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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: I’m looking to add the equivalent of about 1 full position to consumer cyclicals.

I currently hold DHX.B (2.9%), AW.UN(3.4%), QSR(2%), CGX(2.4%). Right now I care about total returns and I lean towards profitable companies which pay, and regularly increase, dividends. I am not opposed to swapping out companies or adding in new ones though I do tend towards the buy & hold philosophy.

Your thoughts on this list, other options in the sector and where to introduce the new cash would be appreciated.

Thanks,

Gord
Read Answer Asked by Gordon on December 05, 2016
Q: I am retired and looking for income the above have not been to great for past few years
Could you suggest others that may be better
Others that I have that are not doing any better are tog,mtl,
I realize you dot have all that you would need for a proper reply
Any suggestion would be welcome thanks Pat
Read Answer Asked by Patrick on December 05, 2016
Q: Peter, these are stocks that I believe you have recently suggested for growth. Some have had decent pullbacks in price. Can you please rank these, based on today's prices, for purposes of long-term capital and income gains in a TFSA. And, if you have an alternative current favourite to add, please add it to the rankings. Thank you!
Read Answer Asked by James on December 05, 2016
Q: I have a portfolio consisting of mostly stocks, but also some etf's (ex IWO, ZPR, etc...) and BRK.B. Could you offer some advice on how the ETFs and conglomerate companies fit in to overall sector allocations? For example, in my case I have very little consumer discretionary exposure via stocks, but obviously some through IWO & BRK.B. I'm trying to figure out the best way to measure these for sector allocation purposes.

As always, thanks for the great service.
Read Answer Asked by Brian on December 05, 2016
Q: Hi Peter and gang,

Stock price of BAM.A had dropped by just under 10% from 3 years ago, just wondering what's happened to this stock. Would it be a hold, buy or sell now on this company? Your comments going forward would be much appreciated.
Read Answer Asked by Harry on December 05, 2016
Q: Considering returning to oil to take a full position. I have full position on utilities,finance,IT,Consumer, Is going to oil a good idea? Which of the above would you or combination would you suggest for an initial input of $50-70K.
Your service is much appreciated,
Read Answer Asked by Pierre on December 05, 2016
Q: Hi 5i: I want to add to my small holdings of mid-cap oil stocks when the OPEC bounce subsides. I have looked at WCP and RRX. How would you rate these - I wish to focus on light oil producers? Do you have any other suggestions - I am interested in growth not dividends? Many thanks.
Read Answer Asked by Roland on December 05, 2016
Q: Re: Comment by Denis
Unilever trades under two primary symbols: UL and UN.

UL is traded on the London exchange and there are no withholding taxes. (but some minor administrative fee).
UN is also Unilever, but is traded in Amsterdam and there is Dutch witholding tax.

Hence for an RRSP or TFSA, one should always buy UL. As for a non-registered account, if the withholding tax on UN does not exceed 15% (the max foreign dividend tax credit offered by the CRA to individuals, to the best of my knowledge), it doesn't make any difference whether you purchase UL or UN.
Read Answer Asked by Gregory on December 05, 2016
Q: Hi Peter, Ryan, and Team, I need to top up my consumer discretionary holdings and already have close to full positions in the above stocks. Please recommend several possible purchases, or are there any of the stocks I already hold that could be overweight by a bit (excluding XTC)? Alternatively, since I don't have much US exposure, might there be a suitable ETF with decent growth? Thanks in advance.
Read Answer Asked by Jerry on December 05, 2016
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