Investment Q&A

Q: I have noted that many of the recommendations you make regarding equity ETF's consist of companies that have a record of consistently increasing their dividends. If one wants to buy the actual companies rather that an ETF, which companies that you currently favor, (i.e. showed up in your recent balanced portfolio or income portfolio) would you recommend I buy now?.

I realize this is an open-ended question, and you don't know how my portfolio is constructed but I'm curious about which of the companies you have chosen for your balanced portfolio most closely match the criteria of consistent dividend increases.

Could you direct me to any other sources that might give me more insight into which companies increase their dividends consistently.

Q: Unfortunately I'm forced to sell a stock for some cash needs. I've identified these two stocks and would like your opinion on which one I should let go. Evertz or DH Corp. Thank you for your help.

Q: Hello, need help with a bit of housekeeping. I like MCB’s cash position, global exposure and get paid to wait (5% yield). I will have to sell shares to purchase MCB. The energy/pipeline sector (WCP, CPG & ENF) make up 12% of my portfolio, with WCP making up 7% of my portfolio. I was considering trading ENF for MCB but, not sure after reading your answer to Darcy and Ken today.
Should I bring WCP down to 5% and purchase ½ position in MCB, sell ENF and replace with MCB or do nothing?
Thanks

Q: Is it financially strong enough to buy/own this stock. Because it is a Trust Unit, will it be able to continue to pay dividends and interest in the future. Also might there be growth in the dividends.
Your analysis and advice on this company will be greatly appreciated.

Q: I just became aware of CIPF (Canadian Investor Protection Fund). One Million coverage per brokerage account in case your broker has an issue like bankruptcy theft etc. Would you advise limiting the amount held at any one brokerage less than on million. And once you reach one million do you split the money into two accounts to keep it under. It seems this would make sense to take full advantage of this protection. Similar to limiting the amount invested in a GIC or HISA to $100,000 to take advantage of CDIC... Or am I just being paranoid?
Man

Q: For those of you who own EasyHome, you probably have been frustrated by the weakness of the stock, even after good earnings, a cheap valuation, plus an increased dividend. I wanted to share that today, Eric Nuttall selected it as a top pick. He said that the exposure to Western Canada is only about 7%. The stock moved up 4%.

Q: Hello,

OCT has been drifting downwards over the last few weeks. Any reason why this is happening? Is this still a buy?

Q: Hi, Peter and Team,
Which one of the 4 Canadian Mortgage companies (MIC MKP HCG TMC) for income you would prefer for RIF account?
Thank you and appreciated your services.
Regards

Q: Hey guys, I have way too many stocks in my portfolio and I am trying to consolidate. I have wba and pfe with +20 gains on both however they only account for 1% (each) of my portfolio. Which one should I sell to buy a larger position into the other one or sell both and purchase another u.s. health care company which you recommend. (Medium risk with dividends similar to pfe and wba)
Take care,
Jim

Q: What are your thoughts on the debentures that Constellation issued last year and the new debentures that will be issued this year?

Q: Hi there,

I am trying to reduce my exposure to interest rate sensitive REITS and find myself struggling where to reduce my weighting. My weighting has been inching up to close to 24% of my portfolio based on the good performance of a couple of my US holdings. I currently own REI.un, HR.un, AMT.un and BXP.un. I am currently leaning towards reducing REI given the continued good perfomance of both AMT and BXP. Your thoughts?

Q: To add to your reply to Herbert in today's column, I have held both BEP.UN and BIP.UN since June '13. Both pay good dividends but BIP is up 50.8% while BEP is up just 30.1%

Q: is the 10000 cash a 10% weighting

Q: Hello Peter
Is the shares purchase price the criteria used in order to determine the proper percentage allocation within the portfolio ? if the value of the shares decrease should you add in order to keep the the proper allocation ?
Thank You for the excellent service
Dan

Q: Do you prefer pza.un or aw.un. Thank you. Don.

Q: What is your outlook on US financials as a sector? I hold VFH, I am up 46% but some of that is because I bought in when Canadian dollar was stonger. I am considering cashing in my gains and reinvesting in a Canadian dividend EFT. Thoughts?
Thanks

Q: I find this company very frustrating. The stock price fell 20% the week after I purchased it in Jan/14. It then rose to $90.00. Now it has erased all those gains and I find myself underwater by almost 30%. I have this stock as "Consumer Discretionary" but it seem too tied to the energy sector. It represents only 2% of my portfolio and I think oil has a very good chance of taking a step down from here. I am thinking of replacing it with another consumer stock such as ATD.B. Would this make sense or do have another suggestion.

Q: Any idea why this stock is up some 16% at this moment. Thanks so much.

Q: Your last comments on this company was in Dec.
I purchased ikm in August/14 at an average price of 2.56 so needless to say I am well underwater with it currently representing .17% of my trading portfolio.
Recently there has been a good pop in the stock and the positive points that I have noted are: 1.inside buying with management having skin in the game 2. Technicals look very strong at the moment 3. Book value appears as $1.93. 4. Debt appears quite manageable.
I would appreciate your comments as to doubling down here which would cost me $1000.00, however having said that I do not wish to put good money after bad.
Your candid comments would be appreciated here. Thanks and Wish you and your family a Happy Easter

Q: All three dividend EFTs have a number of differences, but which of the 3 do you feel will give the best overall long term return and why?