Q: Hi, could you please comment on CPX’s earnings and dividend increase. Was the increase necessary or prudent given an already elevated dividend yield. Was CPX’s earnings/ outlook that good?
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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: Can you please give me the bull and bear case for cpx
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Enbridge Inc. (ENB $76.13)
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Power Corporation of Canada Subordinate Voting Shares (POW $79.76)
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Capital Power Corporation (CPX $63.82)
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Vital Infrastructure Property Trust Tr Unit (NWH.UN)
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Rogers Sugar Inc. (RSI $6.71)
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Brookfield Renewable Power Preferred Equity Inc. Class A Preference Shares Series 3 (BRF.PR.C $26.21)
Q: Would you please rank these companies in descending order of dividend security.
Thanks; also BRF.PR.C:CA
Thanks; also BRF.PR.C:CA
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Fortis Inc. (FTS $75.25)
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Brookfield Renewable Partners L.P. (BEP.UN $47.28)
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Algonquin Power & Utilities Corp. (AQN $7.94)
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Capital Power Corporation (CPX $63.82)
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Brookfield Infrastructure Partners L.P. (BIP.UN $52.26)
Q: Hi. I would characterize myself as an income investor, but like many others am also trying to position myself for "conservative growth".
I currently hold 3% positions each in BIP, FTS, BEP and a 3.5% position in CPX. I also have a 4% position in ENB (I see it as a pseudo utility/energy).
I'm down about 5% on FTS and BEP, even on BIP and up 15% on CPX.
I'm thinking of selling FTS at a tax loss and picking up AQN for the higher dividend and what I see as better potential for growth.
I may consider adding FTS back in at a later date. What do you think of this strategy, or would I be better to leave things as is? Do you see BIP, BEP, AQN and CPX as having better growth potential in the next 1-3 years? What would be your recommendations given this mix of holdings?
Thank-you in advance.
I currently hold 3% positions each in BIP, FTS, BEP and a 3.5% position in CPX. I also have a 4% position in ENB (I see it as a pseudo utility/energy).
I'm down about 5% on FTS and BEP, even on BIP and up 15% on CPX.
I'm thinking of selling FTS at a tax loss and picking up AQN for the higher dividend and what I see as better potential for growth.
I may consider adding FTS back in at a later date. What do you think of this strategy, or would I be better to leave things as is? Do you see BIP, BEP, AQN and CPX as having better growth potential in the next 1-3 years? What would be your recommendations given this mix of holdings?
Thank-you in advance.
Q: Hi, clarification, in a June 25th reply to Lawrence you listed CApital Power as a top three ranked stock in oil and gas midstream. isn’t it a power producer? Thanks.
Q: A recent article in the Globe and Mail showed table of higher yielding stocks on the TSX and their payout ratios - showed CPX with a payout ratio of 250% - thought they had a payout ratio of approx. 50% - is that an error?? and is the dividend safe??
Q: Do you feel their dividend is secure?
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Enbridge Inc. (ENB $76.13)
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Pembina Pipeline Corporation (PPL $67.35)
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Brookfield Renewable Partners L.P. (BEP.UN $47.28)
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Capital Power Corporation (CPX $63.82)
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Descartes Systems Group Inc. (The) (DSG $93.16)
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Parkland Corporation (PKI $39.84)
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TFI International Inc. (TFII $193.90)
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Kinaxis Inc. (KXS $138.89)
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Brookfield Property Partners L.P. (BPY.UN $23.29)
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Brookfield Infrastructure Partners L.P. (BIP.UN $52.26)
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Exchange Income Corporation (EIF $106.74)
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Vanguard S&P 500 Index ETF (VFV $180.84)
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Vanguard U.S. Dividend Appreciation Index ETF (VGG $107.42)
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Antibe Therapeutics Inc. (ATE $0.30)
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Vanguard S&P 500 ETF (VOO $679.44)
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Vanguard Dividend Appreciation FTF (VIG $229.39)
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Real Matters Inc. (REAL $5.60)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.18)
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Boyd Group Services Inc. (BYD $141.87)
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B2Gold Corp (Canada) (BTG $4.90)
Q: I have full positions in the above except KXS and REAL. For available cash is there a stock that you like and would consider adding to this portfolio .
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Constellation Software Inc. (CSU $2,612.34)
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Brookfield Renewable Partners L.P. (BEP.UN $47.28)
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Algonquin Power & Utilities Corp. (AQN $7.94)
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CAE Inc. (CAE $35.04)
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Capital Power Corporation (CPX $63.82)
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Descartes Systems Group Inc. (The) (DSG $93.16)
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Kinaxis Inc. (KXS $138.89)
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goeasy Ltd. (GSY $29.99)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.18)
Q: Hello team,
I have the above companies in a TFSA. I have some cash. Could you recommend and rank three new positions as well as three existing positions to add to?
Thank you so much,
I have the above companies in a TFSA. I have some cash. Could you recommend and rank three new positions as well as three existing positions to add to?
Thank you so much,
Q: Comments about Q1 results?
Q: I want to add another utility stock to my portfolio (already own AQN) and was looking at Capital Power since it has an attractive dividend. Could I get your thoughts on this company?
