Investment Q&A

Q: I looked at buying this stock when it was down around $55, but decided not to when it sold off what was suppose to be one of its best assets. Why is it hitting record levels in a bad market?
thanks,
Paul

Q: I received voting instructions for a cash distribution of US$4.45 a share and share consolidation proportional to the cash distribution. Is this a good deal for the shareholders and should I vote in favor?

Q: How does the Black Rock acquisition of TRI affect their future prospects?

Q: Hello, I have received from my online broker the Thomson Reuters' documents to tender my TRI shares. I have hold these shares for many years and I have always been happy with the company's yield and growth . What will happen if I do nothing (do not tender my shares)? Can Thompson Reuters force an investor to sell his shares? Thanks, Gervais

Q: Hi Team
this stock has done well in the last few weeks
are there any news or earnings to support this nice run?
I am thinking of taking some profits? should I hold on longer ?
thanks
(pays a nice dividend)
Michael

Q: I have held Thomson Reuters for many years. TRI has just announced a Bid/Tender offer. Do you recommend tendering or passing on the offer? o

Q: Payout ratios

I am confused about payout ratios. I have read here several times that you prefer to stick with dividend income stocks that have payout ratios below 50%. You have also suggested recently that the following were good solid choices for dividend income stocks. Your website does not include payout ratios, but I suspect your calculation is different from those I have found elsewhere. Below are the payout ratios I found in other places. As you can see, they are mostly above 50%, and some are above 100%!

Could you please comment on your calculation of payout ratios, that have these below 50%, or why the high ratio is acceptable presently?

Thanks again.

PWF 72%
BCE 97%
CU 116%
TRP 78%
ENB 182%
TRI 169%
QSR 79%
AQN 130%
T 82%

Q: I've held TRI for several years with 100% gain. Is it time to sell given the high PE?
Thanks.
Liping

Q: I am considering replacing TRI with GSY.

What are your thoughts on this switch?

Q: These 2 stocks just seem to keep going down. Should I dump them?

Q: I would appreciate your comments on these two companies, Particularly on the recent sale of part of TRI's source of income Thanks

Q: I've decided to begin building an income portfolio and have chosen the companies listed above. (Mostly from your Income Portfolio). I am retired but my pension income covers my monthly expenses. I'm looking for companies that you believe are strong enough to maintain, and hopefully increase), dividends in the long run. I understand we are in a climate of interest rate increases and income stocks could suffer as a result so I'm wondering if I should wait to begin building this portfolio. My intention is to round out the portfolio by adding companies from your balanced portfolio. My questions are:
1. Can you suggest a strategy that you consider to be wiser as I begin to develop my new portfolio?
2. Do you consider the companies I have chosen to be the best choices for a new portfolio considering all current investment metrics? Could you suggest any I have missed?
Thank-you for your continued support.

Q: With your answer to a Q on ENB as time being on the buyers side I put a low ball bid in for some shares. Could you give me a list of 'safe' stocks (i.e. like ENB and not KWH.UN for example) with great yields that one could put stink bids on? I will assume in your answer that putting ENB over ENF(e.g.) indicates preference of the safer investment vehicle.

TIA

Q: I would like to mix in a number of Canadian large caps into my TFSA that have moderate pe's , lower beta and on the growthy side. Would please give me 6-8 names to pick from. Thank you.

Q: In my TFSA, I have 3 losers that I am wondering if I should hang onto - CLS, STN and TRI. Can you comment on the prospects for these 3?
Thanks.

Q: My portfolio has gotten very International over the past several years and I was wondering if you could give me a number of non resource names that you would consider Canadian core holdings - stocks that everyone should own. I already own BAM.a, NTR, AQN, ATD.b, TRP, SHOP, BIP.un, DOL and CNR. Thank you

Q: Hello -
I'm looking to add some Canadian large cap stocks that pay their dividends in USD into my USD account. I believe NTR, MG, and TRI are three to consider. Are there any more that you may be aware of?
Thanks.

Q: Good evening
In the last two weeks at least three experts recommended either to sell or not to buy TRI. One company that recommended shorting the TRI stock provided the following reason: "Uncertainty surrounding the plan to return $9,000,000,000 to TRI shareholders through a substantial issuer bid.
I own this stock for ten years.
Can you please advise me as to what is a substantial issuer bid and how this affects negatively the common shareholders.
Do you recommend that I sell TRI or should I continue to hold it?
As always I appreciate your insight.

Q: Could u name four or five Canadian companies that have the ability to raise dividends in a rising interest rate environment, thanks?

Q: Just wondering about what to expect with TRI's price now with the announcement. Is it likely to go up more on this news or fall back again?