I had naturally gravitated to NRGI, not even thinking there might be other alternatives to his income ETF. The question earlier today related to ENCC woke me up.

Could you please list some Energy Income ETFs that you think I should consider. I will then do some of my own research on each of your candidates. Is there one that stands out as head-and-shoulders above the rest?

NRGI is roughly 85% USA stocks. whereas ENCC appears to be very heavy (90%) to Canadian. Does this factor into the equation, related to income taxes and which type of account it should be placed in?

When overlaying ENCC and NRGI on your 6 month charts, they look virtually identical. ENCC has a 10% yield vs NRGI at 7%, although I suspect there will be special dividends in addition.

Your thoughts...thanks...Steve