I currently own WEF and is underwater. I like to switch WEF to SPB (at heir current prices) for better yield and growth. I think with SPB buying Canexus it should have a much better long term prospect than WEF and it already provides a better yield as is. Am I right in this thinking?
Please help me out here, especially on which company is in a better position to maintain that dividend yield.
Q: Peter - I know your opinion on STB however, I am looking to park some cash in one of my Wife's non-registered accts. Also considering KEG.UN; AW.UN; or BPF.UN. The rational is simply to pickup a 5-10% dividend over the next 6+ months until the market turns. Your guidance is appreciated.
Q: hi
wondering your thoughts on Trez, looks like the share price is on the mend. divi is 10%
David Cockfield gave it a thumbs up and he owns it to night on Market Call. thanks
Q: I've enjoyed holding ATD.B through several splits, but it's now 16% of my otherwise reasonably balanced portfolio. I will need to reduce. Can you suggest a stock to buy that might shine almost as brilliantly as ATD.B? I have some DOL, BYD.UN and wonder if I should buy more? Thanks for all your help.
Q: Hi
I already own some CUS and would not mind adding to it at these prices since the offer from SPB (at 0.153 shs.)seems to be a lot higher than the present $1.40 for CUS. Am I missing something here? Thank you for your invaluable service. H.
Q: Do you think that ATCO will benefit to any significant degree over the next couple of years from some of the Liberal's promised infrastructure spending ?
Q: My friend, age 59 and recently widowed, is interested in investing “a few dollars” to get some growth. Her modest portfolio would be just under $100K. Although she and her husband worked hard all their lives, her husband’s serious terminal illness took away much of the equity they had built.
On the plus side, she has no debts, owns her home outright, has a small pension of $750.00 per month, and works part-time, which covers all her needs. She plans on working as long as she can and plans to be able to contribute $300 per month on a continuing basis, to her TFSA, so she doesn’t foresee touching any of her capital for the next 10 years.
My very real concern is: should she be in the stock market at all? Granted, if needs arise, she could sell her home which would conservatively net her $500K. But, in the meantime, there is a very thin financial cushion between her and any serious financial needs. If she gets ill and is unable to work, that $100K could disappear very quickly. She has no disability insurance.
She says that at some point she will sell her home. As such, I thought it might be better for her to wait to get those funds in hand before jumping into the market. She prefers to start now. Her bank has advised her with a handful of mutual funds, but she would rather not.
Given the above scenario, what would Peter advise to someone who came into his office? Would it be wise, in any way, to get into the market, with some conservative companies and/or ETFs? If so, would you please suggest what percentage of her funds might be prudent for her to invest, and which companies/funds she could start with?
Thank you, sincerely, for addressing this “real life scenario”. My friend’s situation makes me think there are so many more people, just like her, who struggle with this same problem, as they near their retirement years.
If you feel this would be useful to the general membership, feel free to publish.
Q: I believe the best Seasonal performance for lumber is NOW and going forward until April ... What is your fave ... Canfor, Western, Interfor, Acadian ? . ADN and WEF have decent dividends in case something goes haywire short term ... or do CFP , WFT and IFP which have low dividends perform better seasonally : or is this a dumb way to make investment decisions ? .... Thanks.
Q: I have a reasonable weighting in dh and am thinking of buying more. Your thoughts on it going forward. Also, is their revenue stream/cash flow consistent? Or maybe other names that have a better risk/reward than DH.
Thanks guys
Q: What are your thoughts regarding recent news of new orders and disclosure of order backlog? News seemed pretty good to me but stock acting a bit weak?
Q: I usually keep. about three stocks which are both cheap, can be fixed and I think have a good chance of being taken over. What are your thoughts on CORUS at around twelve buck? The dividend is high and may get cut but the family owns over half. Does this qualify for as a candidate to you or keep looking. THANKS JOHN
Q: I am a retiree with substantial cash set aside for things like a new car, appliances on their last legs, some renovations, and a trip. My questions is: do I include this cash as part of my portfolio when determining asset allocation %, both in equity vs fixed income and, more importantly, when calculating what % of my portfolio is in individual stocks and what % is in any given sector? Obviously, %s change dramatically if I only count the $ actually invested! Thanks again for your steady hand.
Q: With the broad-based sell-off of healthcare stocks, do you have any sense which other sectors may benefit to the extent that institutional sellers are re-investing their sale proceeds?