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Roxgold Inc. (ROXG $1.90)
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PPL Corporation (PPL $34.88)
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Enbridge Inc. (ENB $76.13)
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Algonquin Power & Utilities Corp. (AQN $7.94)
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Capital Power Corporation (CPX $63.82)
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Descartes Systems Group Inc. (The) (DSG $93.16)
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Parkland Corporation (PKI $39.84)
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Aecon Group Inc. (ARE $50.73)
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Brookfield Property Partners L.P. (BPY.UN $23.29)
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Knight Therapeutics Inc. (GUD $8.43)
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Exchange Income Corporation (EIF $106.74)
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Vanguard S&P 500 Index ETF (VFV $180.84)
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Vanguard U.S. Dividend Appreciation Index ETF (VGG $107.42)
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Antibe Therapeutics Inc. (ATE $0.30)
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Vanguard S&P 500 ETF (VOO $679.44)
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Vanguard Dividend Appreciation FTF (VIG $229.39)
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Maverix Metals Inc. (MMX)
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Kraken Robotics Inc. (PNG $7.28)
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Akumin Inc. (AKU $0.53)
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ECN Capital Corp. 6.50% Cumulative 5-Year Minimum Rate Reset Preferred Shares Series A (ECN.PR.A $24.99)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.18)
Q: I have the following securities in what I consider a balanced portfolio. The fixed income portion doesn’t show here because it consists of OAS. CCP. Plus two other pensions.
I’m thinking of sell part position in MMX ( small loss);and ARE to realize a capital loss while at the same time raising some cash for the next pullback. I like TFII . We need to keep the food chain moving. Trucking an important part . The other is cargo jet. Am I on the right track . Your opinion. Or would you look elsewhere given the current holdings.
I’m thinking of sell part position in MMX ( small loss);and ARE to realize a capital loss while at the same time raising some cash for the next pullback. I like TFII . We need to keep the food chain moving. Trucking an important part . The other is cargo jet. Am I on the right track . Your opinion. Or would you look elsewhere given the current holdings.
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Emera Incorporated (EMA $71.19)
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Capital Power Corporation (CPX $63.82)
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TransAlta Renewables Inc. (RNW $12.48)
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Boralex Inc. Class A Shares (BLX $36.86)
Q: Hello,
I'm a looking to invest in dividend stocks. Currently I would like to increase my exposure to the Utilities sector. Given the current economic conditions, which of the above stocks are most at-risk of cutting or reducing their dividends? Also, of the above, are there any standouts that you prefer? I am also looking at AQN and FTS aswell as BEP.UN and BIP.UN.
Thank you
I'm a looking to invest in dividend stocks. Currently I would like to increase my exposure to the Utilities sector. Given the current economic conditions, which of the above stocks are most at-risk of cutting or reducing their dividends? Also, of the above, are there any standouts that you prefer? I am also looking at AQN and FTS aswell as BEP.UN and BIP.UN.
Thank you
Q: Hello Gentlemen,
What is your opinion for this 2 companies.
Thank you
What is your opinion for this 2 companies.
Thank you
Q: With the recent sell off, what are your thoughts on adding CPX to my portfolio.
Thanks for a great service!
Thanks for a great service!
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Manulife Financial Corporation (MFC $51.72)
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Capital Power Corporation (CPX $63.82)
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Exchange Income Corporation (EIF $106.74)
Q: Would you be comfortable with these for long term income: MFC, EIF, CPX
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Northland Power Inc. (NPI $22.98)
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Capital Power Corporation (CPX $63.82)
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Innergex Renewable Energy Inc. (INE $13.74)
Q: Hi, if we are in a lower for longer or forever energy pricing environment what might be the impact on the above companies? Also, do you think their dividends could conceivably be in jeopardy? Thanks.
Q: Hi, could you please comment on earnings release and outlook for this company. Thanks.
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Roxgold Inc. (ROXG $1.90)
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PPL Corporation (PPL $34.88)
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Enbridge Inc. (ENB $76.13)
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Algonquin Power & Utilities Corp. (AQN $7.94)
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Capital Power Corporation (CPX $63.82)
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Descartes Systems Group Inc. (The) (DSG $93.16)
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Parkland Corporation (PKI $39.84)
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Aecon Group Inc. (ARE $50.73)
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Alaris Equity Partners Income Trust (AD.UN $22.75)
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Brookfield Property Partners L.P. (BPY.UN $23.29)
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Knight Therapeutics Inc. (GUD $8.43)
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Exchange Income Corporation (EIF $106.74)
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Vanguard S&P 500 Index ETF (VFV $180.84)
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Vanguard U.S. Dividend Appreciation Index ETF (VGG $107.42)
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Antibe Therapeutics Inc. (ATE $0.30)
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Vanguard S&P 500 ETF (VOO $679.44)
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Vanguard Dividend Appreciation FTF (VIG $229.39)
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Maverix Metals Inc. (MMX)
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Kraken Robotics Inc. (PNG $7.28)
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Akumin Inc. (AKU $0.53)
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ECN Capital Corp. 6.50% Cumulative 5-Year Minimum Rate Reset Preferred Shares Series A (ECN.PR.A $24.99)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.18)
Q: I hold the above equities. I have additional funds to allocate. Your suggestions please. Take this opportunity to thank Peter for a great job, very reliable.
I would not want to add to my positions in ECN.PR.A , ENB, PNG ,& LSPD because of weighting’s and/or risk.
I would not want to add to my positions in ECN.PR.A , ENB, PNG ,& LSPD because of weighting’s and/or risk.
Q: Hi Peter
Would like your thoughts on both of these companies please, i know that cpx is more and pays more dividends, they are both utility stocks which one would you say as more upside to it and which one is less risky. Thanks again
Would like your thoughts on both of these companies please, i know that cpx is more and pays more dividends, they are both utility stocks which one would you say as more upside to it and which one is less risky. Thanks again