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?
Q: Which of the Brookfield companies would you invest in if you could only choose one and why? Is Bruce Flatt the CEO of the of all of them via the Brookfield parent company?
Q: Hello 5i crew
Could you please give your interpretation of the news about the ALC subsidarary in Bulgaria liquidation and the future impact if any on EXCO?
Thank you
J
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.
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?
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.
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 ?
"Given the recent news re Huawei, Canada/China problems, and the fact that Telus is very invested in the technology, are my Telus shares at risk? Telus is a fairly substantial long term holding in my portfolio."
Could you please answer the same question for BCE? Thanks for your insight.
Q: Given the recent news re Huawei, Canada/China problems, and the fact that Telus is very invested in the technology, are my Telus shares at risk? Telus is a fairly substantial long term holding in my portfolio.