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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: During recent research, I discovered a theory that even in our times of extreme volatility I should seek out companies that exhibit the following characteristics:
1. They have a history of growing dividends for investors.
2. They have a history of growing their earnings.
3. They trade at valuations that make sense.
So, based on these variables, and your years of experience, please provide me with the names of several Canadian companies that have these characteristics.
Read Answer Asked by Les on March 15, 2021
Q: Hello. Could I get your top five metal/mineral plays (excluding gold/silver) with a few comments on each?

Thank you!
Read Answer Asked by Robert on February 26, 2021
Q: Please rank these stocks in terms of safety of dividends and please provide payout ratio for each. Thank you!
Read Answer Asked by Chris on November 27, 2020
Q: What equities in Canada or USA do you consider cheap with great balance sheets.
Read Answer Asked by Albert on May 01, 2020
Q: Gordon Pape suggesting selling marginal companies in this environment and claim the loss. Which of the above if any would you consider marginal?
Thanks
Jeff
Read Answer Asked by JEFF on March 24, 2020
Q: What would be your top picks in this environment meeting these criterias: low debt, low payout, 3%+ yield. 5 names+ would be great. Long term investment. No financials or real estate. Thank you!
Read Answer Asked by Pierre on March 12, 2020
Q: I have held LIF for a few years now and have used its cyclical nature to take profits at its highs by selling down to my initial position and when the cycle bottoms add back again to my initial position. In the meantime I collect a very nice dividend. We appear to be approaching the bottom part of the cycle and would like your view on why LIFs share price is currently depressed and when market conditions will improve again.
I am currently at a 1.5% weighting and would be looking to add back to a 3% position to ride the next wave.
Thank you for your perspective.
Read Answer Asked by Bruce on February 05, 2020
Q: Looking for income and capital gain for 1 year or more. LIF seems to have bottomed and rising while CHR dropped back and now might be going forward again. Which one would you go with? Without regard to portfolio diversity and only $5k for this investment. Or a better suggestion ?
Thanks,
Mark
Read Answer Asked by Mark on January 29, 2020
Q: You've commented favourably about LIF several times earlier this year. Since then it's dropped like a stone. Given it's record of conservative management would you still recommend it? Do you see these moves as reactions (or over reactions)to events in China as well as their trade situation with the US? My understanding is that they produce high quality pellets that command a higher price on the market. This may insulate them somewhat from global events but there may also be material supply problems like Vale resuming production in Brazil.
I'd be interested to hear your take on this. I like the way you stand by your recommendations if you still believe in them or kick them to the curb in a second if you don't.

Read Answer Asked by Larry on October 02, 2019