Investment Q&A

Q: Please, your take on RUS's results. Their NCIB announcement suggests considerable confidence in the near-term outlook; do you share this view?

Q: hello 5i:
today, would you sell (if already owned), AC; and buy EIF (not owned). Why or why not? Would there be 3 or 4 income stocks you'd prefer to EIF in the Industrial space?
thanks
Paul L

Q: Not a question, but a comment to support your response on Yues’ question.
Russel metals has also not increased its dividend in many years. So, this is not a dividend growth company.

Q: I am a young retiree with a well diversified portfolio. I could use some stability and dividend in my portfolio which is more focused on growth. Can I have your assessment on Russel metals. It seems that the economy should continue to do well even with some inflation as the markets seem to have digested the increase in rates. The world will always need metals to manufacture things. Why is Russel so cheap? Why is it not in your income portfolio?

Thanks a million LOL LOL

Q: LIF has taken quite the hit the past two days. I'm thinking to sell my RUS and buy the dip. What do you think of the swap? If so, do you have any advice on timing? LIF shows ex dividend March 30. Would it be wise to wait until then and see how it settles?

Thanks

Q: May I have your comments on earnings. Any sign of a dividend increase??? Thank you

Q: Do you think Russell represents good value at this time? It has an almost 5% dividend and a P/E in the mid single digits.

Thanks

Q: Got a bit of cash to invest for mid to long term in a non-secured account. . Looking at these two companies. The dividend and capital appreciation appear to be good. Your overall views? Thanks in advance.

Q: Looking for a few ideas of beaten up 3% or more dividend payers? I already own SLF, WCP, and ZEB. Current portfolio holdings are made up 19% energy, 35% tech, 15% financial services, 20% consumer cyclicals, less than 5% in the rest. Not too worried about divirsification, I sleep well even when blood is running in the streets.

Q: I get that this drop and volatility is a bit multi faceted but it seems centred around rates and QE easing. So hitting tech and growth stocks makes sense but I just can't figure out why something like RUS is getting hit so hard. Any thoughts? EAF is in the same boat but its always been a bit more volatile.

Q: Which Canadian companies stand to get hurt the worst with this trade war coming with USA
as they are starting to play Hard Ball with us.

Q: I'm interested in freeing up some cash in one of our RRSP accounts and, in order to do so, plan to sell one of the 3 listed companies.
Kindly advise which one you would consider disposing of first and, perhaps, a brief explanation as to why.
Thanks for the help. Richard

Q: RUS has had a nice run. Do you see much upside from here? (3 -5 year horizon)

Q: Good Morning Peter & Team,

I know you don't endorse timing. And I don't want to move away from long term strategies holding good names. But there are trends that at time present themselves.

Industrials are experiencing some misses in the current reporting period because of the supply chain issues. A guest commentator on BNN mentioned they expect good quality industrials will be lowering their expectations moving forward. The supply chain challenges will get fixed and when this happens with these lowered expectations in place, this same commentator said the Industrial Sector could perform quite well.

Do you think this is going to happen? And if so, which names would stand out for you? Does Eaton Corp (ETN) make the list?

Thanks for all you do

gm

Q: I am looking to lock in some profits and hold a little more cash at the moment. The above stocks are ones I've done well on but are feeling a bit stagnant at the moment. I still like them but looking for ones to sell that have the least FOMO. BNS is probably already a for sure as I am overweight on it a lot at the moment. I have losses from the market downturn so taxes are not a major concern. What of these would you consider selling first if raising cash? I don't worry about sector weights.

Q: The quarterly results looked good but the stock price dropped 7%. Any reason for that?

Q: If I were to pick one of these three - STLC, RUS and LIF - strictly on SP growth in the next two year time span, which would be the choice? Also, on a scale of 1 to 10 for SP growth what would be your ratings of the three? Thanks.

Q: The Finance section of the current issue of the Economist magazine has an interesting article on surging capex investment. I would appreciate your observations and suggestions on how to play the situation.

Q: Could I have your opinion on Russell Metals -does it have room to go higher - is it a buy, hold or sell.
Thank you

Q: It keeps making new 52 week highs, It is a moderate buy if analysts are to be believed. There is the play on recovery but it appears over valued. The dividend though paid for "77 consecutive quarters" has not grown since 2014. I was going to buy a small position a while back but was worried then about the shares deflating. Can you tell me why it is so favoured at this time? Thanks