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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: I have half positions in CCL.B, ZCL, GSY,ECI and PHO; full positions in SIS,KXS,SHOP,PBH and GUD. Growth from 'good' companies is my only consideration and I have a 10 year timeline. These companies are part of the growth portion of a balanced portfolio.
Please provide guidance on the following 2 questions:
Could you rank my half position companies with growth potential as the sole criterion.
Is it reasonable to increase one's stake beyond a full position in any company that has excellent future prospects? If yes, please rank my full position companies based on growth potential.
Thanks for your excellent service, as always!
Read Answer Asked by Warren on April 26, 2017
Q: Further to your answer to Delores regarding cineplex, do you think you will be publishing the update before or after they report earnings May 5? The reason I ask, is we currently hold cineplex in a riff account where the income is used as a pension replacement. While the stock has been a solid investment, aside from the modest yearly dividend increase there really hasn't been much capital appreciation in the last year. Although I am intrigued with the potential impact of the rec room once opened in Toronto, will have on their bottom line. We are thinking of replacing it with Bgi.un which pays an 8 per cent dividend. Ignoring the fact they are in different sectors can you comment on the following:
1) is this a good switch and will this switch increase risk
2) would you sell cineplex after the ex dividend date or wait for the earnings release?
As always thanks ( especially with my more recent buys of Crius and Shopify)!
Read Answer Asked by Maggie on April 25, 2017
Q: Do all four of these have dividends that are taxed differently and therefore shouldn't be in a non-registered? Does this apply to a TFSA as well, as foreign income I believe is taxed in a TFSA?

Where should I hold each of these? in an RRSP, TFSA or non-registered?
Read Answer Asked by Carla on April 25, 2017
Q: i am thinking about full position in both SIS and PBH. I bought a little SIS before Xmas but wonder if I should move in another direction on these 2 as they have done very well recently. I have been contemplating for a while but wonder if I should wait for a pull back. Would KXS or GSY be another option? I am not to heavy in any of these sectors.
On another note I bought SHOP a while back, thanks! Your team has been a wealth of knowledge.
Read Answer Asked by Scott on April 25, 2017
Q: Team,
Just like your thoughts on the listed stocks and which you would add ( in some order of preference) to an existing portfolio skewed to secure dividends and modest growth with a target 7-8% combined dividend and growth. Conversely is any one a definite NO.
Thx
Read Answer Asked by Peter on April 24, 2017
Q: Hi Folks,

I'm now looking for a little torc in my dividend portfolio. Could you recommend 4 or 5 names of good dividend stocks where one might expect higher than average growth over the next 3 years. Sectors not important.

Many thanks,

Dennis
Read Answer Asked by Dennis on April 24, 2017