Q: Hey, I just wanted to say that I attended The Money Show for the first time as I am a reasonably new 5i subscriber, anyways the show was excellent and I will be an annual attendee.
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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: Further to the discussion of AGI's takeover of RIC: if it's a friendly takeover and announced as a 'definitive agreement', how will other offers make any difference?
Q: Are you aware of any news that could explain the recent sharp drop in HEO's share price? Thanks!
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Royal Bank of Canada (RY)
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Toronto-Dominion Bank (The) (TD)
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Chartwell Retirement Residences (CSH.UN)
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North West Company Inc. (The) (NWC)
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Richards Packaging Income Fund (RPI.UN)
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Sienna Senior Living Inc. (SIA)
Q: 9:57 AM 9/10/2017
Hello Peter :
My wife and I are in our 70's and require additional steady dividend income to complement our pensions and bond income. We wish to choose companies that we never need to consider selling and that have reliable dividend growth and little chance of dividend cuts.
We have a 4.5% cash position we want to invest.
We need to decide between two options:
1. Invest the whole 4.5% in RY or TD, [we already own 10% split between BNS and CM], or
2. Add to 2 or more of these existing positions : CSH.UN [3.2%], SIA [3.9%], NWC [2.2%], CSW.A [3.1%], RPI.UN [1.0%], or invest part in new positions in one or more of ET, ZCL, ABT, or ADN.
What choice or choices would you advise us to make for the highest probability of reliable long term income and dividend growth?
Thank you............. Paul K
Hello Peter :
My wife and I are in our 70's and require additional steady dividend income to complement our pensions and bond income. We wish to choose companies that we never need to consider selling and that have reliable dividend growth and little chance of dividend cuts.
We have a 4.5% cash position we want to invest.
We need to decide between two options:
1. Invest the whole 4.5% in RY or TD, [we already own 10% split between BNS and CM], or
2. Add to 2 or more of these existing positions : CSH.UN [3.2%], SIA [3.9%], NWC [2.2%], CSW.A [3.1%], RPI.UN [1.0%], or invest part in new positions in one or more of ET, ZCL, ABT, or ADN.
What choice or choices would you advise us to make for the highest probability of reliable long term income and dividend growth?
Thank you............. Paul K
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Boardwalk Real Estate Investment Trust (BEI.UN)
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InterRent Real Estate Investment Trust (IIP.UN)
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Mainstreet Equity Corp. (MEQ)
Q: In a previous question in March you answered that MEQ was a much more expensive stock then Boardwalk BEI-un. MEQs book value was .5 at the time vs a .7 from Boardwalk. How did you make that judgement that MEQ was much more expensive? Since March boardwalk is down 15%, does that make it significantly less expensive then MEQ at the moment?
Also is it safe to assume IIP.un has pretty much has the same strategy as MEQ albeit an Eastern Canada concentration? Its book value is 1.1 vs a .6 from MEQ. Its ROE is significantly better then MEQ but P/E ratios are roughly the same? Does that justify the lower book value of MEQ or am I looking at things wrong?
What are your 3 favorite stocks in the real estate market.
thanks
Also is it safe to assume IIP.un has pretty much has the same strategy as MEQ albeit an Eastern Canada concentration? Its book value is 1.1 vs a .6 from MEQ. Its ROE is significantly better then MEQ but P/E ratios are roughly the same? Does that justify the lower book value of MEQ or am I looking at things wrong?
What are your 3 favorite stocks in the real estate market.
thanks
Q: Could you please give me update on AcuityAds? Should I sell it?
Thanks,
Milan
Thanks,
Milan
Q: Love the service. I have held MIN for a number of years, and sold about half my position recently after a big gain. I was wondering if you had an opinion and outlook on this company? It appears they are systematically clearing all hurdles and are moving towards production. Do you see them continuing to trend higher and would you agree they are a take-over candidate? Thanks for your insight!
Q: Please comment on Acuity Ads revised guidance. Is the stock reaction over done?
Thanks
Dave
Thanks
Dave
Q: I'm looking to add a staple to my non-registered account in addition to ECI. How would you compare rpi.un and kbl at today's price? And what price would you upgrade rpi.un from a C+ as per August Coverage Summary?
Many thanks
Many thanks
Q: Can you please comment on the AGI take over of RIC.
Q: Hi Peter,
I have just bought the book Market Masters... it is a big book. I was hoping that (other than your interview of course) you could tell me some of the other people that are featured in the book that you think would be the best/most worthwhile to read (primarily for equities but others if you think they are great).
Thank you
I have just bought the book Market Masters... it is a big book. I was hoping that (other than your interview of course) you could tell me some of the other people that are featured in the book that you think would be the best/most worthwhile to read (primarily for equities but others if you think they are great).
Thank you
Q: Hi Peter whats your thinking of taking a position in nwc after todays pull back of 5 plus%?
Kind regards
Stan
Kind regards
Stan
Q: Hi Peter, would you consider Fairfax as proxy to market /financial sector.
would you SUGGEST FFH or buy BNS, SLF, BAM, CSH.UN (in equil weight totalling amount equal to FFH). This would be for RESP with 8 years to go and regular contribution over that time. OR any other suggestions for resp account. Thanks for your great service.
would you SUGGEST FFH or buy BNS, SLF, BAM, CSH.UN (in equil weight totalling amount equal to FFH). This would be for RESP with 8 years to go and regular contribution over that time. OR any other suggestions for resp account. Thanks for your great service.
Q: What is your take on the safety of the dividend with GMP.PR.B? Why is it poorly rated by the agencies? GMP Capital doesn't seem to have much debt. The dividend yield and chance of a higher reset in a rising interest rate environment seems attractive.
If you don't like it, what rate reset preferred would offer a better combination of risk/return?
If you don't like it, what rate reset preferred would offer a better combination of risk/return?
Q: Hi Peter....any opinion on Yangarra resources?....It has done really good in this bad oil/gas environment
Q: Good Day All,
Looking at the group of people who are involved with this company, I see some qualified talent here. I am wondering if you would view this company in the same light as you do GUD, where it appears that it is only a matter of time before a significant catalyst appears.
Thanks
Looking at the group of people who are involved with this company, I see some qualified talent here. I am wondering if you would view this company in the same light as you do GUD, where it appears that it is only a matter of time before a significant catalyst appears.
Thanks
Q: On the tmx website for Grande West Transportation it lists 49 million outstanding shares but it also lists just over 20 million "escrow shares". Can you explain what this means? Thanks.
Q: Hi- looking for your analysis of the above SAAS companies. Which would you prefer from risk, reward perspective. what are the PEG ratios? thanks
Q: my rrsp guy had me shift a bunch of $ into agf precious metals. It has lost a significant amount of money when gold dropped. Since gold has been rallying it hasn't joined the party. Do you know why this is the case? Was this an ill advised move from the get go?
Q: What do you think of buying Equifax Inc. (EFX) on the dip. They have lost 15% value due to a hack. It seems like an event the company will rebound from after enough time for people to forget what happened.