Q: Hello Corus Entertainment With a 9% dividend is this safe? What is the payout ratio? Would like to buy it for a 2 to 3 year hold.
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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: Hi,
I'm a 35 year old balanced/growth investor and looking to add some fixed income to my portfolio. I have mostly dividend and growth stocks in our portfolios and looking to balance our asset allocation. Currently I manage my margin, RSP and TFSA as well as my wife's.
In my margin, I'm holding some good dividend names, for the div tax credit - FTS, BCE, ENB, CU, TRP, AQN, ALA, EIF, CGX, ENF, ECI, WSP, SPB, PWF, AW/un.TO, SLF, ZDV, VDY, XEI. I contribute weekly to my margin and have been regularly adding to ZDV, VDY, and XEI (questrade allows free ETF purchases which is nice). Do you think holding ZDV, VDY, and XEI is necessary or should I consolidate them? The MER's and sector weights are slightly different in each ETF. These ETFs are my biggest holdings in my margin and I know holding ETF's come with a MER cost, so I have added some of those other mentioned individual names. Is this too much overlap and should I be adding to more growth names vs dividend names?
Between both of our TFSA's, we have many growth names that you always mention - CRH, TOY, ITC, KXS, SHOP, SIS, GUD, CCL.B etc, which I think is setup fine.
In our RSPs, we have more balanced steady growth names such as VEE, ZLH, ZRE, ZWU, ZLB, VGH, VRE, ZWH, XEF, ZUH, ZWA, VUS, VGH, ATD.B, MTY, CXI, PPL, AD, GIB.A, FRU, L, BIP.UN, BPY.UN, NFI, BEP.UN, BAM.A, FIH.U, SJ, T. Do you think there is too much overlap here holding the ETF's and its better to sell some and buy individual names? Also if adding some fixed income ETF's, which names above would you swap out and add for a 15-20 year hold for safety, income and some growth (which I would like to add to my RSP for tax efficiency)?
Thanks!
I'm a 35 year old balanced/growth investor and looking to add some fixed income to my portfolio. I have mostly dividend and growth stocks in our portfolios and looking to balance our asset allocation. Currently I manage my margin, RSP and TFSA as well as my wife's.
In my margin, I'm holding some good dividend names, for the div tax credit - FTS, BCE, ENB, CU, TRP, AQN, ALA, EIF, CGX, ENF, ECI, WSP, SPB, PWF, AW/un.TO, SLF, ZDV, VDY, XEI. I contribute weekly to my margin and have been regularly adding to ZDV, VDY, and XEI (questrade allows free ETF purchases which is nice). Do you think holding ZDV, VDY, and XEI is necessary or should I consolidate them? The MER's and sector weights are slightly different in each ETF. These ETFs are my biggest holdings in my margin and I know holding ETF's come with a MER cost, so I have added some of those other mentioned individual names. Is this too much overlap and should I be adding to more growth names vs dividend names?
Between both of our TFSA's, we have many growth names that you always mention - CRH, TOY, ITC, KXS, SHOP, SIS, GUD, CCL.B etc, which I think is setup fine.
In our RSPs, we have more balanced steady growth names such as VEE, ZLH, ZRE, ZWU, ZLB, VGH, VRE, ZWH, XEF, ZUH, ZWA, VUS, VGH, ATD.B, MTY, CXI, PPL, AD, GIB.A, FRU, L, BIP.UN, BPY.UN, NFI, BEP.UN, BAM.A, FIH.U, SJ, T. Do you think there is too much overlap here holding the ETF's and its better to sell some and buy individual names? Also if adding some fixed income ETF's, which names above would you swap out and add for a 15-20 year hold for safety, income and some growth (which I would like to add to my RSP for tax efficiency)?
Thanks!
Q: Hi Guys
I have 28% of my portfolio in Consumer Cyclical sector (20% Cdn, 8% U.S.), I know it's about 10% higher than it should be HOWEVER I do like them all.
Please rank best to worst for a long term hold. BYD.UN 3%, GIL 2%, AW.UN 2%, AYA 1%, CCL.B 4%, MG 2%, NFI 3%, TOY 3% and the U.S. ones are DIS 4%and HD 4%.
thanks,
Jim
I have 28% of my portfolio in Consumer Cyclical sector (20% Cdn, 8% U.S.), I know it's about 10% higher than it should be HOWEVER I do like them all.
Please rank best to worst for a long term hold. BYD.UN 3%, GIL 2%, AW.UN 2%, AYA 1%, CCL.B 4%, MG 2%, NFI 3%, TOY 3% and the U.S. ones are DIS 4%and HD 4%.
thanks,
Jim
Q: Why the sudden DROP? Many Thanks!
Q: Hi Peter,
I have the following stocks in my RRSP portfolio with the sector weightings below. What are a few stocks would you suggest buying now for a 5-10+ hold that are medium to high risk to help balance my sector weighings? Thanks for all your help and advice!!
SJ, GSY, ATD.B, PBH, TOY, RRX.TO, SLF, BNS, GUD, CSH-UN, CRH, SIS, CSU, SHOP, PHO
Technology: 31.35%
Healthcare: 20.07%
Consumer Non-Cyclicals: 17.39%
Financial 15.01%
Consumer Cyclicals: 6.16%
Basic Materials: 4.44%
Industrial: 3.60%
Energy: 1.97%
I have the following stocks in my RRSP portfolio with the sector weightings below. What are a few stocks would you suggest buying now for a 5-10+ hold that are medium to high risk to help balance my sector weighings? Thanks for all your help and advice!!
