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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: Hello,

I currently own SRU.UN (SmartCentres REIT). I like the dividend but I am interested in capital growth as well.

Do you recommend keeping SRU.UN or to switch to CHR (Chorus Aviation) or EFN (Element Fleet Management) ?

Or, do you have a better recommendation for a stock which has has a good income, dividend growth and capital growth?

I have over a 5 year time horizon.

Thank you as always for the financial insights.
Read Answer Asked by Marc on August 02, 2018
Q: Hello Peter,
What do you think about the joint venture between Hydropothecary and Molson's? Does this put Hydropothecary in the same category with Canopy (with Constellation equity) in terms of market perception? Aphria's results look fine, but why is the stock down? Is Brookfield Infrastructure a good buy given its takeover over of Enercare? Also, i noticed from BNN guests who are considered value investors that all of them had vary different views on Enercare from dont buy to hold to top pick. Can you shed some light as to why the views are so different given they all look at fundamentals? Lastly, what is happening with Grande West. It goes up and than back down again. Thanks.
Read Answer Asked by umedali on August 02, 2018
Q: West Fraser Timer and Interfor have both been highly volatile for some time, presumably due to tariff fears. I was not concerned with the declines as long as they recovered. However, both have now plunged significantly and are not showing signs of bouncing back. Is there anything to be overly concerned about here?
Read Answer Asked by Gordon on August 02, 2018
Q: Aecon winning contracts and with the takeover off the table and stock back to $16 is it a good buy now or do you still prefer WSP Stantec or snc. And which ones have the least amount of debt and would withstand a slowdown much better.
Read Answer Asked by Helen on August 01, 2018
Q: I am having difficulty finding industrial and consumer defensive stocks that have decent yields and security. I suppose this is because they doing well right now. Do you have any suggestions? I am looking for stability in economic downturn, while offering a reasonable yield and dividend growth.
Read Answer Asked by Federico on July 31, 2018
Q: Further to your answer on the packaging companies, i have owned all three and done well across the board. I was planning on consolidating my stocks and reducing by one. Several months ago you recommended to drop WPK of the 3. You have rated them slightly differently on this latest question . Can you tell me why - is this a valuation, size or other call? As you can see, i have been dragging my feet on reducing only because i am trying not to sell my winners. I do like CCL.b the best as i can hold it on the us side of my portfolio and collect the dividend in US$.
Thanks as always
Read Answer Asked by kelly on July 30, 2018
Q: In my diversified portfolio, which of the following in your view are worth holding for income and/or possible capital gains in one year, and which should be sold now, for better opportunities? I do not need the cash nor tax losses. CHE.UN BHC CGX HCG HR.UN SKM(US) AT&T(US). Thank you.
Read Answer Asked by Harold on July 27, 2018
Q: In my well-diversified portfolio, in your view, which of the following are worth holding for possible capital gains in one year, and which should be sold now, with the intention of reinvesting the proceeds in some of your recommendations. DR GH ESN EMP.A DHX. I do not need the cash and do not need tax losses
Read Answer Asked by Harold on July 26, 2018
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