Q: HI Peter. Thanks for your great service. My question today is I am going to sell RBF 1340 formerly PHN bond. I would like to replace it with stocks that consistently and regularly increase their dividend for the past 5,10 ++ years. They would be inside a rrsp fund. I have a company pension and receive cpp and oas. Please suggest 5 to 6 stocks. Thanks Frank
Within an overall balanced portfolio, I am looking to add one "high yielder" to supplement dividend income. Which of the four listed would you prefer and feel the dividend is the "most" secure going forward? Is their a different equity that you would recommend other than the four listed?
Q: Recently, there has been much in the news about improved Canada-China relations, and the Liberal government pursuing a free trade deal with China. As it appears that more business opportunities are on the horizon (e.g., SNC-Lavelin, Canada Pension Plan Investment Board), what Canadian ETFs or specific stocks I should be considering?
Q: According to the RBC Direct Investing data base MRU has a lower p/e, higher roe, lower debt to capital, higher net profit ratio, larger sales growth and a better 3 year stock performance { 50% vs 100% }. Why do you favor L so much? Thank you.
Q: Would MRE be a good investment or would one of the larger parts companies be a better bet? How is its debt.It has 3 new plants in Mexico etc. & I'm wondering how they'll impact the company.It seems cheap but is it a value trap or too speculative? Will the market for car parts hold for a few more years or have we reached a tipping point.It appears that people are still driving older cars even though sales of new ones has gone up dramatically.Thanks as always for your valued advice.
Q: CGX dropped since its last Q results,but lately is turning around with announcement of acquistion of Tricorp on 9/21 & recommendation by Motley Fool that it should be part of any portfolio on 9/23.On Sep 24,TD increased its target price to $59 with a buy rating.May we have 5I's concise views.Thanks for your normal great services & views.Looking forward to seeiny Ryan on BNN on 9/30
Q: Would there be any advantage to owning both these related securities in my taxable account? I already own Enbridge with a low cost base and wondering whether I should leave well enough alone. Thanks.
Q: Hi !! It is me again. Would you consider it be time to invest in preferred shares again? If you would you recommend straight preferreds or floating rate? Could you also recommend some? Cheers, Tamara
Q: Any comments on if this ETF as a safe place to park money in an income investment that won't get hammered by interest rate hikes in future, and is not locked in like a GIC (i.e. so it can be turned back into cash readily ... e.g. in case a major sell off in markets presented a buying opportunity).
- pays about 2%
- looking at all historical prices, it seems to preserve the capital nicely -- worst dips were only down 2% and came back up shortly thereafter.
- based on floating rate securities so to me, a rise in interest rates would not be negative for this ETF
Q: Please advice on Air Canada. Looking for your fundamental analysis and price action in last couple weeks. I believe it's going to touch $10.50 before end of year. What's your take?
Q: I am looking for a higher paying dividend ETF for income that isn't too high on financials as I also own some individual stocks. Can you please give me your analysis and opinion on ZDV vs XEI on growth, risk, stablity.
Thanks
Q: For simplicity, the following list of stocks are close to equal weight in my RRSP portfolio. I want to add another full position of one stock. I am thinking of CM for dividend or TMR for gold exposure or another suggestion you may have. I included my TFSA holdings so that you can see all of my equities.
RRSP
Energy-ENF/RRX/WCP
IT-ESL/SYZ
Industrials-EIF/MAL/RBA/SIS/WSP
Utilities-BEP.UN/EMA
Consumer-MG/NFI
Financials-BNS/SLF
Health Care-SIA
Telecos-BCE/T
Materials-CHE.UN/SJ
Realestate-BPY.UN
Q: In this morning's Globe FN is touted as being a future "dividend aristocrat".
The article went on to state: "It is dominant among mortgage brokers, of which about one-third of Canadians seeking mortgages utilize. The company has close to a 20-per-cent market share there.
First National has shown good capital gains and strong dividend growth. “The company has been a solid, under-the-radar executor of a simple business strategy: become the most trusted and efficient operator in the mortgage broker channel.”
Would you agree with these comments?
Do you consider FN to be a "buy" at this time?
Q: Hi: I am sitting with 5.10% of my portfolio in VNR and 3.99% of my portfolio in GEI. Wondering if it is a good idea to sell some VNR thereby reducing the holdings to 3.19% and buy GEI raising my holdings in this stock to 5.80%. By making this move I can increase my income by $1.00 a day over the present. Thank You.
Q: I have rate reset preferred shares (bought at $25 / share) which are presently 25% in value underwater because of the Banks of Canada’s unexpected prime interest rate decrease. At the time of purchase their interest rate was 4 to 4.5% & they will be subject to a rate increase in 2019 & 2020. I your opinion what is the chance of their value returning to near $25 in the next 3 years? I am wondering if I should sell the preferred now or hope that their value will appreciate sometime before their rate reset date . Thanks … Cal
Q: Westshore seems to be recovering from the January lows and earnings appear robust despite the negativity around coal. Jimmy Paterson is buying into the company and owns just shy of 9%. Can you confirm this? More importantly how would you rate WTE in the current market and going forward?