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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: Will these Canadian companies greatly benefit from the US tax cuts and would your recommend any or all of them as buys at this time Are the other Canadian companies you would prefer. Thanks for your terrific service.
Read Answer Asked by Ian on December 04, 2017
Q: I'm thinking of moving on here and an wondering what you might replace it with at today's prices. I also own MG and have done very well so don't need to stay in the auto parts industry. I'm a little light on industrials and materials so either sector would be fine. Thanks again for your valuable service!
Read Answer Asked by Rick on December 01, 2017
Q: With XTC's growth slowing down and NFI's pullback, I am thinking of selling XTC and buying the equivalent value ( 4% of a balanced portfolio ) of NFI. I have a gain of 60% having owned XTC for 5 years. I am interested in dividend growth and stability in the business.
What are your thoughts about the prospects of these two companies 5 years out?
Thanks!
Rob
Read Answer Asked by Robert on December 01, 2017
Q: Disappointed in NFIs stock performance this last month - down about 14%. I regarded this as one of my ‘hang on and ignore’ stocks. I can’t find any negative stuff on it - seems all positive. Is it tax selling this early? I realize it is up on the year so I suppose this could be it. I think I am missing something tho. Pls enlighten me. Thks guys.
Read Answer Asked by Arthur on November 30, 2017
Q: I am looking to add to either my Utilities or Industrial's.

My industrial weighting for Industrial is 11.8% which might be a bit light, and I can add to CAE or NFI.

Or,

Add to my Utilities is also quite low at 4%. I have BEP and ENB there. Should I add to ENB at this time?

As always thanks for the great advice

Lastly, the only REIT I have is a Small Position in Chartwell. Which i have put in Healthcare. I do have Financials at close to 15%, but should I look at my home as a big investment in real estate and not worry about it?
Read Answer Asked by Colin on November 29, 2017
Q: The laggards in my portfolio are currently NFI, CCL, GTE (only oil & gas exposure) and CBL. Would you suggest dumping any of these names/replacing them with other names or would you suggest holding them for now? Thanks for the great service.
Read Answer Asked by Patrick on November 28, 2017
Q: If you were to add 3 positions to a well diversified Portfolio, which of these 10 would you choose.


Thanks Valter
Read Answer Asked by Valter on November 14, 2017
Q: Just a few questions on the new NFI report. Your data on the website (love the new expanded info!) shows EPS estimates of $3.07 and $3.28 in 2017 and 2018. On my RBC research they show 2.48 and 2.57. Is it usual that analysts would differ so considerably in their estimates?
Also on the web site data you show NFI dividend growth of 4.30% over 5years but your recent report indicates growth of 7.9% over 5 years?
Based on the 3.07 3.28 earnings are expected to grow 7%. Does this include the expected margin expansion to 6.8%?
Many thanks.
Mike
Read Answer Asked by michael on November 10, 2017
Q: I am a bit light in Industrials .At 11% as opposed to 15% suggested in my Portfolio Review. I I have large positions in SIS and WSP ,quite large in NFI and growing based on the last 5i report ,and a smaller position in CAE.Sold my STN awhile back. Note you have PEO in the Growth Portfolio but it is thinly traded. So of these Industrials which would you increase so I can get closer to my 15% target. Would like to keep to the stocks listed as I am at 30 stocks and would like to keep it at that number. Great website .Thanks Paul
Read Answer Asked by Paul on November 10, 2017
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