Q: Eif and kwh.un both reported recently which do you like for income and growth. thanks
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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: Can I have your thoughts on their quarterly results. Is there a reason this stock can seem to get out of the trading range it has been in for 6 months?
Q: BAM.A now trades @ $43.52. Down 1/3 from yesterday. Is that correct?
Q: Hi Peter & Team
Is POT a good entry today? 2.5% in RRIF for long term? It is down 15% in three months with a nice yield. Your opinion please, thanks
Is POT a good entry today? 2.5% in RRIF for long term? It is down 15% in three months with a nice yield. Your opinion please, thanks
Q: I would like your opinion on Cara.
Q: Good morning!
The change to US dollars leaves me with about 3-5% less in income, after factoring in an exchange rate. Could you comment specifically about this change - in other words are there any hidden advantages I am not seeing?
Like the previous question about STB, I am reluctant to play the "exchange game".
Also, is there anywhere yourself or readers might suggest for getting the best exchange rate? FYI I have calculated based on the rates posted on Wellington Foreign Exchange in Kingston, ON)
Thanks! ... and enjoy your day!
The change to US dollars leaves me with about 3-5% less in income, after factoring in an exchange rate. Could you comment specifically about this change - in other words are there any hidden advantages I am not seeing?
Like the previous question about STB, I am reluctant to play the "exchange game".
Also, is there anywhere yourself or readers might suggest for getting the best exchange rate? FYI I have calculated based on the rates posted on Wellington Foreign Exchange in Kingston, ON)
Thanks! ... and enjoy your day!
Q: Thank you for your May 10 response to my question on Insured Annuities. As a follow-up for clarification, is a pre-tax GIC-equivalent yield of 5.2% a reasonable return (without the benefit of a crystal ball looking ahead 20 years)? Again, the annuity is not indexed.
Your are correct that our income exceeds our expenses from our Cash accounts. An income stream from our RRSPs and TFSAs has not been included yet. Annual RRSP withdrawals are directed towards our Cash accounts for future investments. Capital gains/losses are not factored in.
The second option under consideration was to add to the mortgage sector, specifically Capital Direct. For clarification, what maximum weighting in the "mortgage plus REIT" sector would be appropriate? I currently have 5% in Sentry REIT and 15% in Fisgard Capital, totaling 20%.
Bond-GICs yielding 1-2-3% barely cover inflation, but do provide portfolio stability. If the current relatively low interest rate environment stays this way for another 5 years, we are right back to the annuity being the better choice. Your thoughts?
Thanks for your help,
Steve
Your are correct that our income exceeds our expenses from our Cash accounts. An income stream from our RRSPs and TFSAs has not been included yet. Annual RRSP withdrawals are directed towards our Cash accounts for future investments. Capital gains/losses are not factored in.
The second option under consideration was to add to the mortgage sector, specifically Capital Direct. For clarification, what maximum weighting in the "mortgage plus REIT" sector would be appropriate? I currently have 5% in Sentry REIT and 15% in Fisgard Capital, totaling 20%.
Bond-GICs yielding 1-2-3% barely cover inflation, but do provide portfolio stability. If the current relatively low interest rate environment stays this way for another 5 years, we are right back to the annuity being the better choice. Your thoughts?
Thanks for your help,
Steve
Q: In light of the recent earnings for Aecon, what is your view for the coming 12 months. thanks.
Q: Could you comment on FTP's big price increase in recent days. Is it due to speculation on a Greece exit from Eurozone and the need for Drachma print order ??
Q: Hi, I've grown a bit tired of watching this stock do very little and I'm not optimistic that it will do much in the next year or two, unless things really pick up again.
Can you recommend a replacement in this sector that you like for growth, and perhaps a bit of a dividend?
Thank you for providing this excellent service.
Can you recommend a replacement in this sector that you like for growth, and perhaps a bit of a dividend?
Thank you for providing this excellent service.
Q: Hi Peter,
you list like 20 companies in your April 2015 growth Portfolio. Before I decide which stock to buy, could you please tell me what is your opinion about their management team?
you list like 20 companies in your April 2015 growth Portfolio. Before I decide which stock to buy, could you please tell me what is your opinion about their management team?
