Q: ITP just released earnings that looked good. Can you comment and indicate what impact will be going forward. Is this a good time to increase position?
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!
Q: I am looking at the above companies highlighted in your recent comments. Could you please rank them in terms of a) highest growth to lowest over 5 year time frame b) least to most risk. If am missing another favourite please let me know. Thanks for all your great advice. Brian
Q: I currently hold BCE, and I was wondering if it might be worthwhile to sell BCE to purchase Cogeco, as there was previously an offering by Rogers and Altice to buy the remaining shares at what sounded like roughly a 60% premium to current prices. I know the offer was explicitly rejected, but could this mean that either another offer is on its way, or perhaps that there is significant untapped potential in Cogeco? If this is a worthwhile trade, shares of CCA do more volume than CGO - would that be the more prudent purchase? As always, I appreciate your insight, and look forward to reading your comments. Thanks again!
Q: I’m looking for a steady company with dividends to barbell more growthy names. What are your thoughts on these 2 companies that have corrected or would you recommend others in Canada or the US? Thanks
Have owned this for a few years and am almost at break even. i see in one of your responses that there are better companies to own. i was thinking of switching to cca. What do you think about this and do you have any other suggestions.
Q: How would you set up an income investment for a single senior expecting to need the dividends/distributions for living expenses. for another 25 years. It could be individual stocks, funds or ETFs, or a combination of them. The amount to be invested is $80,000 to $100,000 CDN. Half in a TFSA and half in a cash account, self directed.
Thank you for the great advice.
Q: Given the effect of Covid on “booze” producers (wine, beer, spirits, et al.) would now be a good time to pick up a stock like CCU for its dividend, presumed diversification potential as an EM stock and apparently good balance sheet? Also, I notice that Mawer has a position in this company.
Q: Hi, is this a material negative development for ALA? Thanks.
“The U.S. Fourth Circuit Court of Appeals issues an immediate stay of Mountain Valley Pipeline's stream and wetland crossing permits in southern West Virginia and Virginia. The order will block construction across waterways for months while the appeal plays out.”
Q: With the sector rotation taking place I'm interested in buying or adding dividend paying companies that could benefit from the change taking place. With that in mind, and hoping for some growth and relatively secure dividends, could you please suggest what you consider to be your top 5 Canadian and 5 American companies that could benefit from this sector rotation.