Investment Q&A

Q: Hi !

Would you suggest a top-five list of Canadian companies that have a monthly dividend--with an eye to capital preservation?
Perhaps the same parameters except that it would be for American companies?

Much appreciated!

DD

Q: Goodday,

Parklawn is at its' 52 week-high. Should I sell and take profits or wait for upcoming earnings.

Thanks.

Q: I see a question today on the appropriate sector to assign Park Lawn Corp (PLC). The answer today was to place it in the Consumer Discretionary sector as per the TSX. However in the Dec 21/20 5iR report on PLC, it was placed in the Consumer Staples sector.

Up until today I have PLC in the Staples sector, but your response has me rethinking the appropriate sector, wondering if in fact PLC is actually a hybrid.

My tracking program allows for me to assign sectors by percentage. For example I have CSH as a hybrid of REITs and Health. Magna was a hybrid of Discretionary and Industrial. In this case, assigning a sector for PLC is not as simple as PBH being Staples or LNF being Discretionary.

I am leaning towards calling it a hybrid...would you agree?

Thanks for your help...Steve

Q: What sectors would you place the above companies?

Q: Good afternoon. If currency were not an issue, which company would you prefer for a new position, Park Lawn or Carriage Services Inc.

Q: The listed companies each carry about a 1% weighing in my portfolio. There are no tax implications and I am positive on all of these. I am trying to reduce my overall holdings to about 25. I believe each company has its merits but I will never hit a home run with such a small investment. Can you advise which ones you would keep and consolidate or perhaps suggest something else to put all of the proceeds toward.

Thank you

Q: Can you please provide recommendations for three US and 3 Canadian consumer cyclicals, with the strongest conviction names noted first? Medium risk-tolerance, with a preference for a longer-term hold (3-5 years).

On a related note, I already own PLC and am considering swapping it out for ATZ. Can you please rate these two stocks for growth and risk?

Thank you.

Q: Do the above Cdn companies have U.S. listings,if not do you think they will in the next few years?i

Q: Looked like a decent quarter. Can you provide some colour? Thanks Mgmt seems to be executing and most analysts have upgraded the stock. And is it reasonable to expect CAGR of 10% going forward from PLC? Thanks

Q: Hello 5i team,

According to portfolio analytics, I am underweight in Consumer Staples and Consumer Discretionary as well as US exposure. I am a growth investor with a long-term horizon. This is for a TFSA.

In Consumer Staples I hold ATD.B and PBH and was thinking of adding COST.US.

In Consumer Discretionary I have ATZ, BOYD, DOO, LULU.US and was thinking of adding MG and possibly LNF.

Could you suggest some Canadian and US names for both Staples and Discretionary that would compliment my existing holdings?

Thanks for your advice.

Q: Hi, I have these stocks in my Tfsa account, and looking to add two more . Keeping the sector in mind , would like a couple suggestion on a (small dividend if possible) steady growth stock. Was looking at SLF or X but not sure.
Thanks

Q: Retired, dividend-income investor. I own the following Cons Staples = NWC, PBH, PLC, as well as I am building a Cons Discretionary position in Leon's.

I am looking for another Disc stock. I remember seeing a related question on this a few days ago, but couldn't find it. What are your favorites right now for me to do further research on? I must admit I lean towards value stocks, as I have difficulty in buying something that has already had a good run.

Could you give me 3 Discretionary names on the conservative side and 3 on the more aggressive side...no speculative names. If we can't find a suitable Discretionary stock, I might add another Staple name, like possibly ADW (it is listed as a Staple, which is absolutely true in our household, but it could be Discretionary...compared with food). Could you therefore give me 3 Staple names that might fit well with my existing Consumer holdings? So, I need 9 names, if possible. The cash available is in my TFSA, so while a dividend is nice it is not imperative.

Thanks for your help...much appreciated...Steve

Q: Your thoughts on today's Park Lawn earnings report? You can answer after the conference call if you want. The press release looked pretty good to me, but you're the pro.

OK to add to bring PLC up to a full position? Retired, dividend-income investor.

Thanks...Steve

Q: I need to increase consumer defensives in my portfolio. I own these 2 stocks and would like to know which one should I add to at this time (only to one of the two). Thank you for your valuable help.

Q: What are your suggestions for US and CDN Consumer Defensive at this time?.

Q: Retired, dividend-income investor. I own a 3/4 position in Park Lawn and am considering topping up if/when it reaches my price of $28, based on my view of support levels. RBC considers PLC to be one of the best in it's coverage universe. PLC reports on March 30.

Do you think I am bottom feeding too much at $28? I'm actually happy both ways (reaching $28 or not). Should I wait until PLC reports? Your thoughts on PLC prospects?

Thanks for your help...Steve

Q: I’m adding to a partially established portfolio (growth-oriented, long-term). I’m interested both in taking advantage of the recent tech downturn (although not too much, as I’m already somewhat tech-heavy) and in further diversifying. Two questions:

1. I own partial positions in the following securities and am looking to add more. Could you rank them in your order of preference for purchasing now? Any you’d avoid buying now?

WELL, SHOP, ATZ, STC, PHO, ENGH, KXS

2. I’m considering buying positions in the following new securities (not easily comparable, I know), with a view to diversity and growth, as well as US exposure. Could you rank them in order of preference for purchasing now? Any you’d avoid buying now?

BNS, SLF, PLC, MG, LAC, REAL, TFII, NVDA.US, ROKU.US, SQ.US

Thanks for your great work and please feel free to dock me for two questions.

Chris

Q: Retired, dividend-income investor. A question earlier today has motivated me to finally ask this question....been thinking of it for quite a while. It had to do with potential rising interest rates and your response was that dividend investors should be prepared for a bumpy ride in the short term (my paraphrase of your answer).

I own the above securities and for the most part trim-add around core positions that I hold for the long term. Is it possible to divide the above securities into two camps....one that would be "ok" in a rising interest rate environment and the other that I should consider trimming a bit or maybe selling? I am ok riding things out for the long term and do not normally react to short term volatility.

Thanks for your help....Steve

Q: I am looking to add new position in the C.Non Cycl. sector. My lean is to the balanced and income portfolios. How would you rank the above and which companies represent the best buying opportunity now( or is now not the time for this sector) and why?
Thanks,
Mike

Q: Going through all your portfolios looking for a high(er) growth stock with a dividend >1 that I don't already own. Can you please rate the following on a scale of 1-10 (1 being low) for both growth and risk over the next 12-18 months: MG, SLF, PKI, TFI, CCL, PLC, GSY, OTEX. (I note that all but SLF are currently rated 'strong buy'.) And if you have two clear favourites in the preceding list, I would appreciate those being noted separately. Thank you.