Investment Q&A

Q: Hi,
My current portfolio is invested in 8% communication services, 2% energy, 27% financials, 4% industrials, 3% technology, 1% materials 3% international funds, and 22% utilities. I rely on the portfolio for income so I am looking for some dividend/growth stocks. I have another 120K to invest and was wondering if you could provide me a couple CAN and US stocks to invest in.
Thanks,

Q: Good afternoon!
I have a substantial funds from recent gains that need a home. Taking note of Benj Gallander's thoughts to buy in December after tax-loss selling, are there candidates that you might recommend for purchase if they do drop? In particular, I would prefer dividend payers in the order of 5% or near to that - more if feasible!
Thanks!
Paul K

Q: I am a retired pensioned investor. I wish to add one of the following to my portfolio.
ALA, XTC or CPX. I currently hold AQN and BEP.UN. No gas or manufacturing companies. Which would you suggest would be best for growth and income long term?

Q: Hi,

What would be your top 4 consumer discretionary stocks , with a slight growth tilt, at the current moment?

Q: If you were to make a speculative buy on any of the above forestry companies, which might be the least risky?

Q: My take on ALC's 3rd quarter numbers are a sort of a "muted positive". They seem be doing better but not really enough to move the needle. They have added new ships and freight rates seem to be increasing so organic growth is better. The dividend was increased and they continue to buy back shares but this is double edged sword for a company with poor liquidity. They have raised expectations for the 4th quarter which will be a millstone if they don't post good numbers in January. The stock appears to be range bound and will likely stay so until they either post better numbers or make a good acquisition. They did increase their ownership in the "Ocean Self-Unloader Pool" so they haven't been totally quiet on acquisition front. Management style seems to be cautious and careful. Any comments you have would be appreciated.
Regards,
Jim

Q: Can you suggest something to add to my RIFF. I am taking a minimum out as I don't need it but have some cash I'd like to invest for at least 5 years.

Q: I need to add to my consumer stocks. I am looking for short term reasonable safety, liquidity and dividends. Your thoughts on L, PBH, QSR. Thanks

Q: Good Day Team.
I was reading about these two stocks. What are your thoughts on each one?

Thank you,
John

Q: Why CCL.B keeps going down? Does the future of this company look bleak?
Why IGM has gone to the top, while FSZ is still sitting at the bottom although both are in the same industry?

Q: I have been monitoring the above list of stocks. I have some cash to deploy in the names. Can you please list the above names in your preferred order to purchase them. Which ones you like the best? Should I wait for tax loss selling season to see more pressure on the names. Thank you for your opinion.

Q: Please comments on Bombardier's latest earnings, is this company in the right path to turnaround? Would you start a position on it today? Thanks!

Q: Can you please comment on ONEX for a long term hold.

Thanks Valter

Q: Hi 5i,

What are your thoughts on Pinnacle Renewable and Western Forest Products today as potential new positions?

Thank you in advance.

Q: Hi, could you please post the earnings estimates for these companies. Thanks

Q: MFI is down again this morning. If the stock is down due to a number of "one time" events/costs, is this a good time to buy?

Q: MFI is getting blasted this morning. I am inclined not to panic but would like your take on earnings, guidance and especially on whether or not this affects anything in their longer term planning.

Thank-you again.

Q: Hi, I have followed this company for awhile. It's a Canadian company with a nice dividend. Would you consider this company a value play or a value trap? Would this be a time to take a small position please? Thanks Rick

Q: I noticed that AC is trading at a 4.7 cash flow price ratio, P/E is about 11.5 . My understanding is that, in general, airlines are a poor investment, but I wonder if AC will be willing to pay a dividend, and I ask myself how investors would react to that. Could AC become a dividend paying stock and convert to utility type of company ? , would you buy it just for the growth ? or is too volatile for a long term hold ? thanks

Q: Hello,
I am considering a new position in both of these Brookfield companies, with BAM going in an RSP (slower growth) and BEP in a TFSA (chance for more growth with this one). Makes sense?