Investment Q&A

Q: Hi 5i - what would your top income stocks recco be for US and CDN. Thx and stay safe! - Doug

Q: What is your preferred stock in the consumer discretionary sector that would be appropropriate for a dividend portfolio?

Q: Can you give me a list of 5 Canadian and 5 US stocks that you would recommend with yields above 3%.

Q: I have cash for a new full position. I run an mix of your balanced and income portfolio for my cad exposure. Of the above names which would you add a full position right now. I am also considering just batting for the average with SPY or XEF. balanced shifting to income follower, 5 year window looking for good entry point into one of the names above.

Q: Please kindly suggest a reasonably priced EFTs and stocks in a consumer cyclical and consumer defensive categories for an portfolio. Possibly with a reasonable dividends if such exists.

Q: I need in increase my portfolio weightings in Consumer Cyclical and Utilities. I currently hold AQN, BIP.UN and FTS in Utilities in roughly equal amounts and hold QSR and LNF for Consumer Cyclical with QSR double the holding of LNF. Should I add to my current positions to increase my weighting in both sectors or consider adding new stocks?

Q: goood morning - i have full positions in NWC and PBH. NWC has been steady, with a bit of growth. PBH has done well. I am thinking of selling both and buying QSR for both growth and income. Would you consider this to be a net upgrade in position? Thanks

Q: Can you please list 10-20 conservative high dividend paying companies that you would recommend. US or Cdn. Thank you.

Q: My TFSA is pretty much the way I want it. But now I'm organizing my non-registered account. First, Is there too much overlap between BAMR and SLF. (if so which one would you prefer). Second, Is there too much overlap between FTS and H (if so which one would you prefer. Could you put all of these in rank order, best fundamentals first. Finally, should I just take equal sized positions in all, even position sizes end up being quite small, like somewhere between 1.5% and 2%. If you think those size positions are too small I will eliminate the last 2 or 3 from your rank ordering. I mainly want the dividends in a set and forget style setup, and I will add to positions as funds come available. Thank you again for excellent insight and advice. I learn an enormous amount from the Q/As daily.

Q: Can I get your thoughts on Quebecor's earnings?

Lastly, any insights on Restaurant Brand's secondary offering?

Thanks.

John

Q: Please explain the significance, or otherwise, of the recent secondary offering. Is QSR now buyable or would you tend to hold, or sell?

Thank you.
Geoffrey.

Q: Your thought on Restaurant Brand quarterly report. Do you think that growth will accelerate and back to normal? Thank you!

Q: Seems the "cold war" with China is about to heat up, what with Biden and other nations about to try and corral China. At the same time, China is putting restrictions on it's own national companies listed on foreign stock exchanges. Then there is GOOS and QSR wanting to expand into China and their respective P/E multiples reflect this expected growth. With this changing and rather negative context, is it time to selling positions in GOOS and QSR?......Tom

Q: My wife has full positions of BMO, ENB, LIF, POW and RSI in her RRIF. She has some cash to deploy, looking for quality income stocks with decent dividend yields. Would you have any suggestions?

Thank you!

Q: Hello: I'm looking for several buy-and-hold "forever" companies. When I die, they will go to my children. Could you assess the above in those terms and rank order them, best first. I know you like all of these companies, but I"m not sure if you like them "forever." If you think I should drop any, please note. And if there are a couple not on the list that you think could be, also please note. Thank you for continued excellent service.

Q: I am into your Balanced Equity portfolio for my CDN equity exposure. Thinking of switching out of PBH and replace with QSR with the idea that PBH has had a good run but admittedly I missed most of it. Does this seem reasonable to you?

Q: Hi Guys....great service. Looking for an undervalued stock that you think could have a big rebound in the next 6 months to 1 year...do you have a few on your radar?(US or Canada)….thinking of something at least mid-cap....thx

Q: Hi, looking to high grade my portfolio and swap QSR for MED. Small gain currently with QSR. Can you compare the two fundamentally and do you see MED having higher growth potential? Which would you rather own?

Can you rank these for long term growth? BYD, QSR, DOL, DIS, SBUX, MG, ATZ

Thank you!

Q: As a retiree, I am looking for some solid long term investments for my non-registered account. Can you please make some recommendations. Thank you.

Q: I would like to buy shares in a restaurant company that stands to profit from the removal or reduction in Covid restrictions. I intend to buy this in a TFSA and hold it for a year or longer. How would you rank these companies in terms of expected overall return? Or could you recommend another company that might do better than any of these?