Q: Hi Peter I am now coming to the realization that I must move off this stock because of its change to the div being paid in us funds I will not play the exchange game and my cash flow is dependened on the exchange rate .I have done well on this stock but it is time to move on.My thouhts are to take a position in FRC with the proceds can I have your opinion on this switch .
Kind Regards
Stan
Kind Regards
Stan
Q: I am looking at adding to ATD.B. LTD seems to have come down nicely over the past year and the number of shares outstanding seems fairly stable. I am wondering about growth. Morningstar shows $1.89 for 2016 up 8 cents from 2015. What kind of growth does your analysis show? As an NR stock do you have plans to do a report at sometime or is $26b market cap too large?
Many thanks
Mike
Many thanks
Mike
Q: Hi team:
this stock has dropped below it's 50 days and 200 days MA
is there any fundamental reason for it ?
hold or sell ?
thanks
this stock has dropped below it's 50 days and 200 days MA
is there any fundamental reason for it ?
hold or sell ?
thanks
Q: I am a 60 year old retired conservative investor with a reasonable pension plus CPP. We have a well balanced portfolio that is roughly 67% equities and 33% fixed income. The fixed income includes a 7.5% Insured Annuity (yielding 5.1% pre-tax GIC-equivalent), 12.5% Fisgard Capital (1st mortgages yielding 5%), 2.5% Fisgard (2nd mortgages yielding 7.5%), and 10% cash (yielding 1%).
I am strongly considering directing some of the cash towards doubling up the Insured Annuity (this one yielding a pre-tax GIC-equivalent 5.2%). However, this is a "forever" decision. The annuity is not indexed, but compares favorably with long term bond mutual funds over 15-20 years. This would max-out my annuity allocation at 15%. What are your thoughts on this strategy?
The 2nd option being considered is Capital Direct (1st and 2nd mortgages), yielding 7-8%. My concern here is that I also have a 5% weighting in Sentry REIT (yielding 8%). Would that be too much concentration in the "mortgage" sector (Fisgard-15%, Sentry-5%, plus potential Capital Direct 7%)?
Do you have any other options for me to consider in the fixed income sector?
Thanks for your help.
Steve
I am strongly considering directing some of the cash towards doubling up the Insured Annuity (this one yielding a pre-tax GIC-equivalent 5.2%). However, this is a "forever" decision. The annuity is not indexed, but compares favorably with long term bond mutual funds over 15-20 years. This would max-out my annuity allocation at 15%. What are your thoughts on this strategy?
The 2nd option being considered is Capital Direct (1st and 2nd mortgages), yielding 7-8%. My concern here is that I also have a 5% weighting in Sentry REIT (yielding 8%). Would that be too much concentration in the "mortgage" sector (Fisgard-15%, Sentry-5%, plus potential Capital Direct 7%)?
Do you have any other options for me to consider in the fixed income sector?
Thanks for your help.
Steve
Q: Hi Peter I attended the AGM this past week and must I was impressed with the results and forward plans .They appear to be a company that has legs and a excellent mgt group.I have been a holder for many years and served me well.
Regards Stan
Regards Stan
Q: Altus grew gross revs but adjusted earning are lower by 18%. I think I am reading this as - costs are higher because they are investing for future growth. If that is infact what is happening it should bode well for future earnings and I want to increase my position here. Please comment if this is how you read the earnings.
Q: With most names on your Income Portfolio and still 50,000 to invest. Not needing this money for 10 years can you suggest a couple of ETF or a few stocks.
Q: A year or so ago 5i wrote in response to a question, "In the Stantec high-quality group we would place Cineplex, Enghouse, Constellation Software, Home Capital, Dollarama, Gildan, IPL, Winpak and Telus." I realize the response wasn't meant to include every high quality stock, but just looking for an update. I like to think Stella Jones SJ would be a good fit. Thank you.
Q: Hi I currently have these 3 I am concerned about their ability to grow in the Alberta political scene can you give me 2 or 3 different div payers to replace these thanks