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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 Peter, Can you advise your 5-6 best candidates for covered call strategy, Thanks
Read Answer Asked by RUPINDER on July 24, 2018
Q: Dollerama stores are everywhere. They must be reaching a saturation point. I understand that they are trying to move up the value chain and gradually increasing prices. But they also face pressure from the potential tariffs on Chinese goods since the majority of their products are sourced from China. Do you still like this company or is there another retail company that would be a better fit?
thanks in advance.
Read Answer Asked by mitchell on July 23, 2018
Q: I have a well diversified portfolio using a passive index strategy. I have the above stocks in my TFSA to boost the total portfolio return. Thanks to 5i that has worked well. My current TFSA holdings are listed and I am up at least 15% on the first 5 stocks listed and plus / minus 5% on the last 5 stocks listed. I am in my early 70's and feel I don't want to spend as much time on the TFSA investments. Can you give me up to 10 buy and forget growth names for the TFSA and if some of the listed stocks are included in your list then so much the better. Thanks
Read Answer Asked by Richard on July 23, 2018
Q: Good morning to you and thanks for all the wonderful help and insights you give us. I enjoy the access to the members Q&A to help me with my investment decisions.

What am I missing when it comes to OSB ? Very low PE, great profit per share, excellent dividend, and yet it seems to be routinely out of favour (certainly in the past few days). Please help me understand this one, as I am wondering if it is a good time to add to it in this current dip.
Read Answer Asked by Drew on July 19, 2018
Q: This may be the dumb question , but further to Murray l2/7 cannot locate any heart beside question in order to save. Thanks
Read Answer Asked by Laverne on July 16, 2018
Q: This is important to me. I currently have 42 stocks in my rsp at 452k. I tried for an evaluation years ago thru 5i but I an not a computer guy and couldn't do the excel stuff and an not interested in outsiders knowing my business.
At 66 I want to manage about 10 high paying dividend stocks as apposed to giving my life savings to a stranger. I realize that you are not an advisory service but I would like concrete recommendations for my question. (452k worth if possible) Thank You. James

Read Answer Asked by JAMES on July 16, 2018
Q: I have both of these in my TFSA and am considering selling LNR and buying more PPL. LNR has tanked 16% since I bought it and PPL is up a little and has good dividends. I’m looking for dividend income and some growth over the next 5 years. Any thoughts on this would be appreciated. TIA
Read Answer Asked by Deidra on July 13, 2018
Q: My wife and I are looking for growth and have a high tolerance for risk in our TFSA accounts. We have full positions in SHOP, TSGI, KXS, GSY, SIS, PHO, PBH, COV and half positions in RHT, WCP, GC and GUD. These will remain long term holds as long as there’s no material change in any company. We’re considering CSU and TOY. Could you comment on purchasing these at today’s prices and indicate potential future headwinds (China dispute on TOY). As a second question do you have any other suggestions that look particularly interesting to you today? Thanks for your incredibly valuable service.
Read Answer Asked by Warren on July 13, 2018
Q: As a follow-up to Larry's question on July 10, which pre-supposed my own, I had one more point: I am looking for two companies which will need to be cashed out in 2 years. Do these two fit the bill, or would you recommend something else? Just looking for growth. Dividend not important. Feel free to suggest two others which might have more bang for the bucks. Sectors not important, as I'm well-diversified and comfortable with present portfolio, thanks to 5I of course. : )

These two new positions would be "mad money" undertakings. Thanks.
Read Answer Asked by Sylvia on July 12, 2018
Q: Dear Mr. Hodson and Mr. Modesto,

I'm helping a friend construct a portfolio worth $375,900. She is a single mother who is planning to retire in a few years. All her children have grown up and no longer require financial support.

Besides CPP and OAS, she also has some other income from other source and wish to supplement her spending with dividend income from the portfolio. She's asked me to help her to contruct a moderate growth portfolio. She said a yearly dividend income of $10000 will be sufficient.

Now, her trading accounts have:
BCE- 73%, SLF- 12%, BMO - 11%, Cash - 4%

Here are my questions. Please deduct as many credit as you wish from my question credits.

Her new portfolio will generate a yearly dividend income of $12954 (yield 3.44%) from $375,900.

Financial -22% - keep the BMO(11%), SLF(12%)
Utitility -16% - AQN, BEP.UN, H, KWH.UN
Energy -10% - ENB, WCP, PKI or TRP
Consumer -16% - PBH, ATD.B, DOL, TSGI
Industrial -11% - NFI, WSP, TCL.A
Health - 4% - CSH.UN, GUD
Technology - 12%- CSU, ARKW, Please suggest: Nasdaq index?
Telecomm - 6% - BCE
Cash - 3%

My questions are:
1) For a moderate growth portfolio, is the sector allocation appropriate?
2) Do I need to further diversify BMO and SLF?
3) In each sector, do you have any suggestions for the right stocks? Feel free to add or delete.
4) Please let me know which stocks you would recommend to add first?
5) For a person close to retirement age and no experience investing in US, is it necessary for her to invest abroad? What's your opinion?
6) All the above proposed stocks, which growth stocks should go into the TFSA? What are your top 5 picks among the growth stocks above?

Thanks as always
Esther
Read Answer Asked by Esther on July 11, 2018
Q: In your opinion, what do you believe would be the impact on BAM.A stock under the following circumstances:

1. Rising interest rates
2. Market correction
3. Unfavourable Free Trade conditions

Also, would you consider the company to be well diversified, and if so, would an overweight position be acceptable in your opinion?

Thanks,
Read Answer Asked by Craig on July 11, 2018
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