Q: Presently hold Enbridge shares in a couple different accounts. ENB is down considerably from purchase - would like to sell as tax loss. what would you recommend as a solid replacement.
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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: Your comments on ENBs results please. Energy services which comprises a significant portion of earnings and cash flow took a significant hit? Thanks.
Q: enbridge came out with annual investors day presentation today and just wondering if you guys listened to it. they increased the dividend by only 3% but to me that was being cautious for outlook next year cause who knows what will happen but happy in their decision to raise a bit at least. just wanted your thoughts and as a sidenote i get a
newsletter from a reputable writer in ontario here and he was saying in one of his latest reports that 80% of all trading on the canadian markets [tsx] comes from south of the border now. i did not know that and is this right?
thanks
newsletter from a reputable writer in ontario here and he was saying in one of his latest reports that 80% of all trading on the canadian markets [tsx] comes from south of the border now. i did not know that and is this right?
thanks
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Enbridge Inc. (ENB $66.77)
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Fortis Inc. (FTS $71.46)
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Algonquin Power & Utilities Corp. (AQN $8.11)
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TC Energy Corporation (TRP $52.79)
Q: Good morning - I am overweight Utilities and underweight Energy. I have large positions in BEP and AQN, both of which have considerable capital gains as well as FTS which has plowed along steadily but not much gain. I am thinking of selling FTS and buying ENB or TRP. In an earlier question you suggested that you liked TRP over ENB if you had to choose. Do you like any other energy sector company better for a long term dividend loving old timer? I already have a chunk of SU and Canadian Natural Resources. On the other hand, I am noticing analysts starting to love FTS. Should I stay or should I go, and to which energy company? Thanks for helping me stop going in circles. Al
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Enbridge Inc. (ENB $66.77)
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Fortis Inc. (FTS $71.46)
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Algonquin Power & Utilities Corp. (AQN $8.11)
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Waste Connections Inc. (WCN $241.95)
Q: If I were to sell one of these stocks to purchase something growthier, in what order might you suggest? Are any of these potential recovery plays?
Thanks.
Brad
Thanks.
Brad
Q: Hello I have accumulated about 27% of my cash portfolio in ENB and TRP combined due to DRIP and the fact that I have held the shares for about 20 years. The also make up about 10% of my total investments. If I sell, the tax will be like a kick in the pants and so I have never sold. The dividends have always been good too. But with Trudeau looking for areas to raise some cash, I feel capital gains might get worse. If I were to sell some of this, would you suggest some renewable energy issues such as AGN or BEPC to replace?
Q: If you had to choose between Enbridge and TC Energy - to hold for the next 10 plus years, with the goals of preservation of capital (acknowledging market risk) and overall dividend return during that time period, which one would you choose?
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BCE Inc. (BCE $33.46)
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Enbridge Inc. (ENB $66.77)
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WSP Global Inc. (WSP $279.34)
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Algonquin Power & Utilities Corp. (AQN $8.11)
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Dream Industrial Real Estate Investment Trust (DIR.UN $12.06)
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?
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: Which would you pick and why? how long of a term would you leave your investment? Thanks
Q: I realize these are two completely different companies with one dividend producer and one that could rebound significantly post Covid, If you were to choose one of the two for a two to three year return, which one would you pick.
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NVIDIA Corporation (NVDA $183.16)
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Starbucks Corporation (SBUX $78.46)
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Walmart Inc. (WMT $101.84)
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BCE Inc. (BCE $33.46)
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Enbridge Inc. (ENB $66.77)
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Sun Life Financial Inc. (SLF $86.24)
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Fortis Inc. (FTS $71.46)
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Kinaxis Inc. (KXS $182.12)
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BlackBerry Limited (BB $6.28)
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Savaria Corporation (SIS $21.34)
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A&W Revenue Royalties Income Fund (AW.UN $36.93)
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HEXO Corp. (HEXO $0.88)
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Tinley Beverage Company Inc. (TNY)
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Regal Beloit Corporation (RBC)
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Viatris Inc. (VTRS $9.74)
Q: Have $12,000.00 to invest, current BMO Inv Line allocation is as follows:
Communication 8%
Cons Disc 21%
Cons Staples 13%
Energy 6%
Financials 32%
Health Care 11%
Info Tech 1%
Companies held AW, RBC, SLF, SBUX, WMT, BCE, PFZ,SIS, BB, ENB, TNY, HEXO,VTR,ParkLawn
Would appreciate your thoughts on how I could deploy the cash.
Communication 8%
Cons Disc 21%
Cons Staples 13%
Energy 6%
Financials 32%
Health Care 11%
Info Tech 1%
Companies held AW, RBC, SLF, SBUX, WMT, BCE, PFZ,SIS, BB, ENB, TNY, HEXO,VTR,ParkLawn
Would appreciate your thoughts on how I could deploy the cash.
