Q: I need to add some weight to my industrial sector, and as an income investor, I'm wondering about TCL.A? I've read the commentary, and although it seems to have had some troubles prior to Covid, just wondering if you would consider it a buy on a dip or if you have other options you like better and would suggest. For a long term hold. Thanks again!
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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: TCL represents 0.40% of my total portfolio. Would you suggest an increase to 1.00% for the cost average? My current cost per share is $31.85. This is for a well-diversfied portfolio.
Thank you
Thank you
- Alaris Equity Partners Income Trust (AD.UN)
- Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
Q: Taking into account AD as an income trust, I presume distribution would be taxed as income and would be best in RRSP whereas TCL dividend would receive dividend tax credit and best in nonregistered accounts. To me that seems at highest marginal rate that these would provide similar incomes in above situations. Is this correct?
Secondly, do you recommend one above the other?
Income, safety of dividend and capital are the most important considerations. I prefer a long term hold and can tolerate a moderate amount of volatility.
Thank you for this great service.
Secondly, do you recommend one above the other?
Income, safety of dividend and capital are the most important considerations. I prefer a long term hold and can tolerate a moderate amount of volatility.
Thank you for this great service.
- Park Lawn Corporation (PLC)
- Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
- A&W Revenue Royalties Income Fund (AW.UN)
- goeasy Ltd. (GSY)
- Evertz Technologies Limited (ET)
Q: Hello 5i,
I sold PLC at a gain to buy AW due to the higher dividend and good pricing. I sold ET and bought TCL.A also at a good price now.
With the excess cash from the sale of ET should I wait to see what you suggest next or buy CU which s not in your portfolios but has a good dividend, is at a good price and is suggested by you in many instances or buy GOEASY also at a good price, growing, and a reasonable dividend? I am 73 looking for dividend and some growth with a ten year outlook. I do not need the funds as a defined pension plus dividends. If you have better suggestions I would appreciate them.
Stanley
I sold PLC at a gain to buy AW due to the higher dividend and good pricing. I sold ET and bought TCL.A also at a good price now.
With the excess cash from the sale of ET should I wait to see what you suggest next or buy CU which s not in your portfolios but has a good dividend, is at a good price and is suggested by you in many instances or buy GOEASY also at a good price, growing, and a reasonable dividend? I am 73 looking for dividend and some growth with a ten year outlook. I do not need the funds as a defined pension plus dividends. If you have better suggestions I would appreciate them.
Stanley
Q: I currently have a 2% weight in TCL.A and down 44%. Would it be ok to increase to a 3% weight or wait for another quarter to see how their numbers are?
Thanks
Thanks
Q: Good day,
Your comments on transcontinental's latest results ?
Thanks
Your comments on transcontinental's latest results ?
Thanks
Q: This seems to be reasonably priced and dividend covered.
Is it just that the market is waiting for evidence that the diversification to packaging is on track?
Is this stock a buy?
Is it just that the market is waiting for evidence that the diversification to packaging is on track?
Is this stock a buy?
- Newell Brands Inc. (NWL)
- H&R Real Estate Investment Trust (HR.UN)
- Birchcliff Energy Ltd. (BIR)
- Laurentian Bank of Canada (LB)
- Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
- Western Forest Products Inc. (WEF)
- Spin Master Corp. Subordinate Voting Shares (TOY)
- Anheuser-Busch Inbev SA Sponsored ADR (Belgium) (BUD)
- HEXO Corp. (HEXO)
Q: These are my biggest losers across my accounts. What are their prospects? Are any worth keeping, or is just time to move on? I don’t mind some risk, but don’t want to hold the hopeless ones any longer.
Len
Len
- BCE Inc. (BCE)
- Enbridge Inc. (ENB)
- Pembina Pipeline Corporation (PPL)
- RioCan Real Estate Investment Trust (REI.UN)
- Capital Power Corporation (CPX)
- Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
- Acadian Timber Corp. (ADN)
- Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
- Exchange Income Corporation (EIF)
- Evertz Technologies Limited (ET)
Q: With a 5-10 year time horizon, can you recommend any dividend stocks which have stable dividends and high yields due to current market conditions? I think that RioCan and Enbridge both fall into this category and would be interested in similar stocks that have a yield in the 8-10% range.
