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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: Regarding GS, I read a research report yesterday where they mention that the annual regular dividend of $1.00 appears safe. Wondering if you concur. Also, while one should maybe not buy a stock based upon a potential takeover, I would think this firm would be attractive as, if I am not mistaken, they focus on high net worth clients. Also, in a takeover, the current dividend payment could be applied to debt/interest on the buyout price. Am I thinking correctly here?
Read Answer Asked by Robert on January 27, 2019
Q: I'm wondering if (part of) my investment philosophy is wrong? I have some income stocks & ETFs in my RSP (and about to RIF), not because I necessarily need or needed the income on a current basis, but on the basis that the dividends get reinvested in a DRIP for an eventual payoff. Yet even after 5+ years, these two "safe" (?) stocks in particular are down 15 - 20% even after all reinvested dividends?! I'd hate to calculate how much they'd be down if I had taken the dividends and spent them. While they didn't suffer as much in 2018Q4 as some others, they have been a disappointment. Do I need a rethink of my philosophy? Should I continue to hold these two/three? Thanks.
Read Answer Asked by Lotar on January 25, 2019
Q: Just trying to clarify a response you sent today. For Keyera you indicated a 6.8% yield and growth at less than 8%. So, for a yearly return on that investment are you suggesting something less than 14.6% (6.8 + 8) or is the estimated yield of less than 8% inclusive of the dividend? Thanks
Read Answer Asked by Graham on January 25, 2019
Q: I own RIT for exposure to the Canadian REIT market. Please rank these four holdings as a long term hold in a growth portfolio. Also, I am considering adding one (or two) individual REITs to add a bit of up side to the general REIT market exposure of RIT. Would you advise this and, if so, which of these three, or any other, would you recommend?
Read Answer Asked by Ross on January 24, 2019
Q: I have redeployed some cash when the market was down but I still have a 12 per cent weight in cash. The cash is in TFSA's, RRSPs, and an unregistered account. While that money is set aside in case the market takes another hit, what can I do to get a least 1.5 to 2 per cent return (to stay even with inflation)? Or should I just go back in the market and maintain only a 2 or 3 per cent of cash? I don't plan to need any of these funds for at least a couple of years.
Read Answer Asked by Paul on January 22, 2019
Q: I've been looking at this stock. I've read the most recent comments on your posts. I'm wondering if things might be different with the current proposed changes to the board that seem to be a bit of a battle in the company. Nice dividend and pretty healthy balance sheet, what do you think of a possible takeover bid coming?
Read Answer Asked by Robert on January 22, 2019
Q: Good Morning,

I currently hold BEP, AQN and ENB in the utilities category of my portfolio with ENB weighted 50% more than BEP and AQN. I want to diversify and add a 4th to the group and would like your recommendation. CU comes to mind but I am wondering if it is still controlled by the Southern family ( Nothing personal but out of principle I am not a fan of family controlled public companies that put family members in charge rather than the best person for the job...). I am a retired investor looking for income with a dash of safety.

Thanks
Read Answer Asked by Morgan on January 22, 2019
Q: SPB seems to be favourite among analysts at TD (All buy rate, Jan 2019) and also Thomson Reuters report writers. You have it as a sell . SPB has a high debt (due to adquisitions). (beta is 1.23 on TSX index). Can you comment on the risk due to a market downturn and also on the fact that management seems to be too focused on growing (at all cost) rather than protecting the co. for a storm in the market. Which one you worried more ?
Read Answer Asked by Alejandro (Alex) on January 22, 2019
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