Q: My wife and I are looking to retire in 6 to 7 years and are setting up our portfolio so that we will have investments paying approximately 7% dividends in 7 years relative to the current purchase price. Could you suggest five stocks that have the best chance of growing to a 7% yield relative to initial purchase price in 7 years and continuing to rise with inflation over time? We look forward to your response.
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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: Hi,
I'm following your new Income portfolio and I would like to add a company in the Health sector, Consumer discretionary and Consumer staples (other than Loblaws.) Do you have any recommendations in those sectors? Thank you.
p.s. It was tough to find a web site that broke down the TSX into 10 sectors and tougher to find a site with the constituents of each individual sector.
Really enjoy reading your articles and listening to the webinars.
I'm following your new Income portfolio and I would like to add a company in the Health sector, Consumer discretionary and Consumer staples (other than Loblaws.) Do you have any recommendations in those sectors? Thank you.
p.s. It was tough to find a web site that broke down the TSX into 10 sectors and tougher to find a site with the constituents of each individual sector.
Really enjoy reading your articles and listening to the webinars.
Q: Would appreciate your opinion on AVO again. The CEO - Fernandes bought 50,000 shares at market last Friday & his partner & interim CFO Jung bought 10,000 - also at market highs! Do you see anything odd at all at these transactions? Thanks Peter.
Q: Peter and Crew,
Yet another question about Amaya (AYA).
I listened to the quarter report and was not impressed. Managemnet seemed to avoid many of the questions and did not provide much information.
My main concern is with the financing they have arranged at 13% plus 4 million options. This seems like a very steep interest rate for a "good" quality company. I trust the bond guys more than the equity people so I am greatly concernied that AYA is a very, very speculative investment. I have seen many other companies that I consider to be speculative with rates much lower than 13%.
Your comments would be appreciated.
Regards
John
Yet another question about Amaya (AYA).
I listened to the quarter report and was not impressed. Managemnet seemed to avoid many of the questions and did not provide much information.
My main concern is with the financing they have arranged at 13% plus 4 million options. This seems like a very steep interest rate for a "good" quality company. I trust the bond guys more than the equity people so I am greatly concernied that AYA is a very, very speculative investment. I have seen many other companies that I consider to be speculative with rates much lower than 13%.
Your comments would be appreciated.
Regards
John
Q: whats with AMAYA
Q: I would appreciate your comments on the article in this morning's Globe and Mail on K Bro Linen which for the most part was negative. Could I please have your comments and your thoughts on the stock going forward. Thank You. Brian
Q: Could you please comment on K-Bro's recent results. The Market doesn't appear to be impressed as the stock is off the earlier highs. It's in my RSP and am in mainly for income with longer term growth to the dividend with some capital appreciation. Does this thesis still hold. I am slightly below a full position in my account and am looking to use this weakness as an opportunity to average up.
Q: I would like to add Real Estate in my portfolio,
i am looking at FCR first capital realty with a p/e of 18.3, a book value of 15.93 (below its trading value and Dream Properties D.un which is trading at less then book value, has a p/e of 9.6 , which would you recommend and why, it seems D.un is well underpriced at this time. thanks for the service, Jean
i am looking at FCR first capital realty with a p/e of 18.3, a book value of 15.93 (below its trading value and Dream Properties D.un which is trading at less then book value, has a p/e of 9.6 , which would you recommend and why, it seems D.un is well underpriced at this time. thanks for the service, Jean
Q: Sell BCE and buy Stantec. We are heavy in utilities and light on industrials. Good idea? THANKS
Q: hello peter, i bought 100 shares of cnq when I first started investing for myself back in 2002. i bought 100 shares at 45.00, i now have 800 shares with a 650% gain, 21% of my portfolio. i have watched these shares go up and go down. I am thinking of maybee selling half my position, possibly to buy stantec, any thoughts? brenda
Q: Liquor Store. I am just wondering from a valuation perspective - it's starting to look like a good value play, and new management is in place to improve fundamentals. They are shifting towards products that sell faster/more common. Cf ratio < 10. P/S < 0.5, price to book ~0.8. Used a dcf valuation and I'm getting values in the range of $14-18 using different growth values (negative and positive) based on management targets. CF can cover the dividend but i wish they would cut it. What is your thoughts on this value play? I read the past comments and I've steered away from this stock!
Q: If you could only buy one of LNR or ACQ at today's prices, which would you choose? And would you buy now or wait until summer?
Thanks,
Carla
Thanks,
Carla
Q: Peter and all,
A pointed question on AVO: I took a small position at the end of 2013 and between the curious equity raise, the poorly handled executive exits and the rotation out of growth stocks I am down 36 per cent. But I still like the company's technology, and its most recent numbers were solid. The question: I am considering doubling down to cost average around $25. Would you do it if you were in my shoes? Or is there more rotation downside and/or taint to the stock from the various blunders?
Thank you!
A pointed question on AVO: I took a small position at the end of 2013 and between the curious equity raise, the poorly handled executive exits and the rotation out of growth stocks I am down 36 per cent. But I still like the company's technology, and its most recent numbers were solid. The question: I am considering doubling down to cost average around $25. Would you do it if you were in my shoes? Or is there more rotation downside and/or taint to the stock from the various blunders?
Thank you!
Q: Re avigilon, i was told they started to capitalize the r&d , according to new accounting rules, did not tell the market, some people got spooked and some hedge funds were shorting the stock.
As for new purchases with all their cash, i am also told there is not much out there except small add ons.
I totally get that this stock is way kversold on fear etc, but could you comment on the above. Dave
As for new purchases with all their cash, i am also told there is not much out there except small add ons.
I totally get that this stock is way kversold on fear etc, but could you comment on the above. Dave
Q: I also have a BAD question. Could you please comment on the recent organizational changes. It looks like someone internally is upset with the bottom line not reflecting the growth. Maybe the incentives are to big if they affect the financial statements that significantly. Maybe it's time to throw the shareholders a bone with a dividend increase. Mike
Q: Hi,
As many growth stocks are taking it on the chin, AVO and CSU, for example, why is it that ACQ isn't following suit?
Would you still recommend it at these levels?
As many growth stocks are taking it on the chin, AVO and CSU, for example, why is it that ACQ isn't following suit?
Would you still recommend it at these levels?
Q: Can you please comment on AYA's earnings?
Q: How significant is Magna's (MG) exposure to Russia? Is this a significant concern should the temperature continue to rise between Canada and Russia over the situation in Ukraine?
Q: Hi Peter and Team,
Stantec's (STN) quarterly results seemed pretty solid to me (May 15). Did they meet expectations and do you have any comments on this quarter's report? I'm in for the long haul but would appreciate any comments you have at this point in time.
Thanks very much. Michael
Stantec's (STN) quarterly results seemed pretty solid to me (May 15). Did they meet expectations and do you have any comments on this quarter's report? I'm in for the long haul but would appreciate any comments you have at this point in time.
Thanks very much. Michael
Q: Do you see any further capital gains in FSZ, Scotiabank has a 12 month target at the current price, perhaps another stock in either of the portfolios has more potential.
Great service and it has been very helpful, made money
cheers, cacook
Great service and it has been very helpful, made money
cheers, cacook