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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: In an earlier answer you quoted the NWC release that stated Q3 EPS at 78 cents and well above consensus of 53 cents. I use Thompson Reuters data and they adjust occasionally for unusual items. In this case the adjusted EPS for NWC is 49 cents. I presume this is due to the insurance claim revenue being removed from the earnings. Do you always take the reported EPS or do you adjust for extraordinary items such as this at times and if so when? Could you comment further on this to clarify as without using consistent data we are not much further ahead than using no data. Thanks.
Read Answer Asked by Terry on December 14, 2018
Q: God Morning
I would appreciate your thoughts on the 3rd qtr results of NWC. They look exceptionally good at first glance but income includes a $17million insurance settlement partly for business interruption. When that is reversed out and the comparative periods adjusted, how does the quarter look to you and what do you think of the company going forward?
Many thanks for your insight.
Ian
Read Answer Asked by Ian on December 12, 2018
Q: I currently have half positions in the above stocks. I would like to bring some or all up to a full position. I am income focused with some growth. Can you advise me on which to add to and time frame please?
Thank you
Read Answer Asked by Martin on October 12, 2018
Q: Good morning, which of the 3 stocks above would you buy today for income and some growth?
Thanks
Nancy
Read Answer Asked by Nancy on August 14, 2018
Q: I am looking to add some consumer cyclical and consumer discretionary stocks to my income portfolio as I am very light in these areas. I am looking for something with 2%+ yield, growing dividends and some growth. Which stocks would you recommend today for 3- 5+ year hold.
Thanks so much
Read Answer Asked by Nancy on August 09, 2018
Q: Hi, Peter and Ryan, I am in a postion to adjust my well diversified portfolio by adding to 2 of the above currently owned companies or additionally adding RME to the portfolio. My cash position is 4.6% at this time. What is your recommendation today? Alternatively there is no rush so do I wait a bit longer.
Read Answer Asked by Martin on April 23, 2018
Q: I've had these two companies for a while now in my RSP portfolio, would you recommend topping up at todays prices or are there currently better oppotunities in the income space (if so, please recommend).

Thanks,
Read Answer Asked by dan on March 07, 2018
Q: I am concerned that my Riff account maybe too heavily weighted in utilizes and banks so I would like your opinion on adding north west and Nutrient to the portfolio. Could you comment on safety of Capital and dividend growth. Also, do you think Nutrient will have to issue stock to pay for the recent takeover and if so, at what price ( I would hate to buy only to see the stock price drop.)
Thank you.
Maggie
Read Answer Asked by Maggie on January 30, 2018
Q: I am a retired, conservative, dividend income investor with a company pension, CPP and 30% fixed income (annuities, Fisgard Capital) and equities comprised of 15% MFs, 15% ETFs (ZLB, ZWC, ZWE, XIT) and 40% mostly blue chip stocks (BCE, BNS, RY, TRP, ECI, FTS, ALA, CGX, AQN, AD, NFI, CSH, PBH, ABT, etc).

I have owned PBH since $17 (now $103) and have trimmed it 14 times! It is still a full position. When I compare it to NWC, NWC's metrics indicate much better value (P/E, P/BV, P/CF, P/S, Beta), not to mention a 4.4% dividend vs PBH's at 1.6%. However, PBH has demonstrated incredible growth so far. So, I thought about swapping out of PBH and into NWC...simple, right? To get the same annual dividend, I'd only need to deploy 1/3 of the capital. Nope...massive capital gain!

I know there is no escaping the tax man. Any suggestions...aside from being more aggressive in reducing my PBH position over the next few years, while building a NWC position? Thanks...Steve

Read Answer Asked by Stephen on January 19, 2018
Q: NWC has dropped more than 10% in the last 6 weeks at quite high volumes relative to previous volumes. Do you have any ideas as to why, given that there has been no news recently concerning this company? Is it sensitivity to rising interest rates? My intent is to buy a half position short term and a full position longer term, but I'm reluctant to buy with what appears to be a "falling knife" situation. How would you recommend one proceed, given my trading costs are low? Wait for the price to stabilize or a partial buy?
Thanks for any suggestions which you are able to make.
Read Answer Asked by John on January 17, 2018
Q: I have $35,000 total room in our TFSA for my wife and myself, 71 years of age. Together we have 60 equities in our Income portfolios dividend long term investing with a 10 year horizon mostly following the 5i Income portfolio. Not wanting to add new equities should I top to ENB, BCE, UTX. Loblaw, NWC, and SPB to get each up to about 2% weight or follow another venue that you may suggest?
I also have a five year GIC ladder in place, cash resource, and defined pension. I feel that with XGD at 1.82% weight I do not need to add to it.
Thank you
Stanley
Read Answer Asked by STANLEY on January 16, 2018
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