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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: My portfolio is light in consumer non-cyclicals. Last week I was considering the purchase of NWC for dividend in my non registered account. With the recent earnings release and drop in price is this a good entry point or should I move on?

Would PBH be a better choice? Or is there a better non-financial dividend payer to add to my portfolio?

Thank you

Stephen

Read Answer Asked by J Stephen on March 18, 2019
Q: Purchased this back in June 2018 for my RRSP account for some "growth" with a 2% position. Now down 22% - at what point does one say that's enough and move. Can you suggest a possible replacement a little less volatile.
thanks
Read Answer Asked by JOHN on March 11, 2019
Q: I want to buy these stocks in my RRSP account for a 5 years hold. Please comment on the financial of these stocks. Why is QSR down in recent few days while the market is rising so much. Why is Warren Buffett interested in this stock . Thanks a lot .
Read Answer Asked by Lai Kuen on January 10, 2019
Q: I’m looking for some income and some growth. Assuming proper diversification, how would you rank these?
Read Answer Asked by Alan on January 02, 2019
Q: Hi team
I have some extra cash to be deployed

this stock has been on a downward spiral
I have half position in PBH already also in decline, consumer staples should do well
in the summer months, but)
wonder if I could increase my position in PBH or start a 1/3 or half position in QSR
which one would you prefer for a 3 years plus hold with some consideration for a small
dividend income as well, thanks

Michael
Read Answer Asked by Michael on September 07, 2018
Q: hi Peter which of these 2 companies do like at this time? are you concerned about the debt levels of either company? lastly do you have a favourite in the fast food industry? thanks for your usual great advice I really enjoy the daily Q and A sessions. your candor is refreshing!
Read Answer Asked by richard on September 04, 2018
Q: I am considering these two stocks for my wife's RRSP. It is fairly diversified with 21 stocks and most sectors but only A&W Royalties Fund in the consumer sector. I like PBH because it is more defensive but QSR has a better yield. In the past I have concentrated on income but am trying to add more growth to the portfolio. What are your thoughts on these two? Is there another consumer oriented stock you would suggest instead?
Read Answer Asked by Albert on August 28, 2018
Q: Hello Peter & Ryan,
Thank your team for great recommendation on Photon.

Your opinions on the these three companies are very much appreciated.
BLO-for cannabis play
QSR versus RECP
PKI versus ATD.B

Thanks!



Read Answer Asked by Nhung on July 25, 2018
Q: Payout ratios

I am confused about payout ratios. I have read here several times that you prefer to stick with dividend income stocks that have payout ratios below 50%. You have also suggested recently that the following were good solid choices for dividend income stocks. Your website does not include payout ratios, but I suspect your calculation is different from those I have found elsewhere. Below are the payout ratios I found in other places. As you can see, they are mostly above 50%, and some are above 100%!

Could you please comment on your calculation of payout ratios, that have these below 50%, or why the high ratio is acceptable presently?

Thanks again.

PWF 72%
BCE 97%
CU 116%
TRP 78%
ENB 182%
TRI 169%
QSR 79%
AQN 130%
T 82%
Read Answer Asked by Federico on July 06, 2018
Q: Hi team,
What is your view of QSR given recent earnings which were strong and the current short attack on the stock? This morning on CNBC I saw a story on some U.S. bigwig (Chanos) shorting QSR and Dunkin Donuts as he sees their “asset lite” model of “clipping coupons” from the franchisees not working in the longer term if the franchisees are struggling. What’s your take on this short guy’s story and the pressure on the stock? How long does this tend to play out and what is your confidence level on QSR going forward?
Thanks again,
dave
Read Answer Asked by Dave on April 27, 2018
Q: Hello Peter,
On your april 9th reply to QSR, the dividend that was indicated was above 3 percent; I am seeing a dividend of 1.9 percent on google. Any idea? Also, I am planning to keep QSR , GUD, SIS, ADW.A, Shop, and Spot as long term holds. Any concerns here? My weights range from 2 to 4 percent. Lastly, I I know you have had lots of questions on Knight, but from a shareholders perspective, are we not waiting along time to get some results that are meaningful to increase stock price? What are the analysts saying about Knight as I am sure their clients are not happy with the stock price. Thanks again for the great input.
Read Answer Asked by umedali on April 13, 2018
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