- Sangoma Technologies Corporation (STC)
- Photon Control Inc. (PHO)
- Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
- Exchange Income Corporation (EIF)
- Chorus Aviation Inc. Voting and Variable Voting Shares (CHR)
- WELL Health Technologies Corp. (WELL)
- Akumin Inc. (AKU)
Q: Hi Folks,
I want to shake up my small cap holdings. I would like to add some of your favorites such as WELL, STC and PHO. I currently have losses in AKU, CHR, EIF and TCL.A......should I continue to hold these or sell to free up some cash for better opportunities. It's a registered account so no tax implications.
Thanks for your help,
Dennis
I want to shake up my small cap holdings. I would like to add some of your favorites such as WELL, STC and PHO. I currently have losses in AKU, CHR, EIF and TCL.A......should I continue to hold these or sell to free up some cash for better opportunities. It's a registered account so no tax implications.
Thanks for your help,
Dennis
Q: I currently have 2% position on TCL.A and under water.I am thinking of increasing this to 3% weight. Would this be okay or just hold at 2% for now?
Thanks
Thanks
Q: WHAT IS YOUR OPINION ON THE ABOVE COMPANY - LAST NUMBERS SEEMED GOOD OVERALL - HOW RESILIENT IS THIS COMPANY IN THE CURRENT ENVIRONMENT? - WOULD YOU ADD A SMALL POSITION TO START WITH - DIV. YIELD IS 6.613% CURRENTLY - HOW SUSTAINABLE IS THIS DIVIDEND?? - THANKS - KAREN
Q: I thought the quarterly results that were released yesterday by Transcontinental were reasonably good considering the Covid -19 pandemic. What is your view of the results. Thanks.
- Rogers Communications Inc. Class B Non-voting Shares (RCI.B)
- Superior Plus Corp. (SPB)
- Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
- Organigram Holdings Inc. (OGI)
Q: I hold OGI (-67%), SPB (-18%), TCL.A (-20%), and RCI.B (-10%) all at the losses indicated. Which would you buy more of, hold, or sell? Would you switch RCI.B for more BCE or T, both of which I already hold? I'm looking for capital gains with a dividend, when possible. Thanks for your insight.
Q: I held this company a fair while before the big acquisition. I sold for tax loss in Dec. and then bought back in Jan. for $16/sh; then, CV-19. They are still a major printer; so, I am thinking that they are not doing as much with all the closures. Do you think this is baked into the stock? How much debt. have they been paying off and do you think the dividend is sustainable? I am thinking of adding to my position - a tiny % of my total holdings of approx. 30 stocks.
Q: I'm considering starting a new position in one of these companies. Can you please compare the two, including which is best positioned to weather the C19 storm. Would you recommend either, and if so which one.
Thanks
Thanks
- Suncor Energy Inc. (SU)
- BCE Inc. (BCE)
- Enbridge Inc. (ENB)
- Pembina Pipeline Corporation (PPL)
- NFI Group Inc. (NFI)
- Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
- Exchange Income Corporation (EIF)
- TransAlta Renewables Inc. (RNW)
- Nutrien Ltd. (NTR)
Q: Hello 5i,
Thank you for providing a clear and modulated message through the past 2 months.
For a 5-10 year hold could you rank the top 10 highest (TSX) yielding stocks with the safest dividends. ( strongest balance sheet, lowest payout ratio, historical dividend growth, etc).
Could you also rank them separately in terms of bounceback / growth potential over the next 2 to 3 years?
There may be redundancy in this question vs others asked and the 5i portfolios - so please take as many credits as necessary.
Thank you
Thank you for providing a clear and modulated message through the past 2 months.
For a 5-10 year hold could you rank the top 10 highest (TSX) yielding stocks with the safest dividends. ( strongest balance sheet, lowest payout ratio, historical dividend growth, etc).
Could you also rank them separately in terms of bounceback / growth potential over the next 2 to 3 years?
There may be redundancy in this question vs others asked and the 5i portfolios - so please take as many credits as necessary.
Thank you
Q: I know you were recently asked and you recommend a hold on TCL.A but with the prices going down and my weight is under 2% is it still a hold or would you consider okay to add a bit more to this name?
Thanks
Thanks
Q: hello
Could you please comment on the latest results and buy/sell/hold recommendation.
thanks
Could you please comment on the latest results and buy/sell/hold recommendation.
thanks
Q: TCL.A: sold in 2019 to bank loss. Bought back - starting to move. Debt. is the issue as I believe they have good management team. How is their debt. repayment going? 5i not too big on this company going forward?