Q: Good day. Have your views changed on Morneau Shepell (MSI) since they reported earlier this month. I am considering them for an income producing portfolio.
Q: My 100 year old father has a few dividend paying stocks but most of his portfolio is in GIC’s. One GIC just expired and I am looking to buy something new for him. I find that a one year renewal will only achieve a 1.4% interest. He will not need money from this source for about 5 years thus can invest in anything fairly safe. The only issue is death which I believe would result in selling to satisfy estate requirements. I was thinking of banks, pipelines, etc because of limited downside and relatively high dividend rates compared to GIC’s. Can you please comment and provide some suggestions? Thank you. As always I very much value your comments.
Q: I am considering buying Kinder Morgan KMI-N. Seeking Alpha has some interesting & controversial information about the Barron's article & insider buying following the publication. In doing some stock chart overlays KMI-N against WMB-N,SE-N,PAA-N,ENB-N,TRP-N,I find the yield & price discrepancy rather compelling. Your comments greatly appreciated. Ken
Q: Peter & Co.
Western Forest Prod.WEF-T, have been going down sharply since the end of February. Holding in our RIF's.
Would it be because of China's problems?
Do you know of any other news? Has your opinion changed since March 6th comments?
Thank you
DMc
Q: I already own most of the stocks on your sample portfolio, but am looking for a few additons. For capital appreciation along with a reasonable amount of security in a turbulent market, which would be better: BYD.UN, AD, or PJC.A.
Q: In my version of your model portfolio I also have 20 stocks. Six are in your model, and four are not but are companies you have reports on. The others are PPL,RUS,PEY,DHX,ATD.B,SJ,OTC,CEU,and SUM. Would any of these stocks rate lower than B- if you were rating them? Thank you.
Q: hi gang
I am looking to take a position in SDRL. What are your thoughts on this stock? Is the dividend sustainable? Am I better to buy an ETF like Ishares MSCI (ENOR?
Thanks for your input.
Ken
Q: Essential Energy Services, ESN reported yesterday. Earnings per share missed estimates by 1 penny for the year. I hold this stock for the 4.5% dividend yield and expected 5 to 10% capital appreciation over the next two to three years. The balance sheet appears to be very strong and I assess the downside risk over the two to three years to be minimal. I would appreciate your assessment of my reasoning. Thanks for your help.
Q: I would like to know your assessment of the Coxe Global Agribusiness Income Fund. I am also puzzled about the statement that it is a "non redeemable"investment fund.What does that mean? The yield seems quite good. Should a senior be investing there? Thank you.
Any further thoughts on Constellation Software's earnings and dividend? It looks like the market likes the earnings and they look good to me. I am continuing to hold this name. Any red flags to you fine folks?
Q: I am setting up an account to invest for my grandkids . I would like your 5 favourite candidates for growth and your 5 favourite dividend picks with growth potential. Thanx Robbie