SJ, GSY, ATD.B, PBH, TOY, RRX.TO, SLF, BNS, GUD, CSH-UN, CRH, SIS, CSU, SHOP, PHO
Technology: 31.35%
Healthcare: 20.07%
Consumer Non-Cyclicals: 17.39%
Financial 15.01%
Consumer Cyclicals: 6.16%
Basic Materials: 4.44%
Industrial: 3.60%
Energy: 1.97%
Q: I've been thinking of adding Sleep Country to my portfolio. I'm hesitating a bit based on the current PE valuation. Do you think the potential growth for the company justifies the current valuation or is it better to wait for a pull back?
Thank you.
Thank you.
Q: PIH continues to drop yet the potential for LED products remains strong.
Any info on why?
Ths
Sherrill
Any info on why?
Ths
Sherrill
Q: Is it possible to list the top ten defensive stocks on the TSX. Thanks Doug
- Sirius XM Canada Holdings Inc. Class A Subordinate Voting Shares (XSR)
- SiriusXM Holdings Inc. (SIRI)
Q: Please give your latest thoughts on Sirius XM Canada XSR.
The question database is sparse, so some background and updated info on present situation and future prospects would be appreciated.
It now has a 5%+ dividend rate that looks attractive, but is it sustainable?
We have bought two new cars within the last three years and on both occasions have declined to enter into a contract with them to supply digital radio, so I wondered how many others felt the same way about Sirius, when there are so many free radio stations to listen to. Maybe one has to be a really picky listener with a particular leaning in audio to get the best out of this service?
The question database is sparse, so some background and updated info on present situation and future prospects would be appreciated.
It now has a 5%+ dividend rate that looks attractive, but is it sustainable?
We have bought two new cars within the last three years and on both occasions have declined to enter into a contract with them to supply digital radio, so I wondered how many others felt the same way about Sirius, when there are so many free radio stations to listen to. Maybe one has to be a really picky listener with a particular leaning in audio to get the best out of this service?
Q: What are your thoughts on this company, it is a buy. Thank you
Anne
Anne
Q: Good Morning Everyone. I was wondering if there has been a decision and perhaps a timeline on a U.S. balanced portfolio. John
Q: Hello Peter and Team
I need to build the material sector of my PF and would appreciate your rating, in order, of Agrium, Stella and Methanex based on today's prices. Looking for long term growth and dividend growth. Thanks for all you do.
Gary
I need to build the material sector of my PF and would appreciate your rating, in order, of Agrium, Stella and Methanex based on today's prices. Looking for long term growth and dividend growth. Thanks for all you do.
Gary
Q: what would the markets and medias top 10 hated stocks in tsx with yield. that you would be embarrassed to own or tell anybody you like it but actually has good valuation.
Q: Hi Peter et al.
I've been doing really well with the Balanced Portfolio. I would love to have something like this for US equities. Any plan to move into the US with your service? If not, could you recommend a service in the US that would be similar to yours; specifically providing model portfolios.
I've been doing really well with the Balanced Portfolio. I would love to have something like this for US equities. Any plan to move into the US with your service? If not, could you recommend a service in the US that would be similar to yours; specifically providing model portfolios.
Q: Thoughts on this company for a long term hold in a TFSA.
Q: I've recently got a large bonus from work which will represent about 15% of my total portfolio. I am building up my U.S. exposure to get to my target level so all funds will be invested in a S&P 500 index fund. Since we are looking at all time highs how would you suggest to deploy the cash. Normally I would not try to time the market but with such a large part of my portfolio I'm wondering if I should hold off for a while or deploy it in three trades over the course of the next 6 months or so.
Q: I need some education please. I understand the stock markets opening and closing at set times each day. I believe that anybody can trade stocks during this time period. I do not know how " after hours " trading works. Please explain a few questions on this subject. Who can do this? Where do they do it? What exchanges are involved (simply to North America if it makes sense? How does thins work with IPO's?
Thank you,
Doug
Thank you,
Doug
Q: Hi,
I have four questions.
1) How do you decide on what is the optimal level of EV/EBITDA and debt to equity ratio for different industries (such as high tech, consumer discretionary, financial, industrial, small growth companies)?
2) Can you please recommend some reading material on analyzing company fundamentals?
3) What is your opinion on Adobe Systems (ADBE)?
4) What is your opinion on Amphenol Corp (APH)?
Thank you,
Lai
I have four questions.
1) How do you decide on what is the optimal level of EV/EBITDA and debt to equity ratio for different industries (such as high tech, consumer discretionary, financial, industrial, small growth companies)?
2) Can you please recommend some reading material on analyzing company fundamentals?
3) What is your opinion on Adobe Systems (ADBE)?
4) What is your opinion on Amphenol Corp (APH)?
Thank you,
Lai
Q: Hi Peter & Team,
Any insights into NYX's recent strength? Could the tides be turning for the laggard?
Thanks,
Jordan
Any insights into NYX's recent strength? Could the tides be turning for the laggard?
Thanks,
Jordan
Q: Thoughts on the quarter and year end. Will this be a good play on zinc once the strike is settled?