Investment Q&A

Q: with all this online buying there's probably a need for cardboard pkg. and the like. I was thinking winpak or Richards pkg. or...? any good names out there, what's the best way to play this angle or am I chasing a rainbow. tkx pat

Q: Dear Team,
Please provide info on these companies. I also value your opinion on preference rating.
Thank you!

Q: Hi, Could you please comment on Richards Packaging Earnings. Thanks

Q: 9:57 AM 9/10/2017
Hello Peter :
My wife and I are in our 70's and require additional steady dividend income to complement our pensions and bond income. We wish to choose companies that we never need to consider selling and that have reliable dividend growth and little chance of dividend cuts.
We have a 4.5% cash position we want to invest.
We need to decide between two options:
1. Invest the whole 4.5% in RY or TD, [we already own 10% split between BNS and CM], or
2. Add to 2 or more of these existing positions : CSH.UN [3.2%], SIA [3.9%], NWC [2.2%], CSW.A [3.1%], RPI.UN [1.0%], or invest part in new positions in one or more of ET, ZCL, ABT, or ADN.
What choice or choices would you advise us to make for the highest probability of reliable long term income and dividend growth?
Thank you............. Paul K

Q: I'm looking to add a staple to my non-registered account in addition to ECI. How would you compare rpi.un and kbl at today's price? And what price would you upgrade rpi.un from a C+ as per August Coverage Summary?
Many thanks

Q: Hi Peter,
I am considering buying TPK and RPI.UN for a long term hold. I am 69 and am interested in dividend yield to augment my pension. I consider these "filler stocks" that I buy when I have cash that I don't need to use. If these are not good candidates,can you suggest others that are under the $30. range. Thanks for your input.
Jane

Q: Hi, would appreciate your comments on RPI.un earnings. Results seems to have been benefited with a tailwind of low CDN$. Should there be an adverse impact, going forward? Also, company seems to be paying down debt steadily. Based on current valuation, is it worth an addition to the packaging co's group ? Thanks

Q: Thoughts on RPI.UN at this point, worth taking up a small position?
I have a small position in CCL.B already and nothing else in that sector.
Ted

Q: Can you tell me what the earnings per share have been for Richard's Packaging for the previous 12 months and if it is a reasonable expectation to have that earnings per share number climb by 10% for the 12 months going forward?

Also, what does Richard's Packaging debt profile currently look like?

Thanks.

John

Q: I hold the above in a RIF and have weighted to cover the required withdrawal amount with dividends. Does this sound appropriate and if not, would appreciate your thoughts. Do you see a major loss of principal if markets continue its downward trend. Thanks for all your help.

Q: Your thoughts ion swapping CGX for ECI Or RPI

Q: Hi, I like this company for several reasons: Packaging industry, consistent and rising dividends, strong management team and good insider ownership. I thought of starting a position 12-18 months ago when stock was trading around $15, but held back based on your opinion/concerns about company's large debt position.Since then stock price has steadily appreciated to present $28 level and company has increased dividends and continues to pay down debt to 1X as at December 31, 2016, as per quarterly results released on Friday. I have a large holding of CCL Industries and would like to add another packaging co. There does not appear to be much analyst coverage on Richard's Packaging and it would be extremely helpful if you could share your views and is it worthwhile to start accumulating at current level for growth and income ? Thanks

Q: Hello;
I have full position of ZCL. I would like to take full positions in CCL.B and RPI.UN for 2 to 3 year horizon.

However, all of the above are in packaging industry. Is it advisable to put so much in one industry? Thanks.

Q: Some stocks like GSY OR RPI.UN seem to be decent performers but trade very light.Could you expand on that.

Q: Bond Proxies: Some investors do not want to own bonds, but prefer to own stocks that are considered "bond proxies"

Can you identify stocks that have these characteristics.

Q: I'm doing research on RPI.UN and came across the is on the March 2, 2017 Press release:

"Net income was $7.9 million, or $0.73 per Unit, down $2.6 million from 2015 which mainly reflects higher EBITDA offset by contingent consideration for the Healthmark acquisition and the mark-to-market loss on exchangeable shares due to a $5.61/Unit appreciation."

What are the contigent considerations they are referring to?
Can you explain the mark-to-market loss on exchangeable shares?

Thanks

Q: Good morning, I know you favor CCL in this industry for growht, but i can use the 5% div on RPI.UN and steer away from inetrest sensitive stocks.But is there any growth ? For some reason there is no forward PE published ? What is your actual view on this stock or would my money be better invested in ZCL or ITP in this industry ?
Thanks for the guidance ! With more of your recommended stocks I increased performance and reduced volatility !

Q: I hold smaller positions of the above collection of what I would consider to be "second tier" income stocks in an unregistered account. I also have BIP.UN, CSH.UN and HR.UN in a TFSA. I want to raise a bit of cash before the snow melts; which two or three of these would you sell first?

Thanks for the wonderful service - I've just renewed again!

Q: What is your opinion on Richard's Packaging ?

Q: Hi Can I have your comments on RPI results?
Kind Regards
Stan