Investment Q&A

Q: Looking at investing in these Canadian companies paying US $ dividends for a non registered account to help with my snowbird expenses.
Would be 15% of total stock/bond portfolio of mainly banks, utilities, reits, pipelines. Age 69.
Appreciate your opinion on these. Any others?
Would you equal weight or what individual % would you allocate? Any other thoughts?
Thanks. Derek

Q: took positions in each earlier in 2019, and allocated them to balanced portfolio rather than income....did it this way as QSR dividend yield is 3.2% and TRI, 2.6%....is that how you would assignment them?.......thanks...Tom

Q: Hello all.
Looks like GS has worked out ok for recent purchasers.
Given this:
"The Gluskin Sheff board of directors, after consultation with its financial and legal advisers, has unanimously approved the transaction and determined that it is in the best interests of Gluskin Sheff, and unanimously recommends that Gluskin Sheff shareholders vote in favour of the transaction." I would expect low likelihood of a competing offer- your thoughts?

Also wondering if you can recommend another pick, (in any industry), with similar qualities, especially a significant and solid dividend.
Thanks

Q: what would be you top five CAD equities that you would purchase that have a significant dividend and some growth that do not include the financial or energy sectors

Q: I have been considering replicating the Income Portfolio but I am skeptical about including TCL.A and NFI. Would you have any other suggestions for this portfolio other than these two stocks? Thanks, Bill

Q: Hi,

Im looking for a lo-volatility, long term steady performer. What do you think of ATD.B or TRI.CI. What do you think of these two choices? Any better ideas?

Q: Purchased this back in June 2018 for my RRSP account for some "growth" with a 2% position. Now down 22% - at what point does one say that's enough and move. Can you suggest a possible replacement a little less volatile.
thanks

Q: Do you have some suggestions for an RESP that will not used for 15 years? The kids are now in SK and JK.

Thanks so much. Bob.

Q: You stated in December that TRI was not cheap and was sitting on a pile of cash. Is that still the case, and given the current valuation of TRI would you recommend buying it today?

Q: Can you comment on Thomson Reuters quarter and guidance for next year Thank You

Q: Have $4000 to add to my RRSP - currently have BCE, T, TD, BNS, AQN, ENB, SIS, PFE - can you recommend a 3-5 companies I can take a look at ?
thanks

Q: Hey Guys,
I follow the Income model , I see that Crius was removed recently , I decided to keep it for the time being and got a bit lucky with the takeover and jump in the price. Now that it will be stuck in the $7.50 range I'm considering selling it now. If I do sell it and want to replace it with something what do you think of Algonquin Power ( AQN)? Or is this to similar to BEP.un, H and VNR already in the model? If you still held KWH.un in the model and moved it out now what would it be replaced with?
Thanks

Q: Most equity investments I make are made with a long term view (buy and hold). My recent readings of investment material have concluded in many cases that one of the best indicators of long term successful and rewarding investing is to invest in excellent company management. I would consider some examples of excellent management would be JNJ and closer to home BAM. Both of which I currently own.

Given the great many risks (domestically and internationally) currently threatening even a conservative approach to investing. I am looking to identify up to 10 large companies that have clearly demonstrated excellent consistent management capability. Your consideration in helping me with this by identifying some qualifying companies would be most appreciated. My thought is that at least 5 out of 10 would be Canadian and would be large companies.

Thank you

Q: Peter could you suggest 5 can or us stocks that have a div us I have $15000 to invest for each one
I am a conservative investor looking for div income
Thanks for your opinion
Pat

Q: I currently hold a somewhat diverse 'long-term holdings' portfolio (PKI, FN, AEM, ENB, ATD.B, TD, BCE, CNQ, RY, ALA, ITP, TOY, and small DF). After topping up my TFSA and putting a bit of cash into my RSP, I'm looking to add two more names.

At first I considered adding BAM.A and TRI as they seem to be two names that keep popping up at 5i, but am hesitant primarily because that would probably put me overweight on financials, and secondly because I'm comfortable taking on some risk and I suspect BAM.A is a 'lower risk' name.

Thoughts on TRI and BAM.A, or any other names, that you think should be included in a "growth" (as opposed to income) portfolio?

Q: In my investment statement, it shows a payment that is called a cash-lieu for TRI. Are they still paying dividends and what is this cash-lieu?

Q: I have to re-evaluate my RRSP holding now that I am converting to a RRIF. Because I am looking for 3.5 to 5 % dividends, capital preservation and some growth. Please provide the 5 best core holdings that can help me achieve this goal. Your reasons for choosing these 5 core stocks would be appreciated.
Thanks and Happy New Year

Q: I am looking to, over the next several months re-balance my portfolio. Can you suggest 5 Blue Chip type names from that meet the following criteria. I am not sure if there is a true, generally accepted definition of blue chip (GE anyone?) but I am looking for some reasonable, groiwng yield, good management with a track record, a generally if slowly growing company, a busines that is both established and has a clear viable future.

1. Not resource or oil extraction companies.
2. Not one of the big banks (as I presume they would all make it).
3. No more than 1 utility plesae.

Thank-you very much.

Q: Do you have any dividend yield plays with this market correction,that a person could take advantage of? I prefer a yield with some growth,kind of looking at ENB,IPL,AQN. I currently have BNS,some preferred,debentures,etc. I would appreciate any suggestions you might have.

Q: My wife and I are retired with no company pensions. We focus in our Non-Reg'd. Investment a/c on solid dividends with dividend growth (banks, SLF, BCE, major pipelines, BEP.UN, SU, etc). I would like to add another quality name in our Inv. a/c that would be resilient in an economic slowdown (and ideally has been beaten down). Considering TRI but it "feels" expensive. Is there something better? We would appreciate your recommending a few names. Thank you for your comments. Edward