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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
What is so great about Nextera Energy. They have almost doubled their debt since 2018 from about 38 billion to 72 billion. They have been raising their dividend roughly 10% a year and not even coming close to earning it. Their FCF per share alone in 2022 was Negative .74 Cents, yet their paying out $1.69..
The 2 years prior was just as bad. The return on their assets in 2021 was only 1.44% and 2022 was 1.57%
Gord
Read Answer Asked by Gordon on October 12, 2023
Q: Over close to ten years the balanced portfolio on 5i has generally outperformed the growth portfolio. The five year rate of return as of September 2023 is better. Can you comment on the numbers please.
Read Answer Asked by Debrah on October 12, 2023
Q: Good morning,

Now a few weeks after this highly anticipated IPO ARM holdings, would you look at this as a good play towards the Ai and global chips market.? How is this company and Nvidia connected if at all? What is a price that would be a screaming buy in your opinion? I own Nvidia already with a hefty profit, I was thinking to sell some and buy ARM just want to know who you think has better lift in this exciting space.
Thanks
Read Answer Asked by Kolbi on October 12, 2023
Q: You could have bought this stock anytime in the last 10 years for around $5.50 dollars, its now roughly a 10 banger, don't you feel the opportunity has past. ?
Its a smallish company with very choppy earnings , so any big misses and the stock will get hammered like many others in the growth portfolio.
For a double the stock has to get to around $100. In your view you must be looking at it getting to $200 or $300 to make enough money to garner the risk, considering its long history of being in the doldrums.
Thanks Gord
Read Answer Asked by Gordon on October 12, 2023
Q: I am an income investor in my 80’s, largely in large cap Canadian equities and with 30 percent in GIC’s. Approximately 5% in U.S. stocks through ETF’s. I feel that I should have a larger U.S. presence but lack the knowledge to invest in that market. Can you make a few suggestions, bearing in mind that preservation of capital is important?
Read Answer Asked by Gail on October 11, 2023
Q: Re: the Bank 30Yr Mortgage Amortization Question asked by James... Could you explain the impact of more or less 30Yr Amortiztion Motgages ? Why is it important ? Also how would you rank the Cdn banks for purchase now and which could recover the best ? Which likely has the lowest impact from mortgages renewing ? Thank you.
Read Answer Asked by Paul on October 11, 2023
Q: My Consumer Descretionary % is a bit low.

1. I'm a little gun shy buying this sector right now due to economy slowing in the face of higher interest rates. It seems the consumer may be struggling here for awhile. Would you bump up a low sector waiting right now or just wait 6-12 months?

2. How would you currently rank the following watchlist for capital appreciation over the next year+? Are there some you would not really consider Consumer Descretionary - seems to be quite a range of business.


SHOP, QSR, ATZ, DOO, TSLA, MG, AMZN, ULTA, CELH, BKNG, GLBE, CROX.
Read Answer Asked by Kel on October 11, 2023
Q: I currently own Sagicor and I'm thinking of swapping into Trisura (which I know you like). SFC pays a 6.1% dividend while Trisura seemingly pays no dividend. Or maybe I should sell half my SFC and put those funds towards TSU ?? Is owning both advantageous ? What do you think of these ideas and can you provide some insight into the reasons for any recommendation?
Read Answer Asked by Randy on October 11, 2023
Q: What are your thoughts on BIR? It has lagged for the year and more so over
the past month. The dividend is in question, I recall $70 oil and $3 gas covers it. Is there any rationale to it being in question?

The other news I see is a new CEO coming in Jan, any thoughts on this?

Would you buy in here or would it be safe to wait for tax loss selling later in the year?
Read Answer Asked by Robert on October 11, 2023
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