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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: In January '19 I pivoted my portfolio to a defensive strategy which has let me sleep at night while returning 8.1% YTD through the end of September. But I also have kept about 30% cash in reserve. I am now doing a deep dive with a view to deploying that cash but all my defensive standbys all have sky high valuations. Thus, two questions:

1. Can you recommend any solid defensive, dividend paying stocks whose valuations are not through the roof? - I have the banks covered.

2. On a contrarian level can you recommend any energy stocks best poised to profit if/when that sector ever turns? A dividend payer is appreciated.

Thank you

Kim
Read Answer Asked by Kim on October 07, 2019
Q: I would welcome your thoughts on Brookfield Global Infrastructure BGI.UN. I am considering it purely as an income play. Safety and consistency (or potential for increase) in the dividend are my only concerns with this investment. If it isn't deemed to be too risky, I might consider taking as much as a 5% position in it. If the statistics indicated on the TMX website may be relied upon, it appears to be trading at a very reasonable P/E multiple of 8 times and its price to book value of 1.018 also seems to me to indicate that one isn't paying a particularly high premium for it. I however, have no idea how someone should properly assess the value of such an investment and so I am seeking your thoughts and guidance. Thank you!
Read Answer Asked by Richard on October 07, 2019
Q: I have always considered invests in companies that have operations in Russia or are Russian domiciled as being too risky, but recently came across Gazprom. I would appreciate your opinion as to the risk of investing in Gazprom at this time. A perusal of a Reuters report on the company indicates that the company’s metrics look ok and it has a 25% payout ratio. If purchased it would be for income.
Thank you for considering my question
Read Answer Asked by Gail on October 03, 2019
Q: You've commented favourably about LIF several times earlier this year. Since then it's dropped like a stone. Given it's record of conservative management would you still recommend it? Do you see these moves as reactions (or over reactions)to events in China as well as their trade situation with the US? My understanding is that they produce high quality pellets that command a higher price on the market. This may insulate them somewhat from global events but there may also be material supply problems like Vale resuming production in Brazil.
I'd be interested to hear your take on this. I like the way you stand by your recommendations if you still believe in them or kick them to the curb in a second if you don't.

Read Answer Asked by Larry on October 02, 2019
Q: I read your update on : Fallen Momentum Stocks with Growth Potential.
Are there Sleep Well At Night companies that you would suggest to replace Valener? I m am 66 and am mostly in Banks 25%, Communication 15%, Gaz and pipelines 15%, Public services 20%.
Thanks
Read Answer Asked by Serge on October 02, 2019
Q: Good afternoon,

I need to diversified investments from the Finance sector, which I am little bit over expose. I have no investment in the Material sector. This is in my RRSP Portfolio and the investment will not exceed 5% of my total portfolio. I am a long term investor and looking mainly for income. Which of these two companies do you recommend Chemtrade or Labrador Iron Ore?

Thank you.
Read Answer Asked by Paul on October 02, 2019
Q: While the conversion may improve marketability and market value, won't it reduce distributions by virtue of tax at the issuer level? As a retiree holding in a RRIF and relying on cash distributions, I am concerned. By reason of tax, is the following statement correct (which you quoted): "it will not result in any underlying change to aggregate cash flows"?
Read Answer Asked by Carl on October 02, 2019
Q: I would appreciate a recommendation on 6 Canadian dividend paying stocks with a growth element to them.

Read Answer Asked by Donna on October 02, 2019
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