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Enbridge Inc. (ENB $66.77)
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Algonquin Power & Utilities Corp. (AQN $8.11)
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Superior Plus Corp. (SPB $7.87)
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Labrador Iron Ore Royalty Corporation (LIF $27.67)
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Russel Metals Inc. (RUS $40.82)
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Rogers Sugar Inc. (RSI $6.15)
Q: Please rank these stocks in terms of safety of dividends and please provide payout ratio for each. Thank you!
Q: Morning ... I have 100K and will be investing into 10 companies from the BE portfolio. I will not need this money for 10 years ...could you please give me your recommendations. Please stay safe.
Q: I'm a buy and hold investor. I have a 2.86% position on Enbridge and 3.22% on TC. Would like to increase to about 4.% for each. . Looking primarily for dividend income. Thoughts ?
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Royal Bank of Canada (RY $201.20)
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Toronto-Dominion Bank (The) (TD $109.78)
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Enbridge Inc. (ENB $66.77)
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Sun Life Financial Inc. (SLF $86.24)
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TELUS Corporation (T $21.34)
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Brookfield Renewable Partners L.P. (BEP.UN $36.97)
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WSP Global Inc. (WSP $279.34)
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CAE Inc. (CAE $38.13)
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $39.98)
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Parkland Corporation (PKI $38.74)
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Thomson Reuters Corporation (TRI $212.03)
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Brookfield Infrastructure Partners L.P. (BIP.UN $48.11)
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Hydro One Limited (H $50.54)
Q: Hi!
Stocks have increased a lot recently and most of the above are well off their lows with stocks like BEP and BIP almost reaching their high of the year. Would you feel comfortable entering new money into the above names for income/growth or wait for a pullback? I know timing the market is next to impossible but do you see this rising market as sustainable and if one waits will the opportunity to enter still at reasonable prices be missed? Also, what are your thoughts on RDVY. It was not listed as a choice on the drop down list.
Thank you!
Stocks have increased a lot recently and most of the above are well off their lows with stocks like BEP and BIP almost reaching their high of the year. Would you feel comfortable entering new money into the above names for income/growth or wait for a pullback? I know timing the market is next to impossible but do you see this rising market as sustainable and if one waits will the opportunity to enter still at reasonable prices be missed? Also, what are your thoughts on RDVY. It was not listed as a choice on the drop down list.
Thank you!
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Micron Technology Inc. (MU $181.60)
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NVIDIA Corporation (NVDA $183.16)
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QUALCOMM Incorporated (QCOM $153.59)
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Salesforce Inc. (CRM $241.68)
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Enbridge Inc. (ENB $66.77)
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BioNTech SE (BNTX $102.06)
Q: Hi Peter and Team
Your advice on options, specifically covered calls is very much appreciated. Some time ago you had advised on opportunities in the US market for selling covered calls. As I believe that with the US election done that there may be some return to normal, is this a good time to again consider selling calls and could you advise 3 Canadian and 3 US shares that might offer good premiums ?
Thanks so much for the ongoing advice. Peter
Your advice on options, specifically covered calls is very much appreciated. Some time ago you had advised on opportunities in the US market for selling covered calls. As I believe that with the US election done that there may be some return to normal, is this a good time to again consider selling calls and could you advise 3 Canadian and 3 US shares that might offer good premiums ?
Thanks so much for the ongoing advice. Peter
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Costco Wholesale Corporation (COST $930.01)
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Alphabet Inc. (GOOG $237.49)
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Microsoft Corporation (MSFT $510.96)
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Starbucks Corporation (SBUX $78.46)
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Lockheed Martin Corporation (LMT $505.05)
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Enbridge Inc. (ENB $66.77)
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Canadian Pacific Kansas City Limited (CP $104.86)
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Kinaxis Inc. (KXS $182.12)
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Thomson Reuters Corporation (TRI $212.03)
Q: My parents (late 70's) will be receiving proceeds from the sale of a US asset and are looking to add to their existing investment portfolio (an additional 25%) . They are financially stable with a long term balanced portfolio and are interested in allocating the new cash into quality, long term positions with growth potential. US, Canada and industry non specific. What would you recommend as your top 5 US and Canadian positions and why?
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Enbridge Inc. (ENB $66.77)
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Pembina Pipeline Corporation (PPL $54.61)
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Magellan Midstream Partners L.P. Limited Partnership (MMP)
Q: At this time, how does MMP stack up against ENB and PPL vis-a-vis dividend quality, sustainability and tax resistance for a soon-to-be retired person?
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Devon Energy Corporation (DVN $32.50)
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Suncor Energy Inc. (SU $55.28)
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Enbridge Inc. (ENB $66.77)
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Pason Systems Inc. (PSI $11.58)
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SPDR Oil & Gas Exploration and Production ETF (XOP $123.96)
Q: I have the the above exposures to the oil industry and I would like to reduce them. Can you please rank them in terms of recovery/return potential in the next year or two?
Q: In light of all news lately can we still hold , dividend safe? there talk of buy backs..