Investment Q&A

Q: I’m looking to add the equivalent of about 1 full position to consumer cyclicals.

I currently hold DHX.B (2.9%), AW.UN(3.4%), QSR(2%), CGX(2.4%). Right now I care about total returns and I lean towards profitable companies which pay, and regularly increase, dividends. I am not opposed to swapping out companies or adding in new ones though I do tend towards the buy & hold philosophy.

Your thoughts on this list, other options in the sector and where to introduce the new cash would be appreciated.

Thanks,

Gord

Q: Hi !

How do you figure out the exact dividend percentage you receive when you bought a stock at different dates, different prices, and different quantities ?

For example, I bought 1000 Savaria (sis) at 7.90 on Jun.7, 2016, 500 at 11.30 on Nov. 11th, 500 at 10.70 on Nov. 11, and 500 today at 10.52

Many thanks,

Jacques

Q: I am retired and looking for income the above have not been to great for past few years
Could you suggest others that may be better
Others that I have that are not doing any better are tog,mtl,
I realize you dot have all that you would need for a proper reply
Any suggestion would be welcome thanks Pat

Q: I purchased 1000 shares HR Reit approximately 6 months ago . I am down about 6% , now wonder if I should hold, sell or add more?. I am looking for long term growth and income. Please advise, Thank you Phyl Greenaway

Q: EMA just sold its holdings in AQN (about 5% of AQN). I have holdings in both. Is this a positive or negative signal for either company? Do you know whether the purchaser(s) were institutional, mutual funds or retail investors?

Q: Hi Team, A number of analysts seem to think that the U.S. financial sector(deregulation) and infrastructure(putting people back to work) are sectors to consider when investing in the U.S. Do you agree with this and if so what would be your top 2/3 stock picks in each sector? If not, what sectors and stock picks would the team suggest.

Q: I just read a Morningstar report on this company saying that it is very undervalued.A 30% duty and no profits are priced into the share price making it oversold.Do you think this would be a good time to add this one.I have no exposure to this sector.
Thanks for your advice.

Q: I have a small position in Bep.un and am considering a switch to Npi for a 2 to 3 year hold. What are your thoughts on this strategy and your analysis please? Thanx.

Q: Good day,
I have seen some fairly substantial losses with some of the listed stocks in my portfolio. I would like your advice on whether you think I should continue to hold the above or to sell , take my losses and move on. BEP.un and ZUT have just been flat, so your advice on wether to sell or hold would be great!
Thank you
Thank you.

Q: I've read that BCE is overvalued and set for a decline by Motley Fool (a couple of times now). Do you think there is anything to this, or would you considered it a buy with the recent pullback?

Thanks,

Paul

Q: Good Day FTS,AQN and NPI what has the best growth in the next two years?Which one has the safest dividend? What is 5i favourite?

Q: I am interested in a small position in zef and I am wondering what a rising U.S. dollar might have on this etf. Would you recommend this etf for an allocation in an rrsp for income? Thanx.

Q: Can you give me per share AFFO for each of the above companies since inception? I'm concerned about share dilution in both of the above. Thanks a lot.

Q: Why is Dollarama down so much today?
Is there any news on the company?
Thank you!

Q: Hello Peter and Team,
On the strength of your recommendation to consider Absolute Software (see Ryan`s blog of Sept. 06),I took a 4% position on ABT; of course as always seems to be the case when I buy any stock, the SP immediately started a decline and continued to a downslide of almost 15%+. What caught my attention was the reference to growth, coupled with a healthy and sustainable dividend. As well, this was a good fit in that I did not previously own any Tech stocks. Since the blog, I have read your response to other members, that ABT should definitely be considered a good candidate for an Income portfolio. Is there any change to the thesis that, although not a near horizon event, the growth profile is still a consideration?
Thank you,
Rick.

Q: Peter and Team, I want to choose some ETFs for my mother in-laws RRIF and LIF. My approach is to be well diversified, looking for some dividend and a little growth to achieve btwn 5 to 10% annually. I plan to select Equal weights using ZLB,ZWB, ZDV FOR Canadian content and ZLH, ZWH, ZHY, and ZGI FOR US Content. Your opinion and any pitfalls or suggestions would be apprecuated.
Thanks, Steve.

Q: Do you think I would be wise to switch from CPX to RRX?
Jim

Q: Please help me understand the growing professional advice that we avoid 'defensive' dividend payers ( REITS, Utilities, Telcos etc).
I understand there might be downward pressure on share prices if investors switch to debt instruments. But we buy 'defensive' payers because they have sustainable, and usually
growing dividends...right? If there is downward pressure on the share prices we buy more.
What is it that I am not getting?

Q: In terms of valuation,which of the aforementioned 4 companies is the best buy.Please list your preference in order of 1 to 4 with 1 being the best.Appreciate your normal great services & views

Q: I wish to have exposure to the clean technology sector. Do you have any preferences? Small or microcaps would be acceptable.